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 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$2.25K - $2.59K
|
25.1K
$7.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.7% |
$2.25K - $2.59K
|
2.61K
$752K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
18+ 0.12% |
$2.25K - $2.59K
|
14.7K
$4.23M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
17+ 0.04% |
$2.12K - $2.44K
|
46.8K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
16+ 0.71% |
$2K - $2.3K
|
2.27K
$654K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
16+ 0.04% |
$2K - $2.3K
|
40.2K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16+ 0.16% |
$2K - $2.3K
|
9.92K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16+ 0.06% |
$2K - $2.3K
|
27.8K
$8.01M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
15+ 0.07% |
$1.87K - $2.16K
|
20.7K
$5.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.64% |
$1.87K - $2.16K
|
2.37K
$685K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
15+ 0.01% |
$1.87K - $2.16K
|
108K
$31.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
15+ 0.2% |
$1.87K - $2.16K
|
7.7K
$2.22M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
15+ 0.08% |
$1.87K - $2.16K
|
18.6K
$5.37M
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
15+ 0.33% |
$1.87K - $2.16K
|
4.52K
$1.3M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
15+ 0.58% |
$1.87K - $2.16K
|
2.59K
$747K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
15+ 0.16% |
$1.87K - $2.16K
|
9.24K
$2.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
14+ 16.47% |
$1.75K - $2.01K
|
99
$28.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
13+ 0.29% |
$1.62K - $1.87K
|
4.48K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
13+ 0.35% |
$1.62K - $1.87K
|
3.75K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.17% |
$1.62K - $1.87K
|
7.59K
$2.19M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
13+ 1.3% |
$1.62K - $1.87K
|
1.01K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.64% |
$1.62K - $1.87K
|
2.05K
$591K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.19% |
$1.62K - $1.87K
|
6.71K
$1.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
12+ 0.28% |
$1.5K - $1.73K
|
4.29K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
12+ 0.11% |
$1.5K - $1.73K
|
11.3K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
12+ 0.33% |
$1.5K - $1.73K
|
3.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
12+ 0.75% |
$1.5K - $1.73K
|
1.62K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
12+ 0.05% |
$1.5K - $1.73K
|
22.6K
$6.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
11+ 0.19% |
$1.37K - $1.58K
|
5.91K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.11% |
$1.37K - $1.58K
|
9.97K
$2.88M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
11+ 0.12% |
$1.37K - $1.58K
|
9.51K
$2.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
11+ 0.4% |
$1.37K - $1.58K
|
2.74K
$792K
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
11+ 0.27% |
$1.37K - $1.58K
|
4.16K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.58% |
$1.37K - $1.58K
|
1.92K
$553K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
11+ 0.41% |
$1.37K - $1.58K
|
2.69K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11+ 0.38% |
$1.37K - $1.58K
|
2.93K
$845K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
BUY
|
- |
10+ 0.09% |
$1.25K - $1.44K
|
10.6K
$3.07M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
10+ 0.25% |
$1.25K - $1.44K
|
3.95K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10+ 0.1% |
$1.25K - $1.44K
|
10.4K
$3M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.41% |
$1.25K - $1.44K
|
2.46K
$709K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9+ 1.71% |
$1.12K - $1.29K
|
535
$154K
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
9+ 0.57% |
$1.12K - $1.29K
|
1.59K
$458K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9+ 0.49% |
$1.12K - $1.29K
|
1.84K
$532K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9+ 0.55% |
$1.12K - $1.29K
|
1.63K
$471K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.05% |
$1.12K - $1.29K
|
18.8K
$5.42M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
9+ 0.34% |
$1.12K - $1.29K
|
2.63K
$760K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
8+ 0.36% |
$999 - $1.15K
|
2.22K
$641K
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
8+ 0.3% |
$999 - $1.15K
|
2.66K
$768K
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8+ 0.47% |
$999 - $1.15K
|
1.72K
$497K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8+ 0.29% |
$999 - $1.15K
|
2.73K
$787K
|