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 14, 2023
Q4 2022
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-1K- 21.78% |
$102K - $138K
|
3.59K
$930K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-1K- 39.88% |
$102K - $138K
|
1.51K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.01K- 3.79% |
$102K - $139K
|
25.5K
$6.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.01K- 8.38% |
$103K - $139K
|
11K
$2.85M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.02K- 1.22% |
$104K - $140K
|
82.4K
$21.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.03K- 1.03% |
$105K - $141K
|
98.8K
$25.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
SELL
|
- |
-1.03K- 19.14% |
$105K - $142K
|
4.36K
$1.13M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.04K- 1.63% |
$106K - $143K
|
62.4K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.04K- 0.27% |
$106K - $143K
|
386K
$100M
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.04K- 15.11% |
$106K - $144K
|
5.86K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
SELL
|
- |
-1.04K- 19.83% |
$106K - $144K
|
4.22K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.05K- 1.56% |
$107K - $145K
|
66.1K
$17.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.05K- 3.98% |
$107K - $145K
|
25.4K
$6.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.06K- 32.43% |
$108K - $145K
|
2.2K
$569K
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.06K- 3.18% |
$108K - $146K
|
32.2K
$8.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.06K- 1.11% |
$108K - $146K
|
94.2K
$24.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1.08K- 3.3% |
$110K - $148K
|
31.5K
$8.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1.08K- 3.09% |
$110K - $149K
|
33.9K
$8.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.08K- 1.76% |
$111K - $149K
|
60.5K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.09K- 12.94% |
$111K - $150K
|
7.34K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-1.09K- 13.42% |
$111K - $150K
|
7.04K
$1.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-1.1K- 17.65% |
$112K - $151K
|
5.13K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 28.59% |
$112K - $152K
|
2.75K
$712K
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.12K- 8.81% |
$114K - $155K
|
11.6K
$3.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-1.13K- 5.94% |
$115K - $156K
|
17.9K
$4.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.13K- 1.51% |
$116K - $156K
|
74.1K
$19.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.14K- 1.07% |
$116K - $157K
|
105K
$27.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.14K- 1.03% |
$116K - $157K
|
109K
$28.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.15K- 32.84% |
$117K - $158K
|
2.35K
$608K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.88% |
$118K - $159K
|
130K
$33.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.16K- 2.43% |
$118K - $159K
|
46.3K
$12M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-1.16K- 0.76% |
$118K - $160K
|
151K
$39M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.16K- 1.21% |
$119K - $160K
|
94.8K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.17K- 3.32% |
$119K - $161K
|
34K
$8.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-1.17K- 6.02% |
$119K - $162K
|
18.3K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.17K- 4.38% |
$120K - $162K
|
25.7K
$6.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 1.0% |
$121K - $163K
|
117K
$30.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.19K- 5.98% |
$122K - $165K
|
18.8K
$4.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.2K- 4.4% |
$122K - $165K
|
26.1K
$6.75M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-1.21K- 1.66% |
$123K - $166K
|
71.3K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.21K- 5.29% |
$123K - $166K
|
21.6K
$5.6M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.22K- 4.16% |
$124K - $168K
|
28K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.22K- 3.05% |
$124K - $168K
|
38.9K
$10.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.25K- 1.06% |
$128K - $172K
|
117K
$30.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.25K- 3.64% |
$128K - $173K
|
33.2K
$8.6M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.26K- 9.59% |
$128K - $173K
|
11.9K
$3.07M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.26K- 0.89% |
$129K - $174K
|
141K
$36.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.27K- 2.85% |
$130K - $175K
|
43.4K
$11.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 5.94% |
$130K - $176K
|
20.2K
$5.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-1.28K- 2.7% |
$131K - $176K
|
46.1K
$11.9M
|