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 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-333- 1.76% |
$6.9K - $40.2K
|
18.6K
$4.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-334- 9.14% |
$6.92K - $40.3K
|
3.32K
$859K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 21.5% |
$6.94K - $40.4K
|
1.22K
$317K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-336- 3.27% |
$6.97K - $40.5K
|
9.95K
$2.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-344- 12.02% |
$7.13K - $41.5K
|
2.52K
$651K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-347- 2.77% |
$7.19K - $41.8K
|
12.2K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-347- 2.11% |
$7.19K - $41.8K
|
16.1K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-349- 3.95% |
$7.23K - $42.1K
|
8.48K
$2.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 98.59% |
$7.26K - $42.2K
|
5
$1.29K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-350- 13.09% |
$7.26K - $42.2K
|
2.32K
$601K
|
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-350- 1.06% |
$7.26K - $42.2K
|
32.6K
$8.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-350- 1.47% |
$7.26K - $42.2K
|
23.5K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-350- 1.79% |
$7.26K - $42.2K
|
19.2K
$4.97M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-354- 1.66% |
$7.34K - $42.7K
|
20.9K
$5.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-355- 5.63% |
$7.36K - $42.8K
|
5.95K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-355- 1.01% |
$7.36K - $42.8K
|
34.7K
$8.98M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-357- 0.12% |
$7.4K - $43K
|
303K
$78.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-357- 1.61% |
$7.4K - $43K
|
21.8K
$5.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-358- 8.92% |
$7.42K - $43.2K
|
3.66K
$946K
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-358- 4.23% |
$7.42K - $43.2K
|
8.11K
$2.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-359- 5.34% |
$7.44K - $43.3K
|
6.36K
$1.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-359- 1.7% |
$7.44K - $43.3K
|
20.8K
$5.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-360- 2.94% |
$7.46K - $43.4K
|
11.9K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-360- 0.17% |
$7.46K - $43.4K
|
214K
$55.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-364- 10.74% |
$7.55K - $43.9K
|
3.02K
$783K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-364- 8.21% |
$7.55K - $43.9K
|
4.07K
$1.05M
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-365- 6.25% |
$7.57K - $44K
|
5.48K
$1.42M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-367- 3.68% |
$7.61K - $44.3K
|
9.62K
$2.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-369- 3.97% |
$7.65K - $44.5K
|
8.92K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-369- 6.3% |
$7.65K - $44.5K
|
5.49K
$1.42M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-370- 2.0% |
$7.67K - $44.6K
|
18.2K
$4.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-371- 4.49% |
$7.69K - $44.7K
|
7.89K
$2.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-377- 3.59% |
$7.82K - $45.5K
|
10.1K
$2.62M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-380- 1.54% |
$7.88K - $45.8K
|
24.3K
$6.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-381- 3.55% |
$7.9K - $45.9K
|
10.3K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-382- 2.02% |
$7.92K - $46.1K
|
18.5K
$4.79M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-385- 7.0% |
$7.98K - $46.4K
|
5.11K
$1.32M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-388- 4.42% |
$8.04K - $46.8K
|
8.4K
$2.17M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-389- 4.48% |
$8.06K - $46.9K
|
8.3K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-390- 2.31% |
$8.08K - $47K
|
16.5K
$4.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-391- 4.16% |
$8.11K - $47.1K
|
9.01K
$2.33M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-392- 2.11% |
$8.13K - $47.3K
|
18.2K
$4.71M
|
|
|
Jun 14, 2024
Q3 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-392- 2.06% |
$8.13K - $47.3K
|
18.6K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-394- 11.11% |
$8.17K - $47.5K
|
3.15K
$816K
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-396- 0.49% |
$8.21K - $47.7K
|
80.1K
$20.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-396- 1.28% |
$8.21K - $47.7K
|
30.5K
$7.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-396- 3.69% |
$8.21K - $47.7K
|
10.3K
$2.68M
|
|
|
Nov 02, 2022
Q3 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-398- 1.36% |
$8.25K - $48K
|
29K
$7.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-400- 4.71% |
$8.29K - $48.2K
|
8.09K
$2.09M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-400- 28.57% |
$8.29K - $48.2K
|
1K
$259K
|