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 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-39- 0.68% |
$3.98K - $5.38K
|
5.68K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-39- 1.28% |
$3.98K - $5.38K
|
3K
$776K
|
|
|
Feb 07, 2023
Q4 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-39- 0.05% |
$3.98K - $5.38K
|
82.8K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-40- 1.39% |
$4.08K - $5.51K
|
2.84K
$734K
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-42- 0.73% |
$4.28K - $5.79K
|
5.69K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-42- 0.07% |
$4.28K - $5.79K
|
57.1K
$14.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-42- 0.39% |
$4.28K - $5.79K
|
10.6K
$2.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-43- 1.25% |
$4.38K - $5.93K
|
3.39K
$877K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-43- 0.36% |
$4.38K - $5.93K
|
11.7K
$3.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-43- 0.26% |
$4.38K - $5.93K
|
16.3K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-44- 0.35% |
$4.49K - $6.06K
|
12.4K
$3.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-45- 0.46% |
$4.59K - $6.2K
|
9.79K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-45- 0.39% |
$4.59K - $6.2K
|
11.5K
$2.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-46- 0.13% |
$4.69K - $6.34K
|
35.8K
$9.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-46- 1.66% |
$4.69K - $6.34K
|
2.73K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-46- 0.42% |
$4.69K - $6.34K
|
11K
$2.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-47- 0.51% |
$4.79K - $6.48K
|
9.12K
$2.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-47- 1.51% |
$4.79K - $6.48K
|
3.06K
$791K
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-48- 0.38% |
$4.89K - $6.62K
|
12.5K
$3.22M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-48- 41.03% |
$4.89K - $6.62K
|
69
$17.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-49- 1.56% |
$5K - $6.75K
|
3.09K
$799K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 25.0% |
$5.1K - $6.89K
|
150
$38.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-50- 0.49% |
$5.1K - $6.89K
|
10.1K
$2.61M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-50- 1.91% |
$5.1K - $6.89K
|
2.57K
$664K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50- 0.39% |
$5.1K - $6.89K
|
12.6K
$3.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
SELL
|
- |
-50- 2.89% |
$5.1K - $6.89K
|
1.68K
$435K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-50- 2.44% |
$5.1K - $6.89K
|
2K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-50- 0.44% |
$5.1K - $6.89K
|
11.4K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.05% |
$5.1K - $6.89K
|
110K
$28.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-51- 0.05% |
$5.2K - $7.03K
|
105K
$27.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-51- 0.18% |
$5.2K - $7.03K
|
27.6K
$7.14M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-52- 0.85% |
$5.3K - $7.17K
|
6.06K
$1.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-52- 0.48% |
$5.3K - $7.17K
|
10.7K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-55- 1.95% |
$5.61K - $7.58K
|
2.76K
$715K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-56- 0.33% |
$5.71K - $7.72K
|
17.1K
$4.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-56- 0.38% |
$5.71K - $7.72K
|
14.7K
$3.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-57- 0.2% |
$5.81K - $7.86K
|
28K
$7.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-57- 2.26% |
$5.81K - $7.86K
|
2.46K
$637K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-58- 2.51% |
$5.91K - $7.99K
|
2.25K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-58- 2.81% |
$5.91K - $7.99K
|
2K
$519K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-59- 0.09% |
$6.02K - $8.13K
|
64.1K
$16.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-59- 0.04% |
$6.02K - $8.13K
|
142K
$36.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-60- 0.19% |
$6.12K - $8.27K
|
31K
$8.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.33% |
$6.12K - $8.27K
|
17.9K
$4.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-60- 2.65% |
$6.12K - $8.27K
|
2.21K
$571K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-60- 0.19% |
$6.12K - $8.27K
|
31.4K
$8.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-60- 1.51% |
$6.12K - $8.27K
|
3.9K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-61- 0.8% |
$6.22K - $8.41K
|
7.58K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
SELL
|
- |
-61- 2.18% |
$6.22K - $8.41K
|
2.74K
$709K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-62- 0.26% |
$6.32K - $8.55K
|
23.8K
$6.16M
|