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
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
904
+ 0.41%
$113K - $130K
220K $62.2M
Apr 11, 2023 Q1 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
902
+ 30.12%
$113K - $130K
3.9K $1.1M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
899
+ 10.51%
$112K - $129K
9.45K $2.68M
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
894
+ 1.23%
$112K - $129K
73.5K $20.8M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
892
+ 6.22%
$111K - $128K
15.2K $4.32M
May 10, 2023 Q1 2023
Boston Research & Management Inc

Manchester, MA
BUY
 -
890
+ 2.47%
$111K - $128K
37K $10.5M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
889
New
$111K - $128K
889 $252K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
887
+ 13.72%
$111K - $128K
7.35K $2.08M
May 01, 2023 Q1 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
885
+ 4.88%
$111K - $127K
19K $5.38M
May 08, 2023 Q1 2023
Vela Investment Management, LLC

New Albany, OH
BUY
 -
881
+ 26.6%
$110K - $127K
4.19K $1.19M
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
879
+ 2.66%
$110K - $126K
33.9K $9.61M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
872
+ 1.66%
$109K - $125K
53.5K $15.1M
Apr 26, 2023 Q1 2023
Investment Management Of Virginia LLC

BUY
 -
869
+ 1.6%
$109K - $125K
55.3K $15.6M
May 15, 2023 Q1 2023
Baldwin Investment Management, LLC

BUY
 -
863
+ 1.73%
$108K - $124K
50.7K $14.4M
Apr 12, 2023 Q1 2023
Ellsworth Advisors, LLC

BUY
 -
853
+ 27.13%
$107K - $123K
4K $1.13M
May 11, 2023 Q1 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
849
+ 12.3%
$106K - $122K
7.75K $2.19M
Apr 04, 2023 Q1 2023
Lynch & Associates

BUY
 -
845
+ 1.43%
$106K - $122K
59.8K $16.9M
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
845
+ 2.52%
$106K - $122K
34.4K $9.74M
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
845
+ 4.91%
$106K - $122K
18K $5.11M
May 09, 2023 Q1 2023
Bhk Investment Advisors, LLC

BUY
 -
844
+ 7.66%
$105K - $121K
11.9K $3.36M
May 04, 2023 Q1 2023
Ninepoint Partners LP

BUY
 -
837
+ 21.55%
$105K - $120K
4.72K $1.34M
May 01, 2023 Q1 2023
Dillon & Associates Inc

BUY
 -
836
+ 4.62%
$104K - $120K
18.9K $5.36M
May 02, 2023 Q1 2023
Waters Parkerson & Co., LLC

BUY
 -
836
+ 0.21%
$104K - $120K
391K $111M
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
830
+ 0.58%
$104K - $119K
143K $40.6M
Apr 20, 2023 Q1 2023
Wells Trecaso Financial Group, LLC

BUY
 -
827
+ 1.31%
$103K - $119K
64.1K $18.1M
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
825
+ 8.31%
$103K - $119K
10.8K $3.04M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
824
+ 1.33%
$103K - $118K
62.7K $17.8M
May 02, 2023 Q1 2023
Oakworth Capital, Inc.

BUY
 -
824
+ 0.38%
$103K - $118K
216K $61.2M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
824
+ 2.31%
$103K - $118K
36.5K $10.3M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
821
+ 0.68%
$103K - $118K
122K $34.5M
May 26, 2023 Q1 2023
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
816
+ 48.0%
$102K - $117K
2.52K $712K
May 15, 2023 Q1 2023
Arjuna Capital

BUY
 -
812
+ 1.86%
$101K - $117K
44.5K $12.6M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
806
+ 363.06%
$101K - $116K
1.03K $291K
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
805
+ 8.52%
$101K - $116K
10.3K $2.9M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
802
+ 61.36%
$100K - $115K
2.11K $597K
May 08, 2023 Q1 2023
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
800
+ 26.46%
$99.9K - $115K
3.82K $1.08M
May 15, 2023 Q1 2023
South Street Advisors LLC

New York, NY
BUY
 -
800
+ 8.67%
$99.9K - $115K
10K $2.84M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
799
+ 5.79%
$99.8K - $115K
14.6K $4.13M
May 12, 2023 Q1 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
798
+ 2.35%
$99.7K - $115K
34.8K $9.85M
Apr 11, 2023 Q1 2023
Pure Financial Advisors, LLC

BUY
 -
797
+ 22.06%
$99.6K - $115K
4.41K $1.25M
Apr 17, 2023 Q1 2023
Bourgeon Capital Management LLC

BUY
 -
797
+ 0.6%
$99.6K - $115K
133K $37.6M
Apr 26, 2023 Q1 2023
Tiedemann Advisors, LLC

BUY
 -
796
+ 3.55%
$99.4K - $114K
23.2K $6.57M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
791
+ 3.09%
$98.8K - $114K
26.4K $7.47M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
789
+ 10.9%
$98.6K - $113K
8.03K $2.27M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
783
+ 1.89%
$97.8K - $113K
42.3K $12M
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
780
+ 42.39%
$97.4K - $112K
2.62K $742K
Apr 19, 2023 Q1 2023
Investment Research & Advisory Group, Inc.

BUY
 -
780
+ 3.21%
$97.4K - $112K
25.1K $7.09M
Apr 06, 2023 Q1 2023
Indiana Trust & Investment Management CO

BUY
 -
775
+ 3.39%
$96.8K - $111K
23.6K $6.68M
May 23, 2024 Q1 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
771
+ 0.96%
$96.3K - $111K
81.1K $23M

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