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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.08K+ 10.68% |
$135K - $155K
|
11.2K
$3.17M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.07K+ 2.0% |
$134K - $154K
|
54.5K
$15.4M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$134K - $154K
|
1.07K
$303K
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.07K+ 1.44% |
$133K - $153K
|
75.1K
$21.3M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1.07K+ 20.31% |
$133K - $153K
|
6.32K
$1.79M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 3.11% |
$133K - $153K
|
35.3K
$9.99M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 3.29% |
$132K - $152K
|
33.3K
$9.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.05K+ 14.35% |
$131K - $151K
|
8.37K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.05K+ 2.34% |
$131K - $151K
|
45.9K
$13M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.05K+ 5.24% |
$131K - $151K
|
21.1K
$5.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.05K+ 27.43% |
$131K - $151K
|
4.86K
$1.38M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.05K+ 16.12% |
$131K - $150K
|
7.53K
$2.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.04K+ 1.04% |
$130K - $150K
|
101K
$28.5M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.03K+ 50.19% |
$129K - $149K
|
3.09K
$876K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
1.03K+ 0.38% |
$129K - $149K
|
273K
$77.3M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.01K+ 0.24% |
$126K - $145K
|
417K
$118M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.01K+ 12.58% |
$126K - $145K
|
9.02K
$2.55M
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
1.01K+ 4.66% |
$126K - $145K
|
22.6K
$6.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1K+ 3.04% |
$125K - $144K
|
33.9K
$9.6M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1KNew |
$125K - $144K
|
1K
$283K
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
1K+ 3.77% |
$125K - $144K
|
27.5K
$7.8M
|
|
|
May 08, 2023
Q1 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
1K+ 23.19% |
$125K - $144K
|
5.31K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
989+ 0.82% |
$124K - $142K
|
122K
$34.5M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
989+ 11.74% |
$124K - $142K
|
9.41K
$2.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
988+ 2.11% |
$123K - $142K
|
47.8K
$13.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
984+ 3.43% |
$123K - $141K
|
29.7K
$8.41M
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
982+ 5.05% |
$123K - $141K
|
20.4K
$5.78M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
979+ 4.38% |
$122K - $141K
|
23.3K
$6.6M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
972+ 3.47% |
$121K - $140K
|
29K
$8.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
969+ 0.49% |
$121K - $139K
|
197K
$55.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
967+ 4.15% |
$121K - $139K
|
24.3K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
962+ 7.61% |
$120K - $138K
|
13.6K
$3.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
959+ 74.46% |
$120K - $138K
|
2.25K
$636K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
955+ 14.61% |
$119K - $137K
|
7.49K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
949+ 9.62% |
$119K - $136K
|
10.8K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
936+ 2.95% |
$117K - $135K
|
32.7K
$9.26M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
936+ 5.82% |
$117K - $135K
|
17K
$4.82M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
935+ 1.71% |
$117K - $134K
|
55.5K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
933+ 2.81% |
$117K - $134K
|
34.2K
$9.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
931+ 3.52% |
$116K - $134K
|
27.4K
$7.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
931New |
$116K - $134K
|
931
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
928+ 1.56% |
$116K - $133K
|
60.5K
$17.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
925+ 2.03% |
$116K - $133K
|
46.4K
$13.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
920+ 15.72% |
$115K - $132K
|
6.77K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
920+ 54.31% |
$115K - $132K
|
2.61K
$740K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
915+ 7.24% |
$114K - $132K
|
13.6K
$3.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
913+ 1.72% |
$114K - $131K
|
54.1K
$15.3M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
913+ 5.21% |
$114K - $131K
|
18.4K
$5.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
910+ 2.76% |
$114K - $131K
|
33.8K
$9.58M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
907+ 8.76% |
$113K - $130K
|
11.3K
$3.19M
|