Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 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 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-147- 0.14% |
$3.05K - $17.7K
|
103K
$30M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-149- 0.47% |
$3.09K - $18K
|
31.7K
$9.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-152- 0.67% |
$3.15K - $18.3K
|
22.6K
$6.56M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-154- 0.38% |
$3.19K - $18.6K
|
40.7K
$11.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-154- 1.78% |
$3.19K - $18.6K
|
8.52K
$2.47M
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-156- 0.69% |
$3.23K - $18.8K
|
22.5K
$6.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-157- 0.89% |
$3.25K - $18.9K
|
17.6K
$5.09M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-158- 1.18% |
$3.28K - $19.1K
|
13.2K
$3.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-158- 2.83% |
$3.28K - $19.1K
|
5.43K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-161- 0.38% |
$3.34K - $19.4K
|
41.8K
$12.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-162- 0.16% |
$3.36K - $19.5K
|
99.4K
$28.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-162- 0.61% |
$3.36K - $19.5K
|
26.4K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-162- 5.97% |
$3.36K - $19.5K
|
2.55K
$740K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-163- 0.5% |
$3.38K - $19.7K
|
32.3K
$9.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-163- 5.75% |
$3.38K - $19.7K
|
2.67K
$775K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-164- 2.82% |
$3.4K - $19.8K
|
5.66K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-165- 0.69% |
$3.42K - $19.9K
|
23.9K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-165- 0.4% |
$3.42K - $19.9K
|
41.3K
$12M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-166- 4.66% |
$3.44K - $20K
|
3.4K
$985K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-167- 1.13% |
$3.46K - $20.1K
|
14.6K
$4.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-170- 6.53% |
$3.52K - $20.5K
|
2.43K
$705K
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-170- 2.69% |
$3.52K - $20.5K
|
6.15K
$1.78M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-170- 1.58% |
$3.52K - $20.5K
|
10.6K
$3.07M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-171- 3.1% |
$3.54K - $20.6K
|
5.35K
$1.55M
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-171- 5.19% |
$3.54K - $20.6K
|
3.12K
$905K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.28% |
$3.54K - $20.6K
|
61.8K
$17.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-171- 1.64% |
$3.54K - $20.6K
|
10.3K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-173- 2.72% |
$3.59K - $20.9K
|
6.18K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-173- 0.02% |
$3.59K - $20.9K
|
1.02M
$296M
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-173- 0.02% |
$3.59K - $20.9K
|
1.02M
$296M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-174- 2.04% |
$3.61K - $21K
|
8.34K
$2.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-175- 4.85% |
$3.63K - $21.1K
|
3.43K
$995K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-175- 2.83% |
$3.63K - $21.1K
|
6.02K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-178- 0.96% |
$3.69K - $21.5K
|
18.4K
$5.33M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-179- 3.36% |
$3.71K - $21.6K
|
5.14K
$1.49M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-180- 0.33% |
$3.73K - $21.7K
|
53.9K
$15.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-180- 0.15% |
$3.73K - $21.7K
|
123K
$35.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-180- 5.18% |
$3.73K - $21.7K
|
3.29K
$954K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-180- 2.4% |
$3.73K - $21.7K
|
7.33K
$2.13M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-181- 0.37% |
$3.75K - $21.8K
|
48.3K
$14M
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-189- 7.0% |
$3.92K - $22.8K
|
2.51K
$728K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-189- 3.84% |
$3.92K - $22.8K
|
4.73K
$1.37M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-190- 2.81% |
$3.94K - $22.9K
|
6.56K
$1.9M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-190- 2.81% |
$3.94K - $22.9K
|
6.56K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-192- 7.66% |
$3.98K - $23.2K
|
2.31K
$671K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-192- 0.9% |
$3.98K - $23.2K
|
21.1K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-192- 3.42% |
$3.98K - $23.2K
|
5.43K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-196- 1.13% |
$4.06K - $23.6K
|
17.2K
$4.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
SELL
|
- |
-197- 0.18% |
$4.08K - $23.8K
|
109K
$31.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-197- 2.4% |
$4.08K - $23.8K
|
8K
$2.32M
|