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 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-373- 6.89% |
$38K - $51.4K
|
5.04K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-374- 2.7% |
$38.1K - $51.6K
|
13.5K
$3.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-375- 14.25% |
$38.2K - $51.7K
|
2.26K
$584K
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-375- 0.74% |
$38.2K - $51.7K
|
50.1K
$13M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-378- 1.47% |
$38.5K - $52.1K
|
25.3K
$6.54M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-378- 3.08% |
$38.5K - $52.1K
|
11.9K
$3.07M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-378- 3.97% |
$38.5K - $52.1K
|
9.14K
$2.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-383- 1.31% |
$39.1K - $52.8K
|
28.8K
$7.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
SELL
|
- |
-385- 2.99% |
$39.3K - $53.1K
|
12.5K
$3.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-386- 14.59% |
$39.4K - $53.2K
|
2.26K
$585K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-388- 6.6% |
$39.6K - $53.5K
|
5.49K
$1.42M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-389- 0.48% |
$39.7K - $53.6K
|
81.3K
$21M
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-389- 20.06% |
$39.7K - $53.6K
|
1.55K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-393- 3.36% |
$40.1K - $54.2K
|
11.3K
$2.92M
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-397- 13.32% |
$40.5K - $54.7K
|
2.58K
$668K
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-397- 0.64% |
$40.5K - $54.7K
|
62K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-399- 21.31% |
$40.7K - $55K
|
1.47K
$381K
|
|
|
Feb 03, 2023
Q4 2022
|
Am Investment Strategies LLC
|
SELL
|
- |
-399- 1.53% |
$40.7K - $55K
|
25.7K
$6.64M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-402- 1.49% |
$41K - $55.4K
|
26.7K
$6.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-403- 0.81% |
$41.1K - $55.5K
|
49.3K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
SELL
|
- |
-403- 3.08% |
$41.1K - $55.5K
|
12.7K
$3.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-405- 6.53% |
$41.3K - $55.8K
|
5.8K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-405- 0.98% |
$41.3K - $55.8K
|
40.9K
$10.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-406- 2.82% |
$41.4K - $56K
|
14K
$3.62M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-408- 45.33% |
$41.6K - $56.2K
|
492
$127K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-413- 1.28% |
$42.1K - $56.9K
|
31.9K
$8.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-420- 4.18% |
$42.8K - $57.9K
|
9.62K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-422- 6.44% |
$43K - $58.2K
|
6.13K
$1.59M
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-424- 2.78% |
$43.2K - $58.4K
|
14.8K
$3.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-426- 3.26% |
$43.4K - $58.7K
|
12.6K
$3.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
SELL
|
- |
-429- 1.89% |
$43.7K - $59.1K
|
22.3K
$5.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-429- 3.55% |
$43.7K - $59.1K
|
11.7K
$3.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-430- 20.84% |
$43.8K - $59.3K
|
1.63K
$423K
|
|
|
Jan 29, 2025
Q4 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-432- 10.62% |
$44K - $59.5K
|
3.64K
$941K
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-434- 11.26% |
$44.3K - $59.8K
|
3.42K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
SELL
|
- |
-435- 4.67% |
$44.4K - $60K
|
8.89K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-439- 0.86% |
$44.8K - $60.5K
|
50.9K
$13.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-442- 0.9% |
$45.1K - $60.9K
|
48.9K
$12.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-442- 1.22% |
$45.1K - $60.9K
|
35.7K
$9.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-445- 3.62% |
$45.4K - $61.3K
|
11.8K
$3.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-447- 2.18% |
$45.6K - $61.6K
|
20.1K
$5.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-448- 1.07% |
$45.7K - $61.8K
|
41.5K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-450- 7.3% |
$45.9K - $62K
|
5.72K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-451- 0.22% |
$46K - $62.2K
|
201K
$52.1M
|
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-455- 1.29% |
$46.4K - $62.7K
|
34.9K
$9.03M
|
|
|
Jan 11, 2023
Q4 2022
|
Sara Bay Financial
|
SELL
|
- |
-456- 0.7% |
$46.5K - $62.9K
|
64.9K
$16.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-456- 9.32% |
$46.5K - $62.9K
|
4.44K
$1.15M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-457- 8.67% |
$46.6K - $63K
|
4.82K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
SELL
|
- |
-458- 2.88% |
$46.7K - $63.1K
|
15.4K
$4M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-459- 0.99% |
$46.8K - $63.3K
|
45.9K
$11.9M
|