Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 25, 2022 Q3 2022
New Square Capital LLC

BUY
 -
2.21K
+ 5.88%
$45.7K - $266K
39.7K $10.3M
Oct 20, 2022 Q3 2022
Gds Wealth Management

BUY
 -
2.2K
+ 4.71%
$45.6K - $265K
48.9K $12.7M
Nov 14, 2022 Q3 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
2.2K
+ 7.08%
$45.6K - $265K
33.3K $8.62M
Nov 04, 2022 Q3 2022
Pya Waltman Capital, LLC

Knoxville, TN
BUY
 -
2.18K
+ 72.28%
$45.2K - $263K
5.2K $1.35M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
2.18K
+ 8.4%
$45.2K - $263K
28.1K $7.29M
Nov 14, 2022 Q3 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
2.18K
+ 2.24%
$45.1K - $263K
99.2K $25.7M
Nov 07, 2022 Q3 2022
Nisa Investment Advisors, LLC

BUY
 -
2.16K
+ 0.22%
$44.7K - $260K
975K $253M
Nov 14, 2022 Q3 2022
Carroll Investors, Inc

BUY
 -
2.16K
New
$44.7K - $260K
2.16K $559K
Nov 14, 2022 Q3 2022
Wealth Alliance

Mellville, NY
BUY
 -
2.15K
+ 12.23%
$44.6K - $259K
19.8K $5.12M
Oct 14, 2022 Q3 2022
Avantax Planning Partners, Inc.

BUY
 -
2.14K
+ 5.39%
$44.4K - $258K
41.9K $10.9M
Nov 15, 2022 Q3 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
2.11K
+ 1.22%
$43.7K - $254K
175K $45.3M
Oct 27, 2022 Q3 2022
Carmel Capital Management L.L.C.

BUY
 -
2.11K
+ 3.58%
$43.6K - $254K
60.9K $15.8M
Oct 20, 2022 Q3 2022
Round Rock Advisors, LLC

BUY
 -
2.1K
+ 30.72%
$43.5K - $253K
8.94K $2.31M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
2.1K
+ 35.78%
$43.5K - $253K
7.96K $2.06M
Oct 21, 2022 Q3 2022
Intelligence Driven Advisers, LLC

BUY
 -
2.09K
New
$43.3K - $252K
2.09K $542K
Oct 14, 2022 Q3 2022
Iowa State Bank

BUY
 -
2.08K
+ 2.91%
$43.2K - $251K
73.8K $19.1M
Nov 09, 2022 Q3 2022
Connolly Sarah T.

Boston, MA
BUY
 -
2.08K
+ 8.68%
$43.2K - $251K
26.1K $6.76M
Oct 26, 2022 Q3 2022
Gibraltar Capital Management, Inc.

BUY
 -
2.08K
+ 4.28%
$43.2K - $251K
50.7K $13.1M
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
2.08K
+ 6.13%
$43.1K - $251K
36K $9.32M
Oct 13, 2022 Q3 2022
B & T Capital Management Dba Alpha Capital Management

BUY
 -
2.07K
+ 4.27%
$43K - $250K
50.6K $13.1M
Oct 20, 2022 Q3 2022
James Hambro & Partners

BUY
 -
2.07K
+ 0.28%
$42.8K - $249K
752K $195M
Nov 14, 2022 Q3 2022
Callan Capital, LLC

La Jolla, CA
BUY
 -
2.06K
+ 47.25%
$42.7K - $248K
6.42K $1.66M
Oct 25, 2022 Q3 2022
Safeguard Investment Advisory Group, LLC

BUY
 -
2.05K
New
$42.5K - $247K
2.05K $531K
Nov 03, 2022 Q3 2022
Salomon & Ludwin, LLC

BUY
 -
2.05K
+ 70.75%
$42.5K - $247K
4.95K $1.28M
Oct 18, 2022 Q3 2022
Smith & Howard Wealth Management, LLC

