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 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58K- 9.82% |
$161K - $217K
|
14.5K
$3.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.58K- 1.55% |
$161K - $218K
|
101K
$26M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.58K- 1.27% |
$162K - $218K
|
123K
$31.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-1.6K- 45.9% |
$163K - $220K
|
1.88K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.6K- 20.8% |
$163K - $221K
|
6.1K
$1.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.61K- 13.5% |
$164K - $222K
|
10.3K
$2.65M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.61K- 4.94% |
$164K - $222K
|
30.9K
$7.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.61K- 42.16% |
$164K - $222K
|
2.21K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.61K- 21.24% |
$165K - $222K
|
5.98K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-1.62K- 4.25% |
$165K - $223K
|
36.5K
$9.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-1.62K- 10.4% |
$165K - $223K
|
13.9K
$3.59M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.62K- 35.14% |
$165K - $223K
|
2.99K
$770K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.62K- 2.63% |
$166K - $224K
|
60.2K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1.63K- 31.52% |
$166K - $225K
|
3.55K
$912K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.64K- 5.03% |
$167K - $226K
|
30.9K
$7.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-1.64K- 0.34% |
$167K - $226K
|
488K
$126M
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.65K- 30.01% |
$168K - $227K
|
3.84K
$988K
|
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.65K- 1.54% |
$168K - $227K
|
105K
$27.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.65K- 16.94% |
$168K - $227K
|
8.09K
$2.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.65K- 0.73% |
$168K - $228K
|
225K
$58M
|
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.65K- 7.83% |
$168K - $228K
|
19.4K
$5M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.12% |
$170K - $230K
|
13.3K
$3.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.67K- 0.54% |
$170K - $230K
|
309K
$79.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.67K- 0.69% |
$170K - $230K
|
240K
$61.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.68K- 3.56% |
$171K - $231K
|
45.4K
$11.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.68K- 38.32% |
$171K - $231K
|
2.7K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.68K- 2.7% |
$171K - $231K
|
60.3K
$15.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.69K- 7.95% |
$173K - $233K
|
19.6K
$5.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.71K- 1.9% |
$174K - $235K
|
88K
$22.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.71K- 10.05% |
$174K - $236K
|
15.3K
$3.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.73K- 6.12% |
$176K - $238K
|
26.5K
$6.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.73K- 2.44% |
$176K - $238K
|
69.2K
$17.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.73K- 0.96% |
$177K - $239K
|
180K
$46.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.74K- 14.62% |
$177K - $239K
|
10.1K
$2.61M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.75K- 1.7% |
$178K - $241K
|
101K
$26M
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.76K- 1.9% |
$179K - $243K
|
90.8K
$23.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-1.77K- 5.67% |
$180K - $243K
|
29.4K
$7.56M
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.77K- 13.33% |
$180K - $244K
|
11.5K
$2.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.77K- 27.7% |
$180K - $244K
|
4.62K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.78K- 11.02% |
$181K - $245K
|
14.3K
$3.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.78K- 1.68% |
$181K - $245K
|
104K
$26.8M
|
|
|
May 17, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-1.79K- 5.4% |
$182K - $246K
|
31.2K
$8.04M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.8KClosed |
$183K - $248K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.8K- 11.16% |
$183K - $248K
|
14.3K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.81K- 19.33% |
$185K - $250K
|
7.57K
$1.95M
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.81K- 3.64% |
$185K - $250K
|
48K
$12.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.82K- 5.08% |
$186K - $251K
|
34K
$8.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Carderock Capital Management Inc
|
SELL
|
- |
-1.82K- 8.39% |
$186K - $251K
|
19.9K
$5.11M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.83K- 42.34% |
$187K - $252K
|
2.49K
$642K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.83K- 42.34% |
$187K - $252K
|
2.49K
$642K
|