Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.3K+ 30.67% |
$847K - $1.14M
|
35.4K
$9.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
8.28K+ 2.71% |
$844K - $1.14M
|
314K
$81.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.21K+ 95.7% |
$837K - $1.13M
|
16.8K
$4.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
8.18KNew |
$834K - $1.13M
|
8.18K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
8.15K+ 6.84% |
$831K - $1.12M
|
127K
$33M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.15K+ 27.71% |
$831K - $1.12M
|
37.6K
$9.73M
|
|
|
May 17, 2023
Q4 2022
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
8.04K+ 24.14% |
$820K - $1.11M
|
41.4K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.98K+ 6.88% |
$814K - $1.1M
|
124K
$32.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.97K+ 12.97% |
$812K - $1.1M
|
69.4K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.96KNew |
$811K - $1.1M
|
7.96K
$2.06M
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
7.94KNew |
$809K - $1.09M
|
7.94K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.93K+ 2.22% |
$808K - $1.09M
|
365K
$94.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.89K+ 8.0% |
$805K - $1.09M
|
107K
$27.6M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.83KNew |
$799K - $1.08M
|
7.83K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
7.81KNew |
$796K - $1.08M
|
7.81K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.78K+ 14.97% |
$793K - $1.07M
|
59.7K
$15.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
7.77K+ 19.24% |
$792K - $1.07M
|
48.1K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.73KNew |
$788K - $1.06M
|
7.73K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
7.72K+ 4.49% |
$787K - $1.06M
|
180K
$46.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7.72KNew |
$787K - $1.06M
|
7.72K
$2M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.6KNew |
$775K - $1.05M
|
7.6K
$1.97M
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
7.6KNew |
$774K - $1.05M
|
7.6K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.59K+ 36.48% |
$774K - $1.05M
|
28.4K
$7.36M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.59KNew |
$773K - $1.05M
|
7.59K
$1.97M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
7.55K+ 28.4% |
$770K - $1.04M
|
34.2K
$8.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
7.49KNew |
$764K - $1.03M
|
7.49K
$1.94M
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
7.45K+ 14.56% |
$760K - $1.03M
|
58.6K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
7.33K+ 1.73% |
$747K - $1.01M
|
430K
$111M
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
7.29KNew |
$743K - $1M
|
7.29K
$1.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.28K+ 35.89% |
$742K - $1M
|
27.6K
$7.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.22K+ 2.28% |
$736K - $995K
|
323K
$83.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
7.2KNew |
$734K - $992K
|
7.2K
$1.86M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
7.19K+ 27.43% |
$733K - $991K
|
33.4K
$8.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Absher Wealth Management, LLC
|
BUY
|
- |
7.16K+ 3.48% |
$730K - $986K
|
213K
$55.1M
|
|
|
Feb 07, 2023
Q4 2022
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
7.12K+ 2.45% |
$726K - $981K
|
298K
$77.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
7.1KNew |
$724K - $979K
|
7.1K
$1.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Kidder Stephen W
|
BUY
|
- |
7.03K+ 188.12% |
$717K - $969K
|
10.8K
$2.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
6.98K+ 21.41% |
$712K - $963K
|
39.6K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
6.92K+ 1.73% |
$706K - $954K
|
407K
$106M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.92K+ 170.09% |
$706K - $954K
|
11K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
6.9K+ 2.21% |
$704K - $951K
|
319K
$82.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.9KNew |
$704K - $951K
|
6.9K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
6.89KNew |
$702K - $949K
|
6.89K
$1.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
BUY
|
- |
6.87K+ 14.32% |
$701K - $947K
|
54.9K
$14.2M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
6.86KNew |
$700K - $946K
|
6.86K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
6.84K+ 1.14% |
$697K - $943K
|
604K
$157M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6.82KNew |
$696K - $941K
|
6.82K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
6.81K+ 22.81% |
$695K - $939K
|
36.7K
$9.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6.76KNew |
$689K - $932K
|
6.76K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.71K+ 49.54% |
$684K - $925K
|
20.2K
$5.25M
|