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 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.56% |
$4.49K - $6.06K
|
7.91K
$2.05M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
43+ 0.77% |
$4.38K - $5.93K
|
5.59K
$1.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
43+ 0.94% |
$4.38K - $5.93K
|
4.6K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.04% |
$4.38K - $5.93K
|
103K
$26.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
42+ 0.49% |
$4.28K - $5.79K
|
8.56K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
42+ 0.08% |
$4.28K - $5.79K
|
50.4K
$13M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
41+ 58.57% |
$4.18K - $5.65K
|
111
$28.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
41+ 1.04% |
$4.18K - $5.65K
|
3.97K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
41+ 5.32% |
$4.18K - $5.65K
|
812
$210K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
40+ 0.19% |
$4.08K - $5.51K
|
20.7K
$5.36M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
39+ 0.95% |
$3.98K - $5.38K
|
4.15K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
39+ 0.1% |
$3.98K - $5.38K
|
40.6K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
39+ 1.35% |
$3.98K - $5.38K
|
2.94K
$760K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.33% |
$3.87K - $5.24K
|
2.9K
$752K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
38+ 1.29% |
$3.87K - $5.24K
|
2.98K
$771K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
36+ 0.7% |
$3.67K - $4.96K
|
5.15K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
36+ 0.62% |
$3.67K - $4.96K
|
5.84K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
36+ 0.67% |
$3.67K - $4.96K
|
5.38K
$1.39M
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
36+ 0.53% |
$3.67K - $4.96K
|
6.88K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.59% |
$3.47K - $4.69K
|
5.76K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
34+ 0.47% |
$3.47K - $4.69K
|
7.2K
$1.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
33+ 0.6% |
$3.36K - $4.55K
|
5.52K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
33+ 0.95% |
$3.36K - $4.55K
|
3.51K
$909K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
33+ 0.62% |
$3.36K - $4.55K
|
5.36K
$1.39M
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
32+ 0.41% |
$3.26K - $4.41K
|
7.86K
$2.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
31+ 0.85% |
$3.16K - $4.27K
|
3.69K
$954K
|
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
30+ 0.37% |
$3.06K - $4.14K
|
8.22K
$2.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
30+ 0.14% |
$3.06K - $4.14K
|
21.4K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
30+ 1.03% |
$3.06K - $4.14K
|
2.94K
$761K
|
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.25% |
$2.96K - $4K
|
11.5K
$2.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
29+ 0.29% |
$2.96K - $4K
|
10.1K
$2.62M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 3.07% |
$2.96K - $4K
|
975
$252K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
28+ 0.84% |
$2.85K - $3.86K
|
3.38K
$874K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 0.39% |
$2.85K - $3.86K
|
7.2K
$1.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
27+ 0.09% |
$2.75K - $3.72K
|
30.3K
$7.84M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
27+ 0.93% |
$2.75K - $3.72K
|
2.92K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27+ 0.8% |
$2.75K - $3.72K
|
3.39K
$877K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
26+ 0.52% |
$2.65K - $3.58K
|
4.99K
$1.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 0.69% |
$2.65K - $3.58K
|
3.82K
$988K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
26+ 0.06% |
$2.65K - $3.58K
|
45.3K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
26+ 0.14% |
$2.65K - $3.58K
|
18.1K
$4.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
26+ 1.04% |
$2.65K - $3.58K
|
2.52K
$653K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
25+ 0.07% |
$2.55K - $3.45K
|
33.7K
$8.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 0.31% |
$2.55K - $3.45K
|
7.99K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.23% |
$2.55K - $3.45K
|
11.1K
$2.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.6% |
$2.55K - $3.45K
|
4.22K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
24+ 0.07% |
$2.45K - $3.31K
|
36K
$9.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.45K - $3.31K
|
3.33K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
24+ 0.2% |
$2.45K - $3.31K
|
12.2K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24+ 0.79% |
$2.45K - $3.31K
|
3.07K
$794K
|