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
Jan 24, 2023 Q4 2022
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
525
+ 20.18%
$53.5K - $72.4K
3.13K $810K
Feb 08, 2023 Q4 2022
Regent Peak Wealth Advisors LLC

Atlanta, GA
BUY
 -
525
+ 8.59%
$53.5K - $72.4K
6.64K $1.72M
Feb 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
520
+ 42.07%
$53K - $71.7K
1.76K $455K
Feb 10, 2023 Q4 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
520
+ 5.71%
$53K - $71.7K
9.62K $2.49M
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
517
+ 4.51%
$52.7K - $71.3K
12K $3.1M
Feb 13, 2023 Q4 2022
First City Capital Management, Inc.

BUY
 -
516
+ 2.85%
$52.6K - $71.1K
18.6K $4.83M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
514
+ 1.58%
$52.4K - $70.8K
33.1K $8.59M
Feb 08, 2023 Q4 2022
Prosperity Consulting Group, LLC

BUY
 -
514
+ 2.53%
$52.4K - $70.8K
20.8K $5.39M
Feb 13, 2023 Q4 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
513
+ 2.92%
$52.3K - $70.7K
18.1K $4.68M
Feb 13, 2023 Q4 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
510
+ 12.65%
$52K - $70.3K
4.54K $1.18M
Feb 07, 2023 Q4 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
509
+ 5.41%
$51.9K - $70.2K
9.93K $2.57M
Feb 09, 2023 Q4 2022
Bank Of Nova Scotia Trust CO

BUY
 -
509
+ 0.3%
$51.9K - $70.2K
170K $44.1M
Jan 24, 2023 Q4 2022
Lafayette Investments, Inc.

BUY
 -
508
+ 1.61%
$51.8K - $70K
32K $8.29M
Feb 10, 2023 Q4 2022
Wealth Advisory Solutions, LLC

BUY
 -
508
+ 0.92%
$51.8K - $70K
55.5K $14.4M
Jan 26, 2023 Q4 2022
First National Corp

BUY
 -
506
+ 13.13%
$51.6K - $69.7K
4.36K $1.13M
Jan 31, 2023 Q4 2022
Capital Investment Counsel, Inc

BUY
 -
504
+ 7.23%
$51.4K - $69.5K
7.48K $1.94M
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
501
+ 16.47%
$51.1K - $69.1K
3.54K $918K
Jan 12, 2023 Q4 2022
Sanders Morris Harris LLC

BUY
 -
500
+ 2.54%
$51K - $68.9K
20.2K $5.22M
Feb 14, 2023 Q4 2022
University Of Texas

BUY
 -
500
New
$51K - $68.9K
500 $130K
Feb 14, 2023 Q4 2022
Pacific Global Investment Management CO

BUY
 -
500
+ 0.94%
$51K - $68.9K
53.8K $13.9M
Feb 14, 2023 Q4 2022
Caption Management, LLC

Oklahoma City, OK
BUY
 -
500
New
$51K - $68.9K
500 $130K
Feb 03, 2023 Q4 2022
Mendota Financial Group, LLC

Madison, WI
BUY
 -
499
New
$50.9K - $68.8K
499 $129K
Feb 10, 2023 Q4 2022
Krane Funds Advisors LLC

New York, NY
BUY
 -
496
+ 8.47%
$50.6K - $68.4K
6.36K $1.65M
Feb 03, 2023 Q4 2022
Smith, Salley & Associates

BUY
 -
494
+ 0.24%
$50.4K - $68.1K
208K $53.9M
Jan 13, 2023 Q4 2022
Segment Wealth Management, LLC

BUY
 -
492
+ 0.59%
$50.2K - $67.8K
83.3K $21.6M
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

BUY
 -
492
+ 4.85%
$50.2K - $67.8K
10.6K $2.75M
Jan 25, 2023 Q4 2022
Private Wealth Partners, LLC

BUY
 -
491
+ 0.22%
$50.1K - $67.7K
227K $58.9M
Feb 13, 2023 Q4 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
491
+ 3.03%
$50.1K - $67.7K
16.7K $4.33M
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
490
+ 3.09%
$50K - $67.5K
16.4K $4.24M
Feb 03, 2023 Q4 2022
Total Clarity Wealth Management, Inc.

BUY
 -
489
+ 4.05%
$49.9K - $67.4K
12.6K $3.26M
Jan 18, 2023 Q4 2022
Advocate Group LLC

BUY
 -
484
+ 16.14%
$49.3K - $66.7K
3.48K $902K
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
483
+ 6.49%
$49.2K - $66.6K
7.93K $2.05M
Feb 13, 2023 Q4 2022
Vista Investment Management

Pittsburgh, PA
BUY
 -
483
+ 4.31%
$49.2K - $66.6K
11.7K $3.03M
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
479
+ 1.83%
$48.8K - $66K
26.6K $6.89M
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
478
+ 4.42%
$48.7K - $65.9K
11.3K $2.93M
Feb 14, 2023 Q4 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
472
+ 2.1%
$48.1K - $65.1K
22.9K $5.94M
Jan 20, 2023 Q4 2022
Janiczek Wealth Management, LLC

BUY
 -
471
+ 54.83%
$48K - $64.9K
1.33K $345K
Feb 09, 2023 Q4 2022
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
471
+ 0.31%
$48K - $64.9K
151K $39.1M
Jan 30, 2023 Q4 2022
Greatmark Investment Partners, Inc.

BUY
 -
470
+ 8.0%
$47.9K - $64.8K
6.35K $1.64M
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

BUY
 -
469
+ 2.47%
$47.8K - $64.6K
19.5K $5.04M
Feb 02, 2023 Q4 2022
Clifford Swan Investment Counsel LLC

BUY
 -
468
+ 0.21%
$47.7K - $64.5K
220K $57M
Feb 07, 2023 Q4 2022
Kcs Wealth Advisory

BUY
 -
465
+ 2.01%
$47.4K - $64.1K
23.6K $6.1M
Jan 20, 2023 Q4 2022
Advisor Resource Council

BUY
 -
464
+ 10.03%
$47.3K - $64K
5.09K $1.32M
Feb 10, 2023 Q4 2022
Colonial River Wealth Management, LLC

Midlothian, VA
BUY
 -
460
+ 5.2%
$46.9K - $63.4K
9.31K $2.41M
Feb 08, 2023 Q4 2022
John G Ullman & Associates Inc

BUY
 -
459
+ 1.09%
$46.8K - $63.3K
42.7K $11.1M
Jan 18, 2023 Q4 2022
Cypress Wealth Services, LLC

BUY
 -
456
+ 5.49%
$46.5K - $62.9K
8.76K $2.27M
Jan 17, 2023 Q4 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
453
+ 8.48%
$46.2K - $62.4K
5.8K $1.5M
Jan 18, 2023 Q4 2022
Marshall & Sullivan Inc

BUY
 -
450
New
$45.9K - $62K
450 $117K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
450
+ 9000.0%
$45.9K - $62K
455 $118K

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