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 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
646+ 0.96% |
$65.9K - $89K
|
68.2K
$17.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
644+ 37.51% |
$65.7K - $88.8K
|
2.36K
$612K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
634+ 1.92% |
$64.6K - $87.4K
|
33.7K
$8.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
631+ 4.79% |
$64.3K - $87K
|
13.8K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
631+ 0.59% |
$64.3K - $87K
|
108K
$28.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
629+ 0.88% |
$64.1K - $86.7K
|
72.2K
$18.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
621+ 14.97% |
$63.3K - $85.6K
|
4.77K
$1.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
620+ 4.76% |
$63.2K - $85.5K
|
13.6K
$3.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
619+ 14.14% |
$63.1K - $85.3K
|
5K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
619+ 1.33% |
$63.1K - $85.3K
|
47.2K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
612+ 0.26% |
$62.4K - $84.4K
|
237K
$61.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
611+ 21.81% |
$62.3K - $84.2K
|
3.41K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
610+ 2.77% |
$62.2K - $84.1K
|
22.6K
$5.86M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
610New |
$62.2K - $84.1K
|
610
$158K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
BUY
|
- |
606+ 13.65% |
$61.8K - $83.5K
|
5.04K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
597+ 1.09% |
$60.9K - $82.3K
|
55.5K
$14.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
594+ 0.45% |
$60.6K - $81.9K
|
132K
$34.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
590+ 3.55% |
$60.2K - $81.3K
|
17.2K
$4.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
587+ 1.83% |
$59.9K - $80.9K
|
32.7K
$8.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
587+ 0.28% |
$59.9K - $80.9K
|
214K
$55.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
584+ 1.8% |
$59.5K - $80.5K
|
33.1K
$8.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
582+ 3.19% |
$59.3K - $80.2K
|
18.8K
$4.87M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
579+ 3.45% |
$59K - $79.8K
|
17.4K
$4.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
579+ 1.44% |
$59K - $79.8K
|
40.7K
$10.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
577+ 4.05% |
$58.8K - $79.5K
|
14.8K
$3.84M
|
|
|
Jan 05, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
576+ 0.99% |
$58.7K - $79.4K
|
59K
$15.3M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
574+ 19.17% |
$58.5K - $79.1K
|
3.57K
$925K
|
|
|
Feb 09, 2023
Q4 2022
|
Miramar Capital, LLC
|
BUY
|
- |
574+ 0.46% |
$58.5K - $79.1K
|
127K
$32.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
571+ 0.67% |
$58.2K - $78.7K
|
85.2K
$22.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
571+ 5.53% |
$58.2K - $78.7K
|
10.9K
$2.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
570+ 4.24% |
$58.1K - $78.6K
|
14K
$3.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
569+ 12.23% |
$58K - $78.4K
|
5.22K
$1.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
565+ 1.44% |
$57.6K - $77.9K
|
39.9K
$10.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
565+ 3.15% |
$57.6K - $77.9K
|
18.5K
$4.79M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
565New |
$57.6K - $77.9K
|
565
$146K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
563+ 0.14% |
$57.4K - $77.6K
|
416K
$108M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
562+ 47.75% |
$57.3K - $77.5K
|
1.74K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
558+ 0.86% |
$56.9K - $76.9K
|
65.2K
$16.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
557+ 16.4% |
$56.8K - $76.8K
|
3.95K
$1.02M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
554New |
$56.5K - $76.4K
|
554
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
553+ 3.04% |
$56.4K - $76.2K
|
18.7K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
553+ 16.72% |
$56.4K - $76.2K
|
3.86K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
551+ 1.34% |
$56.2K - $75.9K
|
41.6K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
546+ 5.67% |
$55.7K - $75.3K
|
10.2K
$2.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
542+ 0.98% |
$55.3K - $74.7K
|
55.9K
$14.5M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
537+ 2.5% |
$54.8K - $74K
|
22K
$5.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
536+ 6.71% |
$54.7K - $73.9K
|
8.53K
$2.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
536+ 0.22% |
$54.7K - $73.9K
|
249K
$64.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
533+ 22.97% |
$54.3K - $73.5K
|
2.85K
$739K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
526New |
$53.6K - $72.5K
|
526
$136K
|