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 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$749 - $863
|
7.07K
$1.83M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
6+ 1.46% |
$749 - $863
|
417
$108K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.77% |
$749 - $863
|
788
$204K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$749 - $863
|
7.07K
$1.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5+ 0.09% |
$625 - $719
|
5.69K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$625 - $719
|
4.19K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.1% |
$500 - $575
|
3.93K
$1.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4+ 0.05% |
$500 - $575
|
8.23K
$2.13M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$500 - $575
|
14.9K
$3.84M
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4+ 0.22% |
$500 - $575
|
1.8K
$466K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.08% |
$500 - $575
|
4.95K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.56% |
$500 - $575
|
715
$185K
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
4+ 0.17% |
$500 - $575
|
2.39K
$619K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$500 - $575
|
9.17K
$2.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3+ 0.01% |
$375 - $431
|
21K
$5.43M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
3+ 0.07% |
$375 - $431
|
4.36K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3New |
$375 - $431
|
3
$776
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
3+ 0.13% |
$375 - $431
|
2.31K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.07% |
$375 - $431
|
4.09K
$1.06M
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3+ 0.06% |
$375 - $431
|
4.95K
$1.28M
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$250 - $288
|
2.92K
$755K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$250 - $288
|
5.84K
$1.51M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.06% |
$250 - $288
|
3.46K
$895K
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.02% |
$250 - $288
|
8.62K
$2.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.12% |
$250 - $288
|
1.67K
$432K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
2+ 0.04% |
$250 - $288
|
5.29K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$250 - $288
|
3.34K
$864K
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$250 - $288
|
3.31K
$858K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.31% |
$250 - $288
|
640
$166K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 2.67% |
$250 - $288
|
77
$19.9K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2+ 0.11% |
$250 - $288
|
1.9K
$491K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$250 - $288
|
2.3K
$596K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2+ 0.06% |
$250 - $288
|
3.12K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$250 - $288
|
2.64K
$683K
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2+ 0.03% |
$250 - $288
|
5.96K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2+ 0.05% |
$250 - $288
|
4.43K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$250 - $288
|
275
$71.2K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$250 - $288
|
2.68K
$693K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
5.34K
$1.38M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$125 - $144
|
391
$101K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.07% |
$125 - $144
|
1.47K
$381K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.04% |
$125 - $144
|
97
$25.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$125 - $144
|
1.91K
$494K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $144
|
22.3K
$5.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$125 - $144
|
401K
$104M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$125 - $144
|
2.55K
$660K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $144
|
3.98K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
5.88K
$1.52M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$125 - $144
|
6.35K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.06% |
$125 - $144
|
1.61K
$416K
|