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 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
30+ 0.37% |
$3.75K - $4.31K
|
8.25K
$2.13M
|
|
|
May 04, 2023
Q1 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
30+ 1.43% |
$3.75K - $4.31K
|
2.12K
$549K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
30+ 0.04% |
$3.75K - $4.31K
|
71.2K
$18.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29+ 1.63% |
$3.62K - $4.17K
|
1.8K
$467K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
29+ 0.86% |
$3.62K - $4.17K
|
3.41K
$882K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
28+ 0.57% |
$3.5K - $4.03K
|
4.9K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
28+ 0.27% |
$3.5K - $4.03K
|
10.3K
$2.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27+ 0.08% |
$3.37K - $3.88K
|
33K
$8.53M
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
27+ 0.86% |
$3.37K - $3.88K
|
3.16K
$818K
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
27+ 0.01% |
$3.37K - $3.88K
|
201K
$52.1M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
27+ 0.86% |
$3.37K - $3.88K
|
3.18K
$822K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
27+ 0.79% |
$3.37K - $3.88K
|
3.45K
$894K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
26+ 0.54% |
$3.25K - $3.74K
|
4.84K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
26+ 0.34% |
$3.25K - $3.74K
|
7.79K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26+ 1.12% |
$3.25K - $3.74K
|
2.35K
$607K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
25+ 0.69% |
$3.12K - $3.6K
|
3.63K
$938K
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$3.12K - $3.6K
|
28.9K
$7.47M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
25+ 1.29% |
$3.12K - $3.6K
|
1.97K
$509K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
24+ 0.16% |
$3K - $3.45K
|
14.9K
$3.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24+ 0.63% |
$3K - $3.45K
|
3.84K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
24+ 0.17% |
$3K - $3.45K
|
14.4K
$3.72M
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
24+ 3.52% |
$3K - $3.45K
|
706
$183K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
24+ 0.71% |
$3K - $3.45K
|
3.41K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 0.71% |
$3K - $3.45K
|
3.41K
$883K
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
23+ 0.09% |
$2.87K - $3.31K
|
25.3K
$6.54M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
23+ 0.36% |
$2.87K - $3.31K
|
6.36K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
23+ 0.21% |
$2.87K - $3.31K
|
11.1K
$2.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
23+ 0.68% |
$2.87K - $3.31K
|
3.42K
$886K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
23+ 0.08% |
$2.87K - $3.31K
|
30.5K
$7.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
23+ 1.18% |
$2.87K - $3.31K
|
1.97K
$509K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
23+ 3.77% |
$2.87K - $3.31K
|
633
$164K
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
22+ 0.13% |
$2.75K - $3.16K
|
17.1K
$4.43M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 0.77% |
$2.62K - $3.02K
|
2.76K
$715K
|
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.74% |
$2.62K - $3.02K
|
2.87K
$742K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
20+ 13.33% |
$2.5K - $2.88K
|
170
$44K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
20+ 0.37% |
$2.5K - $2.88K
|
5.37K
$1.39M
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
20+ 1.29% |
$2.5K - $2.88K
|
1.57K
$406K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 2.54% |
$2.5K - $2.88K
|
807
$209K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 0.31% |
$2.5K - $2.88K
|
6.54K
$1.69M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
19+ 0.12% |
$2.37K - $2.73K
|
16K
$4.13M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.62% |
$2.37K - $2.73K
|
3.08K
$796K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
19+ 0.18% |
$2.37K - $2.73K
|
10.6K
$2.75M
|
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$2.25K - $2.59K
|
25.1K
$6.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.7% |
$2.25K - $2.59K
|
2.61K
$674K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
18+ 0.12% |
$2.25K - $2.59K
|
14.7K
$3.79M
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
17+ 0.04% |
$2.12K - $2.44K
|
46.8K
$12.1M
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
16+ 0.71% |
$2K - $2.3K
|
2.27K
$586K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
16+ 0.04% |
$2K - $2.3K
|
40.2K
$10.4M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16+ 0.16% |
$2K - $2.3K
|
9.92K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16+ 0.06% |
$2K - $2.3K
|
27.8K
$7.18M
|