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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
50+ 1.88% |
$6.25K - $7.19K
|
2.71K
$782K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
49+ 0.42% |
$6.12K - $7.05K
|
11.6K
$3.35M
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
48+ 0.45% |
$6K - $6.9K
|
10.7K
$3.1M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
48+ 240.0% |
$6K - $6.9K
|
68
$19.6K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
48+ 1.08% |
$6K - $6.9K
|
4.48K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
47+ 0.22% |
$5.87K - $6.76K
|
21.5K
$6.2M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
47+ 0.34% |
$5.87K - $6.76K
|
13.8K
$3.99M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
47+ 2.21% |
$5.87K - $6.76K
|
2.17K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
47+ 0.23% |
$5.87K - $6.76K
|
20.2K
$5.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
46+ 0.58% |
$5.75K - $6.61K
|
7.92K
$2.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
46+ 2.69% |
$5.75K - $6.61K
|
1.76K
$507K
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
46+ 1.92% |
$5.75K - $6.61K
|
2.44K
$704K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
46+ 1.02% |
$5.75K - $6.61K
|
4.55K
$1.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45+ 1.78% |
$5.62K - $6.47K
|
2.57K
$742K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
45+ 0.52% |
$5.62K - $6.47K
|
8.7K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
45+ 0.04% |
$5.62K - $6.47K
|
103K
$29.8M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
45+ 0.3% |
$5.62K - $6.47K
|
15K
$4.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
43+ 0.77% |
$5.37K - $6.18K
|
5.61K
$1.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
42+ 0.7% |
$5.25K - $6.04K
|
6.05K
$1.75M
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
42+ 1.29% |
$5.25K - $6.04K
|
3.3K
$952K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 0.21% |
$5.25K - $6.04K
|
20K
$5.77M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
41+ 1.64% |
$5.12K - $5.9K
|
2.54K
$734K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
41+ 0.43% |
$5.12K - $5.9K
|
9.47K
$2.73M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
41+ 0.18% |
$5.12K - $5.9K
|
22.8K
$6.59M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
41+ 0.59% |
$5.12K - $5.9K
|
6.98K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
41+ 0.73% |
$5.12K - $5.9K
|
5.63K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
40+ 0.7% |
$5K - $5.75K
|
5.76K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
40+ 0.93% |
$5K - $5.75K
|
4.33K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
40+ 1.13% |
$5K - $5.75K
|
3.59K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
40+ 0.29% |
$5K - $5.75K
|
14K
$4.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
39+ 0.35% |
$4.87K - $5.61K
|
11.3K
$3.26M
|
|
|
May 15, 2023
Q1 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
39+ 0.85% |
$4.87K - $5.61K
|
4.6K
$1.33M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
38+ 0.33% |
$4.75K - $5.46K
|
11.5K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
38+ 1.33% |
$4.75K - $5.46K
|
2.9K
$838K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
37+ 0.85% |
$4.62K - $5.32K
|
4.39K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.27% |
$4.62K - $5.32K
|
2.94K
$849K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
35+ 0.14% |
$4.37K - $5.03K
|
24.9K
$7.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
35+ 1.09% |
$4.37K - $5.03K
|
3.25K
$939K
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
35+ 0.09% |
$4.37K - $5.03K
|
37K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
35+ 0.29% |
$4.37K - $5.03K
|
12.2K
$3.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
35+ 2.23% |
$4.37K - $5.03K
|
1.6K
$463K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
35+ 0.08% |
$4.37K - $5.03K
|
43.3K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
35+ 0.14% |
$4.37K - $5.03K
|
25K
$7.23M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
35+ 0.24% |
$4.37K - $5.03K
|
14.5K
$4.19M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35+ 0.46% |
$4.37K - $5.03K
|
7.63K
$2.2M
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
35+ 1.05% |
$4.37K - $5.03K
|
3.38K
$976K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
34+ 0.15% |
$4.25K - $4.89K
|
23.1K
$6.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
34+ 0.45% |
$4.25K - $4.89K
|
7.55K
$2.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
33+ 0.52% |
$4.12K - $4.75K
|
6.39K
$1.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
33+ 0.42% |
$4.12K - $4.75K
|
7.94K
$2.29M
|