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 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
124+ 0.38% |
$15.5K - $17.8K
|
33K
$8.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
123+ 5.21% |
$15.4K - $17.7K
|
2.49K
$643K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
123+ 2.09% |
$15.4K - $17.7K
|
6.01K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
123+ 2.06% |
$15.4K - $17.7K
|
6.1K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
120+ 4.79% |
$15K - $17.3K
|
2.63K
$679K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
120+ 1.79% |
$15K - $17.3K
|
6.82K
$1.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
117+ 0.42% |
$14.6K - $16.8K
|
28.1K
$7.27M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
117+ 1.51% |
$14.6K - $16.8K
|
7.84K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
116+ 1.22% |
$14.5K - $16.7K
|
9.59K
$2.48M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
116+ 0.19% |
$14.5K - $16.7K
|
59.7K
$15.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
115+ 0.39% |
$14.4K - $16.5K
|
29.5K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
115+ 1.18% |
$14.4K - $16.5K
|
9.85K
$2.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
115New |
$14.4K - $16.5K
|
115
$29.8K
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
115+ 0.3% |
$14.4K - $16.5K
|
39K
$10.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
113+ 7.84% |
$14.1K - $16.2K
|
1.55K
$402K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113+ 0.08% |
$14.1K - $16.2K
|
136K
$35.1M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
111+ 1.97% |
$13.9K - $16K
|
5.75K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
111+ 0.35% |
$13.9K - $16K
|
32.1K
$8.3M
|
|
|
May 16, 2023
Q1 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
111+ 0.23% |
$13.9K - $16K
|
48.7K
$12.6M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110+ 23.97% |
$13.7K - $15.8K
|
569
$147K
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
BUY
|
- |
109+ 0.1% |
$13.6K - $15.7K
|
112K
$29M
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
109+ 4.04% |
$13.6K - $15.7K
|
2.81K
$726K
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
109+ 1.5% |
$13.6K - $15.7K
|
7.38K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
109+ 0.09% |
$13.6K - $15.7K
|
125K
$32.5M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
108+ 3.62% |
$13.5K - $15.5K
|
3.1K
$801K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
108+ 2.23% |
$13.5K - $15.5K
|
4.95K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
107+ 1.22% |
$13.4K - $15.4K
|
8.86K
$2.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
106+ 2.87% |
$13.2K - $15.2K
|
3.79K
$982K
|
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
106+ 0.35% |
$13.2K - $15.2K
|
30.5K
$7.9M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
105+ 3.98% |
$13.1K - $15.1K
|
2.74K
$709K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
105+ 1.02% |
$13.1K - $15.1K
|
10.4K
$2.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
104+ 1.46% |
$13K - $15K
|
7.25K
$1.87M
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
104+ 2.17% |
$13K - $15K
|
4.9K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
103+ 6.81% |
$12.9K - $14.8K
|
1.62K
$418K
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
102+ 5.39% |
$12.7K - $14.7K
|
2K
$516K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
101+ 0.09% |
$12.6K - $14.5K
|
110K
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
101+ 0.89% |
$12.6K - $14.5K
|
11.4K
$2.95M
|
|
|
May 01, 2023
Q1 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
100+ 0.8% |
$12.5K - $14.4K
|
12.6K
$3.26M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
100+ 6.64% |
$12.5K - $14.4K
|
1.61K
$416K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$25.9K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
100+ 6.29% |
$12.5K - $14.4K
|
1.69K
$437K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 10.0% |
$12.5K - $14.4K
|
1.1K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
100+ 3.05% |
$12.5K - $14.4K
|
3.38K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
100+ 1.86% |
$12.5K - $14.4K
|
5.48K
$1.42M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 1.95% |
$12.5K - $14.4K
|
5.23K
$1.35M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
99+ 1.26% |
$12.4K - $14.2K
|
7.93K
$2.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
98+ 1.8% |
$12.2K - $14.1K
|
5.54K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
98+ 5.95% |
$12.2K - $14.1K
|
1.75K
$452K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
97+ 0.74% |
$12.1K - $13.9K
|
13.2K
$3.41M
|
|
|
May 02, 2023
Q1 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
97+ 5.65% |
$12.1K - $13.9K
|
1.81K
$469K
|