BUY
 -
2.04K
New
$42.4K - $246K
2.04K $529K
Nov 09, 2022 Q3 2022
Cwa Asset Management Group, LLC

BUY
 -
2.04K
+ 2.67%
$42.3K - $246K
78.3K $20.3M
Oct 06, 2022 Q3 2022
Abner Herrman & Brock LLC

BUY
 -
2.02K
+ 1.3%
$41.9K - $244K
158K $41M
Oct 13, 2022 Q3 2022
Lvw Advisors, LLC

BUY
 -
2.01K
+ 4.6%
$41.6K - $242K
45.7K $11.8M
Oct 21, 2022 Q3 2022
Rb Capital Management, LLC

BUY
 -
2.01K
+ 10.07%
$41.6K - $242K
22K $5.69M
Oct 13, 2022 Q3 2022
New Century Advisors, LLC

BUY
 -
2K
+ 24.07%
$41.5K - $241K
10.3K $2.67M
Nov 14, 2022 Q3 2022
Shay Capital LLC

New York, NY
BUY
 -
2K
New
$41.5K - $241K
2K $518K
Nov 14, 2022 Q3 2022
Baker Ellis Asset Management LLC

BUY
 -
1.99K
+ 4.3%
$41.3K - $240K
48.3K $12.5M
Oct 18, 2022 Q3 2022
Lion Street Advisors, LLC

BUY
 -
1.99K
+ 20.8%
$41.3K - $240K
11.6K $3M
Oct 24, 2022 Q3 2022
First City Capital Management, Inc.

BUY
 -
1.99K
+ 12.35%
$41.3K - $240K
18.1K $4.69M
Nov 10, 2022 Q3 2022
Citizens Financial Group Inc

BUY
 -
1.99K
+ 1.32%
$41.1K - $239K
152K $39.5M
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
1.98K
+ 1.21%
$41.1K - $239K
165K $42.8M
Nov 14, 2022 Q3 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.97K
+ 9.62%
$40.9K - $238K
22.5K $5.82M
Oct 31, 2022 Q3 2022
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.97K
New
$40.8K - $237K
1.97K $510K
Nov 10, 2022 Q3 2022
Townsquare Capital LLC

BUY
 -
1.97K
+ 1.87%
$40.8K - $237K
107K $27.8M
Nov 14, 2022 Q3 2022
Bill Miller Miller Value Partners, LLC | Baltimore, Md
BUY
 -
1.97K
+ 0.5%
$40.8K - $237K
392K $101M
Oct 27, 2022 Q3 2022
Simmons Bank

BUY
 -
1.96K
+ 2.51%
$40.7K - $236K
80.2K $20.8M
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
1.96K
+ 2.32%
$40.5K - $236K
86.4K $22.4M
Oct 03, 2022 Q3 2022
Lynch & Associates

BUY
 -
1.95K
+ 3.46%
$40.5K - $236K
58.4K $15.1M
Nov 14, 2022 Q3 2022
Df Dent & CO Inc

Baltimore, MD
BUY
 -
1.95K
+ 5.75%
$40.3K - $235K
35.8K $9.27M
Nov 08, 2022 Q3 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
1.95K
+ 5.58%
$40.3K - $235K
36.8K $9.54M
Oct 28, 2022 Q3 2022
Chatham Capital Group, Inc.

BUY
 -
1.94K
+ 11.62%
$40.2K - $234K
18.6K $4.83M
Oct 11, 2022 Q3 2022
Clarus Wealth Advisors

BUY
 -
1.94K
New
$40.2K - $234K
1.94K $502K
Oct 14, 2022 Q3 2022
Carmel Capital Partners, LLC

BUY
 -
1.93K
New
$40K - $233K
1.93K $500K
Nov 14, 2022 Q3 2022
Waldron Private Wealth LLC

BUY
 -
1.92K
+ 4.76%
$39.8K - $232K
42.3K $11M

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