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 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.05K+ 1.54% |
$167K - $971K
|
532K
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
- |
8K+ 55.17% |
$166K - $965K
|
22.5K
$5.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
7.98K+ 1.6% |
$166K - $963K
|
507K
$123M
|
|
|
Oct 14, 2022
Q3 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
7.81K+ 4.49% |
$162K - $941K
|
182K
$44.2M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 18.32% |
$162K - $940K
|
50.4K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.75K+ 3.52% |
$161K - $934K
|
228K
$55.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.7KNew |
$160K - $928K
|
7.7K
$1.87M
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
7.62K+ 3.62% |
$158K - $918K
|
218K
$53.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
7.61KNew |
$158K - $917K
|
7.61K
$1.85M
|
|
|
Nov 08, 2022
Q3 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
7.54K+ 102.6% |
$156K - $909K
|
14.9K
$3.62M
|
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
7.51KNew |
$156K - $905K
|
7.51K
$1.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
7.5KNew |
$155K - $904K
|
7.5K
$1.82M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.5KNew |
$155K - $904K
|
7.5K
$1.82M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.48K+ 9.85% |
$155K - $902K
|
83.4K
$20.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
7.43K+ 33.13% |
$154K - $896K
|
29.9K
$7.27M
|
|
|
Oct 25, 2022
Q3 2022
|
Alta Capital Management LLC
|
BUY
|
- |
7.41K+ 41.18% |
$154K - $893K
|
25.4K
$6.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Miramar Capital, LLC
|
BUY
|
- |
7.37K+ 6.21% |
$153K - $889K
|
126K
$30.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
7.34K+ 14.05% |
$152K - $885K
|
59.6K
$14.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
7.29K+ 38.9% |
$151K - $879K
|
26K
$6.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.23K+ 10.32% |
$150K - $872K
|
77.3K
$18.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
7.22K+ 4.11% |
$150K - $870K
|
183K
$44.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
7.19K+ 5.39% |
$149K - $867K
|
141K
$34.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
7.17K+ 4.93% |
$149K - $864K
|
153K
$37.1M
|
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
7.14K+ 19.62% |
$148K - $861K
|
43.6K
$10.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
7.11K+ 24.15% |
$147K - $857K
|
36.5K
$8.89M
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
7.09K+ 9.37% |
$147K - $855K
|
82.8K
$20.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7K+ 3.37% |
$145K - $844K
|
214K
$52.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.99K+ 6.54% |
$145K - $843K
|
114K
$27.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.98K+ 4.22% |
$145K - $842K
|
172K
$41.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Ns Partners LTD
|
BUY
|
- |
6.98K+ 3.01% |
$145K - $841K
|
239K
$58.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.91K+ 35.52% |
$143K - $833K
|
26.4K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.91K+ 2.23% |
$143K - $833K
|
317K
$77.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.9K+ 6.91% |
$143K - $832K
|
107K
$26M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.89K+ 23.36% |
$143K - $831K
|
36.4K
$8.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.88K+ 218.82% |
$143K - $830K
|
10K
$2.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.85K+ 5.22% |
$142K - $826K
|
138K
$33.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
6.79K+ 50.51% |
$141K - $819K
|
20.2K
$4.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
6.78K+ 1.33% |
$141K - $818K
|
517K
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
6.75K+ 23.74% |
$140K - $813K
|
35.2K
$8.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.72K+ 35.72% |
$139K - $810K
|
25.5K
$6.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.71K+ 71.45% |
$139K - $809K
|
16.1K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6.69K+ 78.72% |
$139K - $806K
|
15.2K
$3.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.68K+ 5.94% |
$138K - $805K
|
119K
$29M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.62K+ 61.46% |
$137K - $798K
|
17.4K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.6K+ 12.18% |
$137K - $795K
|
60.8K
$14.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
6.56K+ 1.07% |
$136K - $791K
|
621K
$151M
|
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6.55K+ 4.02% |
$136K - $790K
|
170K
$41.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.55K+ 35.56% |
$136K - $789K
|
25K
$6.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
6.48K+ 3.13% |
$134K - $781K
|
213K
$51.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.46K+ 10.57% |
$134K - $778K
|
67.5K
$16.4M
|