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
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

BUY
 -
2.82K
New
$352K - $405K
2.82K $730K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
2.81K
+ 2.22%
$351K - $404K
129K $33.5M
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
2.81K
New
$351K - $404K
2.81K $728K
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
2.81K
+ 79.78%
$350K - $403K
6.32K $1.64M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
2.8K
+ 6.46%
$349K - $402K
46K $11.9M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
2.79K
+ 2.02%
$348K - $401K
141K $36.5M
May 03, 2023 Q1 2023
Asb Consultores, LLC

Aventura, FL
BUY
 -
2.78K
+ 29.43%
$347K - $400K
12.2K $3.17M
Apr 21, 2023 Q1 2023
Mc Broom & Associates, LLC

BUY
 -
2.72K
+ 9.44%
$339K - $390K
31.5K $8.15M
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
2.71K
New
$338K - $389K
2.71K $701K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
2.7K
+ 7.76%
$337K - $388K
37.5K $9.71M
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.67K
+ 0.58%
$334K - $384K
462K $120M
May 12, 2023 Q1 2023
Dark Forest Capital Management LP

Weston, CT
BUY
 -
2.65K
New
$331K - $381K
2.65K $686K
Apr 12, 2023 Q1 2023
Brave Asset Management Inc

BUY
 -
2.64K
+ 5.27%
$329K - $379K
52.6K $13.6M
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
2.64K
+ 902.74%
$329K - $379K
2.93K $758K
Apr 21, 2023 Q1 2023
James Hambro & Partners

BUY
 -
2.61K
+ 0.35%
$327K - $376K
743K $192M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
2.61K
+ 11.02%
$326K - $376K
26.3K $6.82M
May 03, 2023 Q1 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.61K
+ 56.84%
$326K - $375K
7.19K $1.86M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
2.61K
+ 2.98%
$325K - $375K
90K $23.3M
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
2.6K
+ 0.27%
$325K - $374K
970K $251M
May 10, 2023 Q1 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
2.59K
+ 3649.3%
$324K - $373K
2.66K $690K
May 11, 2023 Q1 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
2.59K
+ 86.72%
$323K - $372K
5.57K $1.44M
May 12, 2023 Q1 2023
Fca Corp

Houston, TX
BUY
 -
2.58K
+ 122.71%
$322K - $371K
4.68K $1.21M
Apr 21, 2023 Q1 2023
Bnc Wealth Management, LLC

BUY
 -
2.57K
+ 9.54%
$321K - $370K
29.5K $7.65M
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
2.54K
+ 8.53%
$318K - $366K
32.3K $8.38M
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
2.53K
+ 2.05%
$316K - $364K
126K $32.7M
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
2.53K
+ 7.62%
$316K - $363K
35.7K $9.24M
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
2.52K
+ 13.96%
$315K - $362K
20.6K $5.33M
Apr 18, 2023 Q1 2023
Market Street Wealth Management Advisors LLC

BUY
 -
2.51K
+ 121.57%
$314K - $362K
4.58K $1.19M
Apr 14, 2023 Q1 2023
Beech Hill Advisors, Inc.

BUY
 -
2.5K
+ 12.33%
$313K - $360K
22.8K $5.91M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.49K
+ 7.55%
$311K - $358K
35.5K $9.2M
May 12, 2023 Q1 2023
Public Sector Pension Investment Board

Montreal, A8
BUY
 -
2.49K
+ 0.3%
$311K - $358K
833K $216M
Apr 10, 2023 Q1 2023
Thomasville National Bank

BUY
 -
2.44K
+ 1.24%
$305K - $351K
199K $51.7M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.43K
+ 9.47%
$304K - $349K
28.1K $7.28M
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
2.43K
+ 14.02%
$303K - $349K
19.7K $5.11M
May 15, 2023 Q1 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2.43K
+ 65.79%
$303K - $349K
6.12K $1.58M
May 01, 2023 Q1 2023
Heritage Investors Management Corp

BUY
 -
2.42K
+ 1.02%
$302K - $348K
239K $62M
Apr 26, 2023 Q1 2023
Veriti Management LLC

BUY
 -
2.41K
+ 4.34%
$301K - $347K
58K $15M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.41K
+ 12.45%
$301K - $347K
21.8K $5.64M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
2.41K
+ 18.71%
$301K - $346K
15.3K $3.96M
Apr 18, 2023 Q1 2023
J2 Capital Management Inc

BUY
 -
2.4K
New
$300K - $345K
2.4K $622K
May 10, 2023 Q1 2023
Innovis Asset Management LLC

Chicago, IL
BUY
 -
2.4K
+ 36.88%
$300K - $345K
8.91K $2.31M
May 15, 2023 Q1 2023
Fjarde Ap Fonden

BUY
 -
2.4K
+ 0.5%
$300K - $345K
486K $126M
May 15, 2023 Q1 2023
Sherbrooke Park Advisers LLC

White Plains, NY
BUY
 -
2.4K
New
$300K - $345K
2.4K $622K
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
2.38K
+ 7.09%
$297K - $342K
35.9K $9.31M
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
2.37K
+ 3.2%
$296K - $341K
76.5K $19.8M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.37K
+ 2.95%
$296K - $341K
82.6K $21.4M
May 15, 2023 Q1 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
2.35K
+ 28.66%
$293K - $337K
10.5K $2.73M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.34K
+ 59.73%
$293K - $337K
6.26K $1.62M
May 01, 2024 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
2.34K
+ 9.5%
$292K - $336K
27K $6.98M

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