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 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-620- 2.13% |
$12.9K - $74.8K
|
28.4K
$7.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-621- 23.77% |
$12.9K - $74.9K
|
1.99K
$515K
|
|
|
Oct 19, 2022
Q3 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-622- 0.11% |
$12.9K - $75K
|
566K
$147M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-625- 6.03% |
$13K - $75.4K
|
9.74K
$2.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-625- 8.29% |
$13K - $75.4K
|
6.91K
$1.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-625- 16.77% |
$13K - $75.4K
|
3.1K
$803K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-627- 2.5% |
$13K - $75.6K
|
24.5K
$6.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-629- 1.62% |
$13K - $75.8K
|
38.1K
$9.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-629- 8.03% |
$13K - $75.8K
|
7.2K
$1.86M
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-631- 1.85% |
$13.1K - $76.1K
|
33.5K
$8.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-636- 3.57% |
$13.2K - $76.7K
|
17.2K
$4.45M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-637- 2.76% |
$13.2K - $76.8K
|
22.4K
$5.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-648- 9.43% |
$13.4K - $78.1K
|
6.23K
$1.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-655- 54.49% |
$13.6K - $79K
|
547
$142K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-663- 5.33% |
$13.7K - $79.9K
|
11.8K
$3.05M
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-664- 0.3% |
$13.8K - $80.1K
|
219K
$56.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-666- 4.34% |
$13.8K - $80.3K
|
14.7K
$3.8M
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
SELL
|
- |
-667- 0.13% |
$13.8K - $80.4K
|
502K
$130M
|
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-669- 1.46% |
$13.9K - $80.7K
|
45.1K
$11.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-672- 9.8% |
$13.9K - $81K
|
6.18K
$1.6M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-676- 1.95% |
$14K - $81.5K
|
34K
$8.79M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-678- 1.15% |
$14.1K - $81.8K
|
58.5K
$15.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-682- 3.35% |
$14.1K - $82.2K
|
19.7K
$5.09M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-683- 1.48% |
$14.2K - $82.4K
|
45.5K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-684- 8.0% |
$14.2K - $82.5K
|
7.86K
$2.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-686- 76.31% |
$14.2K - $82.7K
|
213
$55.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-690- 0.84% |
$14.3K - $83.2K
|
81.2K
$21M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-690- 53.53% |
$14.3K - $83.2K
|
599
$155K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-693- 7.44% |
$14.4K - $83.6K
|
8.62K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-696- 0.75% |
$14.4K - $83.9K
|
92.2K
$23.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-698- 2.59% |
$14.5K - $84.2K
|
26.3K
$6.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-700- 1.54% |
$14.5K - $84.4K
|
44.7K
$11.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-700- 0.87% |
$14.5K - $84.4K
|
79.4K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-700- 1.07% |
$14.5K - $84.4K
|
64.6K
$16.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-705- 2.08% |
$14.6K - $85K
|
33.3K
$8.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-706- 4.08% |
$14.6K - $85.1K
|
16.6K
$4.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-712- 1.03% |
$14.8K - $85.9K
|
68.5K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-716- 6.18% |
$14.8K - $86.3K
|
10.9K
$2.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-717- 2.57% |
$14.9K - $86.5K
|
27.2K
$7.03M
|
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-718- 4.94% |
$14.9K - $86.6K
|
13.8K
$3.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-723- 61.64% |
$15K - $87.2K
|
450
$116K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-726- 0.68% |
$15K - $87.5K
|
107K
$27.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-729- 2.69% |
$15.1K - $87.9K
|
26.3K
$6.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-729- 9.22% |
$15.1K - $87.9K
|
7.18K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-729- 23.29% |
$15.1K - $87.9K
|
2.4K
$621K
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-732- 4.18% |
$15.2K - $88.3K
|
16.8K
$4.35M
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-735- 12.17% |
$15.2K - $88.6K
|
5.3K
$1.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-737- 7.0% |
$15.3K - $88.9K
|
9.79K
$2.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-739- 0.35% |
$15.3K - $89.1K
|
208K
$53.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-739- 1.8% |
$15.3K - $89.1K
|
40.4K
$10.4M
|