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 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.1K- 75.62% |
$1.03M - $1.39M
|
3.25K
$836K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.1K- 6.73% |
$1.03M - $1.39M
|
140K
$36M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.1K- 10.53% |
$1.03M - $1.4M
|
86.1K
$22.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.2K- 7.14% |
$1.04M - $1.41M
|
133K
$34.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.2K- 57.58% |
$1.04M - $1.41M
|
7.54K
$1.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-10.7K- 2.43% |
$1.09M - $1.48M
|
431K
$111M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10.7K- 30.7% |
$1.09M - $1.48M
|
24.2K
$6.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10.7K- 2.76% |
$1.09M - $1.48M
|
377K
$97.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-11.1K- 2.21% |
$1.13M - $1.53M
|
491K
$126M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.2K- 1.67% |
$1.14M - $1.54M
|
657K
$169M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-11.2K- 2.84% |
$1.14M - $1.55M
|
383K
$98.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-11.3K- 57.66% |
$1.16M - $1.56M
|
8.33K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-11.5K- 81.89% |
$1.17M - $1.58M
|
2.54K
$654K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-11.6K- 33.56% |
$1.18M - $1.59M
|
22.9K
$5.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 32.43% |
$1.19M - $1.61M
|
24.3K
$6.25M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-11.8K- 84.53% |
$1.2M - $1.63M
|
2.16K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-11.9K- 2.98% |
$1.22M - $1.64M
|
389K
$100M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-12K- 45.96% |
$1.22M - $1.65M
|
14.1K
$3.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-12K- 30.23% |
$1.22M - $1.65M
|
27.7K
$7.13M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
SELL
|
- |
-12.1K- 1.61% |
$1.23M - $1.66M
|
740K
$190M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-12.1K- 33.61% |
$1.24M - $1.67M
|
23.9K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.3KClosed |
$1.26M - $1.7M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12.3K- 15.58% |
$1.26M - $1.7M
|
66.8K
$17.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$197M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$197M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$197M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13K- 65.37% |
$1.32M - $1.79M
|
6.87K
$1.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-13K- 17.76% |
$1.32M - $1.79M
|
60K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13.1K- 32.09% |
$1.34M - $1.81M
|
27.7K
$7.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-13.1K- 66.47% |
$1.34M - $1.81M
|
6.63K
$1.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 13.43% |
$1.35M - $1.82M
|
85.1K
$21.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-13.3K- 13.37% |
$1.36M - $1.84M
|
86.3K
$22.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-13.6K- 80.48% |
$1.39M - $1.87M
|
3.3K
$849K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-13.7K- 19.89% |
$1.4M - $1.89M
|
55.2K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-13.7K- 5.06% |
$1.4M - $1.89M
|
257K
$66.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.1K- 5.72% |
$1.44M - $1.94M
|
232K
$59.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-14.5K- 60.62% |
$1.47M - $1.99M
|
9.39K
$2.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-14.7K- 3.94% |
$1.5M - $2.03M
|
359K
$92.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14.8KClosed |
$1.51M - $2.04M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-14.9K- 1.06% |
$1.52M - $2.06M
|
1.4M
$359M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15K- 88.54% |
$1.53M - $2.07M
|
1.94K
$500K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.2K- 61.4% |
$1.55M - $2.09M
|
9.53K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-15.2K- 99.54% |
$1.55M - $2.1M
|
70
$18K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 10.74% |
$1.55M - $2.1M
|
127K
$32.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-15.4K- 23.39% |
$1.57M - $2.12M
|
50.4K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 2.92% |
$1.57M - $2.13M
|
513K
$132M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-15.7K- 58.08% |
$1.6M - $2.16M
|
11.3K
$2.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 58.27% |
$1.6M - $2.17M
|
11.3K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16K- 36.38% |
$1.63M - $2.21M
|
28K
$7.2M
|