Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
2.78K
New
$284K - $384K
2.78K $721K
Jan 13, 2023 Q4 2022
Jacobs & CO

BUY
 -
2.77K
+ 97.68%
$283K - $382K
5.61K $1.45M
Feb 14, 2023 Q4 2022
Townsend & Associates, Inc

BUY
 -
2.77K
+ 18.06%
$283K - $382K
18.1K $4.7M
Jan 27, 2023 Q4 2022
Vantage Investment Partners, LLC

BUY
 -
2.77K
+ 3.38%
$282K - $382K
84.7K $21.9M
Feb 14, 2023 Q4 2022
Tfb Advisors LLC

Overland Park, KS
BUY
 -
2.76K
New
$281K - $380K
2.76K $714K
Feb 08, 2023 Q4 2022
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
2.74K
+ 0.86%
$280K - $378K
321K $83.1M
Feb 14, 2023 Q4 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2.74K
+ 0.61%
$279K - $378K
454K $118M
Jan 31, 2023 Q4 2022
Fulton Breakefield Broenniman LLC

BUY
 -
2.74K
+ 52.56%
$279K - $378K
7.95K $2.06M
Feb 14, 2023 Q4 2022
Iron Financial, LLC

BUY
 -
2.74K
+ 41.81%
$279K - $377K
9.28K $2.41M
Feb 07, 2023 Q4 2022
Trillium Asset Management, LLC

Boston, MA
BUY
 -
2.73K
+ 21.33%
$278K - $376K
15.5K $4.02M
Feb 10, 2023 Q4 2022
Francois Rochon Giverny Capital Inc. | Montreal, A8
BUY
 -
2.72K
+ 9.54%
$278K - $375K
31.2K $8.09M
Jan 27, 2023 Q4 2022
Oak Family Advisors, LLC

BUY
 -
2.71K
+ 20.31%
$276K - $373K
16K $4.16M
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
2.7K
New
$275K - $372K
2.7K $700K
Feb 09, 2023 Q4 2022
Nicola Wealth Management Ltd.

Vancouver, A1
BUY
 -
2.7K
+ 2.56%
$275K - $372K
108K $28M
Jan 18, 2023 Q4 2022
Intergy Private Wealth, LLC

BUY
 -
2.7K
New
$275K - $372K
2.7K $699K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.68K
+ 1.18%
$274K - $370K
230K $59.5M
Jan 17, 2023 Q4 2022
Diversified Trust CO

BUY
 -
2.68K
+ 2.59%
$273K - $369K
106K $27.5M
Feb 02, 2023 Q4 2022
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2.67K
New
$272K - $367K
2.67K $691K
Dec 14, 2023 Q4 2022
One River Asset Management, LLC

Stamford, CT
BUY
 -
2.67K
New
$272K - $367K
2.67K $690K
Feb 02, 2023 Q4 2022
Loudon Investment Management, LLC

Meriden, NH
BUY
 -
2.65K
+ 17.78%
$270K - $365K
17.5K $4.54M
Feb 14, 2023 Q4 2022
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
2.65K
New
$270K - $365K
2.65K $686K
Sep 12, 2023 Q4 2022
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
2.64K
New
$269K - $364K
2.64K $684K
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
2.62K
+ 17.08%
$267K - $361K
18K $4.65M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

BUY
 -
2.61K
+ 10.29%
$267K - $360K
28K $7.26M
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.58K
+ 3.08%
$263K - $356K
86.4K $22.4M
Jan 25, 2023 Q4 2022
Whittier Trust CO

BUY
 -
2.58K
+ 0.42%
$263K - $355K
623K $161M
Feb 15, 2023 Q4 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
2.58K
+ 1.2%
$263K - $355K
217K $56.2M
Feb 03, 2023 Q4 2022
Cfo4 Life Group, LLC

BUY
 -
2.58K
+ 43.83%
$263K - $355K
8.46K $2.19M
Feb 13, 2023 Q4 2022
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
2.57K
New
$262K - $355K
2.57K $667K
Jan 20, 2023 Q4 2022
Trinity Financial Advisors LLC

BUY
 -
2.56K
+ 14.48%
$261K - $353K
20.2K $5.24M
Feb 09, 2023 Q4 2022
Wealth Management Solutions, LLC

BUY
 -
2.56K
New
$261K - $352K
2.56K $662K
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.55K
+ 72.37%
$260K - $352K
6.08K $1.58M
Jan 27, 2023 Q4 2022
Eukles Asset Management

BUY
 -
2.54K
+ 55.19%
$258K - $349K
7.13K $1.85M
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
2.53K
+ 6.38%
$258K - $349K
42.3K $10.9M
Feb 09, 2023 Q4 2022
Baker Ellis Asset Management LLC

BUY
 -
2.51K
+ 5.19%
$256K - $346K
50.9K $13.2M
Oct 16, 2023 Q4 2022
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
2.5K
New
$255K - $344K
2.5K $647K
Feb 21, 2023 Q4 2022
Foundation Wealth Management, LLC

Clayton, MO
BUY
 -
2.49K
New
$254K - $343K
2.49K $645K
Feb 10, 2023 Q4 2022
Heritage Wealth Partners, LLC

Dublin, OH
BUY
 -
2.48K
New
$253K - $342K
2.48K $642K
Feb 13, 2023 Q4 2022
Clarity Financial LLC

BUY
 -
2.47K
New
$252K - $341K
2.47K $641K
Jan 24, 2023 Q4 2022
Northstar Advisory Group, LLC

BUY
 -
2.47K
New
$252K - $341K
2.47K $640K
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
2.46K
+ 1.65%
$251K - $339K
151K $39.1M
Jan 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
2.45K
+ 1.05%
$250K - $338K
236K $61.2M
Feb 10, 2023 Q4 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.45K
+ 27.81%
$249K - $337K
11.2K $2.91M
Feb 14, 2023 Q4 2022
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
2.43K
+ 74.53%
$248K - $336K
5.7K $1.48M
Feb 14, 2023 Q4 2022
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
2.42K
New
$247K - $334K
2.42K $628K
Feb 24, 2023 Q4 2022
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
2.42K
New
$247K - $334K
2.42K $627K
Feb 07, 2023 Q4 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
2.42K
+ 9.79%
$247K - $333K
27.1K $7.02M
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.42K
+ 8.59%
$246K - $333K
30.5K $7.91M
Feb 07, 2023 Q4 2022
Wms Partners, LLC

BUY
 -
2.42K
+ 11.74%
$246K - $333K
23K $5.96M

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