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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
630+ 20.48% |
$78.7K - $90.6K
|
3.71K
$960K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
627+ 19.0% |
$78.3K - $90.2K
|
3.93K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
624+ 14.55% |
$77.9K - $89.7K
|
4.91K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
621+ 17.57% |
$77.6K - $89.3K
|
4.16K
$1.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
613+ 1.63% |
$76.6K - $88.1K
|
38.1K
$9.88M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
612+ 1.85% |
$76.4K - $88K
|
33.7K
$8.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
610+ 8.59% |
$76.2K - $87.7K
|
7.71K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
609+ 3.26% |
$76.1K - $87.6K
|
19.3K
$4.99M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
609+ 1.68% |
$76.1K - $87.6K
|
36.8K
$9.52M
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
605+ 1.65% |
$75.6K - $87K
|
37.4K
$9.68M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
604+ 173.56% |
$75.4K - $86.9K
|
952
$247K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
602+ 0.88% |
$75.2K - $86.6K
|
68.9K
$17.8M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
602New |
$75.2K - $86.6K
|
602
$156K
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
600+ 2.94% |
$74.9K - $86.3K
|
21K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
600+ 10.41% |
$74.9K - $86.3K
|
6.36K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
599+ 1.85% |
$74.8K - $86.1K
|
33K
$8.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
597+ 11.34% |
$74.6K - $85.8K
|
5.86K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
597+ 0.5% |
$74.6K - $85.8K
|
119K
$30.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
595+ 1.84% |
$74.3K - $85.6K
|
32.9K
$8.53M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
593+ 13.3% |
$74.1K - $85.3K
|
5.05K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
590+ 7.63% |
$73.7K - $84.8K
|
8.32K
$2.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
588+ 6.59% |
$73.4K - $84.6K
|
9.52K
$2.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
583+ 3.57% |
$72.8K - $83.8K
|
16.9K
$4.38M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
581+ 3.37% |
$72.6K - $83.5K
|
17.8K
$4.61M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
581+ 3.1% |
$72.6K - $83.5K
|
19.3K
$5M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
581+ 2.07% |
$72.6K - $83.5K
|
28.6K
$7.42M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
581+ 3.85% |
$72.6K - $83.5K
|
15.7K
$4.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
574+ 0.79% |
$71.7K - $82.5K
|
73K
$18.9M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
571+ 308.65% |
$71.3K - $82.1K
|
756
$196K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
570+ 2.65% |
$71.2K - $82K
|
22.1K
$5.72M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
569+ 17.92% |
$71.1K - $81.8K
|
3.75K
$970K
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
566+ 1.43% |
$70.7K - $81.4K
|
40.2K
$10.4M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
564+ 28.0% |
$70.4K - $81.1K
|
2.58K
$668K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
562+ 14.52% |
$70.2K - $80.8K
|
4.43K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Alta Capital Management LLC
|
BUY
|
- |
560+ 2.14% |
$69.9K - $80.5K
|
26.7K
$6.93M
|
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
558+ 0.5% |
$69.7K - $80.2K
|
112K
$28.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
553+ 16.56% |
$69.1K - $79.5K
|
3.89K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
552+ 7.93% |
$69K - $79.4K
|
7.51K
$1.95M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
548+ 3.9% |
$68.5K - $78.8K
|
14.6K
$3.78M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
548+ 1.36% |
$68.5K - $78.8K
|
40.9K
$10.6M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
542+ 18.47% |
$67.7K - $77.9K
|
3.48K
$901K
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
541+ 1.04% |
$67.6K - $77.8K
|
52.8K
$13.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
537+ 4.48% |
$67.1K - $77.2K
|
12.5K
$3.24M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
536New |
$67K - $77.1K
|
536
$139K
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
535+ 0.87% |
$66.8K - $76.9K
|
62.3K
$16.1M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
530+ 2.21% |
$66.2K - $76.2K
|
24.5K
$6.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
527+ 19.98% |
$65.8K - $75.8K
|
3.16K
$820K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
524+ 1.2% |
$65.5K - $75.4K
|
44.1K
$11.4M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
524+ 1.23% |
$65.5K - $75.4K
|
43.3K
$11.2M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
517+ 9.41% |
$64.6K - $74.3K
|
6.01K
$1.56M
|