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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
126+ 0.89% |
$15.7K - $18.1K
|
14.3K
$4.13M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
125+ 4.51% |
$15.6K - $18K
|
2.9K
$837K
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
125+ 5.77% |
$15.6K - $18K
|
2.29K
$661K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124+ 0.39% |
$15.5K - $17.8K
|
32K
$9.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
124+ 7.42% |
$15.5K - $17.8K
|
1.8K
$519K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
124+ 2.48% |
$15.5K - $17.8K
|
5.12K
$1.48M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
124+ 0.38% |
$15.5K - $17.8K
|
33K
$9.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
123+ 5.21% |
$15.4K - $17.7K
|
2.49K
$717K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
123+ 2.09% |
$15.4K - $17.7K
|
6.01K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
123+ 2.06% |
$15.4K - $17.7K
|
6.1K
$1.76M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
120+ 4.79% |
$15K - $17.3K
|
2.63K
$758K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
120+ 1.79% |
$15K - $17.3K
|
6.82K
$1.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
117+ 0.42% |
$14.6K - $16.8K
|
28.1K
$8.1M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
117+ 1.51% |
$14.6K - $16.8K
|
7.84K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
116+ 1.22% |
$14.5K - $16.7K
|
9.59K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
116+ 0.19% |
$14.5K - $16.7K
|
59.7K
$17.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
115+ 0.39% |
$14.4K - $16.5K
|
29.5K
$8.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
115+ 1.18% |
$14.4K - $16.5K
|
9.85K
$2.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
115New |
$14.4K - $16.5K
|
115
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
115+ 0.3% |
$14.4K - $16.5K
|
39K
$11.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
113+ 7.84% |
$14.1K - $16.2K
|
1.55K
$449K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 0.08% |
$14.1K - $16.2K
|
136K
$39.2M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
111+ 1.97% |
$13.9K - $16K
|
5.75K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
111+ 0.35% |
$13.9K - $16K
|
32.1K
$9.26M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.23% |
$13.9K - $16K
|
48.7K
$14.1M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110+ 23.97% |
$13.7K - $15.8K
|
569
$164K
|
|
|
May 19, 2025
Q1 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
110+ 3.59% |
$13.7K - $15.8K
|
3.17K
$915K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
109+ 0.1% |
$13.6K - $15.7K
|
112K
$32.4M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
109+ 4.04% |
$13.6K - $15.7K
|
2.81K
$810K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
109+ 1.5% |
$13.6K - $15.7K
|
7.38K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
109+ 0.09% |
$13.6K - $15.7K
|
125K
$36.2M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
108+ 3.62% |
$13.5K - $15.5K
|
3.1K
$894K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
108+ 2.23% |
$13.5K - $15.5K
|
4.95K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
107+ 1.22% |
$13.4K - $15.4K
|
8.86K
$2.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
106+ 2.87% |
$13.2K - $15.2K
|
3.79K
$1.1M
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
106+ 0.35% |
$13.2K - $15.2K
|
30.5K
$8.81M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
105+ 3.98% |
$13.1K - $15.1K
|
2.74K
$791K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
105+ 1.02% |
$13.1K - $15.1K
|
10.4K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
104+ 1.46% |
$13K - $15K
|
7.25K
$2.09M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
104+ 2.17% |
$13K - $15K
|
4.9K
$1.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
103+ 6.81% |
$12.9K - $14.8K
|
1.62K
$467K
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
102+ 5.39% |
$12.7K - $14.7K
|
2K
$576K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
101+ 0.09% |
$12.6K - $14.5K
|
110K
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
101+ 0.89% |
$12.6K - $14.5K
|
11.4K
$3.3M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.8% |
$12.5K - $14.4K
|
12.6K
$3.64M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
100+ 6.64% |
$12.5K - $14.4K
|
1.61K
$464K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$28.9K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
100+ 6.29% |
$12.5K - $14.4K
|
1.69K
$488K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 10.0% |
$12.5K - $14.4K
|
1.1K
$318K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
100+ 3.05% |
$12.5K - $14.4K
|
3.38K
$975K
|