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 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 39.9% |
$154K - $177K
|
4.32K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Arga Investment Management, LP
|
BUY
|
- |
1.23K+ 11.9% |
$154K - $177K
|
11.6K
$3M
|
|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
BUY
|
- |
1.23K+ 11.9% |
$154K - $177K
|
11.6K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 0.61% |
$153K - $176K
|
200K
$51.8M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.22K+ 2.61% |
$153K - $176K
|
48.1K
$12.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
1.22K+ 1.67% |
$152K - $175K
|
73.8K
$19.1M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.96% |
$151K - $174K
|
42.1K
$10.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.2K+ 0.63% |
$150K - $173K
|
191K
$49.4M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 3.58% |
$149K - $172K
|
34.6K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.2K+ 0.2% |
$149K - $172K
|
605K
$157M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.19K+ 41.64% |
$149K - $171K
|
4.05K
$1.05M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.18K+ 5.2% |
$148K - $170K
|
23.9K
$6.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.18K+ 41.62% |
$147K - $170K
|
4.02K
$1.04M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.18K+ 0.95% |
$147K - $169K
|
124K
$32.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.17K+ 15.58% |
$146K - $168K
|
8.65K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.17K+ 0.67% |
$146K - $168K
|
175K
$45.2M
|
|
|
May 11, 2023
Q1 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.16K+ 32.35% |
$145K - $167K
|
4.75K
$1.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1.16K+ 82.0% |
$145K - $166K
|
2.57K
$665K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.16K+ 7.55% |
$145K - $166K
|
16.5K
$4.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 11.44% |
$144K - $166K
|
11.3K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 4.54% |
$144K - $165K
|
26.5K
$6.86M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
1.14K+ 26.22% |
$143K - $164K
|
5.5K
$1.42M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.14K+ 2.35% |
$143K - $164K
|
49.7K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.14K+ 129.19% |
$143K - $164K
|
2.03K
$525K
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
1.14K+ 22.58% |
$142K - $164K
|
6.18K
$1.6M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.14K+ 0.5% |
$142K - $164K
|
228K
$58.9M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.14K+ 0.7% |
$142K - $164K
|
163K
$42.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.14K+ 0.71% |
$142K - $163K
|
161K
$41.7M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.14K+ 15.88% |
$142K - $163K
|
8.28K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.13K+ 40.62% |
$142K - $163K
|
3.93K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.13K+ 19.08% |
$142K - $163K
|
7.07K
$1.83M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1.13K+ 11.88% |
$141K - $163K
|
10.7K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.13K+ 6.68% |
$141K - $162K
|
18K
$4.66M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.12K+ 20.09% |
$140K - $161K
|
6.7K
$1.74M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.12K+ 31.78% |
$139K - $160K
|
4.63K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.11K+ 2.79% |
$139K - $160K
|
41K
$10.6M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.11K+ 2.96% |
$139K - $160K
|
38.8K
$10M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.11K+ 2.25% |
$139K - $160K
|
50.4K
$13.1M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.11K+ 3.91% |
$139K - $159K
|
29.5K
$7.63M
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.11K+ 1.75% |
$138K - $159K
|
64.2K
$16.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.11K+ 0.84% |
$138K - $159K
|
133K
$34.5M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.1K+ 1.09% |
$138K - $159K
|
103K
$26.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.1K+ 8.76% |
$137K - $158K
|
13.6K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.09K+ 18.82% |
$136K - $157K
|
6.9K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.09K+ 15.42% |
$136K - $157K
|
8.15K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.09K+ 8.6% |
$136K - $156K
|
13.7K
$3.56M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.08K+ 10.68% |
$135K - $155K
|
11.2K
$2.9M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.07K+ 2.0% |
$134K - $154K
|
54.5K
$14.1M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$134K - $154K
|
1.07K
$277K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.44% |
$133K - $153K
|
75.1K
$19.4M
|