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 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
1.07K
+ 20.31%
$133K - $153K
6.32K $1.64M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.07K
+ 3.11%
$133K - $153K
35.3K $9.14M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.06K
+ 3.29%
$132K - $152K
33.3K $8.62M
Apr 27, 2023 Q1 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
1.05K
+ 14.35%
$131K - $151K
8.37K $2.17M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.05K
+ 2.34%
$131K - $151K
45.9K $11.9M
May 09, 2023 Q1 2023
Convergence Investment Partners, LLC

BUY
 -
1.05K
+ 5.24%
$131K - $151K
21.1K $5.46M
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
1.05K
+ 27.43%
$131K - $151K
4.86K $1.26M
Apr 19, 2023 Q1 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
1.05K
+ 16.12%
$131K - $150K
7.53K $1.95M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
1.04K
+ 1.04%
$130K - $150K
101K $26.1M
May 01, 2023 Q1 2023
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
1.03K
+ 50.19%
$129K - $149K
3.09K $802K
May 08, 2023 Q1 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
1.01K
+ 0.24%
$126K - $145K
417K $108M
May 12, 2023 Q1 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
1.01K
+ 12.58%
$126K - $145K
9.02K $2.34M
Apr 26, 2023 Q1 2023
Advisors Management Group Inc

BUY
 -
1.01K
+ 4.66%
$126K - $145K
22.6K $5.86M
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
1K
+ 3.04%
$125K - $144K
33.9K $8.79M
May 12, 2023 Q1 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
1K
New
$125K - $144K
1K $259K
Apr 24, 2023 Q1 2023
K.J. Harrison & Partners Inc

BUY
 -
1K
+ 3.77%
$125K - $144K
27.5K $7.13M
May 08, 2023 Q1 2023
Spartan Fund Management Inc.

BUY
 -
1K
+ 23.19%
$125K - $144K
5.31K $1.38M
May 09, 2023 Q1 2023
Motco

BUY
 -
989
+ 0.82%
$124K - $142K
122K $31.6M
May 15, 2023 Q1 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
989
+ 11.74%
$124K - $142K
9.41K $2.44M
Apr 25, 2023 Q1 2023
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
988
+ 2.11%
$123K - $142K
47.8K $12.4M
Apr 13, 2023 Q1 2023
Churchill Management Corp

BUY
 -
984
+ 3.43%
$123K - $141K
29.7K $7.7M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
982
+ 5.05%
$123K - $141K
20.4K $5.29M
May 09, 2023 Q1 2023
Rb Capital Management, LLC

BUY
 -
979
+ 4.38%
$122K - $141K
23.3K $6.04M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
972
+ 3.47%
$121K - $140K
29K $7.51M
Apr 28, 2023 Q1 2023
Janney Capital Management LLC

BUY
 -
969
+ 0.49%
$121K - $139K
197K $51M
Apr 26, 2023 Q1 2023
Atlas Private Wealth Management

BUY
 -
967
+ 4.15%
$121K - $139K
24.3K $6.29M
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
962
+ 7.61%
$120K - $138K
13.6K $3.53M
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
959
+ 74.46%
$120K - $138K
2.25K $582K
Jun 20, 2023 Q1 2023
Psagot Value Holdings Ltd.

Tel Aviv, L3
BUY
 -
955
+ 14.61%
$119K - $137K
7.49K $1.94M
May 09, 2023 Q1 2023
Allred Capital Management, LLC

Dallas, TX
BUY
 -
949
+ 9.62%
$119K - $136K
10.8K $2.8M
Apr 17, 2023 Q1 2023
Bill Few Associates, Inc.

BUY
 -
936
+ 2.95%
$117K - $135K
32.7K $8.47M
May 03, 2023 Q1 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
936
+ 5.82%
$117K - $135K
17K $4.41M
Apr 18, 2023 Q1 2023
First Hawaiian Bank

BUY
 -
935
+ 1.71%
$117K - $134K
55.5K $14.4M
May 12, 2023 Q1 2023
Trust Asset Management LLC

Houston, TX
BUY
 -
933
+ 2.81%
$117K - $134K
34.2K $8.86M
Apr 11, 2023 Q1 2023
Enterprise Bank & Trust CO

BUY
 -
931
+ 3.52%
$116K - $134K
27.4K $7.09M
Apr 24, 2023 Q1 2023
Machina Capital S.A.S.

Paris, I0
BUY
 -
931
New
$116K - $134K
931 $241K
Apr 10, 2023 Q1 2023
Royal Fund Management, LLC

BUY
 -
928
+ 1.56%
$116K - $133K
60.5K $15.7M
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
925
+ 2.03%
$116K - $133K
46.4K $12M
Apr 07, 2023 Q1 2023
Austin Private Wealth, LLC

BUY
 -
920
+ 15.72%
$115K - $132K
6.77K $1.75M
May 09, 2023 Q1 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
920
+ 54.31%
$115K - $132K
2.61K $677K
Apr 18, 2023 Q1 2023
Donald L. Hagan, LLC

BUY
 -
915
+ 7.24%
$114K - $132K
13.6K $3.51M
Apr 10, 2023 Q1 2023
Next Level Private LLC

Harrison, NY
BUY
 -
913
+ 1.72%
$114K - $131K
54.1K $14M
May 16, 2023 Q1 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
913
+ 5.21%
$114K - $131K
18.4K $4.78M
Apr 17, 2023 Q1 2023
Rba Wealth Management, LLC

BUY
 -
910
+ 2.76%
$114K - $131K
33.8K $8.77M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
907
+ 8.76%
$113K - $130K
11.3K $2.92M
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
904
+ 0.41%
$113K - $130K
220K $56.9M
Apr 11, 2023 Q1 2023
O'Keefe Stevens Advisory, Inc.

BUY
 -
902
+ 30.12%
$113K - $130K
3.9K $1.01M
May 08, 2023 Q1 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
899
+ 10.51%
$112K - $129K
9.45K $2.45M
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
894
+ 1.23%
$112K - $129K
73.5K $19M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM