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 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-124- 1.46% |
$12.6K - $17.1K
|
8.36K
$2.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-125- 6.12% |
$12.7K - $17.2K
|
1.92K
$497K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-126- 0.89% |
$12.8K - $17.4K
|
14.1K
$3.64M
|
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-126- 2.93% |
$12.8K - $17.4K
|
4.18K
$1.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-127- 50.4% |
$12.9K - $17.5K
|
125
$32.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-127- 3.74% |
$12.9K - $17.5K
|
3.27K
$847K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-128- 6.5% |
$13.1K - $17.6K
|
1.84K
$476K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-130- 2.29% |
$13.3K - $17.9K
|
5.54K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-131- 0.06% |
$13.4K - $18.1K
|
219K
$56.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-134- 1.94% |
$13.7K - $18.5K
|
6.76K
$1.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-135- 6.62% |
$13.8K - $18.6K
|
1.91K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-135- 2.12% |
$13.8K - $18.6K
|
6.25K
$1.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-136- 1.59% |
$13.9K - $18.7K
|
8.44K
$2.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-138- 0.6% |
$14.1K - $19K
|
22.9K
$5.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-138- 4.61% |
$14.1K - $19K
|
2.86K
$739K
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-138- 4.25% |
$14.1K - $19K
|
3.11K
$805K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-139- 1.83% |
$14.2K - $19.2K
|
7.46K
$1.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-139- 0.59% |
$14.2K - $19.2K
|
23.5K
$6.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-140- 7.53% |
$14.3K - $19.3K
|
1.72K
$445K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-140- 0.24% |
$14.3K - $19.3K
|
57.5K
$14.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-140- 3.23% |
$14.3K - $19.3K
|
4.19K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-142- 66.67% |
$14.5K - $19.6K
|
71
$18.4K
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-143- 5.58% |
$14.6K - $19.7K
|
2.42K
$627K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-143- 0.96% |
$14.6K - $19.7K
|
14.8K
$3.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-145- 6.47% |
$14.8K - $20K
|
2.1K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-145- 5.49% |
$14.8K - $20K
|
2.49K
$645K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-145- 0.75% |
$14.8K - $20K
|
19.1K
$4.94M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-146- 6.58% |
$14.9K - $20.1K
|
2.07K
$537K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-147- 0.43% |
$15K - $20.3K
|
33.9K
$8.78M
|
|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-147- 1.37% |
$15K - $20.3K
|
10.6K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-148- 1.91% |
$15.1K - $20.4K
|
7.6K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-149- 1.79% |
$15.2K - $20.5K
|
8.17K
$2.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 2.17% |
$15.3K - $20.7K
|
6.77K
$1.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-150- 2.78% |
$15.3K - $20.7K
|
5.24K
$1.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-150- 1.8% |
$15.3K - $20.7K
|
8.19K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-152- 0.98% |
$15.5K - $21K
|
15.3K
$3.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-153- 2.12% |
$15.6K - $21.1K
|
7.07K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-153- 3.14% |
$15.6K - $21.1K
|
4.71K
$1.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-155- 0.84% |
$15.8K - $21.4K
|
18.3K
$4.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-157- 2.98% |
$16K - $21.6K
|
5.11K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-157- 1.92% |
$16K - $21.6K
|
8.01K
$2.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-158- 2.4% |
$16.1K - $21.8K
|
6.44K
$1.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-159- 0.58% |
$16.2K - $21.9K
|
27.4K
$7.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-160- 4.68% |
$16.3K - $22.1K
|
3.26K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-161- 0.61% |
$16.4K - $22.2K
|
26.4K
$6.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-161- 5.34% |
$16.4K - $22.2K
|
2.86K
$739K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-164- 7.84% |
$16.7K - $22.6K
|
1.93K
$499K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-164- 4.98% |
$16.7K - $22.6K
|
3.13K
$809K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-164- 4.53% |
$16.7K - $22.6K
|
3.46K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-164- 8.3% |
$16.7K - $22.6K
|
1.81K
$469K
|