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 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.28K- 6.52% |
$131K - $177K
|
18.4K
$4.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.29K- 1.31% |
$131K - $177K
|
96.7K
$25M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.29K- 7.97% |
$132K - $178K
|
14.9K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.3K- 0.27% |
$132K - $179K
|
488K
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.31K- 2.15% |
$133K - $180K
|
59.5K
$15.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.31K- 2.89% |
$133K - $180K
|
43.8K
$11.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.31K- 1.86% |
$134K - $181K
|
69.5K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.32K- 3.52% |
$134K - $181K
|
36K
$9.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 11.46% |
$135K - $182K
|
10.2K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.32K- 5.1% |
$135K - $182K
|
24.6K
$6.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.33K- 1.91% |
$135K - $183K
|
68.2K
$17.7M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.33K- 21.75% |
$135K - $183K
|
4.77K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.33K- 35.75% |
$135K - $183K
|
2.39K
$617K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.33K- 1.83% |
$136K - $183K
|
71.4K
$18.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.33K- 1.8% |
$136K - $184K
|
72.6K
$18.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.33K- 0.8% |
$136K - $184K
|
166K
$43.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.36K- 3.16% |
$139K - $187K
|
41.7K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 12.93% |
$139K - $188K
|
9.18K
$2.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.37K- 3.99% |
$140K - $189K
|
33K
$8.54M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.38K- 3.02% |
$141K - $190K
|
44.3K
$11.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.38K- 15.64% |
$141K - $190K
|
7.43K
$1.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.39K- 2.49% |
$142K - $192K
|
54.4K
$14.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.39K- 19.87% |
$142K - $192K
|
5.61K
$1.45M
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.39K- 8.62% |
$142K - $192K
|
14.8K
$3.82M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.4K- 8.48% |
$143K - $193K
|
15.1K
$3.91M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-1.41K- 26.4% |
$144K - $195K
|
3.94K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.42K- 24.36% |
$144K - $195K
|
4.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.42K- 3.78% |
$144K - $195K
|
36.1K
$9.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.42K- 7.04% |
$145K - $195K
|
18.7K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 2.59% |
$146K - $197K
|
53.7K
$13.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.43K- 2.77% |
$146K - $197K
|
50.2K
$13M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.43K- 5.45% |
$146K - $197K
|
24.9K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.43K- 6.51% |
$146K - $198K
|
20.6K
$5.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 4.32% |
$147K - $199K
|
31.9K
$8.26M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.46K- 1.64% |
$148K - $201K
|
87.4K
$22.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 3.02% |
$149K - $201K
|
46.9K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 19.17% |
$149K - $201K
|
6.15K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.48K- 27.79% |
$150K - $203K
|
3.84K
$993K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.48K- 10.6% |
$151K - $204K
|
12.5K
$3.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.49K- 23.46% |
$152K - $205K
|
4.85K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.49K- 1.52% |
$152K - $206K
|
96.9K
$25.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.5K- 4.89% |
$152K - $206K
|
29.1K
$7.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.5K- 8.92% |
$153K - $207K
|
15.3K
$3.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.51K- 8.39% |
$153K - $207K
|
16.4K
$4.25M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.51K- 28.33% |
$154K - $208K
|
3.82K
$988K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.54K- 1.13% |
$157K - $212K
|
134K
$34.8M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.55K- 2.37% |
$158K - $213K
|
63.9K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.56K- 21.61% |
$159K - $215K
|
5.67K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 0.24% |
$160K - $217K
|
649K
$168M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$160K - $217K
|
51.2K
$13.2M
|