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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 0.15% |
$187 - $1.09K
|
6.13K
$1.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-10- 0.43% |
$207 - $1.21K
|
2.3K
$596K
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-10- 0.2% |
$207 - $1.21K
|
5.06K
$1.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-10- 0.17% |
$207 - $1.21K
|
5.73K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-10- 0.07% |
$207 - $1.21K
|
14K
$3.63M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-11- 0.3% |
$228 - $1.33K
|
3.64K
$942K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-11- 1.53% |
$228 - $1.33K
|
707
$183K
|
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-11- 0.19% |
$228 - $1.33K
|
5.74K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-11- 0.03% |
$228 - $1.33K
|
33.1K
$8.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.28% |
$249 - $1.45K
|
4.28K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
SELL
|
- |
-12- 0.23% |
$249 - $1.45K
|
5.26K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-12- 0.2% |
$249 - $1.45K
|
6.01K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-13- 0.07% |
$269 - $1.57K
|
17.9K
$4.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-13- 0.22% |
$269 - $1.57K
|
5.98K
$1.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-15- 0.37% |
$311 - $1.81K
|
4.08K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-15- 0.36% |
$311 - $1.81K
|
4.18K
$1.08M
|
|
|
Nov 03, 2022
Q3 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-16- 0.08% |
$332 - $1.93K
|
18.9K
$4.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-17- 0.38% |
$352 - $2.05K
|
4.45K
$1.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-17- 0.48% |
$352 - $2.05K
|
3.51K
$909K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-17- 0.06% |
$352 - $2.05K
|
29.3K
$7.58M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-17- 0.27% |
$352 - $2.05K
|
6.39K
$1.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Bfsg, LLC
|
SELL
|
- |
-18- 0.07% |
$373 - $2.17K
|
27K
$6.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-18Closed |
$373 - $2.17K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-19- 7.48% |
$394 - $2.29K
|
235
$60.8K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-20- 0.52% |
$415 - $2.41K
|
3.85K
$997K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-20- 0.03% |
$415 - $2.41K
|
68K
$17.6M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-20- 0.49% |
$415 - $2.41K
|
4.1K
$1.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-21- 0.15% |
$435 - $2.53K
|
14K
$3.61M
|
|
|
Oct 18, 2022
Q3 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-21- 0.52% |
$435 - $2.53K
|
4K
$1.04M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-21- 0.18% |
$435 - $2.53K
|
11.4K
$2.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-21- 0.37% |
$435 - $2.53K
|
5.65K
$1.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22- 0.5% |
$456 - $2.65K
|
4.42K
$1.14M
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-22- 0.46% |
$456 - $2.65K
|
4.74K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-23- 8.36% |
$477 - $2.77K
|
252
$65.2K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-24- 0.46% |
$498 - $2.89K
|
5.18K
$1.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-24- 0.04% |
$498 - $2.89K
|
61K
$15.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-24- 50.0% |
$498 - $2.89K
|
24
$6.21K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-25- 0.3% |
$518 - $3.01K
|
8.38K
$2.17M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-25- 0.23% |
$518 - $3.01K
|
10.8K
$2.78M
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-25- 0.9% |
$518 - $3.01K
|
2.74K
$710K
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-25- 0.18% |
$518 - $3.01K
|
14.2K
$3.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-25- 11.85% |
$518 - $3.01K
|
186
$48.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 0.1% |
$518 - $3.01K
|
24.8K
$6.41M
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-26- 0.9% |
$539 - $3.14K
|
2.87K
$742K
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-26- 44.83% |
$539 - $3.14K
|
32
$8.28K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-26- 1.12% |
$539 - $3.14K
|
2.3K
$594K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-26- 0.62% |
$539 - $3.14K
|
4.18K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-27- 0.43% |
$560 - $3.26K
|
6.2K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-29- 0.25% |
$601 - $3.5K
|
11.4K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-29- 2.4% |
$601 - $3.5K
|
1.18K
$305K
|