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 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.35K+ 5.43% |
$138K - $186K
|
26.2K
$6.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.35K+ 2.8% |
$138K - $186K
|
49.6K
$12.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.34K+ 8.29% |
$137K - $185K
|
17.5K
$4.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 3.51% |
$136K - $184K
|
39.5K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.34K+ 2.79% |
$136K - $184K
|
49.1K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.32K+ 4.83% |
$135K - $182K
|
28.7K
$7.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.32K+ 0.62% |
$135K - $182K
|
215K
$55.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Benin Management Corp
|
BUY
|
- |
1.3K+ 8.47% |
$133K - $179K
|
16.7K
$4.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.29K+ 8.85% |
$132K - $178K
|
15.9K
$4.12M
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.29K+ 8.05% |
$132K - $178K
|
17.3K
$4.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.29K+ 6.17% |
$131K - $177K
|
22.1K
$5.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.29K+ 1.61% |
$131K - $177K
|
81.3K
$21.1M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 11.08% |
$129K - $175K
|
12.7K
$3.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
1.27K+ 0.46% |
$129K - $175K
|
279K
$72.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.66% |
$129K - $175K
|
194K
$50.3M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.27K+ 13.26% |
$129K - $175K
|
10.8K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 146.95% |
$128K - $173K
|
2.1K
$545K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.25K+ 8.3% |
$127K - $172K
|
16.3K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.24K+ 10.54% |
$127K - $171K
|
13K
$3.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.24K+ 28.24% |
$126K - $170K
|
5.61K
$1.45M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.24K+ 14.32% |
$126K - $170K
|
9.87K
$2.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.23K+ 3.89% |
$126K - $170K
|
32.9K
$8.53M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.23K+ 3.3% |
$125K - $170K
|
38.6K
$9.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.22K+ 2.51% |
$125K - $169K
|
50K
$12.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
1.22K+ 7.4% |
$124K - $168K
|
17.7K
$4.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 5.69% |
$124K - $167K
|
22.6K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.22K+ 2.87% |
$124K - $167K
|
43.6K
$11.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.21K+ 5.73% |
$123K - $167K
|
22.3K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 26.08% |
$123K - $167K
|
5.84K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.21K+ 0.85% |
$123K - $166K
|
143K
$36.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.2K+ 49.92% |
$123K - $166K
|
3.61K
$936K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
1.2K+ 3.84% |
$122K - $165K
|
32.4K
$8.39M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.19K+ 5.79% |
$122K - $165K
|
21.8K
$5.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.19K+ 5.6% |
$121K - $164K
|
22.5K
$5.82M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.19K+ 1.48% |
$121K - $164K
|
81.4K
$21.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.18K+ 5.52% |
$121K - $163K
|
22.6K
$5.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.18K+ 33.85% |
$120K - $163K
|
4.67K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.71% |
$120K - $162K
|
44.6K
$11.6M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 5.08% |
$120K - $162K
|
24.3K
$6.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.18K+ 8.84% |
$120K - $162K
|
14.5K
$3.75M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.17K+ 2.65% |
$120K - $162K
|
45.5K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.17K+ 0.94% |
$119K - $162K
|
126K
$32.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.17K+ 1.98% |
$119K - $161K
|
60.2K
$15.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.17K+ 3.48% |
$119K - $161K
|
34.8K
$9.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.17K+ 1.37% |
$119K - $161K
|
86.5K
$22.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
1.17K+ 2.74% |
$119K - $161K
|
43.7K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.16K+ 6.97% |
$118K - $160K
|
17.8K
$4.62M
|
|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.16K+ 7.27% |
$118K - $160K
|
17.1K
$4.43M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.16K+ 9.91% |
$118K - $159K
|
12.8K
$3.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.15K+ 1.73% |
$117K - $159K
|
67.8K
$17.6M
|