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 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 1.86% |
$12.5K - $14.4K
|
5.48K
$1.58M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 1.95% |
$12.5K - $14.4K
|
5.23K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
99+ 1.26% |
$12.4K - $14.2K
|
7.93K
$2.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
98+ 1.8% |
$12.2K - $14.1K
|
5.54K
$1.6M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
98+ 5.95% |
$12.2K - $14.1K
|
1.75K
$504K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
97+ 0.74% |
$12.1K - $13.9K
|
13.2K
$3.8M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
97+ 5.65% |
$12.1K - $13.9K
|
1.81K
$524K
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
97+ 2.52% |
$12.1K - $13.9K
|
3.95K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
96+ 5.44% |
$12K - $13.8K
|
1.86K
$537K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
96+ 0.86% |
$12K - $13.8K
|
11.2K
$3.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
95+ 0.86% |
$11.9K - $13.7K
|
11.2K
$3.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
95+ 2.06% |
$11.9K - $13.7K
|
4.7K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
94+ 0.55% |
$11.7K - $13.5K
|
17.2K
$4.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
91+ 1.1% |
$11.4K - $13.1K
|
8.33K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 0.53% |
$11.4K - $13.1K
|
17.3K
$5M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
90+ 0.98% |
$11.2K - $12.9K
|
9.28K
$2.68M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
90+ 1.27% |
$11.2K - $12.9K
|
7.16K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
90+ 2.37% |
$11.2K - $12.9K
|
3.88K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
90+ 1.68% |
$11.2K - $12.9K
|
5.44K
$1.57M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
89+ 1.61% |
$11.1K - $12.8K
|
5.61K
$1.62M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
89+ 0.48% |
$11.1K - $12.8K
|
18.7K
$5.38M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
88+ 0.81% |
$11K - $12.7K
|
10.9K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
88+ 1.79% |
$11K - $12.7K
|
4.99K
$1.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
87+ 1.05% |
$10.9K - $12.5K
|
8.36K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
87+ 0.42% |
$10.9K - $12.5K
|
20.9K
$6.03M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
86+ 3.01% |
$10.7K - $12.4K
|
2.94K
$848K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
86+ 4.02% |
$10.7K - $12.4K
|
2.22K
$642K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
85+ 3.83% |
$10.6K - $12.2K
|
2.3K
$665K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
83+ 0.45% |
$10.4K - $11.9K
|
18.5K
$5.34M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
83+ 3.25% |
$10.4K - $11.9K
|
2.64K
$762K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
81+ 7.42% |
$10.1K - $11.6K
|
1.17K
$338K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
78+ 3.04% |
$9.74K - $11.2K
|
2.65K
$764K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
77+ 1.23% |
$9.62K - $11.1K
|
6.31K
$1.82M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
77+ 1.39% |
$9.62K - $11.1K
|
5.6K
$1.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
76+ 0.72% |
$9.49K - $10.9K
|
10.6K
$3.05M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
76+ 1.34% |
$9.49K - $10.9K
|
5.74K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
76+ 0.31% |
$9.49K - $10.9K
|
24.8K
$7.17M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
76+ 0.13% |
$9.49K - $10.9K
|
57.5K
$16.6M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
75+ 2.51% |
$9.37K - $10.8K
|
3.06K
$884K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
74+ 0.24% |
$9.24K - $10.6K
|
30.7K
$8.87M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
74+ 0.93% |
$9.24K - $10.6K
|
8.05K
$2.32M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
74+ 1.27% |
$9.24K - $10.6K
|
5.91K
$1.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
72+ 3.26% |
$8.99K - $10.4K
|
2.28K
$659K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
72+ 0.02% |
$8.99K - $10.4K
|
439K
$127M
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
71+ 0.68% |
$8.87K - $10.2K
|
10.5K
$3.02M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
70+ 0.94% |
$8.74K - $10.1K
|
7.53K
$2.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
70+ 1.87% |
$8.74K - $10.1K
|
3.81K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
BUY
|
- |
70+ 0.24% |
$8.74K - $10.1K
|
29.8K
$8.59M
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
BUY
|
- |
70+ 0.48% |
$8.74K - $10.1K
|
14.8K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
68+ 2.0% |
$8.49K - $9.78K
|
3.47K
$1M
|