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 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
66+ 2.5% |
$1.37K - $7.96K
|
2.71K
$701K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
66+ 0.52% |
$1.37K - $7.96K
|
12.7K
$3.3M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
65+ 0.12% |
$1.35K - $7.84K
|
52.8K
$13.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
65+ 0.47% |
$1.35K - $7.84K
|
14K
$3.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
65+ 0.45% |
$1.35K - $7.84K
|
14.6K
$3.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
65+ 0.4% |
$1.35K - $7.84K
|
16.4K
$4.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
64+ 1.25% |
$1.33K - $7.72K
|
5.17K
$1.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
64+ 7.66% |
$1.33K - $7.72K
|
900
$233K
|
|
|
Dec 22, 2022
Q3 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
62+ 0.1% |
$1.29K - $7.48K
|
64.9K
$16.8M
|
|
|
Feb 13, 2025
Q3 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
62+ 1.36% |
$1.29K - $7.48K
|
4.61K
$1.19M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
61+ 1.75% |
$1.26K - $7.36K
|
3.54K
$916K
|
|
|
Oct 11, 2022
Q3 2022
|
Burt Wealth Advisors
|
BUY
|
- |
60+ 1.11% |
$1.24K - $7.23K
|
5.46K
$1.41M
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
60+ 1.98% |
$1.24K - $7.23K
|
3.08K
$798K
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
BUY
|
- |
57+ 1.98% |
$1.18K - $6.87K
|
2.94K
$761K
|
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
57+ 1.6% |
$1.18K - $6.87K
|
3.62K
$937K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
57+ 1.09% |
$1.18K - $6.87K
|
5.27K
$1.36M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
56+ 0.05% |
$1.16K - $6.75K
|
103K
$26.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
BUY
|
- |
55+ 0.24% |
$1.14K - $6.63K
|
22.8K
$5.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
54+ 0.44% |
$1.12K - $6.51K
|
12.3K
$3.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
54+ 0.3% |
$1.12K - $6.51K
|
17.9K
$4.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
52+ 1.27% |
$1.08K - $6.27K
|
4.15K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
51+ 0.49% |
$1.06K - $6.15K
|
10.4K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
51+ 2.56% |
$1.06K - $6.15K
|
2.04K
$528K
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
50+ 0.24% |
$1.04K - $6.03K
|
20.7K
$5.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
50+ 0.43% |
$1.04K - $6.03K
|
11.6K
$3.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Chapman Investment Management, LLC
|
BUY
|
- |
50+ 0.35% |
$1.04K - $6.03K
|
14.5K
$3.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
BUY
|
- |
50+ 0.34% |
$1.04K - $6.03K
|
14.7K
$3.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
49+ 0.15% |
$1.02K - $5.91K
|
33.3K
$8.63M
|
|
|
Nov 08, 2022
Q3 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
49+ 0.89% |
$1.02K - $5.91K
|
5.55K
$1.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 0.49% |
$995 - $5.79K
|
9.92K
$2.57M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
48+ 0.44% |
$995 - $5.79K
|
11.1K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
48+ 1.96% |
$995 - $5.79K
|
2.5K
$646K
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
47+ 0.76% |
$974 - $5.67K
|
6.2K
$1.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
45+ 0.17% |
$933 - $5.43K
|
26K
$6.73M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 0.09% |
$912 - $5.31K
|
50K
$12.9M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
44+ 0.09% |
$912 - $5.31K
|
50K
$12.9M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
43+ 4.11% |
$891 - $5.18K
|
1.09K
$282K
|
|
|
Oct 21, 2022
Q3 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
40+ 0.15% |
$829 - $4.82K
|
26.1K
$6.75M
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
38+ 1.0% |
$788 - $4.58K
|
3.85K
$996K
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
37New |
$767 - $4.46K
|
37
$9.58K
|
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
37+ 0.03% |
$767 - $4.46K
|
120K
$31.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
35+ 0.3% |
$726 - $4.22K
|
11.5K
$2.99M
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
35+ 0.32% |
$726 - $4.22K
|
10.8K
$2.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
35+ 1.1% |
$726 - $4.22K
|
3.23K
$835K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
34+ 0.06% |
$705 - $4.1K
|
55.4K
$14.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
34+ 0.15% |
$705 - $4.1K
|
22.5K
$5.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
34+ 0.66% |
$705 - $4.1K
|
5.17K
$1.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
32+ 1.43% |
$663 - $3.86K
|
2.27K
$587K
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
32+ 0.32% |
$663 - $3.86K
|
10.2K
$2.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
32+ 290.91% |
$663 - $3.86K
|
43
$11.1K
|