Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 17, 2023 Q1 2023
Czech National Bank

Prague, 2N
BUY
 -
1.97K
+ 0.57%
$246K - $283K
345K $89.5M
Apr 06, 2023 Q1 2023
Hudson Valley Investment Advisors Inc

BUY
 -
1.96K
+ 2.37%
$244K - $281K
84.3K $21.8M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.95K
+ 3.86%
$243K - $280K
52.3K $13.6M
May 05, 2023 Q1 2023
Mqs Management LLC

BUY
 -
1.94K
New
$242K - $279K
1.94K $502K
May 15, 2023 Q1 2023
Townsend & Associates, Inc

BUY
 -
1.94K
+ 10.68%
$242K - $279K
20.1K $5.2M
Apr 19, 2023 Q1 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
1.94K
+ 1.54%
$242K - $278K
128K $33.1M
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
1.93K
+ 4.12%
$241K - $278K
48.8K $12.6M
Apr 26, 2023 Q1 2023
Provence Wealth Management Group

BUY
 -
1.93K
+ 33.99%
$241K - $277K
7.6K $1.97M
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
1.93K
+ 2.82%
$241K - $277K
70.1K $18.2M
May 15, 2024 Q1 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
1.93K
+ 42.52%
$241K - $277K
6.46K $1.67M
Apr 11, 2023 Q1 2023
Seneca House Advisors

BUY
 -
1.92K
+ 3.7%
$239K - $276K
53.7K $13.9M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
1.9K
+ 8.97%
$237K - $273K
23.1K $5.98M
May 03, 2023 Q1 2023
Schiavi & CO LLC

Wilmington, DE
BUY
 -
1.9K
New
$237K - $273K
1.9K $491K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
1.9K
+ 2.55%
$237K - $273K
76.3K $19.8M
May 15, 2023 Q1 2023
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
1.89K
+ 0.23%
$236K - $272K
817K $212M
May 08, 2023 Q1 2023
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
1.87K
New
$233K - $269K
1.87K $484K
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
1.87K
New
$233K - $268K
1.87K $484K
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
1.86K
New
$233K - $268K
1.86K $482K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
1.86K
+ 47.64%
$232K - $267K
5.76K $1.49M
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.85K
+ 99.89%
$231K - $266K
3.7K $959K
Apr 27, 2023 Q1 2023
Arizona State Retirement System

BUY
 -
1.85K
+ 0.23%
$231K - $266K
801K $207M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
1.84K
+ 6.49%
$230K - $265K
30.3K $7.84M
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
1.83K
New
$229K - $263K
1.83K $475K
May 04, 2023 Q1 2023
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.83K
New
$229K - $263K
1.83K $474K
Apr 18, 2023 Q1 2023
Vantage Investment Partners, LLC

BUY
 -
1.83K
+ 2.16%
$228K - $263K
86.5K $22.4M
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.82K
New
$228K - $262K
1.82K $472K
Apr 14, 2023 Q1 2023
Green Square Capital Advisors LLC

BUY
 -
1.81K
+ 5.72%
$226K - $260K
33.5K $8.67M
May 12, 2023 Q1 2023
Echo Street Capital Management LLC

New York, NY
BUY
 -
1.81K
New
$226K - $260K
1.81K $469K
Apr 18, 2023 Q1 2023
Waller Financial Planning Group, Inc

BUY
 -
1.81K
New
$226K - $260K
1.81K $469K
Apr 28, 2023 Q1 2023
Capital Planning LLC

BUY
 -
1.8K
New
$225K - $259K
1.8K $467K
May 16, 2023 Q1 2023
Doheny Asset Management /Ca

Los Angeles, CA
BUY
 -
1.8K
+ 43.88%
$225K - $259K
5.91K $1.53M
May 08, 2023 Q1 2023
Mitchell Capital Management CO

BUY
 -
1.79K
+ 4.38%
$223K - $257K
42.6K $11M
Apr 24, 2023 Q1 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
1.79K
New
$223K - $257K
1.79K $463K
Apr 07, 2023 Q1 2023
Sycomore Asset Management

BUY
 -
1.79K
+ 8.32%
$223K - $257K
23.3K $6.02M
May 04, 2023 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
1.79K
New
$223K - $257K
1.79K $463K
May 12, 2023 Q1 2023
Francois Rochon Giverny Capital Inc. | Montreal, A8
BUY
 -
1.79K
+ 5.71%
$223K - $257K
33K $8.56M
Apr 10, 2023 Q1 2023
Drake & Associates, LLC

Waukesha, WI
BUY
 -
1.78K
+ 52.32%
$223K - $257K
5.19K $1.35M
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
1.78K
+ 3.64%
$222K - $256K
50.7K $13.1M
May 09, 2023 Q1 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
1.78K
+ 12.96%
$222K - $256K
15.5K $4.01M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
1.78K
+ 11.91%
$222K - $255K
16.7K $4.32M
May 05, 2023 Q1 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
1.77K
+ 6.54%
$220K - $254K
28.8K $7.45M
Apr 20, 2023 Q1 2023
Maryland State Retirement & Pension System

BUY
 -
1.76K
+ 0.77%
$220K - $254K
231K $59.7M
May 08, 2023 Q1 2023
Noesis Capital Mangement Corp

BUY
 -
1.75K
+ 1.32%
$218K - $251K
134K $34.7M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
1.74K
New
$217K - $250K
1.74K $450K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
1.73K
+ 3.99%
$217K - $249K
45.2K $11.7M
May 04, 2023 Q1 2023
Eagle Claw Capital Managment, LLC

Boston, MA
BUY
 -
1.72K
+ 3.2%
$214K - $247K
55.2K $14.3M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.71K
New
$214K - $246K
1.71K $444K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.71K
+ 3.38%
$213K - $246K
52.3K $13.5M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
1.71K
+ 0.71%
$213K - $245K
243K $62.9M

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