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
Apr 25, 2023 Q1 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
163
+ 7.69%
$20.4K - $23.4K
2.28K $591K
Apr 11, 2023 Q1 2023
Sfg Wealth Management, Llc.

BUY
 -
161
+ 9.83%
$20.1K - $23.2K
1.8K $466K
May 10, 2023 Q1 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
161
+ 0.68%
$20.1K - $23.2K
24K $6.2M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
160
+ 1.43%
$20K - $23K
11.3K $2.93M
May 09, 2023 Q1 2023
Allen Investment Management LLC

BUY
 -
160
+ 0.11%
$20K - $23K
151K $39.1M
Apr 10, 2023 Q1 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
158
+ 5.74%
$19.7K - $22.7K
2.91K $754K
May 08, 2023 Q1 2023
Private Wealth Strategies, L.L.C.

BUY
 -
158
+ 3.53%
$19.7K - $22.7K
4.63K $1.2M
May 03, 2023 Q1 2023
Signature Estate & Investment Advisors LLC

BUY
 -
156
+ 3.09%
$19.5K - $22.4K
5.2K $1.35M
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
155
+ 0.76%
$19.4K - $22.3K
20.7K $5.35M
Apr 05, 2023 Q1 2023
Stillwater Investment Management, LLC

BUY
 -
154
+ 0.4%
$19.2K - $22.1K
38.6K $9.98M
May 10, 2023 Q1 2023
Athena Investment Management

BUY
 -
154
+ 0.55%
$19.2K - $22.1K
28.4K $7.35M
May 02, 2023 Q1 2023
Waldron Private Wealth LLC

BUY
 -
152
+ 0.36%
$19K - $21.9K
42.5K $11M
Apr 21, 2023 Q1 2023
Chatham Capital Group, Inc.

BUY
 -
150
+ 0.99%
$18.7K - $21.6K
15.3K $3.96M
May 10, 2023 Q1 2023
Richelieu Gestion PLC

BUY
 -
150
New
$18.7K - $21.6K
150 $38.8K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
149
+ 4.2%
$18.6K - $21.4K
3.7K $957K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
148
+ 2.35%
$18.5K - $21.3K
6.44K $1.67M
Apr 21, 2023 Q1 2023
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
147
+ 9.53%
$18.4K - $21.1K
1.69K $437K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
146
+ 0.95%
$18.2K - $21K
15.5K $4M
Apr 28, 2023 Q1 2023
Elmwood Wealth Management, Inc.

BUY
 -
145
+ 1.15%
$18.1K - $20.9K
12.8K $3.31M
May 11, 2023 Q1 2023
Abbrea Capital, LLC

BUY
 -
145
+ 0.34%
$18.1K - $20.9K
43.2K $11.2M
Apr 26, 2023 Q1 2023
Axim Planning & Wealth

Dayton, OH
BUY
 -
144
+ 3.2%
$18K - $20.7K
4.65K $1.2M
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
143
+ 17.61%
$17.9K - $20.6K
955 $247K
May 05, 2023 Q1 2023
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
141
+ 0.52%
$17.6K - $20.3K
27.3K $7.08M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
140
+ 4.05%
$17.5K - $20.1K
3.59K $930K
May 12, 2023 Q1 2023
Heritage Trust CO

Oklahoma City, OK
BUY
 -
139
+ 0.2%
$17.4K - $20K
68.3K $17.7M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
138
+ 0.04%
$17.2K - $19.8K
393K $102M
Apr 06, 2023 Q1 2023
Alliance Wealth Advisors, LLC

BUY
 -
136
+ 2.82%
$17K - $19.6K
4.97K $1.29M
Apr 10, 2023 Q1 2023
Appleton Partners Inc

BUY
 -
136
+ 0.08%
$17K - $19.6K
174K $45.1M
Apr 25, 2023 Q1 2023
Iron Financial, LLC

BUY
 -
134
+ 1.44%
$16.7K - $19.3K
9.42K $2.44M
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
133
+ 1.17%
$16.6K - $19.1K
11.5K $2.97M
May 12, 2023 Q1 2023
Pinnacle Holdings, LLC

Tulsa, OK
BUY
 -
133
+ 0.95%
$16.6K - $19.1K
14.1K $3.64M
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

BUY
 -
131
+ 1.7%
$16.4K - $18.8K
7.85K $2.03M
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
131
+ 2.18%
$16.4K - $18.8K
6.14K $1.59M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
131
+ 1.4%
$16.4K - $18.8K
9.48K $2.45M
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
131
+ 0.7%
$16.4K - $18.8K
18.7K $4.85M
May 15, 2023 Q1 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
131
+ 0.49%
$16.4K - $18.8K
27K $6.99M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
130
+ 6.35%
$16.2K - $18.7K
2.18K $563K
May 11, 2023 Q1 2023
Stiles Financial Services Inc

BUY
 -
130
+ 2.02%
$16.2K - $18.7K
6.57K $1.7M
May 11, 2023 Q1 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
130
+ 7.25%
$16.2K - $18.7K
1.92K $497K
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
129
+ 1.91%
$16.1K - $18.6K
6.89K $1.78M
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
128
+ 5.81%
$16K - $18.4K
2.33K $603K
May 02, 2023 Q1 2023
Cap Wealth Advisors, LLC

BUY
 -
128
+ 1.94%
$16K - $18.4K
6.71K $1.74M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
126
+ 3.2%
$15.7K - $18.1K
4.06K $1.05M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
126
+ 0.89%
$15.7K - $18.1K
14.3K $3.71M
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
125
+ 4.51%
$15.6K - $18K
2.9K $750K
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
125
+ 5.77%
$15.6K - $18K
2.29K $593K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
124
+ 0.39%
$15.5K - $17.8K
32K $8.29M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
124
+ 7.42%
$15.5K - $17.8K
1.8K $465K
Apr 19, 2023 Q1 2023
Retirement Planning Group

BUY
 -
124
+ 2.48%
$15.5K - $17.8K
5.12K $1.32M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM