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 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
106+ 1.41% |
$10.8K - $14.6K
|
7.64K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
105+ 0.93% |
$10.7K - $14.5K
|
11.4K
$2.95M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
102+ 1.11% |
$10.4K - $14.1K
|
9.3K
$2.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
101+ 1.01% |
$10.3K - $13.9K
|
10.1K
$2.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Asset Planning Services Inc
|
BUY
|
- |
100+ 0.21% |
$10.2K - $13.8K
|
46.6K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 3.11% |
$10.2K - $13.8K
|
3.31K
$857K
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
100+ 3.78% |
$10.2K - $13.8K
|
2.75K
$711K
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
100+ 0.64% |
$10.2K - $13.8K
|
15.7K
$4.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
100+ 2.56% |
$10.2K - $13.8K
|
4.01K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 5.31% |
$10.2K - $13.8K
|
1.98K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
100+ 0.03% |
$10.2K - $13.8K
|
373K
$96.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
99+ 0.47% |
$10.1K - $13.6K
|
21.2K
$5.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
99+ 1.31% |
$10.1K - $13.6K
|
7.68K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
99+ 4.02% |
$10.1K - $13.6K
|
2.56K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 1.24% |
$10.1K - $13.6K
|
8.1K
$2.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
98New |
$9.99K - $13.5K
|
98
$25.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
98+ 0.27% |
$9.99K - $13.5K
|
36.2K
$9.37M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
97+ 2.66% |
$9.89K - $13.4K
|
3.74K
$967K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
97+ 1.67% |
$9.89K - $13.4K
|
5.9K
$1.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
97+ 1.39% |
$9.89K - $13.4K
|
7.08K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
96+ 0.52% |
$9.79K - $13.2K
|
18.6K
$4.82M
|
|
|
Jan 18, 2023
Q4 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
95+ 0.21% |
$9.69K - $13.1K
|
45.2K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
95+ 0.17% |
$9.69K - $13.1K
|
57.5K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
94+ 0.54% |
$9.58K - $13K
|
17.5K
$4.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
92+ 0.51% |
$9.38K - $12.7K
|
18.2K
$4.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
92+ 0.84% |
$9.38K - $12.7K
|
11.1K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
92+ 0.17% |
$9.38K - $12.7K
|
54.3K
$14.1M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
92+ 2.07% |
$9.38K - $12.7K
|
4.53K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
91+ 1.14% |
$9.28K - $12.5K
|
8.05K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
91+ 1.7% |
$9.28K - $12.5K
|
5.44K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
91+ 4.65% |
$9.28K - $12.5K
|
2.05K
$530K
|
|
|
Jan 11, 2023
Q4 2022
|
Albert D Mason Inc
|
BUY
|
- |
90+ 2.65% |
$9.18K - $12.4K
|
3.49K
$902K
|
|
|
Feb 06, 2023
Q4 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
90+ 0.72% |
$9.18K - $12.4K
|
12.5K
$3.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
89+ 1.08% |
$9.07K - $12.3K
|
8.3K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
89+ 2.72% |
$9.07K - $12.3K
|
3.36K
$870K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
87+ 0.82% |
$8.87K - $12K
|
10.6K
$2.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
87+ 0.72% |
$8.87K - $12K
|
12.1K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
86+ 0.43% |
$8.77K - $11.9K
|
20.2K
$5.22M
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
85+ 2.21% |
$8.67K - $11.7K
|
3.94K
$1.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
85+ 5.59% |
$8.67K - $11.7K
|
1.61K
$415K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
84+ 0.93% |
$8.56K - $11.6K
|
9.13K
$2.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
83+ 1.38% |
$8.46K - $11.4K
|
6.09K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
83+ 1.34% |
$8.46K - $11.4K
|
6.28K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
83+ 0.05% |
$8.46K - $11.4K
|
184K
$47.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
82+ 0.31% |
$8.36K - $11.3K
|
26.2K
$6.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
81+ 900.0% |
$8.26K - $11.2K
|
90
$23.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
81+ 3.3% |
$8.26K - $11.2K
|
2.54K
$656K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
80+ 1.71% |
$8.16K - $11K
|
4.75K
$1.23M
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
80+ 1.12% |
$8.16K - $11K
|
7.24K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
79+ 1.2% |
$8.05K - $10.9K
|
6.67K
$1.72M
|