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 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
361+ 23.52% |
$45.1K - $51.9K
|
1.9K
$491K
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
BUY
|
- |
360+ 6.97% |
$45K - $51.8K
|
5.52K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
358+ 2.02% |
$44.7K - $51.5K
|
18.1K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
358+ 2.66% |
$44.7K - $51.5K
|
13.8K
$3.57M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
358+ 9.14% |
$44.7K - $51.5K
|
4.28K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
356+ 6.49% |
$44.5K - $51.2K
|
5.85K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
355+ 3.94% |
$44.3K - $51K
|
9.37K
$2.43M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
355+ 1.37% |
$44.3K - $51K
|
26.3K
$6.81M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
354+ 23.34% |
$44.2K - $50.9K
|
1.87K
$485K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
353+ 5.6% |
$44.1K - $50.8K
|
6.65K
$1.72M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
352+ 2.71% |
$44K - $50.6K
|
13.4K
$3.46M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
351+ 2.66% |
$43.8K - $50.5K
|
13.5K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
351+ 2.98% |
$43.8K - $50.5K
|
12.1K
$3.14M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
350+ 0.14% |
$43.7K - $50.3K
|
243K
$63M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
349+ 0.4% |
$43.6K - $50.2K
|
87.7K
$22.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
347+ 1.37% |
$43.3K - $49.9K
|
25.7K
$6.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
347+ 1.26% |
$43.3K - $49.9K
|
27.9K
$7.22M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
344+ 10.86% |
$43K - $49.5K
|
3.51K
$910K
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
342+ 1.94% |
$42.7K - $49.2K
|
17.9K
$4.65M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
341+ 5.56% |
$42.6K - $49K
|
6.47K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
340+ 1.0% |
$42.5K - $48.9K
|
34.3K
$8.88M
|
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
337+ 2.84% |
$42.1K - $48.5K
|
12.2K
$3.16M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
337+ 12.24% |
$42.1K - $48.5K
|
3.09K
$800K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
335+ 17.16% |
$41.8K - $48.2K
|
2.29K
$592K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
334+ 6.46% |
$41.7K - $48K
|
5.5K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
330+ 19.71% |
$41.2K - $47.5K
|
2K
$519K
|
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
330+ 4.63% |
$41.2K - $47.5K
|
7.46K
$1.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
329+ 11.49% |
$41.1K - $47.3K
|
3.19K
$827K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
329+ 2.44% |
$41.1K - $47.3K
|
13.8K
$3.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
326+ 9.98% |
$40.7K - $46.9K
|
3.59K
$931K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
326+ 2.84% |
$40.7K - $46.9K
|
11.8K
$3.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
325+ 13.24% |
$40.6K - $46.7K
|
2.78K
$720K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
324+ 9.23% |
$40.5K - $46.6K
|
3.83K
$993K
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
323+ 3.88% |
$40.3K - $46.4K
|
8.64K
$2.24M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
323+ 3.0% |
$40.3K - $46.4K
|
11.1K
$2.88M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
322+ 1.35% |
$40.2K - $46.3K
|
24.1K
$6.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
321+ 0.24% |
$40.1K - $46.2K
|
133K
$34.5M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
320+ 0.18% |
$40K - $46K
|
175K
$45.4M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
BUY
|
- |
320+ 0.25% |
$40K - $46K
|
127K
$32.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
319+ 1.41% |
$39.8K - $45.9K
|
22.9K
$5.92M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
317+ 3.43% |
$39.6K - $45.6K
|
9.57K
$2.48M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
317+ 1.6% |
$39.6K - $45.6K
|
20.1K
$5.21M
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
316+ 8.69% |
$39.5K - $45.4K
|
3.95K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
313+ 4.15% |
$39.1K - $45K
|
7.86K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
313+ 3.92% |
$39.1K - $45K
|
8.29K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
311+ 1.32% |
$38.8K - $44.7K
|
23.8K
$6.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
311+ 1.89% |
$38.8K - $44.7K
|
16.7K
$4.34M
|
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
311+ 15.33% |
$38.8K - $44.7K
|
2.34K
$606K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
305+ 12.79% |
$38.1K - $43.9K
|
2.69K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
305+ 0.99% |
$38.1K - $43.9K
|
31K
$8.04M
|