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
Apr 13, 2023 Q1 2023
Consilium Wealth Advisory, LLC

BUY
 -
768
+ 11.97%
$95.9K - $110K
7.18K $2.03M
May 12, 2023 Q1 2023
Schnieders Capital Management LLC

BUY
 -
767
+ 0.89%
$95.8K - $110K
87.4K $24.7M
Apr 17, 2023 Q1 2023
Burns J W & CO Inc

BUY
 -
766
+ 0.94%
$95.7K - $110K
82.1K $23.2M
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

BUY
 -
762
+ 13.01%
$95.2K - $110K
6.62K $1.87M
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
761
+ 2.57%
$95.1K - $109K
30.4K $8.61M
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
761
+ 0.74%
$95.1K - $109K
103K $29.3M
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
761
+ 285.02%
$95.1K - $109K
1.03K $291K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
758
+ 8.3%
$94.7K - $109K
9.9K $2.8M
May 10, 2023 Q1 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
752
+ 5.9%
$93.9K - $108K
13.5K $3.82M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
738
+ 46.8%
$92.2K - $106K
2.32K $656K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
734
New
$91.7K - $106K
734 $208K
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
734
+ 3.64%
$91.7K - $106K
20.9K $5.92M
Apr 19, 2023 Q1 2023
Boyd Watterson Asset Management LLC

BUY
 -
726
+ 1.7%
$90.7K - $104K
43.5K $12.3M
May 15, 2023 Q1 2023
Vista Investment Management

Pittsburgh, PA
BUY
 -
724
+ 6.19%
$90.4K - $104K
12.4K $3.52M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
724
+ 4.18%
$90.4K - $104K
18K $5.1M
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
724
+ 14.62%
$90.4K - $104K
5.68K $1.61M
Apr 13, 2023 Q1 2023
Veery Capital, LLC

BUY
 -
719
+ 37.8%
$89.8K - $103K
2.62K $742K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
719
+ 5.27%
$89.8K - $103K
14.4K $4.06M
May 19, 2025 Q1 2023
Aaf Wealth Management, LLC

BUY
 -
718
+ 67.23%
$89.7K - $103K
1.79K $506K
Apr 18, 2023 Q1 2023
M. Kraus & CO

BUY
 -
717
+ 9.54%
$89.6K - $103K
8.23K $2.33M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
717
+ 1.84%
$89.6K - $103K
39.6K $11.2M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
715
+ 3.28%
$89.3K - $103K
22.5K $6.38M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
715
+ 8.27%
$89.3K - $103K
9.36K $2.65M
Apr 26, 2023 Q1 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
715
+ 4.79%
$89.3K - $103K
15.6K $4.43M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
711
+ 10.3%
$88.8K - $102K
7.62K $2.16M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
711
+ 4.43%
$88.8K - $102K
16.8K $4.75M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
710
+ 0.08%
$88.7K - $102K
896K $254M
Apr 19, 2023 Q1 2023
Sander Capital Advisors Inc

Seattle, WA
BUY
 -
705
+ 201.43%
$88.1K - $101K
1.06K $299K
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
704
+ 7.69%
$87.9K - $101K
9.86K $2.79M
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
701
+ 0.68%
$87.6K - $101K
104K $29.4M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
692
+ 2.51%
$86.4K - $99.5K
28.3K $8.01M
May 12, 2023 Q1 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
692
+ 15.33%
$86.4K - $99.5K
5.21K $1.47M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
685
+ 0.63%
$85.6K - $98.5K
110K $31.2M
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
675
+ 10.28%
$84.3K - $97.1K
7.24K $2.05M
Apr 13, 2023 Q1 2023
Abner Herrman & Brock LLC

BUY
 -
671
+ 0.42%
$83.8K - $96.5K
161K $45.5M
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
667
+ 4.63%
$83.3K - $95.9K
15.1K $4.26M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
666
+ 5.25%
$83.2K - $95.8K
13.4K $3.78M
May 16, 2023 Q1 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
666
+ 5.06%
$83.2K - $95.8K
13.8K $3.92M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
664
+ 2.13%
$82.9K - $95.5K
31.8K $9.01M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
663
+ 7.38%
$82.8K - $95.3K
9.64K $2.73M
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
662
+ 13.88%
$82.7K - $95.2K
5.43K $1.54M
May 03, 2023 Q1 2023
Moseley Investment Management Inc

BUY
 -
661
+ 3.93%
$82.6K - $95.1K
17.5K $4.95M
May 04, 2023 Q1 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
656
+ 3.35%
$81.9K - $94.3K
20.2K $5.73M
May 12, 2023 Q1 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
655
+ 2.23%
$81.8K - $94.2K
30K $8.5M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
652
+ 1.0%
$81.4K - $93.8K
65.8K $18.6M
Apr 27, 2023 Q1 2023
Argyle Capital Management Inc.

BUY
 -
650
+ 1.54%
$81.2K - $93.5K
42.9K $12.1M
May 11, 2023 Q1 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
650
+ 3.45%
$81.2K - $93.5K
19.5K $5.51M
Apr 10, 2023 Q1 2023
Hummer Financial Advisory Services Inc

BUY
 -
647
+ 7.9%
$80.8K - $93K
8.84K $2.5M
May 12, 2023 Q1 2023
Cheviot Value Management, LLC

BUY
 -
647
+ 7.56%
$80.8K - $93K
9.21K $2.61M

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