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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
825+ 2.11% |
$17.1K - $99.5K
|
40K
$10.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
824+ 11.19% |
$17.1K - $99.4K
|
8.19K
$2.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
822+ 11.36% |
$17K - $99.1K
|
8.06K
$2.09M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
815+ 12.13% |
$16.9K - $98.3K
|
7.53K
$1.95M
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
815+ 1.7% |
$16.9K - $98.3K
|
48.7K
$12.6M
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
803+ 2.36% |
$16.6K - $96.8K
|
34.9K
$9.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
803+ 5.33% |
$16.6K - $96.8K
|
15.9K
$4.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
BUY
|
- |
802+ 11.35% |
$16.6K - $96.7K
|
7.87K
$2.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
800+ 1.99% |
$16.6K - $96.5K
|
41.1K
$10.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
795+ 0.19% |
$16.5K - $95.9K
|
412K
$107M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
793+ 7.61% |
$16.4K - $95.6K
|
11.2K
$2.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
789+ 3.7% |
$16.4K - $95.1K
|
22.1K
$5.72M
|
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
788+ 10.17% |
$16.3K - $95K
|
8.54K
$2.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
784+ 42.13% |
$16.3K - $94.5K
|
2.65K
$684K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
782+ 3.31% |
$16.2K - $94.3K
|
24.4K
$6.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
769+ 31.58% |
$15.9K - $92.7K
|
3.2K
$829K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
762+ 3.35% |
$15.8K - $91.9K
|
23.5K
$6.08M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
760+ 2.18% |
$15.8K - $91.6K
|
35.6K
$9.21M
|
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
760+ 1.22% |
$15.8K - $91.6K
|
62.8K
$16.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
758+ 8.87% |
$15.7K - $91.4K
|
9.3K
$2.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
755+ 0.54% |
$15.7K - $91K
|
141K
$36.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Gfg Capital, LLC
|
BUY
|
- |
751+ 3.97% |
$15.6K - $90.6K
|
19.7K
$5.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
750+ 1.51% |
$15.5K - $90.4K
|
50.5K
$13.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
749+ 0.31% |
$15.5K - $90.3K
|
244K
$63.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
749+ 10.45% |
$15.5K - $90.3K
|
7.91K
$2.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
746+ 2.61% |
$15.5K - $90K
|
29.3K
$7.59M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
745+ 4.6% |
$15.4K - $89.8K
|
17K
$4.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
744+ 151.22% |
$15.4K - $89.7K
|
1.24K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
742+ 0.69% |
$15.4K - $89.5K
|
108K
$27.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
740+ 5.33% |
$15.3K - $89.2K
|
14.6K
$3.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Arjuna Capital
|
BUY
|
- |
740+ 1.77% |
$15.3K - $89.2K
|
42.5K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
739+ 4.49% |
$15.3K - $89.1K
|
17.2K
$4.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
738+ 1.39% |
$15.3K - $89K
|
53.8K
$13.9M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
733+ 7.8% |
$15.2K - $88.4K
|
10.1K
$2.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
BUY
|
- |
731+ 2.93% |
$15.2K - $88.1K
|
25.6K
$6.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
731+ 5.35% |
$15.2K - $88.1K
|
14.4K
$3.72M
|
|
|
Oct 13, 2022
Q3 2022
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
726+ 4.71% |
$15K - $87.5K
|
16.2K
$4.18M
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
726+ 14.14% |
$15K - $87.5K
|
5.86K
$1.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
725+ 3.25% |
$15K - $87.4K
|
23K
$5.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
724+ 25.66% |
$15K - $87.3K
|
3.55K
$917K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
722+ 0.51% |
$15K - $87.1K
|
141K
$36.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
722+ 6.4% |
$15K - $87.1K
|
12K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
722+ 4.68% |
$15K - $87.1K
|
16.2K
$4.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
721+ 2.35% |
$14.9K - $86.9K
|
31.4K
$8.12M
|
|
|
Oct 13, 2022
Q3 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
720+ 14.45% |
$14.9K - $86.8K
|
5.7K
$1.48M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
719+ 13.23% |
$14.9K - $86.7K
|
6.16K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
718+ 5.36% |
$14.9K - $86.6K
|
14.1K
$3.65M
|
|
|
Oct 20, 2022
Q3 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
716+ 2.61% |
$14.8K - $86.3K
|
28.1K
$7.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
715+ 1.89% |
$14.8K - $86.2K
|
38.5K
$9.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
714+ 3.81% |
$14.8K - $86.1K
|
19.5K
$5.03M
|