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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q1 2023
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
512+ 2.24% |
$64K - $73.6K
|
23.4K
$6.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
511+ 1.59% |
$63.8K - $73.5K
|
32.7K
$8.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
510+ 2.6% |
$63.7K - $73.3K
|
20.1K
$5.21M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
510+ 1.86% |
$63.7K - $73.3K
|
27.9K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
506+ 9.95% |
$63.2K - $72.8K
|
5.59K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
505+ 33.47% |
$63.1K - $72.6K
|
2.01K
$522K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
505+ 33.47% |
$63.1K - $72.6K
|
2.01K
$522K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
501+ 18.15% |
$62.6K - $72K
|
3.26K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
500+ 8.95% |
$62.5K - $71.9K
|
6.09K
$1.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
495+ 2.74% |
$61.8K - $71.2K
|
18.6K
$4.81M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
493+ 1.31% |
$61.6K - $70.9K
|
38.1K
$9.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
492+ 16.17% |
$61.5K - $70.7K
|
3.53K
$915K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
491+ 1.75% |
$61.3K - $70.6K
|
28.5K
$7.39M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
491+ 7.37% |
$61.3K - $70.6K
|
7.16K
$1.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
490+ 4.12% |
$61.2K - $70.5K
|
12.4K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
490+ 24.08% |
$61.2K - $70.5K
|
2.53K
$654K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
488+ 0.94% |
$61K - $70.2K
|
52.3K
$13.5M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
486+ 5.15% |
$60.7K - $69.9K
|
9.91K
$2.57M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
485+ 1.18% |
$60.6K - $69.7K
|
41.4K
$10.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
484+ 10.2% |
$60.5K - $69.6K
|
5.23K
$1.35M
|
|
|
Jan 17, 2024
Q1 2023
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
481+ 0.32% |
$60.1K - $69.2K
|
152K
$39.4M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
480+ 1.22% |
$60K - $69K
|
40K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
477+ 3.78% |
$59.6K - $68.6K
|
13.1K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
475+ 1.43% |
$59.3K - $68.3K
|
33.7K
$8.73M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
471+ 4.72% |
$58.8K - $67.7K
|
10.4K
$2.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
BUY
|
- |
467+ 0.52% |
$58.3K - $67.2K
|
89.7K
$23.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
464+ 1.91% |
$58K - $66.7K
|
24.8K
$6.43M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
463+ 13.53% |
$57.8K - $66.6K
|
3.88K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
463+ 1.35% |
$57.8K - $66.6K
|
34.8K
$9M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
461+ 0.74% |
$57.6K - $66.3K
|
62.5K
$16.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
455+ 0.58% |
$56.8K - $65.4K
|
79.5K
$20.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
451+ 0.35% |
$56.3K - $64.9K
|
128K
$33.1M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
450+ 4.27% |
$56.2K - $64.7K
|
11K
$2.85M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
448+ 2.58% |
$56K - $64.4K
|
17.8K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
448+ 24.51% |
$56K - $64.4K
|
2.28K
$590K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
446+ 495.56% |
$55.7K - $64.1K
|
536
$139K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
446+ 0.76% |
$55.7K - $64.1K
|
59.1K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
446+ 3.59% |
$55.7K - $64.1K
|
12.9K
$3.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
444+ 28.14% |
$55.5K - $63.8K
|
2.02K
$524K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
444+ 4.44% |
$55.5K - $63.8K
|
10.4K
$2.71M
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
442+ 0.61% |
$55.2K - $63.6K
|
72.6K
$18.8M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
440+ 0.79% |
$55K - $63.3K
|
55.9K
$14.5M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
439+ 17.57% |
$54.8K - $63.1K
|
2.94K
$761K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
435+ 26.36% |
$54.3K - $62.6K
|
2.09K
$540K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
435+ 6.0% |
$54.3K - $62.6K
|
7.69K
$1.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
434+ 4.38% |
$54.2K - $62.4K
|
10.3K
$2.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
BUY
|
- |
434+ 1.21% |
$54.2K - $62.4K
|
36.3K
$9.39M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
434+ 11.09% |
$54.2K - $62.4K
|
4.35K
$1.13M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
429+ 4.54% |
$53.6K - $61.7K
|
9.88K
$2.56M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
429+ 20.43% |
$53.6K - $61.7K
|
2.53K
$655K
|