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 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.71K
New
$214K - $246K
1.71K $485K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.71K
+ 3.38%
$213K - $246K
52.3K $14.8M
Apr 27, 2023 Q1 2023
Securian Asset Management, Inc

BUY
 -
1.71K
+ 0.71%
$213K - $245K
243K $68.8M
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
1.69K
New
$212K - $244K
1.69K $480K
Apr 06, 2023 Q1 2023
Radnor Capital Management, LLC

BUY
 -
1.68K
+ 3.06%
$210K - $241K
56.5K $16M
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.67K
+ 247.56%
$209K - $240K
2.35K $664K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
1.67K
+ 15.76%
$208K - $240K
12.3K $3.47M
May 15, 2023 Q1 2023
Liberty One Investment Management, LLC

BUY
 -
1.67K
+ 9.61%
$208K - $239K
19K $5.38M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.66K
+ 4.57%
$208K - $239K
38.1K $10.8M
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
1.66K
+ 1.9%
$207K - $238K
88.9K $25.2M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.65K
New
$206K - $237K
1.65K $467K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.64K
+ 2.28%
$205K - $236K
73.8K $20.9M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
1.64K
+ 4.98%
$205K - $236K
34.6K $9.81M
May 12, 2023 Q1 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
1.62K
New
$203K - $234K
1.62K $460K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.62K
+ 4.88%
$203K - $233K
34.9K $9.87M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.62K
+ 7.5%
$203K - $233K
23.2K $6.58M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.62K
+ 27.1%
$202K - $233K
7.6K $2.15M
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
1.61K
+ 2.1%
$201K - $232K
78.4K $22.2M
May 11, 2023 Q1 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
1.61K
New
$201K - $232K
1.61K $457K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
1.6K
+ 0.31%
$200K - $230K
520K $147M
May 16, 2023 Q1 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
1.6K
+ 26.23%
$200K - $230K
7.7K $2.18M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.6K
+ 4.01%
$199K - $230K
41.4K $11.7M
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
1.59K
+ 3.7%
$199K - $229K
44.7K $12.7M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
1.59K
New
$199K - $229K
1.59K $451K
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
1.59K
+ 7.7%
$199K - $229K
22.3K $6.3M
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.59K
+ 7.51%
$198K - $228K
22.7K $6.43M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
1.59K
+ 5.68%
$198K - $228K
29.6K $8.37M
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
1.59K
New
$198K - $228K
1.59K $449K
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
1.58K
+ 2.35%
$198K - $228K
69.1K $19.6M
Apr 12, 2023 Q1 2023
Elk River Wealth Management, LLC

BUY
 -
1.58K
+ 3.25%
$197K - $227K
50.2K $14.2M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
1.58K
+ 8.99%
$197K - $227K
19.1K $5.42M
May 05, 2023 Q1 2023
Gibraltar Capital Management, Inc.

BUY
 -
1.57K
+ 3.09%
$196K - $226K
52.4K $14.8M
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
1.55K
+ 0.91%
$194K - $223K
171K $48.5M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.54K
+ 2.36%
$193K - $222K
67.1K $19M
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.54K
+ 25.44%
$192K - $221K
7.59K $2.15M
May 12, 2023 Q1 2023
Geller Advisors LLC

New York, NY
BUY
 -
1.54K
+ 34.76%
$192K - $221K
5.96K $1.69M
Apr 20, 2023 Q1 2023
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.52K
+ 17.99%
$190K - $218K
9.96K $2.82M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.52K
+ 12.64%
$190K - $218K
13.5K $3.83M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

BUY
 -
1.52K
+ 5.75%
$189K - $218K
27.9K $7.89M
May 12, 2023 Q1 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.51K
+ 6291.67%
$189K - $217K
1.53K $434K
Feb 13, 2025 Q1 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.51K
+ 50.37%
$188K - $217K
4.5K $1.27M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
1.5K
+ 54.54%
$187K - $216K
4.25K $1.2M
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
1.5K
New
$187K - $216K
1.5K $425K
May 05, 2023 Q1 2023
Mechanics Financial Corp

BUY
 -
1.5K
+ 6.18%
$187K - $216K
25.8K $7.29M
May 15, 2023 Q1 2023
Par Capital Management Inc

Boston, MA
BUY
 -
1.5K
+ 100.0%
$187K - $216K
3K $849K
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.5K
New
$187K - $216K
1.5K $424K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
1.48K
+ 23.65%
$185K - $213K
7.73K $2.19M
Mar 11, 2025 Q1 2023
Private Capital Management LLC

BUY
 -
1.47K
+ 33.86%
$184K - $211K
5.81K $1.65M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
1.46K
+ 2.73%
$183K - $211K
55.1K $15.6M

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