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 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
186+ 1.02% |
$3.86K - $22.4K
|
18.5K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
186+ 1.16% |
$3.86K - $22.4K
|
16.2K
$4.19M
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
186+ 5.83% |
$3.86K - $22.4K
|
3.37K
$873K
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
185+ 0.57% |
$3.84K - $22.3K
|
32.4K
$8.4M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
185+ 6.22% |
$3.84K - $22.3K
|
3.16K
$818K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
184New |
$3.81K - $22.2K
|
184
$47.6K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
184+ 9.26% |
$3.81K - $22.2K
|
2.17K
$562K
|
|
Nov 04, 2022
Q3 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
182+ 7.55% |
$3.77K - $21.9K
|
2.59K
$671K
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
182+ 9.03% |
$3.77K - $21.9K
|
2.2K
$569K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
180+ 4.29% |
$3.73K - $21.7K
|
4.38K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
179+ 0.56% |
$3.71K - $21.6K
|
32.3K
$8.36M
|
|
Oct 05, 2022
Q3 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
178+ 5.82% |
$3.69K - $21.5K
|
3.24K
$838K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
177+ 0.32% |
$3.67K - $21.3K
|
55.8K
$14.4M
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
177+ 0.65% |
$3.67K - $21.3K
|
27.4K
$7.1M
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
175+ 7.89% |
$3.63K - $21.1K
|
2.39K
$620K
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
175+ 4.52% |
$3.63K - $21.1K
|
4.04K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
173+ 6.95% |
$3.59K - $20.9K
|
2.66K
$689K
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
BUY
|
- |
169+ 0.72% |
$3.5K - $20.4K
|
23.5K
$6.08M
|
|
Oct 04, 2022
Q3 2022
|
Burns J W & CO Inc
|
BUY
|
- |
168+ 0.21% |
$3.48K - $20.3K
|
81.7K
$21.1M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
168+ 0.24% |
$3.48K - $20.3K
|
71.5K
$18.5M
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
168+ 2.94% |
$3.48K - $20.3K
|
5.88K
$1.52M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
166+ 2.37% |
$3.44K - $20K
|
7.17K
$1.85M
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
165+ 9.21% |
$3.42K - $19.9K
|
1.96K
$506K
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
163+ 1.22% |
$3.38K - $19.7K
|
13.5K
$3.49M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
163+ 0.48% |
$3.38K - $19.7K
|
33.9K
$8.76M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
162+ 1.48% |
$3.36K - $19.5K
|
11.1K
$2.87M
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
159+ 1.77% |
$3.3K - $19.2K
|
9.17K
$2.37M
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
158+ 1.46% |
$3.28K - $19.1K
|
11K
$2.84M
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
158+ 1.09% |
$3.28K - $19.1K
|
14.7K
$3.79M
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
155+ 16.72% |
$3.21K - $18.7K
|
1.08K
$280K
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
154+ 1.81% |
$3.19K - $18.6K
|
8.68K
$2.25M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
154+ 0.25% |
$3.19K - $18.6K
|
62.2K
$16.1M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
153+ 3.75% |
$3.17K - $18.4K
|
4.23K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Claret Asset Management Corp
|
BUY
|
- |
152+ 5.51% |
$3.15K - $18.3K
|
2.91K
$753K
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
151+ 0.44% |
$3.13K - $18.2K
|
34.6K
$8.97M
|
|
Nov 14, 2022
Q3 2022
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
149+ 2.1% |
$3.09K - $18K
|
7.23K
$1.87M
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
149+ 8.35% |
$3.09K - $18K
|
1.93K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
147+ 3.33% |
$3.05K - $17.7K
|
4.56K
$1.18M
|
|
Dec 02, 2022
Q3 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
147+ 0.98% |
$3.05K - $17.7K
|
15.2K
$3.93M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
145+ 5.87% |
$3.01K - $17.5K
|
2.62K
$677K
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
145+ 0.49% |
$3.01K - $17.5K
|
29.7K
$7.69M
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
145+ 5.92% |
$3.01K - $17.5K
|
2.59K
$671K
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
144+ 1.17% |
$2.99K - $17.4K
|
12.4K
$3.21M
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
142+ 1.34% |
$2.94K - $17.1K
|
10.8K
$2.78M
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
142+ 3.92% |
$2.94K - $17.1K
|
3.76K
$974K
|
|
Oct 13, 2022
Q3 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
141+ 2.91% |
$2.92K - $17K
|
4.99K
$1.29M
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
141+ 1.06% |
$2.92K - $17K
|
13.5K
$3.49M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
140+ 3.77% |
$2.9K - $16.9K
|
3.86K
$998K
|
|
Oct 05, 2022
Q3 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
139+ 1.51% |
$2.88K - $16.8K
|
9.33K
$2.41M
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
139+ 0.15% |
$2.88K - $16.8K
|
91.2K
$23.6M
|