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 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
1.69K
New
$212K - $244K
1.69K $439K
Apr 06, 2023 Q1 2023
Radnor Capital Management, LLC

BUY
 -
1.68K
+ 3.06%
$210K - $241K
56.5K $14.6M
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
1.67K
+ 247.56%
$209K - $240K
2.35K $608K
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
1.67K
+ 15.76%
$208K - $240K
12.3K $3.18M
May 15, 2023 Q1 2023
Liberty One Investment Management, LLC

BUY
 -
1.67K
+ 9.61%
$208K - $239K
19K $4.92M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.66K
+ 4.57%
$208K - $239K
38.1K $9.87M
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

BUY
 -
1.66K
+ 1.9%
$207K - $238K
88.9K $23M
May 03, 2023 Q1 2023
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
1.66K
+ 1.58%
$207K - $238K
106K $27.5M
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.65K
New
$206K - $237K
1.65K $428K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.64K
+ 2.28%
$205K - $236K
73.8K $19.1M
May 12, 2023 Q1 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
1.62K
New
$203K - $234K
1.62K $421K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.62K
+ 4.88%
$203K - $233K
34.9K $9.03M
May 15, 2023 Q1 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.62K
+ 7.5%
$203K - $233K
23.2K $6.02M
May 10, 2023 Q1 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.62K
+ 27.1%
$202K - $233K
7.6K $1.97M
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
1.61K
+ 2.1%
$201K - $232K
78.4K $20.3M
May 11, 2023 Q1 2023
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
1.61K
New
$201K - $232K
1.61K $418K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
1.6K
+ 0.31%
$200K - $230K
520K $135M
May 16, 2023 Q1 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
1.6K
+ 26.23%
$200K - $230K
7.7K $1.99M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1.6K
+ 4.01%
$199K - $230K
41.4K $10.7M
Apr 11, 2023 Q1 2023
Buckingham Capital Management, Inc.

BUY
 -
1.59K
+ 3.7%
$199K - $229K
44.7K $11.6M
May 11, 2023 Q1 2023
Worth Pointe, LLC

La Jolla, CA
BUY
 -
1.59K
New
$199K - $229K
1.59K $413K
Apr 21, 2023 Q1 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
1.59K
+ 7.7%
$199K - $229K
22.3K $5.77M
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.59K
+ 7.51%
$198K - $228K
22.7K $5.89M
May 15, 2023 Q1 2023
Lake Street Advisors Group, LLC

BUY
 -
1.59K
+ 5.68%
$198K - $228K
29.6K $7.66M
Apr 28, 2023 Q1 2023
Warren Street Wealth Advisors, LLC

BUY
 -
1.59K
New
$198K - $228K
1.59K $411K
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
1.58K
+ 2.35%
$198K - $228K
69.1K $17.9M
Apr 12, 2023 Q1 2023
Elk River Wealth Management, LLC

BUY
 -
1.58K
+ 3.25%
$197K - $227K
50.2K $13M
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
1.58K
+ 8.99%
$197K - $227K
19.1K $4.95M
May 05, 2023 Q1 2023
Gibraltar Capital Management, Inc.

BUY
 -
1.57K
+ 3.09%
$196K - $226K
52.4K $13.6M
May 01, 2023 Q1 2023
Blue Chip Partners, Inc.

BUY
 -
1.55K
+ 0.91%
$194K - $223K
171K $44.4M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.54K
+ 2.36%
$193K - $222K
67.1K $17.4M
May 04, 2023 Q1 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
1.54K
+ 25.44%
$192K - $221K
7.59K $1.97M
May 12, 2023 Q1 2023
Geller Advisors LLC

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

Colorado Springs, CO
BUY
 -
1.52K
+ 17.99%
$190K - $218K
9.96K $2.58M
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.52K
+ 12.64%
$190K - $218K
13.5K $3.51M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

BUY
 -
1.52K
+ 5.75%
$189K - $218K
27.9K $7.22M
May 12, 2023 Q1 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.51K
+ 6291.67%
$189K - $217K
1.53K $397K
Feb 13, 2025 Q1 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.51K
+ 50.37%
$188K - $217K
4.5K $1.17M
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
1.5K
+ 54.54%
$187K - $216K
4.25K $1.1M
Apr 12, 2023 Q1 2023
Fny Investment Advisers, LLC

BUY
 -
1.5K
New
$187K - $216K
1.5K $389K
May 05, 2023 Q1 2023
Mechanics Financial Corp

BUY
 -
1.5K
+ 6.18%
$187K - $216K
25.8K $6.67M
May 15, 2023 Q1 2023
Par Capital Management Inc

Boston, MA
BUY
 -
1.5K
+ 100.0%
$187K - $216K
3K $777K
May 15, 2023 Q1 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
1.5K
New
$187K - $216K
1.5K $388K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
1.48K
+ 23.65%
$185K - $213K
7.73K $2M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
1.46K
+ 2.73%
$183K - $211K
55.1K $14.3M
May 03, 2023 Q1 2023
Adell Harriman & Carpenter Inc

BUY
 -
1.46K
+ 1.3%
$183K - $210K
114K $29.5M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.46K
+ 1.48%
$182K - $210K
100K $25.9M
May 11, 2023 Q1 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.46K
+ 3.69%
$182K - $209K
41K $10.6M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
1.45K
+ 8.97%
$181K - $208K
17.6K $4.56M

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