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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.8K- 26.18% |
$494K - $2.87M
|
67.2K
$17.3M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-24K- 70.03% |
$498K - $2.9M
|
10.3K
$2.65M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-24.3K- 51.97% |
$503K - $2.93M
|
22.4K
$5.77M
|
|
Nov 14, 2022
Q3 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-24.4K- 20.73% |
$506K - $2.94M
|
93.4K
$24M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-24.5K- 28.13% |
$509K - $2.96M
|
62.7K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.3KClosed |
$524K - $3.05M
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-25.9K- 1.33% |
$537K - $3.13M
|
1.93M
$496M
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-26.2K- 1.9% |
$543K - $3.16M
|
1.36M
$349M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-26.3K- 78.32% |
$545K - $3.17M
|
7.27K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-26.3K- 32.3% |
$546K - $3.17M
|
55.2K
$14.2M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-26.6K- 8.93% |
$551K - $3.21M
|
271K
$69.8M
|
|
Nov 14, 2022
Q3 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-26.9K- 89.94% |
$558K - $3.25M
|
3.01K
$776K
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-27.5K- 30.32% |
$571K - $3.32M
|
63.3K
$16.3M
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-27.9K- 65.38% |
$579K - $3.37M
|
14.8K
$3.81M
|
|
Nov 14, 2022
Q3 2022
|
Ing Groep Nv
|
SELL
|
- |
-28K- 4.54% |
$581K - $3.38M
|
589K
$152M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-28.6K- 46.69% |
$592K - $3.44M
|
32.6K
$8.39M
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-28.8K- 14.73% |
$596K - $3.47M
|
166K
$42.8M
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-29.2K- 65.88% |
$605K - $3.52M
|
15.1K
$3.89M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-29.4K- 11.83% |
$609K - $3.54M
|
219K
$56.4M
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-29.8K- 24.35% |
$617K - $3.59M
|
92.5K
$23.8M
|
|
Nov 09, 2022
Q3 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-29.8K- 0.09% |
$618K - $3.6M
|
32.9M
$8.46B
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-30.3K- 8.35% |
$628K - $3.65M
|
332K
$85.6M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-30.4K- 1.06% |
$630K - $3.66M
|
2.84M
$732M
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-31.2K- 12.48% |
$646K - $3.76M
|
219K
$56.3M
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-31.4K- 85.52% |
$650K - $3.78M
|
5.31K
$1.37M
|
|
Nov 09, 2022
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-31.4K- 65.33% |
$651K - $3.79M
|
16.7K
$4.29M
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-31.7K- 24.28% |
$658K - $3.83M
|
99K
$25.5M
|
|
Nov 07, 2022
Q3 2022
|
Homestead Advisers Corp
|
SELL
|
- |
-32.7K- 2.81% |
$678K - $3.94M
|
1.13M
$292M
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-33K- 62.66% |
$684K - $3.98M
|
19.7K
$5.06M
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-33.1K- 18.03% |
$686K - $3.99M
|
150K
$38.7M
|
|
Nov 14, 2022
Q3 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-34K- 25.11% |
$705K - $4.1M
|
101K
$26.1M
|
|
Oct 21, 2022
Q3 2022
|
Tufton Capital Management
|
SELL
|
- |
-34.2K- 27.56% |
$709K - $4.13M
|
89.9K
$23.1M
|
|
Oct 26, 2022
Q3 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-34.3K- 16.99% |
$711K - $4.14M
|
168K
$43.2M
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-35.1K- 49.54% |
$727K - $4.23M
|
35.7K
$9.19M
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-35.2K- 68.69% |
$730K - $4.25M
|
16.1K
$4.13M
|
|
Nov 09, 2022
Q3 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-35.7K- 46.45% |
$739K - $4.3M
|
41.1K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-36.8K- 2.65% |
$763K - $4.44M
|
1.35M
$348M
|
|
Oct 18, 2022
Q3 2022
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-37.6K- 3.88% |
$778K - $4.53M
|
931K
$240M
|
|
Nov 04, 2022
Q3 2022
|
Premier Fund Managers LTD
|
SELL
|
- |
-38.2K- 90.59% |
$792K - $4.61M
|
3.97K
$1.02M
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
SELL
|
- |
-38.3K- 25.67% |
$794K - $4.62M
|
111K
$28.6M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-38.6K- 0.49% |
$800K - $4.65M
|
7.77M
$2B
|
|
Nov 14, 2022
Q3 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-38.6K- 36.31% |
$800K - $4.65M
|
67.7K
$17.4M
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-38.8K- 12.07% |
$805K - $4.68M
|
283K
$72.8M
|
|
Nov 14, 2022
Q3 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-39.1K- 86.16% |
$810K - $4.71M
|
6.27K
$1.61M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-40.3K- 0.66% |
$834K - $4.85M
|
6.03M
$1.55B
|
|
Nov 14, 2022
Q3 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-40.6K- 17.81% |
$842K - $4.9M
|
187K
$48.2M
|
|
Nov 08, 2022
Q3 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-41.2K- 1.26% |
$854K - $4.97M
|
3.23M
$831M
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-41.6K- 63.62% |
$862K - $5.01M
|
23.8K
$6.12M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-42.2K- 45.59% |
$876K - $5.09M
|
50.4K
$13M
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-42.7K- 8.34% |
$886K - $5.15M
|
470K
$121M
|