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 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
8.75K+ 3.83% |
$1.09M - $1.26M
|
237K
$58.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
8.75KNew |
$1.09M - $1.26M
|
8.75K
$2.17M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.62K+ 5.46% |
$1.08M - $1.24M
|
166K
$41.3M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
BUY
|
- |
8.56K+ 26.51% |
$1.07M - $1.23M
|
40.8K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
8.54KNew |
$1.07M - $1.23M
|
8.54K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
8.4K+ 1.05% |
$1.05M - $1.21M
|
806K
$200M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
8.33K+ 14.65% |
$1.04M - $1.2M
|
65.2K
$16.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
BUY
|
- |
8.33K+ 15.74% |
$1.04M - $1.2M
|
61.3K
$15.2M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.31K+ 4.69% |
$1.04M - $1.2M
|
186K
$46.1M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.21K+ 63.13% |
$1.03M - $1.18M
|
21.2K
$5.27M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
8.13K+ 72.87% |
$1.02M - $1.17M
|
19.3K
$4.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
8.09K+ 9.39% |
$1.01M - $1.16M
|
94.2K
$23.4M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.06KNew |
$1.01M - $1.16M
|
8.06K
$2M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
8.05KNew |
$1.01M - $1.16M
|
8.05K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.98K+ 11.32% |
$997K - $1.15M
|
78.5K
$19.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
7.92K+ 30446.15% |
$989K - $1.14M
|
7.94K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.86K+ 10.62% |
$981K - $1.13M
|
81.8K
$20.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.81K+ 49.43% |
$976K - $1.12M
|
23.6K
$5.86M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
7.79K+ 265.73% |
$974K - $1.12M
|
10.7K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7.74K+ 5.56% |
$967K - $1.11M
|
147K
$36.5M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
7.74K+ 7.67% |
$967K - $1.11M
|
109K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.7K+ 7.73% |
$962K - $1.11M
|
107K
$26.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
7.68K+ 22.42% |
$960K - $1.1M
|
42K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.49K+ 109.59% |
$936K - $1.08M
|
14.3K
$3.56M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.48K+ 15.54% |
$934K - $1.08M
|
55.6K
$13.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
7.44K+ 4.03% |
$929K - $1.07M
|
192K
$47.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.44KNew |
$929K - $1.07M
|
7.44K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.41K+ 3.41% |
$925K - $1.06M
|
224K
$55.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.39K+ 0.56% |
$923K - $1.06M
|
1.33M
$329M
|
|
|
Apr 14, 2023
Q1 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
7.39K+ 270.6% |
$923K - $1.06M
|
10.1K
$2.51M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
7.39K+ 16.48% |
$923K - $1.06M
|
52.2K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.33KNew |
$916K - $1.05M
|
7.33K
$1.82M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.26K+ 1.93% |
$906K - $1.04M
|
383K
$95.1M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
7.24K+ 5.34% |
$904K - $1.04M
|
143K
$35.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
7.23K+ 31.28% |
$904K - $1.04M
|
30.4K
$7.53M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.21K+ 0.37% |
$900K - $1.04M
|
1.93M
$479M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.21K+ 129.37% |
$900K - $1.04M
|
12.8K
$3.17M
|
|
|
May 08, 2023
Q1 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
7.2KNew |
$899K - $1.04M
|
7.2K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$899K - $1.04M
|
7.2K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
7.19K+ 3.17% |
$898K - $1.03M
|
234K
$58.1M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7.18K+ 2.53% |
$896K - $1.03M
|
291K
$72.1M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
7.17K+ 29.11% |
$896K - $1.03M
|
31.8K
$7.89M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
7.11K+ 3.24% |
$888K - $1.02M
|
227K
$56.2M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
7.09KNew |
$885K - $1.02M
|
7.09K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.96K+ 14.54% |
$870K - $1M
|
54.8K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.87K+ 4.14% |
$858K - $988K
|
173K
$42.9M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.87K+ 4.36% |
$858K - $988K
|
165K
$40.8M
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
6.84K+ 10.5% |
$855K - $984K
|
72K
$17.9M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
6.76K+ 15.08% |
$844K - $971K
|
51.6K
$12.8M
|
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
6.75K+ 30.43% |
$843K - $971K
|
28.9K
$7.18M
|