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 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-662- 20.78% |
$67.5K - $91.3K
|
2.52K
$653K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-662- 5.93% |
$67.5K - $91.3K
|
10.5K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-666- 30.26% |
$67.9K - $91.8K
|
1.54K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-667- 4.11% |
$68K - $91.9K
|
15.6K
$4.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-670- 0.42% |
$68.3K - $92.4K
|
160K
$41.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-679- 9.43% |
$69.2K - $93.6K
|
6.53K
$1.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-684- 4.12% |
$69.7K - $94.3K
|
15.9K
$4.12M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-685- 2.11% |
$69.8K - $94.4K
|
31.8K
$8.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-685- 1.63% |
$69.8K - $94.4K
|
41.2K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-694- 6.21% |
$70.8K - $95.7K
|
10.5K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-696- 1.81% |
$71K - $95.9K
|
37.8K
$9.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-698- 4.26% |
$71.2K - $96.2K
|
15.7K
$4.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
SELL
|
- |
-700- 0.26% |
$71.4K - $96.5K
|
265K
$68.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-717- 12.66% |
$73.1K - $98.8K
|
4.95K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-719- 32.08% |
$73.3K - $99.1K
|
1.52K
$394K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-721- 0.8% |
$73.5K - $99.4K
|
89.2K
$23.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-724- 1.97% |
$73.8K - $99.8K
|
36K
$9.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-727- 0.41% |
$74.1K - $100K
|
175K
$45.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-730- 7.19% |
$74.4K - $101K
|
9.43K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-730- 1.08% |
$74.4K - $101K
|
67K
$17.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-740- 2.81% |
$75.5K - $102K
|
25.6K
$6.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-740- 5.86% |
$75.5K - $102K
|
11.9K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-741- 31.67% |
$75.6K - $102K
|
1.6K
$414K
|
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-743- 19.38% |
$75.8K - $102K
|
3.09K
$800K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-751- 5.23% |
$76.6K - $104K
|
13.6K
$3.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-752- 4.09% |
$76.7K - $104K
|
17.6K
$4.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-755- 1.12% |
$77K - $104K
|
66.8K
$17.3M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-760- 3.23% |
$77.5K - $105K
|
22.7K
$5.89M
|
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-764- 4.94% |
$77.9K - $105K
|
14.7K
$3.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-774- 2.26% |
$78.9K - $107K
|
33.5K
$8.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-787- 2.95% |
$80.2K - $108K
|
25.9K
$6.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-792- 2.65% |
$80.8K - $109K
|
29.1K
$7.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-794- 22.52% |
$81K - $109K
|
2.73K
$707K
|
|
|
Feb 03, 2023
Q4 2022
|
Ycg, LLC
|
SELL
|
- |
-799- 1.05% |
$81.5K - $110K
|
75.6K
$19.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-800- 3.37% |
$81.6K - $110K
|
22.9K
$5.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-801- 6.37% |
$81.7K - $110K
|
11.8K
$3.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-801- 13.24% |
$81.7K - $110K
|
5.25K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-803- 12.66% |
$81.9K - $111K
|
5.54K
$1.43M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-807- 5.83% |
$82.3K - $111K
|
13K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-808- 17.57% |
$82.4K - $111K
|
3.79K
$981K
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-809- 5.4% |
$82.5K - $112K
|
14.2K
$3.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-813- 2.08% |
$82.9K - $112K
|
38.2K
$9.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-815- 0.47% |
$83.1K - $112K
|
172K
$44.4M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-816- 1.5% |
$83.2K - $112K
|
53.4K
$13.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-820- 1.11% |
$83.6K - $113K
|
73.4K
$19M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-821- 4.72% |
$83.7K - $113K
|
16.6K
$4.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-821- 29.69% |
$83.7K - $113K
|
1.94K
$503K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-822- 1.31% |
$83.8K - $113K
|
62K
$16M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-822- 14.31% |
$83.8K - $113K
|
4.92K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-823- 67.29% |
$83.9K - $113K
|
400
$104K
|