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 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.3KNew |
$1.41M - $1.62M
|
11.3K
$3.2M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
11.3K+ 662.1% |
$1.41M - $1.62M
|
13K
$3.67M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 8.03% |
$1.41M - $1.62M
|
151K
$42.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
11.2K+ 48.07% |
$1.4M - $1.61M
|
34.6K
$9.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
11.2K+ 1.54% |
$1.39M - $1.61M
|
736K
$208M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
11.2K+ 1.54% |
$1.39M - $1.61M
|
736K
$208M
|
|
|
May 15, 2023
Q1 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
11.1KNew |
$1.39M - $1.6M
|
11.1K
$3.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.1KNew |
$1.38M - $1.59M
|
11.1K
$3.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
11K+ 2.9% |
$1.37M - $1.58M
|
390K
$110M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
11K+ 65.34% |
$1.37M - $1.58M
|
27.8K
$7.88M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.9K+ 16.81% |
$1.37M - $1.57M
|
76K
$21.5M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
10.9K+ 27.33% |
$1.36M - $1.57M
|
50.8K
$14.4M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.8KNew |
$1.35M - $1.56M
|
10.8K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
10.8K+ 4.74% |
$1.34M - $1.55M
|
238K
$67.4M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
10.6K+ 71.37% |
$1.32M - $1.52M
|
25.4K
$7.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$1.32M - $1.52M
|
10.5K
$2.99M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.4KNew |
$1.3M - $1.5M
|
10.4K
$2.95M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.4K+ 11.8% |
$1.3M - $1.5M
|
98.6K
$27.9M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.4K+ 7.4% |
$1.29M - $1.49M
|
150K
$42.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 50.26% |
$1.27M - $1.47M
|
30.5K
$8.62M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.1K+ 29.37% |
$1.27M - $1.46M
|
44.7K
$12.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.1K+ 7.14% |
$1.27M - $1.46M
|
152K
$43.1M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
10.1K+ 667.48% |
$1.26M - $1.45M
|
11.6K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
10K+ 4.24% |
$1.25M - $1.44M
|
246K
$69.6M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.83M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
9.86K+ 14.88% |
$1.23M - $1.42M
|
76.1K
$21.6M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.82K+ 10.53% |
$1.23M - $1.41M
|
103K
$29.2M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
9.75KNew |
$1.22M - $1.4M
|
9.75K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
9.72K+ 0.76% |
$1.21M - $1.4M
|
1.29M
$367M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9.72K+ 37.1% |
$1.21M - $1.4M
|
35.9K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.71K+ 11.39% |
$1.21M - $1.4M
|
95K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
9.67K+ 1.66% |
$1.21M - $1.39M
|
592K
$168M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.65K+ 27.26% |
$1.21M - $1.39M
|
45K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.48K+ 8.58% |
$1.18M - $1.36M
|
120K
$34M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
9.47K+ 2.11% |
$1.18M - $1.36M
|
459K
$130M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.41K+ 4.28% |
$1.17M - $1.35M
|
229K
$64.9M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$1.17M - $1.35M
|
9.38K
$2.66M
|
|
|
May 10, 2023
Q1 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9.36KNew |
$1.17M - $1.35M
|
9.36K
$2.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.35K+ 4.25% |
$1.17M - $1.34M
|
230K
$65M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
9.31K+ 38.87% |
$1.16M - $1.34M
|
33.2K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
9.29K+ 4.02% |
$1.16M - $1.34M
|
240K
$68M
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
9.2KNew |
$1.15M - $1.32M
|
9.2K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
9.14K+ 5.09% |
$1.14M - $1.31M
|
189K
$53.5M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
9.07K+ 136.99% |
$1.13M - $1.3M
|
15.7K
$4.44M
|
|
|
May 15, 2023
Q1 2023
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
9K+ 36.96% |
$1.12M - $1.29M
|
33.4K
$9.44M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.96KNew |
$1.12M - $1.29M
|
8.96K
$2.54M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
8.96K+ 2.77% |
$1.12M - $1.29M
|
332K
$94.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.87KNew |
$1.11M - $1.28M
|
8.87K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
8.86K+ 23.39% |
$1.11M - $1.27M
|
46.8K
$13.2M
|