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 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-13.7K- 8.36% |
$284K - $1.65M
|
150K
$38.6M
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-14K- 53.12% |
$289K - $1.68M
|
12.3K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-14K- 58.33% |
$290K - $1.69M
|
10K
$2.57M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 7.16% |
$297K - $1.73M
|
186K
$47.8M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 4.76% |
$298K - $1.73M
|
288K
$74.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-14.5K- 6.98% |
$300K - $1.75M
|
193K
$49.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.6K- 18.72% |
$302K - $1.76M
|
63.3K
$16.3M
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-14.6K- 1.07% |
$303K - $1.76M
|
1.35M
$347M
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-14.7K- 3.49% |
$305K - $1.77M
|
407K
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 74.4% |
$309K - $1.8M
|
5.12K
$1.32M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-15.4K- 12.8% |
$318K - $1.85M
|
105K
$26.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.5K- 11.3% |
$322K - $1.87M
|
122K
$31.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-15.8K- 27.47% |
$327K - $1.9M
|
41.7K
$10.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-15.8K- 10.05% |
$328K - $1.91M
|
141K
$36.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.8K- 24.91% |
$328K - $1.91M
|
47.7K
$12.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
SELL
|
- |
-16.1K- 34.52% |
$334K - $1.94M
|
30.6K
$7.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Advisor Resource Council
|
SELL
|
- |
-16.7K- 78.31% |
$346K - $2.01M
|
4.63K
$1.19M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 35.6% |
$354K - $2.06M
|
30.9K
$7.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-17.1K- 7.19% |
$354K - $2.06M
|
220K
$56.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-17.3K- 44.37% |
$359K - $2.09M
|
21.7K
$5.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-17.4K- 1.73% |
$361K - $2.1M
|
988K
$254M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18K- 1.28% |
$374K - $2.17M
|
1.38M
$356M
|
|
|
Nov 14, 2022
Q3 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-18.1K- 32.86% |
$374K - $2.18M
|
36.9K
$9.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-18.1K- 4.47% |
$375K - $2.18M
|
387K
$99.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-18.1K- 46.72% |
$376K - $2.19M
|
20.7K
$5.32M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-18.1K- 14.61% |
$376K - $2.19M
|
106K
$27.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-18.4K- 2.5% |
$381K - $2.21M
|
715K
$184M
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-18.7K- 0.35% |
$388K - $2.25M
|
5.28M
$1.36B
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-19.2K- 66.55% |
$397K - $2.31M
|
9.63K
$2.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-19.2K- 54.95% |
$398K - $2.32M
|
15.7K
$4.05M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
SELL
|
- |
-19.3K- 37.63% |
$400K - $2.33M
|
32K
$8.23M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.4K- 2.89% |
$402K - $2.34M
|
651K
$168M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-19.4K- 19.92% |
$402K - $2.34M
|
78K
$20.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-19.8K- 27.7% |
$410K - $2.38M
|
51.6K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-19.8K- 8.06% |
$411K - $2.39M
|
226K
$58.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Candriam S.C.A.
|
SELL
|
- |
-20.3K- 5.25% |
$420K - $2.44M
|
366K
$94.2M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-20.6K- 2.57% |
$428K - $2.49M
|
783K
$201M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20.7K- 90.68% |
$428K - $2.49M
|
2.13K
$547K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.7K- 6.46% |
$430K - $2.5M
|
300K
$77.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-21.1K- 23.67% |
$436K - $2.54M
|
67.9K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-21.1K- 1.5% |
$437K - $2.54M
|
1.38M
$356M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21.2K- 6.54% |
$440K - $2.56M
|
303K
$78M
|
|
|
Nov 04, 2022
Q3 2022
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-21.5K- 1.11% |
$446K - $2.6M
|
1.91M
$492M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-21.9K- 17.35% |
$455K - $2.65M
|
105K
$26.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-22.1K- 1.58% |
$457K - $2.66M
|
1.38M
$354M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-22.3K- 16.98% |
$462K - $2.69M
|
109K
$28M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-22.5K- 2.97% |
$467K - $2.71M
|
736K
$190M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-22.6K- 1.67% |
$469K - $2.73M
|
1.33M
$344M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-22.7K- 47.63% |
$471K - $2.74M
|
25K
$6.43M
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-23.8KClosed |
$492K - $2.86M
|
0
$0
|