Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
2.52K+ 7.42% |
$52.2K - $304K
|
36.5K
$9.44M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 11.27% |
$52.2K - $304K
|
24.9K
$6.44M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.52K+ 1.42% |
$52.2K - $303K
|
180K
$46.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.51K+ 2.43% |
$51.9K - $302K
|
106K
$27.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
2.49K+ 23.49% |
$51.7K - $300K
|
13.1K
$3.39M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.49K+ 36.55% |
$51.6K - $300K
|
9.3K
$2.41M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
2.49K+ 0.99% |
$51.6K - $300K
|
253K
$65.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.49K+ 4.72% |
$51.5K - $300K
|
55.1K
$14.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
BUY
|
- |
2.48K+ 0.63% |
$51.3K - $299K
|
394K
$102M
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.47K+ 3.17% |
$51.3K - $298K
|
80.5K
$20.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
2.47K+ 129.93% |
$51.2K - $298K
|
4.37K
$1.13M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
2.45K+ 7.2% |
$50.8K - $295K
|
36.5K
$9.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Chicago Trust CO Na
|
BUY
|
- |
2.44K+ 6.2% |
$50.6K - $294K
|
41.8K
$10.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2.44K+ 28.3% |
$50.5K - $294K
|
11K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.43KNew |
$50.3K - $293K
|
2.43K
$629K
|
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 10.6% |
$49.8K - $290K
|
25.1K
$6.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.4K+ 10.23% |
$49.7K - $289K
|
25.8K
$6.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.39K+ 2.31% |
$49.5K - $288K
|
106K
$27.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Whelan Financial
|
BUY
|
- |
2.39KNew |
$49.4K - $288K
|
2.39K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.38K+ 5.47% |
$49.3K - $287K
|
45.9K
$11.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
2.38KNew |
$49.3K - $287K
|
2.38K
$616K
|
|
|
Oct 17, 2022
Q3 2022
|
Community Trust & Investment CO
|
BUY
|
- |
2.37K+ 1.21% |
$49.2K - $286K
|
199K
$51.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.35K+ 5.34% |
$48.7K - $283K
|
46.4K
$12M
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.34K+ 2.84% |
$48.6K - $283K
|
85K
$22M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.34K+ 6.96% |
$48.5K - $282K
|
36K
$9.32M
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
2.33K+ 8.36% |
$48.3K - $281K
|
30.2K
$7.83M
|
|
|
Nov 03, 2022
Q3 2022
|
Renasant Bank
|
BUY
|
- |
2.32K+ 29.03% |
$48.1K - $280K
|
10.3K
$2.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.32K+ 55.44% |
$48.1K - $280K
|
6.51K
$1.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.32K+ 29.83% |
$48.1K - $280K
|
10.1K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.32K+ 2.28% |
$48K - $279K
|
104K
$26.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
2.31K+ 3.4% |
$47.9K - $279K
|
70.3K
$18.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.31K+ 5.37% |
$47.8K - $278K
|
45.2K
$11.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
2.31K+ 28.64% |
$47.8K - $278K
|
10.4K
$2.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
2.3K+ 3.31% |
$47.6K - $277K
|
71.6K
$18.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.29K+ 95.15% |
$47.6K - $277K
|
4.71K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.29KNew |
$47.5K - $276K
|
2.29K
$593K
|
|
|
Oct 19, 2022
Q3 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.28KNew |
$47.3K - $275K
|
2.28K
$591K
|
|
|
Oct 04, 2022
Q3 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.28K+ 0.93% |
$47.3K - $275K
|
248K
$64.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.27K+ 36.68% |
$47.1K - $274K
|
8.46K
$2.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.27K+ 8.54% |
$47K - $274K
|
28.9K
$7.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
2.27K+ 7.42% |
$47K - $274K
|
32.9K
$8.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.27K+ 16.78% |
$47K - $273K
|
15.8K
$4.09M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
2.26K+ 37.19% |
$46.9K - $273K
|
8.35K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.25K+ 0.94% |
$46.7K - $272K
|
243K
$62.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.24K+ 1.06% |
$46.5K - $270K
|
214K
$55.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.23K+ 20.8% |
$46.2K - $269K
|
12.9K
$3.35M
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
2.22K+ 4.55% |
$46.1K - $268K
|
51.1K
$13.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.22K+ 49.83% |
$45.9K - $267K
|
6.66K
$1.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.21K+ 21.23% |
$45.9K - $267K
|
12.6K
$3.27M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.21K+ 33.21% |
$45.8K - $266K
|
8.86K
$2.29M
|