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 10, 2023 Q1 2023
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
429
+ 0.95%
$53.6K - $61.7K
45.6K $11.8M
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
427
+ 8.05%
$53.3K - $61.4K
5.73K $1.48M
May 05, 2023 Q1 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
426
+ 5.33%
$53.2K - $61.3K
8.43K $2.18M
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
425
+ 19.49%
$53.1K - $61.1K
2.61K $675K
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

BUY
 -
425
+ 9.58%
$53.1K - $61.1K
4.86K $1.26M
Apr 17, 2023 Q1 2023
Crew Capital Management, Ltd.

BUY
 -
424
+ 7.23%
$53K - $61K
6.29K $1.63M
Apr 19, 2023 Q1 2023
True Wealth Advisors, LLC

BUY
 -
416
+ 11.07%
$52K - $59.8K
4.18K $1.08M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
415
+ 0.72%
$51.8K - $59.7K
57.8K $15M
May 08, 2023 Q1 2023
Hartline Investment Corp

Winnetka, IL
BUY
 -
415
+ 3.23%
$51.8K - $59.7K
13.3K $3.43M
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

BUY
 -
414
+ 4.11%
$51.7K - $59.5K
10.5K $2.72M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
412
+ 3.05%
$51.5K - $59.2K
13.9K $3.61M
Apr 24, 2024 Q1 2023
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
412
+ 4.32%
$51.5K - $59.2K
9.95K $2.58M
May 10, 2023 Q1 2023
Moran Wealth Management, LLC

Naples, FL
BUY
 -
411
+ 26.46%
$51.3K - $59.1K
1.96K $509K
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
407
+ 0.1%
$50.8K - $58.5K
401K $104M
Apr 11, 2023 Q1 2023
Harbor Group, Inc.

BUY
 -
405
+ 11.0%
$50.6K - $58.2K
4.09K $1.06M
Nov 17, 2023 Q1 2023
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
401
+ 10.71%
$50.1K - $57.7K
4.14K $1.07M
May 09, 2023 Q1 2023
Sws Partners

BUY
 -
400
+ 1.65%
$50K - $57.5K
24.6K $6.38M
May 10, 2023 Q1 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
400
+ 3.7%
$50K - $57.5K
11.2K $2.9M
May 15, 2023 Q1 2023
One68 Global Capital, LLC

New York, NY
BUY
 -
400
New
$50K - $57.5K
400 $104K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
399
+ 0.72%
$49.8K - $57.4K
55.4K $14.4M
Apr 26, 2023 Q1 2023
Cubic Asset Management, LLC

BUY
 -
398
+ 5.48%
$49.7K - $57.2K
7.66K $1.98M
Apr 24, 2023 Q1 2023
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
395
+ 2.21%
$49.3K - $56.8K
18.2K $4.72M
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
395
+ 3.77%
$49.3K - $56.8K
10.9K $2.82M
Apr 18, 2023 Q1 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
391
+ 12.06%
$48.8K - $56.2K
3.63K $941K
May 10, 2023 Q1 2023
Bfsg, LLC

BUY
 -
390
+ 1.47%
$48.7K - $56.1K
26.9K $6.96M
Feb 13, 2025 Q1 2023
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
390
+ 2.17%
$48.7K - $56.1K
18.4K $4.77M
May 15, 2023 Q1 2023
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
385
+ 5.81%
$48.1K - $55.4K
7.01K $1.82M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
383
+ 5.56%
$47.8K - $55.1K
7.28K $1.88M
May 05, 2023 Q1 2023
Virginia Wealth Management Group, Inc.

Virginia Beach, VA
BUY
 -
383
+ 1.34%
$47.8K - $55.1K
29.1K $7.53M
Apr 11, 2023 Q1 2023
Stolper CO

BUY
 -
382
+ 0.64%
$47.7K - $54.9K
60K $15.6M
May 05, 2023 Q1 2023
Gilbert & Cook, Inc.

BUY
 -
382
+ 4.11%
$47.7K - $54.9K
9.67K $2.5M
May 15, 2023 Q1 2023
Connors Investor Services Inc

Wyomissing, PA
BUY
 -
381
+ 3.99%
$47.6K - $54.8K
9.93K $2.57M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
379
+ 3.95%
$47.3K - $54.5K
9.98K $2.58M
May 04, 2023 Q1 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
379
+ 12.27%
$47.3K - $54.5K
3.47K $898K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
378
+ 1.36%
$47.2K - $54.4K
28.2K $7.31M
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
378
+ 1.95%
$47.2K - $54.4K
19.8K $5.12M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
377
+ 1.02%
$47.1K - $54.2K
37.2K $9.65M
May 08, 2023 Q1 2023
Americana Partners, LLC

Houston, TX
BUY
 -
376
+ 1.28%
$47K - $54.1K
29.7K $7.7M
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
372
+ 8.46%
$46.5K - $53.5K
4.77K $1.24M
Apr 19, 2023 Q1 2023
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
371
+ 12.36%
$46.3K - $53.3K
3.37K $874K
May 11, 2023 Q1 2023
Benedict Financial Advisors Inc

BUY
 -
369
+ 2.69%
$46.1K - $53.1K
14.1K $3.65M
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
369
+ 9.33%
$46.1K - $53.1K
4.32K $1.12M
May 15, 2023 Q1 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
369
+ 23.08%
$46.1K - $53.1K
1.97K $510K
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
368
+ 6.85%
$46K - $52.9K
5.74K $1.49M
May 09, 2023 Q1 2023
Barings LLC

BUY
 -
365
+ 11.55%
$45.6K - $52.5K
3.52K $913K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
364
+ 0.96%
$45.5K - $52.3K
38.2K $9.9M
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

BUY
 -
363
+ 17.66%
$45.3K - $52.2K
2.42K $627K
Apr 05, 2023 Q1 2023
Howard Financial Services, Ltd.

BUY
 -
362
+ 8.35%
$45.2K - $52.1K
4.7K $1.22M
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
362
+ 0.71%
$45.2K - $52.1K
51.5K $13.3M

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