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 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
4.08K
+ 23.23%
$509K - $586K
21.6K $5.6M
Apr 20, 2023 Q1 2023
Oak Harvest Investment Services

BUY
 -
4.07K
+ 6.4%
$508K - $585K
67.7K $17.5M
Apr 26, 2023 Q1 2023
Wilsey Asset Management Inc

BUY
 -
4.07K
+ 2.25%
$508K - $585K
185K $47.9M
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
4.07K
+ 33.27%
$508K - $585K
16.3K $4.22M
Apr 06, 2023 Q1 2023
Teamwork Financial Advisors, LLC

BUY
 -
4.06K
+ 130.39%
$507K - $584K
7.17K $1.86M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.03K
New
$504K - $580K
4.03K $1.05M
Apr 19, 2023 Q1 2023
Old National Bancorp

BUY
 -
4.01K
+ 1.82%
$501K - $577K
224K $58.1M
May 05, 2023 Q1 2023
Prudent Man Advisors, LLC

BUY
 -
4.01K
+ 29.04%
$501K - $576K
17.8K $4.61M
May 04, 2023 Q1 2023
Dearborn Partners LLC

BUY
 -
4K
+ 3.68%
$499K - $575K
113K $29.1M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
3.98K
New
$497K - $572K
3.98K $1.03M
May 04, 2023 Q1 2023
Massachusetts Institute Of Technology

Cambridge, MA
BUY
 -
3.96K
New
$495K - $569K
3.96K $1.03M
Apr 20, 2023 Q1 2023
Avantax Planning Partners, Inc.

BUY
 -
3.92K
+ 9.51%
$489K - $563K
45.1K $11.7M
Apr 18, 2023 Q1 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
3.91K
+ 4.07%
$488K - $562K
99.9K $25.9M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
3.9K
New
$488K - $561K
3.9K $1.01M
May 08, 2023 Q1 2023
Live Oak Private Wealth LLC

BUY
 -
3.9K
+ 6.49%
$487K - $560K
63.9K $16.6M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
3.89K
+ 75.84%
$486K - $560K
9.03K $2.34M
May 10, 2023 Q1 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
3.87K
+ 19.16%
$484K - $557K
24.1K $6.24M
May 12, 2023 Q1 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
3.87K
+ 5.96%
$483K - $556K
68.7K $17.8M
Apr 05, 2024 Q1 2023
E. Ohman J:Or Asset Management Ab

Stockholm, V7
BUY
 -
3.85K
+ 0.85%
$481K - $554K
457K $118M
May 11, 2023 Q1 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
3.84K
+ 0.75%
$479K - $552K
517K $134M
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
3.83K
+ 12.15%
$479K - $551K
35.4K $9.16M
Apr 05, 2023 Q1 2023
Empirical Finance, LLC

BUY
 -
3.83K
+ 4.84%
$478K - $551K
83K $21.5M
Apr 26, 2023 Q1 2023
Wright Investors Service Inc

BUY
 -
3.81K
+ 6.95%
$476K - $548K
58.7K $15.2M
Apr 19, 2023 Q1 2023
Advocate Group LLC

BUY
 -
3.78K
+ 108.53%
$472K - $544K
7.26K $1.88M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
3.78K
+ 21.67%
$472K - $544K
21.2K $5.5M
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

BUY
 -
3.73K
+ 3.04%
$466K - $537K
127K $32.8M
Apr 26, 2023 Q1 2023
State Of New Jersey Common Pension Fund D

BUY
 -
3.73K
+ 0.22%
$465K - $536K
1.73M $447M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
3.72K
+ 5.82%
$465K - $536K
67.7K $17.5M
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
3.72K
+ 10.68%
$464K - $534K
38.5K $9.98M
Apr 17, 2023 Q1 2023
Heartland Bank & Trust CO

BUY
 -
3.7K
+ 20.07%
$463K - $532K
22.2K $5.74M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
3.67K
+ 16.06%
$458K - $528K
26.5K $6.87M
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
3.66K
+ 101.92%
$458K - $527K
7.26K $1.88M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
3.66K
+ 1.5%
$457K - $526K
248K $64.3M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
3.66K
+ 21.76%
$457K - $526K
20.5K $5.3M
Apr 19, 2023 Q1 2023
Ritholtz Wealth Management

BUY
 -
3.64K
+ 8.59%
$455K - $524K
46K $11.9M
May 15, 2023 Q1 2023
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
3.64K
New
$454K - $523K
3.64K $942K
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
3.62K
New
$452K - $520K
3.62K $937K
May 04, 2023 Q1 2023
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
3.62K
+ 6.83%
$452K - $520K
56.6K $14.7M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.58K
+ 5.73%
$447K - $514K
66K $17.1M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
3.55K
+ 33.82%
$443K - $510K
14K $3.63M
May 04, 2023 Q1 2023
Efg Asset Management (Americas) Corp.

BUY
 -
3.53K
+ 7.03%
$440K - $507K
53.7K $13.9M
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
3.52K
+ 46.37%
$439K - $506K
11.1K $2.88M
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

BUY
 -
3.52K
+ 8.25%
$439K - $505K
46.1K $11.9M
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
3.51K
+ 0.72%
$439K - $505K
495K $128M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
3.51K
+ 15.7%
$438K - $504K
25.9K $6.7M
May 12, 2023 Q1 2023
Weitz Investment Management, Inc.

Omaha, NE
BUY
 -
3.5K
+ 17.5%
$437K - $503K
23.5K $6.09M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
3.49K
+ 1.09%
$436K - $502K
325K $84.1M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
3.49K
+ 1.15%
$436K - $502K
307K $79.6M
May 05, 2023 Q1 2023
Ml & R Wealth Management LLC

BUY
 -
3.49K
New
$436K - $502K
3.49K $904K

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