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 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-998- 5.79% |
$20.7K - $120K
|
16.2K
$4.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-998- 4.24% |
$20.7K - $120K
|
22.5K
$5.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-1K- 3.85% |
$20.7K - $121K
|
25K
$6.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 20.49% |
$20.7K - $121K
|
3.88K
$999K
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.01K- 18.83% |
$20.9K - $121K
|
4.34K
$1.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 3.26% |
$20.9K - $121K
|
29.9K
$7.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-1.01K- 2.1% |
$21K - $122K
|
47.2K
$12.2M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.02K- 0.71% |
$21K - $122K
|
142K
$36.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-1.03K- 3.4% |
$21.2K - $124K
|
29.1K
$7.5M
|
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.04K- 0.8% |
$21.6K - $126K
|
129K
$33.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.04K- 0.24% |
$21.6K - $126K
|
430K
$111M
|
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-1.05K- 34.04% |
$21.7K - $126K
|
2.03K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-1.05K- 7.44% |
$21.8K - $127K
|
13.1K
$3.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 9.54% |
$22K - $128K
|
10K
$2.58M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.06K- 14.19% |
$22K - $128K
|
6.43K
$1.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 10.55% |
$22.1K - $129K
|
9.04K
$2.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.08K- 9.76% |
$22.3K - $130K
|
9.94K
$2.56M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.08K- 25.28% |
$22.3K - $130K
|
3.19K
$820K
|
|
|
Oct 18, 2022
Q3 2022
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.09K- 4.32% |
$22.6K - $131K
|
24.1K
$6.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.1K- 0.51% |
$22.8K - $133K
|
217K
$55.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.12K- 1.54% |
$23.1K - $135K
|
71.5K
$18.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.12K- 11.48% |
$23.2K - $135K
|
8.63K
$2.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.12K- 3.02% |
$23.2K - $135K
|
35.9K
$9.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.12K- 2.5% |
$23.3K - $135K
|
43.8K
$11.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.13K- 0.21% |
$23.3K - $136K
|
545K
$140M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.13K- 2.09% |
$23.4K - $136K
|
52.7K
$13.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.13K- 4.06% |
$23.4K - $136K
|
26.7K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.14K- 1.05% |
$23.7K - $138K
|
107K
$27.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-1.14K- 0.55% |
$23.7K - $138K
|
207K
$53.4M
|
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 4.13% |
$24K - $140K
|
26.8K
$6.91M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.17K- 40.19% |
$24.2K - $141K
|
1.74K
$448K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.17K- 1.13% |
$24.3K - $141K
|
102K
$26.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.18K- 3.1% |
$24.4K - $142K
|
36.7K
$9.46M
|
|
|
Oct 11, 2022
Q3 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.19K- 7.91% |
$24.6K - $143K
|
13.8K
$3.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.19K- 1.9% |
$24.7K - $144K
|
61.6K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.2K- 4.79% |
$24.8K - $144K
|
23.8K
$6.12M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.2K- 24.06% |
$24.8K - $144K
|
3.78K
$973K
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.2K- 12.92% |
$24.9K - $145K
|
8.1K
$2.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.2K- 3.66% |
$24.9K - $145K
|
31.7K
$8.15M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.22K- 0.45% |
$25.2K - $147K
|
267K
$68.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.23K- 27.2% |
$25.5K - $148K
|
3.29K
$847K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$25.5K - $149K
|
5.8K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 0.67% |
$25.6K - $149K
|
184K
$47.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.24K- 32.24% |
$25.7K - $149K
|
2.6K
$670K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.25K- 16.58% |
$25.8K - $150K
|
6.27K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.26K- 65.08% |
$26.1K - $152K
|
675
$174K
|
|
|
Oct 20, 2022
Q3 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.26K- 4.9% |
$26.2K - $152K
|
24.5K
$6.31M
|
|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.27K- 1.98% |
$26.3K - $153K
|
62.7K
$16.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.27K- 3.28% |
$26.4K - $154K
|
37.5K
$9.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 2.92% |
$26.9K - $157K
|
43.3K
$11.1M
|