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 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
892+ 6.22% |
$111K - $128K
|
15.2K
$3.95M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
890+ 2.47% |
$111K - $128K
|
37K
$9.58M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
889New |
$111K - $128K
|
889
$230K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
887+ 13.72% |
$111K - $128K
|
7.35K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
885+ 4.88% |
$111K - $127K
|
19K
$4.93M
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
881+ 26.6% |
$110K - $127K
|
4.19K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
879+ 18.47% |
$110K - $126K
|
5.64K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
879+ 2.66% |
$110K - $126K
|
33.9K
$8.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
872+ 1.66% |
$109K - $125K
|
53.5K
$13.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
869+ 1.6% |
$109K - $125K
|
55.3K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
863+ 1.73% |
$108K - $124K
|
50.7K
$13.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
853+ 27.13% |
$107K - $123K
|
4K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
849+ 12.3% |
$106K - $122K
|
7.75K
$2.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
845+ 1.43% |
$106K - $122K
|
59.8K
$15.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
845+ 2.52% |
$106K - $122K
|
34.4K
$8.91M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
845+ 4.91% |
$106K - $122K
|
18K
$4.67M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
844+ 7.66% |
$105K - $121K
|
11.9K
$3.07M
|
|
|
May 04, 2023
Q1 2023
|
Ninepoint Partners LP
|
BUY
|
- |
837+ 21.55% |
$105K - $120K
|
4.72K
$1.22M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
836+ 4.62% |
$104K - $120K
|
18.9K
$4.9M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
836+ 0.21% |
$104K - $120K
|
391K
$101M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
830+ 0.58% |
$104K - $119K
|
143K
$37.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
827+ 1.31% |
$103K - $119K
|
64.1K
$16.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
825+ 8.31% |
$103K - $119K
|
10.8K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
824+ 1.33% |
$103K - $118K
|
62.7K
$16.3M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
824+ 0.38% |
$103K - $118K
|
216K
$56M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
824+ 2.31% |
$103K - $118K
|
36.5K
$9.46M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
821+ 0.68% |
$103K - $118K
|
122K
$31.5M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
816+ 48.0% |
$102K - $117K
|
2.52K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
812+ 1.86% |
$101K - $117K
|
44.5K
$11.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
806+ 363.06% |
$101K - $116K
|
1.03K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
805+ 8.52% |
$101K - $116K
|
10.3K
$2.66M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
802+ 61.36% |
$100K - $115K
|
2.11K
$546K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 26.46% |
$99.9K - $115K
|
3.82K
$991K
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
800+ 8.67% |
$99.9K - $115K
|
10K
$2.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
799+ 5.79% |
$99.8K - $115K
|
14.6K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
798+ 2.35% |
$99.7K - $115K
|
34.8K
$9.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
797+ 22.06% |
$99.6K - $115K
|
4.41K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
797+ 0.6% |
$99.6K - $115K
|
133K
$34.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
796+ 3.55% |
$99.4K - $114K
|
23.2K
$6.01M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
791+ 3.09% |
$98.8K - $114K
|
26.4K
$6.83M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
789+ 10.9% |
$98.6K - $113K
|
8.03K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
783+ 1.89% |
$97.8K - $113K
|
42.3K
$11M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
780+ 42.39% |
$97.4K - $112K
|
2.62K
$679K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
780+ 3.21% |
$97.4K - $112K
|
25.1K
$6.49M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
775+ 3.39% |
$96.8K - $111K
|
23.6K
$6.11M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
771+ 0.96% |
$96.3K - $111K
|
81.1K
$21M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
768+ 11.97% |
$95.9K - $110K
|
7.18K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
767+ 0.89% |
$95.8K - $110K
|
87.4K
$22.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
766+ 0.94% |
$95.7K - $110K
|
82.1K
$21.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
762+ 13.01% |
$95.2K - $110K
|
6.62K
$1.72M
|