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 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.84K- 20.26% |
$188K - $254K
|
7.24K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.85K- 21.05% |
$189K - $255K
|
6.94K
$1.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.86K- 29.16% |
$189K - $256K
|
4.51K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.87K- 0.1% |
$190K - $257K
|
1.92M
$495M
|
|
|
Jan 31, 2023
Q4 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.87K- 3.1% |
$191K - $258K
|
58.6K
$15.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.89K- 16.54% |
$192K - $260K
|
9.51K
$2.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.89K- 7.45% |
$193K - $261K
|
23.5K
$6.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.31% |
$194K - $262K
|
619K
$159M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.9K- 24.19% |
$194K - $262K
|
5.96K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.9K- 3.03% |
$194K - $262K
|
60.8K
$15.7M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-1.91K- 3.13% |
$194K - $263K
|
59K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.91K- 1.77% |
$195K - $263K
|
106K
$27.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 44.12% |
$195K - $264K
|
2.42K
$624K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.92K- 1.14% |
$196K - $264K
|
166K
$42.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.92K- 5.39% |
$196K - $265K
|
33.7K
$8.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.92K- 7.87% |
$196K - $265K
|
22.5K
$5.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 18.58% |
$196K - $265K
|
8.44K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.93K- 4.98% |
$197K - $266K
|
36.8K
$9.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-1.93K- 1.92% |
$197K - $266K
|
98.6K
$25.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.94K- 60.1% |
$198K - $267K
|
1.29K
$332K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.94K- 5.54% |
$198K - $268K
|
33.1K
$8.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.95K- 3.86% |
$199K - $269K
|
48.6K
$12.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.95K- 3.79% |
$199K - $269K
|
49.5K
$12.7M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.96K- 3.03% |
$199K - $269K
|
62.6K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.97K- 32.39% |
$200K - $271K
|
4.1K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.97K- 3.27% |
$201K - $271K
|
58.2K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
SELL
|
- |
-1.98K- 18.13% |
$201K - $272K
|
8.92K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.98K- 27.03% |
$202K - $273K
|
5.35K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.99K- 3.29% |
$203K - $274K
|
58.6K
$15.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.99K- 2.42% |
$203K - $275K
|
80.3K
$20.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.99K- 17.22% |
$203K - $275K
|
9.58K
$2.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-2K- 2.14% |
$204K - $276K
|
91.4K
$23.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 5.6% |
$204K - $276K
|
33.7K
$8.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-2.02K- 2.99% |
$206K - $278K
|
65.3K
$16.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.02K- 1.28% |
$206K - $278K
|
156K
$40.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-2.03K- 18.86% |
$206K - $279K
|
8.71K
$2.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.03K- 3.07% |
$206K - $279K
|
63.9K
$16.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.04K- 1.83% |
$208K - $282K
|
109K
$28.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 23.01% |
$209K - $282K
|
6.86K
$1.76M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.06K- 3.78% |
$210K - $284K
|
52.5K
$13.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.06K- 30.19% |
$210K - $284K
|
4.76K
$1.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.07K- 2.49% |
$211K - $285K
|
81.1K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.07K- 11.53% |
$211K - $285K
|
15.9K
$4.09M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.07K- 11.27% |
$211K - $285K
|
16.3K
$4.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.08K- 15.69% |
$212K - $286K
|
11.1K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.08K- 36.88% |
$212K - $286K
|
3.55K
$914K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.08K- 1.21% |
$212K - $287K
|
170K
$43.7M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.08K- 1.21% |
$212K - $287K
|
170K
$43.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.09K- 1.04% |
$213K - $288K
|
199K
$51.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.09K- 4.95% |
$213K - $288K
|
40K
$10.3M
|