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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.92K- 52.9% |
$705K - $953K
|
6.16K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.99K- 28.02% |
$713K - $964K
|
18K
$4.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.01K- 2.89% |
$715K - $966K
|
236K
$60.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.08K- 28.24% |
$722K - $976K
|
18K
$4.63M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.11K- 11.84% |
$725K - $980K
|
52.9K
$13.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.13K- 5.83% |
$727K - $983K
|
115K
$29.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.13K- 1.84% |
$727K - $983K
|
380K
$97.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.14K- 16.49% |
$728K - $984K
|
36.1K
$9.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-7.23K- 7.59% |
$737K - $996K
|
87.9K
$22.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.23K- 5.19% |
$737K - $996K
|
132K
$34M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-7.4K- 39.81% |
$755K - $1.02M
|
11.2K
$2.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-7.55K- 1.99% |
$769K - $1.04M
|
372K
$95.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-7.57K- 6.51% |
$772K - $1.04M
|
109K
$28M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-7.59K- 23.34% |
$774K - $1.05M
|
24.9K
$6.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.6K- 53.75% |
$774K - $1.05M
|
6.54K
$1.68M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-7.61K- 21.82% |
$776K - $1.05M
|
27.3K
$7.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-7.61K- 1.34% |
$776K - $1.05M
|
559K
$144M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-7.74K- 1.88% |
$789K - $1.07M
|
404K
$104M
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-7.82K- 1.44% |
$798K - $1.08M
|
537K
$138M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.89K- 12.58% |
$804K - $1.09M
|
54.8K
$14.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8K- 2.22% |
$815K - $1.1M
|
352K
$90.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-8.12K- 79.27% |
$828K - $1.12M
|
2.12K
$547K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-8.18K- 5.17% |
$834K - $1.13M
|
150K
$38.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-8.22K- 12.62% |
$838K - $1.13M
|
56.9K
$14.6M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.23K- 9.82% |
$839K - $1.13M
|
75.6K
$19.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-8.27K- 3.8% |
$843K - $1.14M
|
209K
$53.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-8.27K- 35.54% |
$843K - $1.14M
|
15K
$3.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.3K- 3.79% |
$847K - $1.14M
|
211K
$54.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-8.31K- 31.22% |
$848K - $1.15M
|
18.3K
$4.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.32K- 4.05% |
$848K - $1.15M
|
197K
$50.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-8.37K- 57.99% |
$854K - $1.15M
|
6.07K
$1.56M
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.52K- 0.14% |
$868K - $1.17M
|
6.04M
$1.55B
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-8.62K- 37.96% |
$879K - $1.19M
|
14.1K
$3.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-8.78K- 3.83% |
$895K - $1.21M
|
220K
$56.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-8.87K- 1.72% |
$904K - $1.22M
|
506K
$130M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.88K- 20.47% |
$905K - $1.22M
|
34.5K
$8.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-8.92K- 19.8% |
$909K - $1.23M
|
36.1K
$9.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-9.14K- 18.25% |
$932K - $1.26M
|
40.9K
$10.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-9.17K- 4.88% |
$935K - $1.26M
|
179K
$46M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-9.3K- 25.21% |
$948K - $1.28M
|
27.6K
$7.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-9.32K- 1.15% |
$950K - $1.28M
|
801K
$206M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-9.38K- 4.07% |
$956K - $1.29M
|
221K
$56.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-9.47K- 0.86% |
$965K - $1.3M
|
1.1M
$282M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-9.53K- 0.45% |
$972K - $1.31M
|
2.09M
$538M
|
|
|
Feb 14, 2023
Q4 2022
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-9.58K- 10.16% |
$977K - $1.32M
|
84.7K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.6K- 6.17% |
$979K - $1.32M
|
146K
$37.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.7K- 24.59% |
$989K - $1.34M
|
29.7K
$7.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.72K- 5.45% |
$991K - $1.34M
|
169K
$43.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.78K- 9.98% |
$997K - $1.35M
|
88.2K
$22.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-9.99K- 10.1% |
$1.02M - $1.38M
|
89K
$22.9M
|