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 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
BUY
|
- |
1.99KNew |
$249K - $286K
|
1.99K
$563K
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.98KNew |
$247K - $285K
|
1.98K
$561K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.98KNew |
$247K - $285K
|
1.98K
$561K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.97K+ 0.57% |
$246K - $283K
|
345K
$97.8M
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.96K+ 2.37% |
$244K - $281K
|
84.3K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 3.86% |
$243K - $280K
|
52.3K
$14.8M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
1.94KNew |
$242K - $279K
|
1.94K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.94K+ 10.68% |
$242K - $279K
|
20.1K
$5.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.94K+ 1.54% |
$242K - $278K
|
128K
$36.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 4.12% |
$241K - $278K
|
48.8K
$13.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.93K+ 33.99% |
$241K - $277K
|
7.6K
$2.15M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.93K+ 2.82% |
$241K - $277K
|
70.1K
$19.9M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.93K+ 42.52% |
$241K - $277K
|
6.46K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.92K+ 5.62% |
$240K - $276K
|
36.1K
$10.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
1.92K+ 3.7% |
$239K - $276K
|
53.7K
$15.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.9K+ 8.97% |
$237K - $273K
|
23.1K
$6.54M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
1.9KNew |
$237K - $273K
|
1.9K
$537K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.9K+ 2.55% |
$237K - $273K
|
76.3K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
1.89K+ 0.23% |
$236K - $272K
|
817K
$231M
|
|
|
May 08, 2023
Q1 2023
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.87KNew |
$233K - $269K
|
1.87K
$529K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.87KNew |
$233K - $268K
|
1.87K
$529K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.86KNew |
$233K - $268K
|
1.86K
$527K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.86K+ 47.64% |
$232K - $267K
|
5.76K
$1.63M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 99.89% |
$231K - $266K
|
3.7K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.85K+ 0.23% |
$231K - $266K
|
801K
$227M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.84K+ 6.49% |
$230K - $265K
|
30.3K
$8.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.83KNew |
$229K - $263K
|
1.83K
$519K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.83KNew |
$229K - $263K
|
1.83K
$518K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.83K+ 2.16% |
$228K - $263K
|
86.5K
$24.5M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.82KNew |
$228K - $262K
|
1.82K
$516K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.81K+ 5.72% |
$226K - $260K
|
33.5K
$9.47M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.81KNew |
$226K - $260K
|
1.81K
$513K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.81KNew |
$226K - $260K
|
1.81K
$512K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
BUY
|
- |
1.8KNew |
$225K - $259K
|
1.8K
$511K
|
|
|
May 16, 2023
Q1 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.8K+ 43.88% |
$225K - $259K
|
5.91K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
1.79K+ 4.38% |
$223K - $257K
|
42.6K
$12.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.79KNew |
$223K - $257K
|
1.79K
$506K
|
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
BUY
|
- |
1.79K+ 8.32% |
$223K - $257K
|
23.3K
$6.59M
|
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.79KNew |
$223K - $257K
|
1.79K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
1.79K+ 5.71% |
$223K - $257K
|
33K
$9.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.78K+ 52.32% |
$223K - $257K
|
5.19K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.78K+ 3.64% |
$222K - $256K
|
50.7K
$14.3M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.78K+ 12.96% |
$222K - $256K
|
15.5K
$4.38M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.78K+ 11.91% |
$222K - $255K
|
16.7K
$4.73M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.77K+ 6.54% |
$220K - $254K
|
28.8K
$8.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.76K+ 0.77% |
$220K - $254K
|
231K
$65.3M
|
|
|
May 08, 2023
Q1 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.75K+ 1.32% |
$218K - $251K
|
134K
$38M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.74KNew |
$217K - $250K
|
1.74K
$492K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.73K+ 3.99% |
$217K - $249K
|
45.2K
$12.8M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.72K+ 3.2% |
$214K - $247K
|
55.2K
$15.6M
|