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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.49K+ 2.85% |
$458K - $619K
|
162K
$42M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.47KNew |
$456K - $617K
|
4.47K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.46K+ 118.29% |
$455K - $615K
|
8.24K
$2.13M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.42KNew |
$451K - $610K
|
4.42K
$1.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4.4K+ 10.54% |
$448K - $606K
|
46.1K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.39K+ 5.28% |
$447K - $605K
|
87.4K
$22.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.33K+ 27.29% |
$442K - $597K
|
20.2K
$5.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
4.33K+ 0.89% |
$441K - $597K
|
490K
$127M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
4.32KNew |
$441K - $596K
|
4.32K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
4.31KNew |
$440K - $595K
|
4.31K
$1.12M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
4.31K+ 26.3% |
$439K - $594K
|
20.7K
$5.36M
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.29KNew |
$437K - $591K
|
4.29K
$1.11M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
4.28KNew |
$436K - $590K
|
4.28K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4.26K+ 7.05% |
$434K - $587K
|
64.7K
$16.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.25K+ 5.43% |
$433K - $586K
|
82.6K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.23K+ 5.14% |
$431K - $583K
|
86.6K
$22.4M
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
4.23K+ 2.87% |
$431K - $582K
|
152K
$39.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.22K+ 7.22% |
$430K - $582K
|
62.7K
$16.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.2K+ 3.88% |
$428K - $579K
|
112K
$29.1M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.19K+ 1.13% |
$428K - $578K
|
376K
$97.4M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
4.19KNew |
$427K - $578K
|
4.19K
$1.09M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.18K+ 5.68% |
$426K - $576K
|
77.7K
$20.1M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.17K+ 126.37% |
$425K - $574K
|
7.46K
$1.93M
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.16K+ 155.24% |
$424K - $573K
|
6.84K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.14KNew |
$422K - $571K
|
4.14K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.13K+ 1.1% |
$421K - $570K
|
381K
$98.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.1K+ 51.78% |
$418K - $565K
|
12K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.09K+ 14.52% |
$417K - $564K
|
32.3K
$8.36M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.08K+ 14.49% |
$416K - $562K
|
32.2K
$8.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.07K+ 26.83% |
$415K - $562K
|
19.3K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
BUY
|
- |
4.07K+ 1.01% |
$415K - $562K
|
409K
$106M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.07KNew |
$414K - $560K
|
4.07K
$1.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.04K+ 23.06% |
$412K - $556K
|
21.5K
$5.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4KNew |
$408K - $551K
|
4K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.97K+ 10.23% |
$405K - $547K
|
42.8K
$11.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
3.96K+ 3.69% |
$404K - $546K
|
111K
$28.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.95KNew |
$402K - $544K
|
3.95K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
3.94KNew |
$401K - $543K
|
3.94K
$1.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.93KNew |
$401K - $542K
|
3.93K
$1.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
3.92K+ 0.94% |
$400K - $541K
|
419K
$109M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.92KNew |
$400K - $540K
|
3.92K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
3.92K+ 22.18% |
$400K - $540K
|
21.6K
$5.59M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.91KNew |
$399K - $539K
|
3.91K
$1.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Ninepoint Partners LP
|
BUY
|
- |
3.88KNew |
$396K - $535K
|
3.88K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.87K+ 8.45% |
$395K - $534K
|
49.7K
$12.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.87KNew |
$395K - $534K
|
3.87K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.86K+ 2.28% |
$394K - $532K
|
173K
$44.9M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
3.84K+ 6.64% |
$391K - $529K
|
61.6K
$16M
|