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 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
279+ 5.12% |
$5.78K - $33.6K
|
5.73K
$1.48M
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
278+ 0.61% |
$5.76K - $33.5K
|
45.6K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
278+ 6.22% |
$5.76K - $33.5K
|
4.75K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
278New |
$5.76K - $33.5K
|
278
$71.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
278+ 1.82% |
$5.76K - $33.5K
|
15.6K
$4.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
277+ 7.62% |
$5.74K - $33.4K
|
3.91K
$1.01M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
277+ 0.5% |
$5.74K - $33.4K
|
55.8K
$14.4M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
276+ 1.37% |
$5.72K - $33.3K
|
20.4K
$5.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
276+ 0.52% |
$5.72K - $33.3K
|
53.2K
$13.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
276+ 0.49% |
$5.72K - $33.3K
|
56.8K
$14.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
275+ 0.98% |
$5.7K - $33.2K
|
28.4K
$7.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
274+ 10.38% |
$5.68K - $33K
|
2.91K
$754K
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
274+ 0.43% |
$5.68K - $33K
|
64.2K
$16.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
273+ 1.79% |
$5.66K - $32.9K
|
15.6K
$4.03M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
272+ 0.33% |
$5.64K - $32.8K
|
83.5K
$21.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
269+ 1.67% |
$5.58K - $32.4K
|
16.4K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
268+ 119.11% |
$5.56K - $32.3K
|
493
$128K
|
|
|
Oct 18, 2022
Q3 2022
|
Community Bank Of Raymore
|
BUY
|
- |
265+ 0.28% |
$5.49K - $32K
|
93.4K
$24.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
265+ 1.97% |
$5.49K - $32K
|
13.7K
$3.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
265+ 3.94% |
$5.49K - $32K
|
7K
$1.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
265+ 1.5% |
$5.49K - $32K
|
17.9K
$4.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
265+ 2.13% |
$5.49K - $32K
|
12.7K
$3.28M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
264+ 2.99% |
$5.47K - $31.8K
|
9.08K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
263+ 2.2% |
$5.45K - $31.7K
|
12.2K
$3.16M
|
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
263+ 7.83% |
$5.45K - $31.7K
|
3.62K
$937K
|
|
|
Oct 18, 2022
Q3 2022
|
Regent Investment Management LLC
|
BUY
|
- |
260+ 0.29% |
$5.39K - $31.4K
|
90.6K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
260New |
$5.39K - $31.4K
|
260
$67.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Old Port Advisors
|
BUY
|
- |
256+ 0.94% |
$5.31K - $30.9K
|
27.6K
$7.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
255+ 0.93% |
$5.29K - $30.7K
|
27.6K
$7.15M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
254+ 4.99% |
$5.27K - $30.6K
|
5.35K
$1.38M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
253+ 0.54% |
$5.24K - $30.5K
|
47.4K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
253+ 4.54% |
$5.24K - $30.5K
|
5.82K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
BUY
|
- |
250+ 3.62% |
$5.18K - $30.1K
|
7.15K
$1.85M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
250+ 1.63% |
$5.18K - $30.1K
|
15.6K
$4.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
250+ 0.66% |
$5.18K - $30.1K
|
37.9K
$9.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
249+ 12.63% |
$5.16K - $30K
|
2.22K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
246+ 0.44% |
$5.1K - $29.7K
|
55.7K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
246+ 21.08% |
$5.1K - $29.7K
|
1.41K
$366K
|
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
245+ 7.87% |
$5.08K - $29.5K
|
3.36K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
244+ 10.66% |
$5.06K - $29.4K
|
2.53K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
242+ 2.27% |
$5.02K - $29.2K
|
10.9K
$2.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
241+ 11.3% |
$5K - $29.1K
|
2.37K
$614K
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
241+ 2.05% |
$5K - $29.1K
|
12K
$3.11M
|
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
241+ 7.95% |
$5K - $29.1K
|
3.27K
$847K
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
240+ 1.97% |
$4.98K - $28.9K
|
12.5K
$3.22M
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
238+ 1.16% |
$4.93K - $28.7K
|
20.8K
$5.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
238+ 5.75% |
$4.93K - $28.7K
|
4.38K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
238+ 1.28% |
$4.93K - $28.7K
|
18.8K
$4.86M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
236+ 0.08% |
$4.89K - $28.5K
|
281K
$72.6M
|
|
|
Oct 21, 2022
Q3 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
235+ 3.47% |
$4.87K - $28.3K
|
7K
$1.81M
|