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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
199+ 4.8% |
$24.9K - $28.6K
|
4.34K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
197+ 2.59% |
$24.6K - $28.3K
|
7.81K
$2.02M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
196+ 1.18% |
$24.5K - $28.2K
|
16.8K
$4.34M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
194+ 0.94% |
$24.2K - $27.9K
|
20.9K
$5.41M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
194+ 8.72% |
$24.2K - $27.9K
|
2.42K
$626K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
193+ 5.86% |
$24.1K - $27.8K
|
3.48K
$902K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
193+ 3.37% |
$24.1K - $27.8K
|
5.93K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
193+ 0.72% |
$24.1K - $27.8K
|
27.2K
$7.03M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
191+ 0.62% |
$23.9K - $27.5K
|
31.1K
$8.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
190+ 4.22% |
$23.7K - $27.3K
|
4.69K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
190+ 2.32% |
$23.7K - $27.3K
|
8.38K
$2.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
190+ 8.01% |
$23.7K - $27.3K
|
2.56K
$663K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
190+ 1.92% |
$23.7K - $27.3K
|
10.1K
$2.61M
|
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
189+ 510.81% |
$23.6K - $27.2K
|
226
$58.5K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
189+ 4.72% |
$23.6K - $27.2K
|
4.19K
$1.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
188+ 0.84% |
$23.5K - $27K
|
22.5K
$5.82M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
187+ 1.14% |
$23.4K - $26.9K
|
16.7K
$4.31M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
186+ 4.95% |
$23.2K - $26.7K
|
3.94K
$1.02M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
186+ 1.57% |
$23.2K - $26.7K
|
12.1K
$3.12M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
185+ 3.05% |
$23.1K - $26.6K
|
6.24K
$1.62M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
185+ 3.01% |
$23.1K - $26.6K
|
6.33K
$1.64M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
184+ 5.65% |
$23K - $26.5K
|
3.44K
$891K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
182+ 7.49% |
$22.7K - $26.2K
|
2.61K
$676K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
181+ 0.74% |
$22.6K - $26K
|
24.5K
$6.35M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
181+ 1.45% |
$22.6K - $26K
|
12.6K
$3.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
181+ 6.07% |
$22.6K - $26K
|
3.16K
$818K
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
180+ 0.29% |
$22.5K - $25.9K
|
61.8K
$16M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
180+ 1.52% |
$22.5K - $25.9K
|
12K
$3.1M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
177+ 11.58% |
$22.1K - $25.5K
|
1.71K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
177+ 2.55% |
$22.1K - $25.5K
|
7.12K
$1.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
176+ 1.84% |
$22K - $25.3K
|
9.74K
$2.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
175+ 6.37% |
$21.9K - $25.2K
|
2.92K
$756K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
175+ 0.3% |
$21.9K - $25.2K
|
58.9K
$15.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
173+ 0.66% |
$21.6K - $24.9K
|
26.3K
$6.81M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
171+ 2.76% |
$21.4K - $24.6K
|
6.38K
$1.65M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
171+ 3.09% |
$21.4K - $24.6K
|
5.71K
$1.48M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
170+ 0.88% |
$21.2K - $24.4K
|
19.5K
$5.05M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
170+ 3.84% |
$21.2K - $24.4K
|
4.6K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
169+ 2.98% |
$21.1K - $24.3K
|
5.85K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
169+ 2.87% |
$21.1K - $24.3K
|
6.06K
$1.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
168+ 1.07% |
$21K - $24.2K
|
15.9K
$4.1M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
167+ 54.22% |
$20.9K - $24K
|
475
$123K
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
167+ 11.02% |
$20.9K - $24K
|
1.68K
$435K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
167+ 0.77% |
$20.9K - $24K
|
21.8K
$5.63M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
165+ 0.39% |
$20.6K - $23.7K
|
42.3K
$11M
|
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
165+ 0.09% |
$20.6K - $23.7K
|
184K
$47.5M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
165+ 0.16% |
$20.6K - $23.7K
|
106K
$27.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
164+ 1.31% |
$20.5K - $23.6K
|
12.7K
$3.28M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
164+ 2.02% |
$20.5K - $23.6K
|
8.3K
$2.15M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
164+ 5.61% |
$20.5K - $23.6K
|
3.09K
$799K
|