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 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$102 - $138
|
5.3K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.09% |
$102 - $138
|
1.09K
$282K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $138
|
2.55K
$659K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.83% |
$102 - $138
|
121
$31.3K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.05% |
$102 - $138
|
2.09K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$102 - $138
|
1.44K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $138
|
3.85K
$996K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$102 - $138
|
2.3K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1+ 0.01% |
$102 - $138
|
8.5K
$2.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1+ 0.05% |
$102 - $138
|
1.93K
$500K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.06% |
$102 - $138
|
1.65K
$428K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1- 0.01% |
$102 - $138
|
10.5K
$2.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 0.13% |
$204 - $276
|
1.48K
$383K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$204 - $276
|
2.24K
$579K
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3- 0.04% |
$306 - $414
|
7.69K
$1.99M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$306 - $414
|
5.13K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.44% |
$306 - $414
|
682
$176K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.01% |
$408 - $551
|
41.8K
$10.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-4- 0.01% |
$408 - $551
|
29.7K
$7.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4- 0.02% |
$408 - $551
|
18.6K
$4.81M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.28% |
$408 - $551
|
1.41K
$365K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-5- 0.12% |
$510 - $689
|
4.28K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-5- 0.01% |
$510 - $689
|
42.2K
$10.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-5- 0.01% |
$510 - $689
|
42.7K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-5- 0.03% |
$510 - $689
|
15.5K
$4.02M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.03% |
$612 - $827
|
22.5K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.06% |
$612 - $827
|
10.4K
$2.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-6- 1.53% |
$612 - $827
|
386
$99.9K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 1.44% |
$612 - $827
|
411
$106K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$714 - $965
|
9.91K
$2.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$714 - $965
|
8.93K
$2.31M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-7- 0.24% |
$714 - $965
|
2.86K
$740K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-8- 0.03% |
$816 - $1.1K
|
25.3K
$6.55M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8- 0.02% |
$816 - $1.1K
|
50.6K
$13.1M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-9- 0.04% |
$918 - $1.24K
|
24.6K
$6.38M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$918 - $1.24K
|
6.01K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
SELL
|
- |
-9- 0.12% |
$918 - $1.24K
|
7.52K
$1.95M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 0.15% |
$918 - $1.24K
|
6.13K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$1.02K - $1.38K
|
25.1K
$6.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.02K - $1.38K
|
14.7K
$3.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.53% |
$1.02K - $1.38K
|
1.87K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.09% |
$1.02K - $1.38K
|
11.3K
$2.94M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-11- 0.91% |
$1.12K - $1.52K
|
1.19K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-11- 1.34% |
$1.12K - $1.52K
|
812
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-11- 0.06% |
$1.12K - $1.52K
|
19.2K
$4.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 0.48% |
$1.22K - $1.65K
|
2.51K
$648K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.2% |
$1.43K - $1.93K
|
6.91K
$1.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.08% |
$1.43K - $1.93K
|
17.2K
$4.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-15- 0.02% |
$1.53K - $2.07K
|
79.1K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-15- 0.22% |
$1.53K - $2.07K
|
6.94K
$1.79M
|