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 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
967+ 19.56% |
$98.6K - $133K
|
5.91K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
951+ 6.58% |
$97K - $131K
|
15.4K
$3.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
941+ 3.75% |
$95.9K - $130K
|
26K
$6.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
940+ 0.92% |
$95.8K - $130K
|
103K
$26.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
936+ 2.49% |
$95.4K - $129K
|
38.5K
$9.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
935New |
$95.3K - $129K
|
935
$242K
|
|
|
Jan 19, 2023
Q4 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
921+ 5.92% |
$93.9K - $127K
|
16.5K
$4.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
920+ 1.98% |
$93.8K - $127K
|
47.3K
$12.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
914+ 1.54% |
$93.2K - $126K
|
60.1K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
909+ 10.65% |
$92.7K - $125K
|
9.44K
$2.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
908+ 9.1% |
$92.6K - $125K
|
10.9K
$2.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
900+ 2.82% |
$91.8K - $124K
|
32.8K
$8.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
886+ 4.26% |
$90.3K - $122K
|
21.7K
$5.62M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
882+ 4.49% |
$89.9K - $122K
|
20.5K
$5.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
878+ 1.48% |
$89.5K - $121K
|
60K
$15.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
873+ 6.48% |
$89K - $120K
|
14.3K
$3.72M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
867+ 3.39% |
$88.4K - $120K
|
26.4K
$6.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
865+ 1.6% |
$88.2K - $119K
|
54.8K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
859+ 1.74% |
$87.6K - $118K
|
50.2K
$13M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
856+ 0.28% |
$87.3K - $118K
|
302K
$78.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
856+ 2.39% |
$87.3K - $118K
|
36.6K
$9.49M
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
850+ 13.05% |
$86.7K - $117K
|
7.36K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
845+ 0.64% |
$86.2K - $116K
|
132K
$34.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
841+ 24.24% |
$85.7K - $116K
|
4.31K
$1.12M
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
841+ 17.96% |
$85.7K - $116K
|
5.52K
$1.43M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
837+ 1.83% |
$85.3K - $115K
|
46.5K
$12M
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
834+ 8.96% |
$85K - $115K
|
10.1K
$2.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
829+ 3.01% |
$84.5K - $114K
|
28.4K
$7.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
826+ 3.97% |
$84.2K - $114K
|
21.6K
$5.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
826+ 3.67% |
$84.2K - $114K
|
23.4K
$6.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
821+ 2.16% |
$83.7K - $113K
|
38.8K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
820+ 6.33% |
$83.6K - $113K
|
13.8K
$3.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
815+ 1.93% |
$83.1K - $112K
|
43K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
814+ 1.85% |
$83K - $112K
|
44.9K
$11.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
811+ 0.61% |
$82.7K - $112K
|
133K
$34.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
809+ 22.94% |
$82.5K - $112K
|
4.34K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
801+ 31.9% |
$81.7K - $110K
|
3.31K
$858K
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
800+ 1.85% |
$81.6K - $110K
|
44.1K
$11.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
798+ 12.72% |
$81.4K - $110K
|
7.07K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
798+ 30.35% |
$81.4K - $110K
|
3.43K
$888K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
792+ 8.27% |
$80.8K - $109K
|
10.4K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
789+ 2.66% |
$80.4K - $109K
|
30.4K
$7.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
786+ 9.42% |
$80.1K - $108K
|
9.13K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
786+ 3.1% |
$80.1K - $108K
|
26.2K
$6.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
777+ 3.8% |
$79.2K - $107K
|
21.2K
$5.49M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
776+ 0.4% |
$79.1K - $107K
|
197K
$51M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
775+ 24.19% |
$79K - $107K
|
3.98K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
775+ 0.93% |
$79K - $107K
|
84.3K
$21.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
773+ 0.7% |
$78.8K - $107K
|
112K
$28.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 24.06% |
$78.7K - $106K
|
3.98K
$1.03M
|