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 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.45K+ 1.7% |
$181K - $208K
|
86.4K
$22.4M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.45K+ 8.05% |
$181K - $208K
|
19.4K
$5.03M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.44K+ 0.29% |
$180K - $207K
|
497K
$129M
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.44K+ 2.07% |
$179K - $206K
|
70.9K
$18.4M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
1.44K+ 12.01% |
$179K - $206K
|
13.4K
$3.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.43K+ 2.26% |
$179K - $206K
|
65K
$16.8M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.43K+ 6.57% |
$179K - $206K
|
23.3K
$6.03M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.43K+ 11.07% |
$179K - $206K
|
14.4K
$3.72M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.43K+ 0.31% |
$179K - $206K
|
458K
$119M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.42K+ 22.76% |
$178K - $205K
|
7.68K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.42K+ 0.98% |
$178K - $205K
|
146K
$37.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.42K+ 5.29% |
$177K - $204K
|
28.3K
$7.33M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.42K+ 5.02% |
$177K - $203K
|
29.6K
$7.68M
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.41K+ 1.58% |
$176K - $203K
|
90.8K
$23.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.41K+ 4.46% |
$176K - $203K
|
33K
$8.56M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.41K+ 76.16% |
$176K - $203K
|
3.26K
$844K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.4K+ 7.98% |
$174K - $201K
|
18.9K
$4.9M
|
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.37K+ 3.43% |
$172K - $198K
|
41.4K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.36K+ 0.59% |
$170K - $195K
|
232K
$60.1M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
1.35K+ 6.46% |
$169K - $194K
|
22.2K
$5.76M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.35K+ 25.77% |
$168K - $194K
|
6.57K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.34K+ 3.53% |
$168K - $193K
|
39.3K
$10.2M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.34K+ 3.29% |
$168K - $193K
|
42.1K
$10.9M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 1.57% |
$167K - $192K
|
86.2K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.33K+ 2.69% |
$166K - $191K
|
50.8K
$13.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.33K+ 1.61% |
$166K - $191K
|
83.9K
$21.7M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.33K+ 37.58% |
$166K - $191K
|
4.85K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.33K+ 2.65% |
$166K - $191K
|
51.3K
$13.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.32K+ 6.15% |
$165K - $190K
|
22.9K
$5.92M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
BUY
|
- |
1.32K+ 0.35% |
$164K - $189K
|
372K
$96.3M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.31K+ 2.34% |
$164K - $189K
|
57.3K
$14.8M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.31K+ 4.8% |
$164K - $188K
|
28.6K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.31K+ 3.13% |
$163K - $188K
|
43K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.3K+ 3.21% |
$162K - $187K
|
41.9K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.3K+ 25.12% |
$162K - $187K
|
6.48K
$1.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.3K+ 4.78% |
$162K - $186K
|
28.4K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
1.3K+ 0.71% |
$162K - $186K
|
184K
$47.6M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.29K+ 22.68% |
$161K - $186K
|
6.98K
$1.81M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.29K+ 2.53% |
$161K - $185K
|
52.2K
$13.5M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 1.99% |
$161K - $185K
|
65.9K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.27K+ 1.38% |
$159K - $183K
|
93.2K
$24.2M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.27K+ 4.82% |
$158K - $182K
|
27.5K
$7.13M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.26K+ 2.29% |
$157K - $181K
|
56.4K
$14.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.26K+ 3.24% |
$157K - $181K
|
40.1K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26K+ 13.2% |
$157K - $181K
|
10.8K
$2.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
1.25K+ 1.17% |
$156K - $179K
|
107K
$27.8M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.24K+ 8.44% |
$155K - $179K
|
16K
$4.14M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.24K+ 0.95% |
$155K - $179K
|
133K
$34.4M
|
|
|
May 08, 2023
Q1 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.24K+ 1.76% |
$155K - $179K
|
71.9K
$18.6M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.24K+ 2.47% |
$155K - $179K
|
51.4K
$13.3M
|