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 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.6K+ 1.25% |
$163K - $221K
|
130K
$33.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.6KNew |
$163K - $220K
|
1.6K
$414K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
1.6KNew |
$163K - $220K
|
1.6K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.59KNew |
$162K - $219K
|
1.59K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.59KNew |
$162K - $219K
|
1.59K
$411K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.59KNew |
$162K - $218K
|
1.59K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.58K+ 8.28% |
$161K - $218K
|
20.7K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$409K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$409K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$409K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.58KNew |
$161K - $217K
|
1.58K
$409K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$161K - $217K
|
1.58K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.58K+ 51.5% |
$161K - $217K
|
4.63K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$407K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
1.57KNew |
$160K - $216K
|
1.57K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
First Pacific Financial
|
BUY
|
- |
1.57KNew |
$160K - $216K
|
1.57K
$406K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
1.57K+ 7.2% |
$160K - $216K
|
23.3K
$6.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
1.56K+ 56.82% |
$159K - $215K
|
4.31K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.56KNew |
$159K - $215K
|
1.56K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.56K+ 4.07% |
$159K - $215K
|
39.9K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.56K+ 1.69% |
$159K - $215K
|
93.8K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.55K+ 8.72% |
$158K - $214K
|
19.4K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.55KNew |
$158K - $214K
|
1.55K
$402K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
1.55K+ 6.12% |
$158K - $214K
|
26.9K
$6.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.55KNew |
$158K - $214K
|
1.55K
$402K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.55K+ 1.67% |
$158K - $213K
|
94.1K
$24.4M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.54KNew |
$157K - $213K
|
1.54K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.54KNew |
$157K - $212K
|
1.54K
$399K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.54KNew |
$157K - $212K
|
1.54K
$398K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.54KNew |
$157K - $212K
|
1.54K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.53K+ 3.13% |
$156K - $211K
|
50.5K
$13.1M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
1.53KNew |
$156K - $211K
|
1.53K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.53K+ 8.89% |
$156K - $211K
|
18.7K
$4.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.53KNew |
$156K - $210K
|
1.53K
$396K
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.52KNew |
$155K - $210K
|
1.52K
$395K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.52K+ 1.17% |
$155K - $210K
|
132K
$34.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.52KNew |
$155K - $210K
|
1.52K
$395K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.52KNew |
$155K - $210K
|
1.52K
$394K
|
|
|
Feb 15, 2023
Q4 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.52KNew |
$155K - $209K
|
1.52K
$393K
|
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.52K+ 3.27% |
$155K - $209K
|
48K
$12.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.52KNew |
$154K - $209K
|
1.52K
$392K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.51KNew |
$154K - $209K
|
1.51K
$392K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.51KNew |
$154K - $208K
|
1.51K
$391K
|
|
|
Feb 07, 2023
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.51KNew |
$154K - $208K
|
1.51K
$391K
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
1.51KNew |
$154K - $208K
|
1.51K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
1.51KNew |
$154K - $208K
|
1.51K
$390K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.51K+ 2.81% |
$154K - $208K
|
55.1K
$14.3M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.5K+ 4.34% |
$153K - $207K
|
36.1K
$9.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.5K+ 3.76% |
$153K - $207K
|
41.5K
$10.8M
|