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 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
252+ 1.49% |
$31.5K - $36.2K
|
17.2K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
250+ 1.11% |
$31.2K - $36K
|
22.7K
$6.55M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
249+ 1.72% |
$31.1K - $35.8K
|
14.7K
$4.25M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
248+ 7.77% |
$31K - $35.7K
|
3.44K
$993K
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
246+ 13.67% |
$30.7K - $35.4K
|
2.05K
$591K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
244+ 2.88% |
$30.5K - $35.1K
|
8.7K
$2.51M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
243+ 1.3% |
$30.4K - $34.9K
|
19K
$5.48M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
243+ 1.06% |
$30.4K - $34.9K
|
23.1K
$6.67M
|
|
|
Apr 18, 2023
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
242+ 0.18% |
$30.2K - $34.8K
|
135K
$39M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
242+ 1.33% |
$30.2K - $34.8K
|
18.5K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
241+ 26.51% |
$30.1K - $34.7K
|
1.15K
$332K
|
|
|
May 09, 2023
Q1 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
241+ 4.65% |
$30.1K - $34.7K
|
5.43K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
BUY
|
- |
241+ 5.0% |
$30.1K - $34.7K
|
5.07K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
240+ 0.86% |
$30K - $34.5K
|
28.3K
$8.16M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
238+ 5.6% |
$29.7K - $34.2K
|
4.49K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
236+ 0.52% |
$29.5K - $33.9K
|
45.5K
$13.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
236+ 1.27% |
$29.5K - $33.9K
|
18.8K
$5.44M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
236+ 2.05% |
$29.5K - $33.9K
|
11.8K
$3.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
235+ 0.29% |
$29.4K - $33.8K
|
81.3K
$23.5M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
232+ 4.24% |
$29K - $33.4K
|
5.71K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
231+ 14.47% |
$28.9K - $33.2K
|
1.83K
$527K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
231+ 4.49% |
$28.9K - $33.2K
|
5.38K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
230New |
$28.7K - $33.1K
|
230
$66.4K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
229+ 0.58% |
$28.6K - $32.9K
|
39.4K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
229+ 2.86% |
$28.6K - $32.9K
|
8.23K
$2.38M
|
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
228+ 1.6% |
$28.5K - $32.8K
|
14.5K
$4.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
225+ 0.9% |
$28.1K - $32.4K
|
25.3K
$7.29M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
220+ 2.25% |
$27.5K - $31.6K
|
10K
$2.89M
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
219+ 5.24% |
$27.4K - $31.5K
|
4.4K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
218+ 0.65% |
$27.2K - $31.3K
|
33.9K
$9.78M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
218+ 0.48% |
$27.2K - $31.3K
|
45.8K
$13.2M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
217+ 3.16% |
$27.1K - $31.2K
|
7.08K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
217+ 14.25% |
$27.1K - $31.2K
|
1.74K
$502K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
217+ 14.25% |
$27.1K - $31.2K
|
1.74K
$502K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
216+ 8.11% |
$27K - $31.1K
|
2.88K
$832K
|
|
|
May 08, 2023
Q1 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
214+ 0.79% |
$26.7K - $30.8K
|
27.5K
$7.93M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
214+ 11.57% |
$26.7K - $30.8K
|
2.06K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
214+ 2.83% |
$26.7K - $30.8K
|
7.78K
$2.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
213+ 5.87% |
$26.6K - $30.6K
|
3.84K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
212+ 1.58% |
$26.5K - $30.5K
|
13.6K
$3.92M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
211+ 4.52% |
$26.4K - $30.3K
|
4.88K
$1.41M
|
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
210+ 2.03% |
$26.2K - $30.2K
|
10.6K
$3.05M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
210+ 8.23% |
$26.2K - $30.2K
|
2.76K
$797K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
210+ 3.28% |
$26.2K - $30.2K
|
6.62K
$1.91M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
209+ 2.43% |
$26.1K - $30.1K
|
8.82K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
208+ 3.49% |
$26K - $29.9K
|
6.18K
$1.78M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
205+ 9.48% |
$25.6K - $29.5K
|
2.37K
$683K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
203+ 0.94% |
$25.4K - $29.2K
|
21.8K
$6.28M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
202+ 3.22% |
$25.2K - $29K
|
6.49K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
202+ 8.4% |
$25.2K - $29K
|
2.61K
$752K
|