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 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
761
+ 2.57%
$95.1K - $109K
30.4K $7.88M
May 15, 2023 Q1 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
761
+ 0.74%
$95.1K - $109K
103K $26.8M
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
761
+ 285.02%
$95.1K - $109K
1.03K $266K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
758
+ 8.3%
$94.7K - $109K
9.9K $2.56M
May 10, 2023 Q1 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
752
+ 5.9%
$93.9K - $108K
13.5K $3.49M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
738
+ 46.8%
$92.2K - $106K
2.32K $600K
May 09, 2023 Q1 2023
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
736
+ 3.92%
$91.9K - $106K
19.5K $5.06M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
734
New
$91.7K - $106K
734 $190K
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
734
+ 3.64%
$91.7K - $106K
20.9K $5.41M
Apr 19, 2023 Q1 2023
Boyd Watterson Asset Management LLC

BUY
 -
726
+ 1.7%
$90.7K - $104K
43.5K $11.3M
May 15, 2023 Q1 2023
Magnolia Capital Advisors LLC

Jackson, MS
BUY
 -
724
+ 4.18%
$90.4K - $104K
18K $4.67M
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
BUY
 -
724
+ 14.62%
$90.4K - $104K
5.68K $1.47M
Apr 13, 2023 Q1 2023
Veery Capital, LLC

BUY
 -
719
+ 37.8%
$89.8K - $103K
2.62K $679K
Apr 14, 2023 Q1 2023
Nvest Financial, LLC

BUY
 -
719
+ 5.27%
$89.8K - $103K
14.4K $3.72M
Apr 18, 2023 Q1 2023
M. Kraus & CO

BUY
 -
717
+ 9.54%
$89.6K - $103K
8.23K $2.13M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
717
+ 1.84%
$89.6K - $103K
39.6K $10.3M
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
715
+ 3.28%
$89.3K - $103K
22.5K $5.83M
Apr 24, 2023 Q1 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
715
+ 8.27%
$89.3K - $103K
9.36K $2.43M
Apr 26, 2023 Q1 2023
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
715
+ 4.79%
$89.3K - $103K
15.6K $4.05M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
711
+ 10.3%
$88.8K - $102K
7.62K $1.97M
May 10, 2023 Q1 2023
Occidental Asset Management, LLC

BUY
 -
711
+ 4.43%
$88.8K - $102K
16.8K $4.34M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
710
+ 0.08%
$88.7K - $102K
896K $232M
Apr 19, 2023 Q1 2023
Sander Capital Advisors Inc

Seattle, WA
BUY
 -
705
+ 201.43%
$88.1K - $101K
1.06K $273K
Apr 11, 2023 Q1 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
704
+ 7.69%
$87.9K - $101K
9.86K $2.55M
Apr 21, 2023 Q1 2023
Trust CO Of Virginia

BUY
 -
701
+ 0.68%
$87.6K - $101K
104K $26.9M
May 08, 2023 Q1 2023
First Business Financial Services, Inc.

BUY
 -
692
+ 2.51%
$86.4K - $99.5K
28.3K $7.33M
May 12, 2023 Q1 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
692
+ 15.33%
$86.4K - $99.5K
5.21K $1.35M
Apr 28, 2023 Q1 2023
Main Street Investment Advisors LLC

BUY
 -
685
+ 0.63%
$85.6K - $98.5K
110K $28.5M
May 02, 2023 Q1 2023
All Square Wealth Management LLC

Albany, NY
BUY
 -
675
+ 10.28%
$84.3K - $97.1K
7.24K $1.88M
Apr 13, 2023 Q1 2023
Abner Herrman & Brock LLC

BUY
 -
671
+ 0.42%
$83.8K - $96.5K
161K $41.7M
May 15, 2023 Q1 2023
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
667
+ 4.63%
$83.3K - $95.9K
15.1K $3.9M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
666
+ 5.25%
$83.2K - $95.8K
13.4K $3.46M
May 16, 2023 Q1 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
666
+ 5.06%
$83.2K - $95.8K
13.8K $3.58M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
664
+ 2.13%
$82.9K - $95.5K
31.8K $8.24M
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
663
+ 7.38%
$82.8K - $95.3K
9.64K $2.5M
Apr 24, 2023 Q1 2023
Crumly & Associates Inc.

BUY
 -
662
+ 13.88%
$82.7K - $95.2K
5.43K $1.41M
May 03, 2023 Q1 2023
Moseley Investment Management Inc

BUY
 -
661
+ 3.93%
$82.6K - $95.1K
17.5K $4.52M
May 04, 2023 Q1 2023
Valley Brook Capital Group, Inc.

Venetia, PA
BUY
 -
656
+ 3.35%
$81.9K - $94.3K
20.2K $5.24M
May 12, 2023 Q1 2023
Nixon Peabody Trust CO

Boston, MA
BUY
 -
655
+ 2.23%
$81.8K - $94.2K
30K $7.78M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
652
+ 1.0%
$81.4K - $93.8K
65.8K $17M
Apr 27, 2023 Q1 2023
Argyle Capital Management Inc.

BUY
 -
650
+ 1.54%
$81.2K - $93.5K
42.9K $11.1M
May 11, 2023 Q1 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
650
+ 3.45%
$81.2K - $93.5K
19.5K $5.04M
Apr 10, 2023 Q1 2023
Hummer Financial Advisory Services Inc

BUY
 -
647
+ 7.9%
$80.8K - $93K
8.84K $2.29M
May 12, 2023 Q1 2023
Cheviot Value Management, LLC

BUY
 -
647
+ 7.56%
$80.8K - $93K
9.21K $2.38M
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
643
+ 1.34%
$80.3K - $92.5K
48.6K $12.6M
May 15, 2023 Q1 2023
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
641
+ 34.06%
$80.1K - $92.2K
2.52K $654K
Apr 28, 2023 Q1 2023
Adirondack Trust CO

BUY
 -
640
+ 2.8%
$79.9K - $92K
23.5K $6.09M
Apr 26, 2023 Q1 2023
Proffitt & Goodson Inc

BUY
 -
630
+ 7.83%
$78.7K - $90.6K
8.68K $2.25M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
630
+ 1.0%
$78.7K - $90.6K
63.9K $16.6M

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