Purchases and Sales Made in Q1 2023 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Double Line ETF Adviser LP

Tampa, FL
BUY
 -
33.3K
New
$4.16M - $4.79M
33.3K $9.44M
May 10, 2023 Q1 2023
Mitsubishi Ufj Trust & Banking Corp

Tokyo, M0
BUY
 -
33.2K
+ 1.77%
$4.14M - $4.77M
1.91M $540M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
33.1K
+ 48.88%
$4.13M - $4.76M
101K $28.5M
Apr 03, 2023 Q1 2023
Centre Asset Management, LLC

BUY
 -
33K
New
$4.12M - $4.74M
33K $9.33M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
32.2K
+ 9.88%
$4.02M - $4.63M
358K $101M
May 02, 2023 Q1 2023
Palmer Knight CO

BUY
 -
32.1K
New
$4.01M - $4.62M
32.1K $9.09M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
32.1K
+ 36.02%
$4.01M - $4.62M
121K $34.3M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
31.9K
+ 4.73%
$3.99M - $4.59M
707K $200M
May 05, 2023 Q1 2023
Ws Portfolio Advisory, LLC

Snoqualmie Pass, WA
BUY
 -
31.6K
+ 221.18%
$3.94M - $4.54M
45.8K $13M
May 04, 2023 Q1 2023
Andesa Financial Management Inc.

BUY
 -
31.2K
+ 99.75%
$3.89M - $4.48M
62.4K $17.7M
May 10, 2023 Q1 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
30.6K
New
$3.83M - $4.41M
30.6K $8.68M
Apr 25, 2023 Q1 2023
Greystone Financial Group, LLC

BUY
 -
30.6K
+ 496.85%
$3.83M - $4.41M
36.8K $10.4M
Apr 06, 2023 Q1 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
30.6K
New
$3.82M - $4.39M
30.6K $8.65M
May 15, 2023 Q1 2023
Centiva Capital, LP

New York, NY
BUY
 -
30.4K
+ 5278.99%
$3.8M - $4.37M
31K $8.77M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
30.2K
+ 19.88%
$3.77M - $4.34M
182K $51.6M
May 15, 2023 Q1 2023
Pentwater Capital Management LP

Naples, FL
BUY
 -
30K
+ 117.65%
$3.75M - $4.31M
55.5K $15.7M
May 12, 2023 Q1 2023
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
29.8K
New
$3.73M - $4.29M
29.8K $8.44M
May 08, 2023 Q1 2023
Cambiar Investors LLC

BUY
 -
29.7K
+ 7.75%
$3.71M - $4.27M
412K $117M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
29.7K
+ 22830.0%
$3.71M - $4.27M
29.8K $8.44M
May 08, 2023 Q1 2023
Metis Global Partners, LLC

BUY
 -
29.7K
+ 33.63%
$3.71M - $4.27M
118K $33.4M
May 12, 2023 Q1 2023
Andra Ap Fonden

Goteborg, V7
BUY
 -
29.5K
+ 165.73%
$3.68M - $4.24M
47.3K $13.4M
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
29.2K
+ 17.62%
$3.65M - $4.2M
195K $55.2M
Apr 14, 2023 Q1 2023
Jgp Wealth Management, LLC

BUY
 -
28.9K
+ 39.78%
$3.6M - $4.15M
101K $28.7M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
28.8K
New
$3.6M - $4.15M
28.8K $8.17M
Apr 06, 2023 Q1 2023
Peterson Wealth Services

BUY
 -
28.5K
+ 204.82%
$3.56M - $4.1M
42.4K $12M
May 12, 2023 Q1 2023
Stamos Capital Partners, L.P.

Menlo Park, CA
BUY
 -
28.1K
+ 48.56%
$3.51M - $4.05M
86.1K $24.4M
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
28.1K
+ 10.04%
$3.51M - $4.04M
308K $87.3M
Mar 07, 2024 Q1 2023
Willis Investment Counsel

Gainesville, GA
BUY
 -
27.9K
+ 26.12%
$3.49M - $4.02M
135K $38.2M
Apr 24, 2023 Q1 2023
Nat West Group PLC

BUY
 -
27.9K
+ 94.79%
$3.48M - $4.01M
57.2K $16.2M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
27.7K
+ 3.09%
$3.46M - $3.98M
923K $261M
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
27.6K
+ 35.94%
$3.44M - $3.96M
104K $29.5M
May 08, 2023 Q1 2023
Bnp Paribas Asset Management Holding S.A.

BUY
 -
27.5K
+ 7.92%
$3.44M - $3.95M
375K $106M
May 10, 2023 Q1 2023
Pictet Asset Management Sa

Geneva 73, V8
BUY
 -
27.4K
+ 1.97%
$3.42M - $3.94M
1.41M $401M
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
27.4K
New
$3.42M - $3.93M
27.4K $7.75M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
27.1K
New
$3.39M - $3.9M
27.1K $7.68M
May 12, 2023 Q1 2023
Korea Investment Corp

Seoul, M5
BUY
 -
27.1K
+ 0.95%
$3.38M - $3.89M
2.88M $814M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
26.4K
New
$3.3M - $3.8M
26.4K $7.47M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
26.3K
+ 1.55%
$3.28M - $3.78M
1.72M $488M
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
26.1K
+ 1.92%
$3.26M - $3.75M
1.38M $392M
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
25.9K
+ 72.7%
$3.23M - $3.72M
61.5K $17.4M
May 11, 2023 Q1 2023
Nicholas Investment Partners, LP

Rancho Santa Fe, CA
BUY
 -
25.7K
New
$3.21M - $3.7M
25.7K $7.28M
May 15, 2023 Q1 2023
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
25.6K
+ 263.41%
$3.2M - $3.68M
35.3K $10M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
25.2K
+ 174.73%
$3.15M - $3.63M
39.7K $11.2M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
25K
+ 16.07%
$3.13M - $3.6M
181K $51.2M
Apr 27, 2023 Q1 2023
Aafmaa Wealth Management & Trust LLC

BUY
 -
24.9K
+ 87.3%
$3.11M - $3.58M
53.4K $15.1M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
24.8K
New
$3.09M - $3.56M
24.8K $7.01M
May 15, 2023 Q1 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
24.5K
+ 158.9%
$3.06M - $3.52M
39.9K $11.3M
May 15, 2023 Q1 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
24.1K
+ 91.75%
$3.01M - $3.46M
50.3K $14.2M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
23.9K
+ 469.74%
$2.99M - $3.44M
29K $8.21M

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