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 03, 2023 Q1 2023
Cfo4 Life Group, LLC

BUY
 -
244
+ 2.88%
$30.5K - $35.1K
8.7K $2.25M
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
243
+ 1.3%
$30.4K - $34.9K
19K $4.91M
May 09, 2023 Q1 2023
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
243
+ 1.06%
$30.4K - $34.9K
23.1K $5.99M
Apr 18, 2023 Q1 2023
Willis Investment Counsel

Gainesville, GA
BUY
 -
242
+ 0.18%
$30.2K - $34.8K
135K $35M
May 15, 2023 Q1 2023
Cito Capital Group, LLC

Miami, FL
BUY
 -
242
+ 1.33%
$30.2K - $34.8K
18.5K $4.79M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
241
+ 26.51%
$30.1K - $34.7K
1.15K $298K
May 09, 2023 Q1 2023
Investment House LLC

Las Vegas, NV
BUY
 -
241
+ 4.65%
$30.1K - $34.7K
5.43K $1.41M
May 12, 2023 Q1 2023
Campion Asset Management

BUY
 -
241
+ 5.0%
$30.1K - $34.7K
5.07K $1.31M
May 12, 2023 Q1 2023
United Bank

BUY
 -
240
+ 0.86%
$30K - $34.5K
28.3K $7.33M
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
238
+ 5.6%
$29.7K - $34.2K
4.49K $1.16M
Apr 19, 2023 Q1 2023
Field & Main Bank

BUY
 -
236
+ 1.27%
$29.5K - $33.9K
18.8K $4.88M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
236
+ 2.05%
$29.5K - $33.9K
11.8K $3.05M
Apr 24, 2023 Q1 2023
Thompson Investment Management, Inc.

BUY
 -
235
+ 0.29%
$29.4K - $33.8K
81.3K $21.1M
Apr 24, 2023 Q1 2023
First Bancorp, Inc

BUY
 -
232
+ 4.24%
$29K - $33.4K
5.71K $1.48M
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
231
+ 14.47%
$28.9K - $33.2K
1.83K $473K
Apr 14, 2023 Q1 2023
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
231
+ 4.49%
$28.9K - $33.2K
5.38K $1.39M
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
230
New
$28.7K - $33.1K
230 $59.6K
May 03, 2023 Q1 2023
Hallmark Capital Management Inc

BUY
 -
229
+ 0.58%
$28.6K - $32.9K
39.4K $10.2M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
229
+ 2.86%
$28.6K - $32.9K
8.23K $2.13M
Apr 14, 2023 Q1 2023
Uncommon Cents Investing LLC

BUY
 -
225
+ 0.9%
$28.1K - $32.4K
25.3K $6.54M
May 05, 2023 Q1 2023
Hemington Wealth Management

BUY
 -
220
+ 2.25%
$27.5K - $31.6K
10K $2.59M
Feb 04, 2025 Q1 2023
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
219
+ 5.24%
$27.4K - $31.5K
4.4K $1.14M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
218
+ 0.65%
$27.2K - $31.3K
33.9K $8.77M
May 15, 2023 Q1 2023
Wespac Advisors So Cal, LLC

BUY
 -
218
+ 0.48%
$27.2K - $31.3K
45.8K $11.9M
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
217
+ 3.16%
$27.1K - $31.2K
7.08K $1.83M
May 08, 2023 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
217
+ 14.25%
$27.1K - $31.2K
1.74K $451K
Feb 06, 2024 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
217
+ 14.25%
$27.1K - $31.2K
1.74K $451K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
216
+ 8.11%
$27K - $31.1K
2.88K $746K
May 08, 2023 Q1 2023
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
214
+ 0.79%
$26.7K - $30.8K
27.5K $7.12M
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
214
+ 11.57%
$26.7K - $30.8K
2.06K $534K
May 15, 2023 Q1 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
214
+ 2.83%
$26.7K - $30.8K
7.78K $2.02M
Apr 24, 2023 Q1 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
213
+ 5.87%
$26.6K - $30.6K
3.84K $996K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
212
+ 1.58%
$26.5K - $30.5K
13.6K $3.52M
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
211
+ 4.52%
$26.4K - $30.3K
4.88K $1.26M
May 09, 2023 Q1 2023
Hollow Brook Wealth Management LLC

BUY
 -
210
+ 2.03%
$26.2K - $30.2K
10.6K $2.74M
May 12, 2023 Q1 2023
Horizon Kinetics Asset Management LLC

BUY
 -
210
+ 8.23%
$26.2K - $30.2K
2.76K $715K
Sep 05, 2023 Q1 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
210
+ 3.28%
$26.2K - $30.2K
6.62K $1.71M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
209
+ 2.43%
$26.1K - $30.1K
8.82K $2.28M
May 15, 2023 Q1 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
208
+ 3.49%
$26K - $29.9K
6.18K $1.6M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
205
+ 9.48%
$25.6K - $29.5K
2.37K $613K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
203
+ 0.94%
$25.4K - $29.2K
21.8K $5.64M
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
202
+ 3.22%
$25.2K - $29K
6.49K $1.68M
May 15, 2023 Q1 2023
Garner Asset Management Corp

BUY
 -
202
+ 8.4%
$25.2K - $29K
2.61K $675K
May 04, 2023 Q1 2023
Fi3 Financial Advisors, LLC

BUY
 -
201
+ 3.39%
$25.1K - $28.9K
6.14K $1.59M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
BUY
 -
201
+ 0.42%
$25.1K - $28.9K
48.5K $12.6M
May 15, 2023 Q1 2023
Thomas White International LTD

Chicago, IL
BUY
 -
201
+ 1.49%
$25.1K - $28.9K
13.6K $3.54M
Apr 19, 2023 Q1 2023
Providence First Trust CO

BUY
 -
200
+ 3.61%
$25K - $28.8K
5.74K $1.49M
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
200
+ 20.06%
$25K - $28.8K
1.2K $310K
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
200
+ 0.79%
$25K - $28.8K
25.4K $6.58M

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