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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
200+ 1.93% |
$20.4K - $27.6K
|
10.6K
$2.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200+ 5.72% |
$20.4K - $27.6K
|
3.69K
$956K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
200+ 4.22% |
$20.4K - $27.6K
|
4.94K
$1.28M
|
|
|
Nov 13, 2023
Q4 2022
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
200+ 0.53% |
$20.4K - $27.6K
|
38.3K
$9.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
197New |
$20.1K - $27.2K
|
197
$51K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
197+ 0.63% |
$20.1K - $27.2K
|
31.5K
$8.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
195+ 0.12% |
$19.9K - $26.9K
|
170K
$43.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
194+ 1.19% |
$19.8K - $26.7K
|
16.5K
$4.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
193+ 6.63% |
$19.7K - $26.6K
|
3.11K
$804K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
192+ 32.27% |
$19.6K - $26.5K
|
787
$204K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
188+ 3.3% |
$19.2K - $25.9K
|
5.89K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
186+ 0.21% |
$19K - $25.6K
|
90.8K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
185New |
$18.9K - $25.5K
|
185
$47.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
184+ 18.34% |
$18.8K - $25.4K
|
1.19K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
184+ 0.9% |
$18.8K - $25.4K
|
20.6K
$5.32M
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
182+ 1.09% |
$18.6K - $25.1K
|
16.8K
$4.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
179+ 1.18% |
$18.3K - $24.7K
|
15.4K
$3.99M
|
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
177+ 8.64% |
$18K - $24.4K
|
2.23K
$576K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
177+ 0.44% |
$18K - $24.4K
|
40.8K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
177+ 1.42% |
$18K - $24.4K
|
12.6K
$3.27M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
176+ 1.55% |
$17.9K - $24.3K
|
11.5K
$2.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
175+ 1.86% |
$17.8K - $24.1K
|
9.6K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
174New |
$17.7K - $24K
|
174
$45K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
173+ 2.28% |
$17.6K - $23.8K
|
7.78K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
173+ 6.16% |
$17.6K - $23.8K
|
2.98K
$772K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
172+ 8.83% |
$17.5K - $23.7K
|
2.12K
$549K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
171+ 7.49% |
$17.4K - $23.6K
|
2.45K
$635K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
171+ 2.04% |
$17.4K - $23.6K
|
8.55K
$2.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
170+ 2.4% |
$17.3K - $23.4K
|
7.25K
$1.88M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
169+ 5.0% |
$17.2K - $23.3K
|
3.55K
$918K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
167+ 0.98% |
$17K - $23K
|
17.2K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
166+ 6.42% |
$16.9K - $22.9K
|
2.75K
$712K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
165+ 1.97% |
$16.8K - $22.7K
|
8.56K
$2.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
165+ 4.87% |
$16.8K - $22.7K
|
3.55K
$919K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
165+ 0.07% |
$16.8K - $22.7K
|
241K
$62.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
163+ 1.75% |
$16.6K - $22.5K
|
9.49K
$2.46M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
163+ 0.88% |
$16.6K - $22.5K
|
18.8K
$4.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
161+ 4.71% |
$16.4K - $22.2K
|
3.58K
$926K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
159New |
$16.2K - $21.9K
|
159
$41.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
158+ 2.04% |
$16.1K - $21.8K
|
7.9K
$2.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
158+ 0.84% |
$16.1K - $21.8K
|
19.1K
$4.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
157+ 0.78% |
$16K - $21.6K
|
20.3K
$5.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
157+ 1.63% |
$16K - $21.6K
|
9.78K
$2.53M
|
|
|
Jan 25, 2023
Q4 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
156+ 7.08% |
$15.9K - $21.5K
|
2.36K
$610K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
155+ 2.11% |
$15.8K - $21.4K
|
7.51K
$1.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
154+ 0.62% |
$15.7K - $21.2K
|
24.9K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
154+ 2.64% |
$15.7K - $21.2K
|
5.98K
$1.55M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
153+ 2.47% |
$15.6K - $21.1K
|
6.34K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
152+ 1.1% |
$15.5K - $21K
|
14K
$3.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
150+ 0.72% |
$15.3K - $20.7K
|
21K
$5.43M
|