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
|
Wd Rutherford LLC
|
SELL
|
- |
-825- 3.52% |
$84.1K - $114K
|
22.6K
$5.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-830- 2.75% |
$84.6K - $114K
|
29.4K
$7.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Wilsey Asset Management Inc
|
SELL
|
- |
-831- 0.46% |
$84.7K - $115K
|
181K
$46.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-833- 4.25% |
$84.9K - $115K
|
18.8K
$4.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-834- 10.29% |
$85K - $115K
|
7.27K
$1.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-837- 0.99% |
$85.3K - $115K
|
83.8K
$21.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-840- 1.16% |
$85.6K - $116K
|
71.6K
$18.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-840- 21.45% |
$85.6K - $116K
|
3.08K
$796K
|
|
|
Feb 09, 2023
Q4 2022
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-846- 0.07% |
$86.3K - $117K
|
1.23M
$318M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-850- 0.41% |
$86.7K - $117K
|
209K
$54.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-851- 2.95% |
$86.8K - $117K
|
28K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-854- 2.45% |
$87.1K - $118K
|
34K
$8.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-856- 17.86% |
$87.3K - $118K
|
3.94K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-871- 19.81% |
$88.8K - $120K
|
3.53K
$912K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-873- 5.3% |
$89K - $120K
|
15.6K
$4.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-876- 2.68% |
$89.3K - $121K
|
31.9K
$8.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-882- 1.37% |
$89.9K - $122K
|
63.5K
$16.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-882- 3.31% |
$89.9K - $122K
|
25.7K
$6.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-883- 2.12% |
$90K - $122K
|
40.8K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-887- 7.91% |
$90.4K - $122K
|
10.3K
$2.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Davis Rea Ltd.
|
SELL
|
- |
-890- 1.35% |
$90.7K - $123K
|
65.2K
$16.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
SELL
|
- |
-900- 10.84% |
$91.8K - $124K
|
7.4K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-900- 23.18% |
$91.8K - $124K
|
2.98K
$772K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-901- 9.69% |
$91.9K - $124K
|
8.4K
$2.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-901- 0.49% |
$91.9K - $124K
|
184K
$47.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-911- 12.7% |
$92.9K - $126K
|
6.27K
$1.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-913- 4.41% |
$93.1K - $126K
|
19.8K
$5.12M
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-920- 25.86% |
$93.8K - $127K
|
2.64K
$682K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-920- 1.76% |
$93.8K - $127K
|
51.4K
$13.3M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-923- 3.5% |
$94.1K - $127K
|
25.4K
$6.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-930- 3.12% |
$94.8K - $128K
|
28.8K
$7.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-948- 2.67% |
$96.7K - $131K
|
34.6K
$8.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-948- 0.24% |
$96.7K - $131K
|
390K
$101M
|
|
|
Feb 08, 2023
Q4 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-950- 7.2% |
$96.9K - $131K
|
12.3K
$3.17M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-951- 0.6% |
$97K - $131K
|
158K
$40.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-954- 0.39% |
$97.3K - $131K
|
243K
$62.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-958- 29.86% |
$97.7K - $132K
|
2.25K
$582K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-961- 1.12% |
$98K - $132K
|
85.2K
$22.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-964- 8.14% |
$98.3K - $133K
|
10.9K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-965- 1.55% |
$98.4K - $133K
|
61.2K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-982- 2.05% |
$100K - $135K
|
46.9K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-987- 2.61% |
$101K - $136K
|
36.8K
$9.52M
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-990- 25.03% |
$101K - $136K
|
2.97K
$767K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
SELL
|
- |
-990- 5.13% |
$101K - $136K
|
18.3K
$4.74M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-991- 11.53% |
$101K - $137K
|
7.6K
$1.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-998- 2.59% |
$102K - $138K
|
37.6K
$9.72M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-1K- 21.74% |
$102K - $138K
|
3.6K
$932K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
SELL
|
- |
-1K- 4.55% |
$102K - $138K
|
21K
$5.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1K- 5.57% |
$102K - $138K
|
16.9K
$4.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1K- 1.54% |
$102K - $138K
|
63.8K
$16.5M
|