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
|
Cumberland Advisors Inc
|
SELL
|
- |
-200- 0.42% |
$4.15K - $24.1K
|
47.6K
$12.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 0.58% |
$4.15K - $24.1K
|
34.6K
$8.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-200- 3.42% |
$4.15K - $24.1K
|
5.65K
$1.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-200- 20.06% |
$4.15K - $24.1K
|
797
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.75% |
$4.15K - $24.1K
|
7.08K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-200- 6.24% |
$4.15K - $24.1K
|
3.01K
$778K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-201- 65.69% |
$4.17K - $24.2K
|
105
$27.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-202- 1.58% |
$4.19K - $24.4K
|
12.6K
$3.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-203- 6.66% |
$4.21K - $24.5K
|
2.85K
$737K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-206- 0.73% |
$4.27K - $24.8K
|
27.9K
$7.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-207- 2.15% |
$4.29K - $25K
|
9.42K
$2.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-207- 0.77% |
$4.29K - $25K
|
26.7K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-210- 2.53% |
$4.35K - $25.3K
|
8.11K
$2.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-212- 0.54% |
$4.39K - $25.6K
|
39K
$10.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-214- 3.39% |
$4.44K - $25.8K
|
6.1K
$1.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-214- 8.47% |
$4.44K - $25.8K
|
2.31K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-216- 8.49% |
$4.48K - $26K
|
2.33K
$603K
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-216- 5.43% |
$4.48K - $26K
|
3.77K
$974K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-217- 2.45% |
$4.5K - $26.2K
|
8.65K
$2.24M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-217- 0.25% |
$4.5K - $26.2K
|
86.2K
$22.3M
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
SELL
|
- |
-221- 0.28% |
$4.58K - $26.6K
|
79.1K
$20.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-223- 4.14% |
$4.62K - $26.9K
|
5.16K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-223- 0.39% |
$4.62K - $26.9K
|
57.7K
$14.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-224- 0.72% |
$4.64K - $27K
|
31K
$8.03M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-225- 2.79% |
$4.66K - $27.1K
|
7.84K
$2.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Coerente Capital Management
|
SELL
|
- |
-225- 0.62% |
$4.66K - $27.1K
|
36.2K
$9.37M
|
|
|
Oct 26, 2022
Q3 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-226- 2.68% |
$4.68K - $27.3K
|
8.19K
$2.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-229- 9.73% |
$4.75K - $27.6K
|
2.13K
$550K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-230- 21.12% |
$4.77K - $27.7K
|
859
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-230- 5.72% |
$4.77K - $27.7K
|
3.79K
$982K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-232- 3.89% |
$4.81K - $28K
|
5.73K
$1.48M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-232- 2.3% |
$4.81K - $28K
|
9.86K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-233- 9.13% |
$4.83K - $28.1K
|
2.32K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-233- 4.61% |
$4.83K - $28.1K
|
4.83K
$1.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-237- 1.61% |
$4.91K - $28.6K
|
14.5K
$3.75M
|
|
|
Oct 12, 2022
Q3 2022
|
Hms Capital Management, LLC
|
SELL
|
- |
-237- 2.68% |
$4.91K - $28.6K
|
8.6K
$2.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
SELL
|
- |
-239- 13.88% |
$4.95K - $28.8K
|
1.48K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-239- 2.04% |
$4.95K - $28.8K
|
11.5K
$2.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-240- 5.0% |
$4.98K - $28.9K
|
4.56K
$1.18M
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-245- 4.0% |
$5.08K - $29.5K
|
5.88K
$1.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-245- 1.03% |
$5.08K - $29.5K
|
23.5K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-246- 3.37% |
$5.1K - $29.7K
|
7.05K
$1.83M
|
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-248- 3.8% |
$5.14K - $29.9K
|
6.28K
$1.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-249- 0.97% |
$5.16K - $30K
|
25.4K
$6.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-250- 3.19% |
$5.18K - $30.1K
|
7.58K
$1.96M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-250- 2.57% |
$5.18K - $30.1K
|
9.49K
$2.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-250- 4.25% |
$5.18K - $30.1K
|
5.63K
$1.46M
|
|
|
Sep 18, 2023
Q3 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-250- 1.71% |
$5.18K - $30.1K
|
14.4K
$3.73M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-255- 2.11% |
$5.29K - $30.7K
|
11.8K
$3.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-256- 0.44% |
$5.31K - $30.9K
|
57.5K
$14.9M
|