Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.34K+ 5.9% |
$292K - $336K
|
42K
$10.9M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.34K+ 87.69% |
$292K - $336K
|
5K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.33K+ 3.36% |
$292K - $336K
|
71.8K
$18.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.33K+ 0.61% |
$291K - $334K
|
384K
$99.5M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.31K+ 25.67% |
$289K - $333K
|
11.3K
$2.93M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.31K+ 0.54% |
$288K - $332K
|
433K
$112M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.29K+ 23.87% |
$286K - $329K
|
11.9K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.29K+ 16.22% |
$285K - $329K
|
16.4K
$4.24M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.28K+ 6.85% |
$285K - $328K
|
35.6K
$9.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.28KNew |
$284K - $327K
|
2.28K
$590K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.27K+ 5.91% |
$284K - $326K
|
40.7K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.26K+ 1.23% |
$283K - $325K
|
186K
$48.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.26K+ 35.04% |
$283K - $325K
|
8.72K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
2.25K+ 11.88% |
$282K - $324K
|
21.2K
$5.5M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.25K+ 6.76% |
$281K - $324K
|
35.5K
$9.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.23K+ 87.93% |
$279K - $321K
|
4.77K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.22K+ 1.88% |
$278K - $320K
|
121K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.22K+ 1.51% |
$277K - $319K
|
149K
$38.6M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 4.58% |
$275K - $316K
|
50.2K
$13M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.19K+ 3.87% |
$274K - $315K
|
58.8K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.19KNew |
$274K - $315K
|
2.19K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
Covenant Partners, LLC
|
BUY
|
- |
2.19K+ 38.21% |
$273K - $314K
|
7.9K
$2.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
2.18K+ 0.92% |
$272K - $313K
|
239K
$61.9M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.16KNew |
$270K - $311K
|
2.16K
$560K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
2.16K+ 21.56% |
$270K - $310K
|
12.2K
$3.15M
|
|
|
May 01, 2023
Q1 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.15K+ 6.64% |
$268K - $309K
|
34.5K
$8.93M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.12K+ 7.04% |
$264K - $304K
|
32.2K
$8.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.1K+ 3.52% |
$263K - $303K
|
61.8K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.09K+ 125.42% |
$261K - $301K
|
3.76K
$974K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
2.09K+ 2.74% |
$261K - $300K
|
78.1K
$20.2M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.08K+ 3.01% |
$260K - $299K
|
71.3K
$18.5M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.08KNew |
$260K - $299K
|
2.08K
$539K
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.05K+ 1.19% |
$256K - $295K
|
175K
$45.2M
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.04K+ 81.88% |
$255K - $294K
|
4.54K
$1.18M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.04K+ 81.88% |
$255K - $294K
|
4.54K
$1.18M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.04K+ 81.88% |
$255K - $294K
|
4.54K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
2.04KNew |
$255K - $293K
|
2.04K
$528K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
2.04K+ 0.78% |
$255K - $293K
|
262K
$67.9M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.03K+ 41.48% |
$254K - $292K
|
6.93K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.02K+ 62.13% |
$253K - $291K
|
5.28K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.02K+ 17.86% |
$252K - $290K
|
13.3K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
2.01KNew |
$251K - $289K
|
2.01K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.01K+ 5.05% |
$251K - $288K
|
41.7K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2K+ 22.22% |
$250K - $288K
|
11K
$2.85M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
2K+ 57.75% |
$250K - $288K
|
5.46K
$1.42M
|
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
2K+ 1.55% |
$249K - $287K
|
131K
$33.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
1.99K+ 0.95% |
$249K - $286K
|
211K
$54.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
1.99KNew |
$249K - $286K
|
1.99K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.98KNew |
$247K - $285K
|
1.98K
$513K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.98KNew |
$247K - $285K
|
1.98K
$513K
|