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
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
361
+ 32.12%
$7.48K - $43.5K
1.49K $384K
Oct 19, 2022 Q3 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
354
+ 8.22%
$7.34K - $42.7K
4.66K $1.21M
Nov 02, 2022 Q3 2022
Navalign, LLC

BUY
 -
354
+ 4.18%
$7.34K - $42.7K
8.83K $2.28M
Nov 02, 2022 Q3 2022
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
353
+ 0.89%
$7.32K - $42.6K
40.1K $10.4M
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
352
+ 1.41%
$7.3K - $42.4K
25.4K $6.57M
Nov 02, 2022 Q3 2022
Montz Harcus Wealth Management LLC

BUY
 -
352
+ 5.03%
$7.3K - $42.4K
7.36K $1.9M
Oct 12, 2022 Q3 2022
Mjp Associates Inc

BUY
 -
350
+ 3.15%
$7.26K - $42.2K
11.5K $2.97M
Oct 19, 2022 Q3 2022
Sander Capital Advisors Inc

Seattle, WA
BUY
 -
350
New
$7.26K - $42.2K
350 $90.6K
Nov 07, 2022 Q3 2022
Allen Investment Management LLC

BUY
 -
350
+ 0.23%
$7.26K - $42.2K
152K $39.3M
Nov 01, 2022 Q3 2022
Mattern Wealth Management LLC

BUY
 -
346
+ 2.06%
$7.17K - $41.7K
17.1K $4.43M
Nov 02, 2022 Q3 2022
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
342
+ 55.79%
$7.09K - $41.2K
955 $247K
Nov 10, 2022 Q3 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
341
+ 0.68%
$7.07K - $41.1K
50.5K $13.1M
Nov 09, 2022 Q3 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
339
+ 2.9%
$7.03K - $40.9K
12K $3.11M
Nov 14, 2022 Q3 2022
State Of Wyoming

Cheyenne, WY
BUY
 -
339
+ 11.46%
$7.03K - $40.9K
3.3K $853K
Oct 05, 2022 Q3 2022
Stillwater Investment Management, LLC

BUY
 -
333
+ 0.88%
$6.9K - $40.2K
38.1K $9.86M
Nov 02, 2022 Q3 2022
Auxano Advisors, LLC

BUY
 -
333
+ 3.48%
$6.9K - $40.2K
9.9K $2.56M
Nov 14, 2022 Q3 2022
Krane Funds Advisors LLC

New York, NY
BUY
 -
331
+ 5.99%
$6.86K - $39.9K
5.86K $1.52M
Nov 10, 2022 Q3 2022
Fusion Capital, LLC

BUY
 -
329
+ 0.87%
$6.82K - $39.7K
38.2K $9.88M
Oct 20, 2022 Q3 2022
Jmac Enterprises LLC

BUY
 -
326
+ 1.85%
$6.76K - $39.3K
18K $4.65M
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
325
+ 1.23%
$6.74K - $39.2K
26.8K $6.94M
Oct 25, 2022 Q3 2022
Mendel Capital Management LLC

BUY
 -
323
+ 3.59%
$6.7K - $38.9K
9.33K $2.41M
Oct 21, 2022 Q3 2022
Tfg Advisers LLC

BUY
 -
322
+ 0.95%
$6.68K - $38.8K
34.1K $8.82M
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
321
+ 10.5%
$6.65K - $38.7K
3.38K $874K
Nov 14, 2022 Q3 2022
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
321
+ 1.62%
$6.65K - $38.7K
20.1K $5.2M
Nov 14, 2022 Q3 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
321
+ 10.97%
$6.65K - $38.7K
3.25K $840K
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
319
+ 4.2%
$6.61K - $38.5K
7.92K $2.05M
Oct 04, 2023 Q3 2022
Financial Advisory Partners, LLC

Winter Park, FL
BUY
 -
317
+ 0.98%
$6.57K - $38.2K
32.5K $8.42M
Oct 05, 2022 Q3 2022
Curbstone Financial Management Corp

BUY
 -
316
+ 1.32%
$6.55K - $38.1K
24.3K $6.29M
Nov 16, 2022 Q3 2022
Brick & Kyle, Associates

Newtown, PA
BUY
 -
313
+ 0.89%
$6.49K - $37.7K
35.3K $9.15M
Nov 14, 2022 Q3 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
311
+ 9.39%
$6.45K - $37.5K
3.62K $937K
Oct 24, 2022 Q3 2022
City State Bank

Norwalk, IA
BUY
 -
306
+ 3.43%
$6.34K - $36.9K
9.23K $2.39M
Oct 26, 2022 Q3 2022
Martin & CO Inc

Knoxville, TN
BUY
 -
305
+ 1.82%
$6.32K - $36.8K
17.1K $4.42M
Nov 14, 2022 Q3 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
302
+ 0.11%
$6.26K - $36.4K
276K $71.5M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
301
+ 0.59%
$6.24K - $36.3K
51.3K $13.3M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
297
+ 10.1%
$6.16K - $35.8K
3.24K $838K
Oct 19, 2022 Q3 2022
Prentice Wealth Management LLC

BUY
 -
293
+ 3.01%
$6.07K - $35.3K
10K $2.59M
Nov 14, 2022 Q3 2022
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
293
+ 2.54%
$6.07K - $35.3K
11.8K $3.06M
Oct 12, 2022 Q3 2022
Beech Hill Advisors, Inc.

BUY
 -
292
+ 1.47%
$6.05K - $35.2K
20.2K $5.22M
Oct 20, 2022 Q3 2022
My Personal Cfo, LLC

BUY
 -
292
New
$6.05K - $35.2K
292 $75.6K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
292
+ 5.01%
$6.05K - $35.2K
6.12K $1.58M
Oct 11, 2022 Q3 2022
Wiley Bros. Aintree Capital, LLC

BUY
 -
290
+ 4.68%
$6.01K - $35K
6.49K $1.68M
Nov 10, 2022 Q3 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
287
+ 1.49%
$5.95K - $34.6K
19.6K $5.07M
Nov 14, 2022 Q3 2022
Isthmus Partners, LLC

Madison, WI
BUY
 -
287
+ 12.22%
$5.95K - $34.6K
2.64K $682K
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
286
+ 4.66%
$5.93K - $34.5K
6.43K $1.66M
Oct 19, 2022 Q3 2022
Griffin Asset Management, Inc.

BUY
 -
284
+ 0.4%
$5.89K - $34.2K
70.8K $18.3M
Nov 10, 2022 Q3 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
282
+ 7.12%
$5.85K - $34K
4.24K $1.1M
Nov 14, 2022 Q3 2022
London & Capital Asset Management LTD

London, X0
BUY
 -
282
+ 1.86%
$5.85K - $34K
15.5K $4M
Oct 21, 2022 Q3 2022
Asset Management Corp

BUY
 -
281
+ 3.58%
$5.83K - $33.9K
8.13K $2.1M
Oct 31, 2022 Q3 2022
Verus Financial Partners, Inc.

BUY
 -
280
+ 10.83%
$5.8K - $33.8K
2.87K $742K

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