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 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
68+ 12.04% |
$8.49K - $9.78K
|
633
$183K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
67+ 3.19% |
$8.37K - $9.63K
|
2.17K
$625K
|
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
67+ 1.06% |
$8.37K - $9.63K
|
6.42K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
66+ 2.65% |
$8.24K - $9.49K
|
2.56K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
66New |
$8.24K - $9.49K
|
66
$19.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
64+ 0.82% |
$7.99K - $9.2K
|
7.84K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
64+ 0.81% |
$7.99K - $9.2K
|
7.95K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
64+ 2.91% |
$7.99K - $9.2K
|
2.26K
$652K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
63+ 0.22% |
$7.87K - $9.06K
|
28.6K
$8.26M
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
63+ 2.34% |
$7.87K - $9.06K
|
2.76K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
63+ 0.27% |
$7.87K - $9.06K
|
23.5K
$6.77M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
62+ 1.16% |
$7.74K - $8.92K
|
5.42K
$1.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
61+ 1.55% |
$7.62K - $8.77K
|
4.01K
$1.16M
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
61+ 0.54% |
$7.62K - $8.77K
|
11.3K
$3.25M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
61+ 0.3% |
$7.62K - $8.77K
|
20.6K
$5.96M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
60+ 3.62% |
$7.49K - $8.63K
|
1.72K
$495K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
60+ 0.85% |
$7.49K - $8.63K
|
7.14K
$2.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
60+ 3.31% |
$7.49K - $8.63K
|
1.87K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
60+ 0.39% |
$7.49K - $8.63K
|
15.5K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
59+ 1.19% |
$7.37K - $8.48K
|
5K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
59+ 3.21% |
$7.37K - $8.48K
|
1.9K
$548K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
58+ 3.37% |
$7.24K - $8.34K
|
1.78K
$514K
|
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
58+ 0.64% |
$7.24K - $8.34K
|
9.14K
$2.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
56+ 0.08% |
$6.99K - $8.05K
|
70.5K
$20.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
56+ 0.11% |
$6.99K - $8.05K
|
52.8K
$15.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
56+ 3.75% |
$6.99K - $8.05K
|
1.55K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 0.14% |
$6.99K - $8.05K
|
39.5K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
55+ 0.63% |
$6.87K - $7.91K
|
8.79K
$2.54M
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
55+ 0.02% |
$6.87K - $7.91K
|
295K
$85.2M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
55+ 3.01% |
$6.87K - $7.91K
|
1.88K
$544K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
54+ 0.05% |
$6.75K - $7.77K
|
110K
$31.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
54+ 0.21% |
$6.75K - $7.77K
|
26.3K
$7.58M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
54+ 0.28% |
$6.75K - $7.77K
|
19.3K
$5.56M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
54+ 3.87% |
$6.75K - $7.77K
|
1.45K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
54+ 0.22% |
$6.75K - $7.77K
|
24.7K
$7.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
53New |
$6.62K - $7.62K
|
53
$15.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
53+ 0.91% |
$6.62K - $7.62K
|
5.85K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
53+ 0.56% |
$6.62K - $7.62K
|
9.54K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
53+ 1.01% |
$6.62K - $7.62K
|
5.32K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
53+ 2.0% |
$6.62K - $7.62K
|
2.7K
$779K
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
52+ 0.31% |
$6.5K - $7.48K
|
16.7K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
52+ 0.91% |
$6.5K - $7.48K
|
5.75K
$1.66M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
52+ 0.47% |
$6.5K - $7.48K
|
11.1K
$3.19M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
52+ 3.08% |
$6.5K - $7.48K
|
1.74K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
51+ 0.43% |
$6.37K - $7.33K
|
11.9K
$3.42M
|
|
|
Apr 07, 2023
Q1 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
50+ 0.74% |
$6.25K - $7.19K
|
6.85K
$1.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
50+ 4.12% |
$6.25K - $7.19K
|
1.27K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
50+ 0.89% |
$6.25K - $7.19K
|
5.66K
$1.63M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
50+ 0.03% |
$6.25K - $7.19K
|
183K
$52.9M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
50+ 1.46% |
$6.25K - $7.19K
|
3.46K
$1M
|