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 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-63- 0.28% |
$1.31K - $7.6K
|
22.6K
$5.84M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-65- 19.35% |
$1.35K - $7.84K
|
271
$70.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.21% |
$1.37K - $7.96K
|
31.1K
$8.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-66- 0.3% |
$1.37K - $7.96K
|
22K
$5.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-66- 2.3% |
$1.37K - $7.96K
|
2.8K
$725K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-67- 2.05% |
$1.39K - $8.08K
|
3.21K
$830K
|
|
|
Nov 07, 2022
Q3 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-68- 0.26% |
$1.41K - $8.2K
|
26.1K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-68- 2.19% |
$1.41K - $8.2K
|
3.04K
$788K
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-69- 0.86% |
$1.43K - $8.32K
|
7.95K
$2.06M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
SELL
|
- |
-70- 1.25% |
$1.45K - $8.44K
|
5.54K
$1.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-70- 1.68% |
$1.45K - $8.44K
|
4.1K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-72- 0.97% |
$1.49K - $8.68K
|
7.35K
$1.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-72- 2.32% |
$1.49K - $8.68K
|
3.04K
$786K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-73- 0.95% |
$1.51K - $8.8K
|
7.6K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-74- 1.18% |
$1.53K - $8.92K
|
6.2K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-75- 2.77% |
$1.55K - $9.04K
|
2.63K
$680K
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-76- 3.4% |
$1.58K - $9.16K
|
2.16K
$558K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-77- 3.93% |
$1.6K - $9.28K
|
1.88K
$487K
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-80- 0.39% |
$1.66K - $9.65K
|
20.5K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-81- 1.82% |
$1.68K - $9.77K
|
4.38K
$1.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-82- 0.92% |
$1.7K - $9.89K
|
8.79K
$2.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-84- 0.55% |
$1.74K - $10.1K
|
15.3K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-84- 0.6% |
$1.74K - $10.1K
|
13.9K
$3.61M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-84- 54.55% |
$1.74K - $10.1K
|
70
$18.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-85- 3.66% |
$1.76K - $10.2K
|
2.24K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-85- 3.51% |
$1.76K - $10.2K
|
2.34K
$605K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-86- 0.18% |
$1.78K - $10.4K
|
46.8K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-86- 0.26% |
$1.78K - $10.4K
|
32.5K
$8.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-87- 0.26% |
$1.8K - $10.5K
|
33.2K
$8.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-87- 90.63% |
$1.8K - $10.5K
|
9
$2.33K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-89- 0.51% |
$1.84K - $10.7K
|
17.3K
$4.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-89- 1.17% |
$1.84K - $10.7K
|
7.49K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Wealth Management
|
SELL
|
- |
-90- 0.96% |
$1.87K - $10.9K
|
9.32K
$2.41M
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-91- 4.42% |
$1.89K - $11K
|
1.97K
$509K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-91- 0.52% |
$1.89K - $11K
|
17.4K
$4.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-93- 1.68% |
$1.93K - $11.2K
|
5.44K
$1.41M
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-93- 1.65% |
$1.93K - $11.2K
|
5.53K
$1.43M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-95- 0.83% |
$1.97K - $11.5K
|
11.4K
$2.94M
|
|
|
Oct 24, 2022
Q3 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-95- 0.08% |
$1.97K - $11.5K
|
112K
$28.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-98- 0.51% |
$2.03K - $11.8K
|
19K
$4.93M
|
|
|
Nov 01, 2022
Q3 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-98- 3.44% |
$2.03K - $11.8K
|
2.75K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-98- 1.17% |
$2.03K - $11.8K
|
8.26K
$2.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-99- 0.43% |
$2.05K - $11.9K
|
22.9K
$5.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 0.44% |
$2.07K - $12.1K
|
22.5K
$5.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-100- 0.39% |
$2.07K - $12.1K
|
25.4K
$6.58M
|
|
|
Oct 19, 2022
Q3 2022
|
Asset Planning Services Inc
|
SELL
|
- |
-100- 0.21% |
$2.07K - $12.1K
|
46.5K
$12M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-100- 0.4% |
$2.07K - $12.1K
|
24.9K
$6.45M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-100- 2.23% |
$2.07K - $12.1K
|
4.38K
$1.13M
|
|
|
Oct 25, 2022
Q3 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-100- 3.31% |
$2.07K - $12.1K
|
2.92K
$756K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.43% |
$2.07K - $12.1K
|
23.4K
$6.05M
|