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 31, 2022
Q3 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
6.45K+ 3.97% |
$134K - $778K
|
169K
$41.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
6.43K+ 1.32% |
$133K - $775K
|
492K
$120M
|
|
|
Oct 11, 2022
Q3 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
6.36K+ 25.81% |
$132K - $767K
|
31K
$7.55M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 2.85% |
$132K - $765K
|
229K
$55.8M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.17K+ 12.52% |
$128K - $744K
|
55.5K
$13.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
6.17K+ 1.99% |
$128K - $743K
|
316K
$76.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.16K+ 2.53% |
$128K - $743K
|
250K
$60.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.13KNew |
$127K - $739K
|
6.13K
$1.49M
|
|
|
Nov 04, 2022
Q3 2022
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
6.09K+ 2.3% |
$126K - $735K
|
271K
$65.9M
|
|
|
Apr 05, 2024
Q3 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
6.08K+ 1.35% |
$126K - $733K
|
456K
$111M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.04K+ 4.82% |
$125K - $728K
|
131K
$31.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.03K+ 0.7% |
$125K - $727K
|
868K
$211M
|
|
|
Nov 08, 2022
Q3 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.02KNew |
$125K - $725K
|
6.02K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
6K+ 8.66% |
$124K - $723K
|
75.3K
$18.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.93K+ 4.15% |
$123K - $715K
|
149K
$36.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
5.89K+ 16.32% |
$122K - $710K
|
42K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
5.84K+ 6.18% |
$121K - $704K
|
100K
$24.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.83K+ 46.93% |
$121K - $703K
|
18.3K
$4.44M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.8K+ 9.36% |
$120K - $699K
|
67.8K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
5.8K+ 109.43% |
$120K - $699K
|
11.1K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.78K+ 9.77% |
$120K - $697K
|
65K
$15.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
5.76K+ 4.08% |
$119K - $695K
|
147K
$35.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.72K+ 12.38% |
$119K - $690K
|
51.9K
$12.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.71K+ 12.56% |
$118K - $689K
|
51.2K
$12.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.71K+ 5.33% |
$118K - $688K
|
113K
$27.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.7K+ 8.32% |
$118K - $687K
|
74.2K
$18M
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
5.6KNew |
$116K - $675K
|
5.6K
$1.36M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.54KNew |
$115K - $668K
|
5.54K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
5.54K+ 2.5% |
$115K - $668K
|
227K
$55.2M
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
5.54K+ 2.17% |
$115K - $667K
|
260K
$63.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.53KNew |
$115K - $666K
|
5.53K
$1.34M
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.53K+ 43.74% |
$115K - $666K
|
18.2K
$4.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
5.51K+ 32.17% |
$114K - $664K
|
22.6K
$5.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.49K+ 45.72% |
$114K - $662K
|
17.5K
$4.26M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.48K+ 1.34% |
$114K - $661K
|
415K
$101M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.47K+ 14.61% |
$113K - $660K
|
42.9K
$10.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.46K+ 4.62% |
$113K - $658K
|
124K
$30.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.37K+ 6.99% |
$111K - $647K
|
82.1K
$20M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.37K+ 9.47% |
$111K - $647K
|
62K
$15.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.24K+ 3.8% |
$109K - $631K
|
143K
$34.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.23K+ 42.06% |
$108K - $631K
|
17.7K
$4.3M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.21K+ 217.98% |
$108K - $629K
|
7.61K
$1.85M
|
|
|
Oct 03, 2022
Q3 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
5.21K+ 4.25% |
$108K - $628K
|
128K
$31.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.21K+ 6.72% |
$108K - $628K
|
82.8K
$20.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
BUY
|
- |
5.2KNew |
$108K - $627K
|
5.2K
$1.27M
|
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
5.17K+ 120.33% |
$107K - $624K
|
9.47K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
5.15K+ 15.15% |
$107K - $621K
|
39.2K
$9.52M
|
|
|
Oct 18, 2022
Q3 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5.13K+ 26.15% |
$106K - $618K
|
24.7K
$6.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.08K+ 7.77% |
$105K - $612K
|
70.4K
$17.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
5.06K+ 6.42% |
$105K - $610K
|
83.9K
$20.4M
|