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 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.09% |
$714 - $965
|
8.11K
$2.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7+ 0.07% |
$714 - $965
|
10.4K
$2.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.15% |
$714 - $965
|
4.56K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$714 - $965
|
13.7K
$3.55M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.14% |
$714 - $965
|
4.9K
$1.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$612 - $827
|
7.06K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.22% |
$612 - $827
|
2.68K
$693K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6+ 0.22% |
$612 - $827
|
2.77K
$718K
|
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
6+ 0.02% |
$612 - $827
|
28K
$7.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6+ 0.08% |
$612 - $827
|
7.33K
$1.9M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.55% |
$612 - $827
|
1.09K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
5+ 0.13% |
$510 - $689
|
3.93K
$1.02M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$510 - $689
|
14.8K
$3.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 0.14% |
$510 - $689
|
3.52K
$910K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$408 - $551
|
401K
$104M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
4+ 0.17% |
$408 - $551
|
2.39K
$618K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.15% |
$408 - $551
|
2.67K
$690K
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$408 - $551
|
29.9K
$7.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.57% |
$408 - $551
|
711
$184K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.33% |
$408 - $551
|
1.22K
$314K
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$306 - $414
|
109K
$28.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
3+ 0.06% |
$306 - $414
|
5.44K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3+ 0.07% |
$306 - $414
|
4.19K
$1.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$306 - $414
|
538
$139K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.47% |
$306 - $414
|
638
$165K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
3+ 0.02% |
$306 - $414
|
14.6K
$3.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
3+ 0.12% |
$306 - $414
|
2.4K
$622K
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.07% |
$306 - $414
|
4.09K
$1.06M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
3+ 0.07% |
$306 - $414
|
4.07K
$1.05M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
3+ 0.11% |
$306 - $414
|
2.68K
$693K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.25% |
$204 - $276
|
162
$41.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
2+ 0.09% |
$204 - $276
|
2.28K
$590K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2+ 0.0% |
$204 - $276
|
104K
$27M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$204 - $276
|
9.9K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2+ 0.06% |
$204 - $276
|
3.09K
$798K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.74% |
$204 - $276
|
273
$70.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$204 - $276
|
38.3K
$9.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2+ 0.01% |
$204 - $276
|
22.6K
$5.84M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.01% |
$102 - $138
|
8.62K
$2.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.11% |
$102 - $138
|
891
$231K
|
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1+ 0.02% |
$102 - $138
|
6.44K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $138
|
2.55K
$659K
|
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$102 - $138
|
3.68K
$953K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $138
|
2.91K
$754K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 1.92% |
$102 - $138
|
53
$13.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$102 - $138
|
2.32K
$600K
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$102 - $138
|
5.88K
$1.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
1+ 0.01% |
$102 - $138
|
7.5K
$1.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$102 - $138
|
6.23K
$1.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $138
|
5.19K
$1.34M
|