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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-15- 0.09% |
$1.53K - $2.07K
|
17.3K
$4.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-16- 0.06% |
$1.63K - $2.21K
|
24.9K
$6.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.33% |
$1.63K - $2.21K
|
4.85K
$1.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-16- 0.12% |
$1.63K - $2.21K
|
13.7K
$3.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-17- 0.53% |
$1.73K - $2.34K
|
3.22K
$832K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 0.08% |
$1.84K - $2.48K
|
21.9K
$5.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-18- 0.56% |
$1.84K - $2.48K
|
3.22K
$833K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-19- 0.23% |
$1.94K - $2.62K
|
8.12K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.43% |
$1.94K - $2.62K
|
4.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-19- 0.01% |
$1.94K - $2.62K
|
180K
$46.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 0.08% |
$2.04K - $2.76K
|
24.3K
$6.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-20- 0.49% |
$2.04K - $2.76K
|
4.06K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 0.3% |
$2.14K - $2.89K
|
6.89K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-23- 1.07% |
$2.35K - $3.17K
|
2.13K
$552K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-23- 0.36% |
$2.35K - $3.17K
|
6.34K
$1.64M
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
SELL
|
- |
-23- 0.64% |
$2.35K - $3.17K
|
3.6K
$931K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-23- 0.13% |
$2.35K - $3.17K
|
17.9K
$4.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-24- 0.73% |
$2.45K - $3.31K
|
3.26K
$844K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24- 5.13% |
$2.45K - $3.31K
|
444
$115K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-25- 0.01% |
$2.55K - $3.45K
|
183K
$47.2M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-25- 0.22% |
$2.55K - $3.45K
|
11.2K
$2.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-25- 0.25% |
$2.55K - $3.45K
|
9.79K
$2.53M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-25- 0.06% |
$2.55K - $3.45K
|
39.9K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-25- 0.28% |
$2.55K - $3.45K
|
9.04K
$2.34M
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.04% |
$2.55K - $3.45K
|
64.6K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-26- 1.2% |
$2.65K - $3.58K
|
2.15K
$555K
|
|
|
Feb 08, 2023
Q4 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-27- 0.62% |
$2.75K - $3.72K
|
4.31K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-28- 22.05% |
$2.85K - $3.86K
|
99
$25.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-29- 23.2% |
$2.96K - $4K
|
96
$24.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.3% |
$2.96K - $4K
|
9.5K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-29- 0.91% |
$2.96K - $4K
|
3.15K
$815K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-30- 1.04% |
$3.06K - $4.14K
|
2.86K
$741K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-30- 0.2% |
$3.06K - $4.14K
|
14.6K
$3.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-31- 0.55% |
$3.16K - $4.27K
|
5.64K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-32- 0.31% |
$3.26K - $4.41K
|
10.1K
$2.62M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-32- 0.23% |
$3.26K - $4.41K
|
14.1K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-32- 1.51% |
$3.26K - $4.41K
|
2.09K
$540K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-33- 0.91% |
$3.36K - $4.55K
|
3.59K
$928K
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-34- 1.58% |
$3.47K - $4.69K
|
2.12K
$549K
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
SELL
|
- |
-34- 0.24% |
$3.47K - $4.69K
|
13.9K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-34- 0.63% |
$3.47K - $4.69K
|
5.4K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-35- 2.36% |
$3.57K - $4.82K
|
1.45K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-35- 0.16% |
$3.57K - $4.82K
|
22.1K
$5.73M
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-35- 1.16% |
$3.57K - $4.82K
|
2.99K
$773K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-35- 0.37% |
$3.57K - $4.82K
|
9.48K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.21% |
$3.57K - $4.82K
|
16.4K
$4.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-35- 0.2% |
$3.57K - $4.82K
|
17.8K
$4.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-36- 0.27% |
$3.67K - $4.96K
|
13.2K
$3.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-38- 0.38% |
$3.87K - $5.24K
|
9.96K
$2.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-39- 0.56% |
$3.98K - $5.38K
|
6.96K
$1.8M
|