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 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
304+ 2.19% |
$38K - $43.7K
|
14.2K
$3.68M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
300+ 1.48% |
$37.5K - $43.1K
|
20.5K
$5.31M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 0.95% |
$37.5K - $43.1K
|
32K
$8.28M
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
300+ 0.92% |
$37.5K - $43.1K
|
33K
$8.56M
|
|
|
Apr 17, 2023
Q1 2023
|
Security National Bank
|
BUY
|
- |
296+ 0.82% |
$37K - $42.6K
|
36.3K
$9.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
296+ 0.98% |
$37K - $42.6K
|
30.6K
$7.93M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
296+ 266.67% |
$37K - $42.6K
|
407
$105K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
296+ 1.19% |
$37K - $42.6K
|
25.2K
$6.53M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
295+ 19.69% |
$36.8K - $42.4K
|
1.79K
$464K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
294+ 1.77% |
$36.7K - $42.3K
|
16.9K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
294+ 0.8% |
$36.7K - $42.3K
|
36.9K
$9.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
287+ 16.5% |
$35.8K - $41.3K
|
2.03K
$525K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
286+ 1.55% |
$35.7K - $41.1K
|
18.8K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
286+ 8.62% |
$35.7K - $41.1K
|
3.6K
$933K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
286+ 0.67% |
$35.7K - $41.1K
|
43K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
286+ 4.46% |
$35.7K - $41.1K
|
6.7K
$1.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Wd Rutherford LLC
|
BUY
|
- |
285+ 1.26% |
$35.6K - $41K
|
22.9K
$5.94M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
285+ 2.15% |
$35.6K - $41K
|
13.5K
$3.5M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
285+ 6.8% |
$35.6K - $41K
|
4.48K
$1.16M
|
|
|
May 17, 2023
Q1 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
285+ 3.76% |
$35.6K - $41K
|
7.86K
$2.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
282+ 0.52% |
$35.2K - $40.6K
|
54.2K
$14M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
280+ 2.55% |
$35K - $40.3K
|
11.2K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Gam Holding Ag
|
BUY
|
- |
278+ 0.35% |
$34.7K - $40K
|
79.3K
$20.6M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
278+ 0.32% |
$34.7K - $40K
|
86.7K
$22.4M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
278+ 2.13% |
$34.7K - $40K
|
13.3K
$3.45M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
277+ 2.65% |
$34.6K - $39.8K
|
10.7K
$2.78M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
277+ 0.51% |
$34.6K - $39.8K
|
54.4K
$14.1M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
270+ 27.0% |
$33.7K - $38.8K
|
1.27K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
269+ 0.29% |
$33.6K - $38.7K
|
92.2K
$23.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
267+ 2.32% |
$33.4K - $38.4K
|
11.8K
$3.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
267+ 5.16% |
$33.4K - $38.4K
|
5.44K
$1.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
266+ 3.57% |
$33.2K - $38.3K
|
7.72K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
265+ 3.63% |
$33.1K - $38.1K
|
7.56K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
263+ 3.81% |
$32.9K - $37.8K
|
7.16K
$1.86M
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
262+ 2.47% |
$32.7K - $37.7K
|
10.9K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
261+ 0.43% |
$32.6K - $37.5K
|
60.4K
$15.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
260+ 0.75% |
$32.5K - $37.4K
|
34.9K
$9.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
259+ 2.2% |
$32.4K - $37.2K
|
12K
$3.12M
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
259+ 3.58% |
$32.4K - $37.2K
|
7.5K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
258+ 0.33% |
$32.2K - $37.1K
|
77.5K
$20.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
257+ 0.94% |
$32.1K - $37K
|
27.5K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
257+ 0.52% |
$32.1K - $37K
|
49.9K
$12.9M
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
255+ 2.68% |
$31.9K - $36.7K
|
9.77K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
254+ 5.32% |
$31.7K - $36.5K
|
5.02K
$1.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
252+ 8.25% |
$31.5K - $36.2K
|
3.31K
$857K
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
252+ 1.49% |
$31.5K - $36.2K
|
17.2K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
250+ 1.11% |
$31.2K - $36K
|
22.7K
$5.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
249+ 1.72% |
$31.1K - $35.8K
|
14.7K
$3.81M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
248+ 7.77% |
$31K - $35.7K
|
3.44K
$891K
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
246+ 13.67% |
$30.7K - $35.4K
|
2.05K
$530K
|