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 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
775+ 24.19% |
$79K - $107K
|
3.98K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
775+ 0.93% |
$79K - $107K
|
84.3K
$24.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
773+ 0.7% |
$78.8K - $107K
|
112K
$32.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
772+ 24.06% |
$78.7K - $106K
|
3.98K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
772+ 7.28% |
$78.7K - $106K
|
11.4K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
772+ 0.47% |
$78.7K - $106K
|
163K
$47.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
764+ 17.5% |
$77.9K - $105K
|
5.13K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
762+ 13.0% |
$77.7K - $105K
|
6.62K
$1.92M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
762+ 2.99% |
$77.7K - $105K
|
26.3K
$7.61M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
761+ 7.05% |
$77.6K - $105K
|
11.6K
$3.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
759+ 4.68% |
$77.4K - $105K
|
17K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
757+ 5.55% |
$77.2K - $104K
|
14.4K
$4.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
753+ 0.89% |
$76.8K - $104K
|
85.3K
$24.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
750+ 21.19% |
$76.5K - $103K
|
4.29K
$1.24M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
750+ 30.86% |
$76.5K - $103K
|
3.18K
$922K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
742+ 8.31% |
$75.7K - $102K
|
9.67K
$2.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
742+ 7.13% |
$75.7K - $102K
|
11.1K
$3.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
739+ 12.07% |
$75.3K - $102K
|
6.86K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
738+ 14.19% |
$75.2K - $102K
|
5.94K
$1.72M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
737+ 1.67% |
$75.1K - $102K
|
44.8K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
734+ 2.25% |
$74.8K - $101K
|
33.3K
$9.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
733+ 16.67% |
$74.7K - $101K
|
5.13K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
728+ 30.13% |
$74.2K - $100K
|
3.14K
$911K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
727+ 6.4% |
$74.1K - $100K
|
12.1K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
725+ 8.41% |
$73.9K - $99.9K
|
9.35K
$2.71M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
714New |
$72.8K - $98.4K
|
714
$207K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
706+ 0.92% |
$72K - $97.3K
|
77.6K
$22.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
703+ 1.43% |
$71.7K - $96.9K
|
50K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
702+ 0.38% |
$71.6K - $96.8K
|
183K
$53.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
699+ 0.34% |
$71.3K - $96.4K
|
209K
$60.5M
|
|
|
Feb 13, 2023
Q4 2022
|
True North Advisors, LLC
|
BUY
|
- |
699+ 4.9% |
$71.3K - $96.4K
|
15K
$4.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
696+ 6.22% |
$71K - $95.9K
|
11.9K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
692+ 2.09% |
$70.6K - $95.4K
|
33.8K
$9.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
685+ 0.31% |
$69.8K - $94.4K
|
219K
$63.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
682+ 13.19% |
$69.5K - $94K
|
5.85K
$1.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
678+ 0.42% |
$69.1K - $93.5K
|
164K
$47.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
677+ 0.08% |
$69K - $93.3K
|
799K
$232M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
675+ 0.37% |
$68.8K - $93K
|
183K
$53.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
672+ 0.74% |
$68.5K - $92.6K
|
91.8K
$26.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
671+ 3.55% |
$68.4K - $92.5K
|
19.6K
$5.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
670+ 24.45% |
$68.3K - $92.4K
|
3.41K
$989K
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
667+ 2.0% |
$68K - $91.9K
|
33.9K
$9.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
667+ 2.8% |
$68K - $91.9K
|
24.5K
$7.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
664+ 1.46% |
$67.7K - $91.5K
|
46.1K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
664+ 3.89% |
$67.7K - $91.5K
|
17.7K
$5.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
660+ 0.34% |
$67.3K - $91K
|
197K
$57.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
660+ 1.26% |
$67.3K - $91K
|
53.2K
$15.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
657+ 7.47% |
$67K - $90.6K
|
9.45K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
656+ 26.06% |
$66.9K - $90.4K
|
3.17K
$920K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
653+ 3.75% |
$66.6K - $90K
|
18.1K
$5.24M
|