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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.05K+ 0.41% |
$105K - $609K
|
1.25M
$304M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.04K+ 1.31% |
$105K - $608K
|
389K
$94.7M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
5.01K+ 2.62% |
$104K - $604K
|
196K
$47.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
5K+ 63.09% |
$104K - $603K
|
12.9K
$3.15M
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5K+ 11.16% |
$104K - $603K
|
49.8K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5K+ 23.14% |
$104K - $602K
|
26.6K
$6.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.99K+ 0.68% |
$103K - $602K
|
736K
$179M
|
|
|
Nov 10, 2022
Q3 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.97K+ 13.05% |
$103K - $600K
|
43.1K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
4.97K+ 3.77% |
$103K - $599K
|
137K
$33.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
4.96K+ 4.16% |
$103K - $598K
|
124K
$30.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.91K+ 12.1% |
$102K - $592K
|
45.5K
$11.1M
|
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.82K+ 9.49% |
$100K - $582K
|
55.6K
$13.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.82KNew |
$99.9K - $581K
|
4.82K
$1.17M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
4.81K+ 14.81% |
$99.8K - $580K
|
37.3K
$9.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
4.79K+ 2.94% |
$99.3K - $577K
|
168K
$40.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.79K+ 14.0% |
$99.2K - $577K
|
39K
$9.48M
|
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
4.75K+ 4.73% |
$98.5K - $573K
|
105K
$25.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.73K+ 1.59% |
$98.1K - $571K
|
302K
$73.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4.73K+ 3.92% |
$97.9K - $570K
|
125K
$30.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.69K+ 1.28% |
$97.2K - $565K
|
370K
$90M
|
|
|
Oct 24, 2022
Q3 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.69K+ 2.98% |
$97.1K - $565K
|
162K
$39.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.67K+ 2.59% |
$96.9K - $563K
|
185K
$45M
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.66K+ 5.82% |
$96.5K - $561K
|
84.6K
$20.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
4.64K+ 25.17% |
$96.3K - $560K
|
23.1K
$5.62M
|
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4.63K+ 0.12% |
$96K - $559K
|
3.92M
$953M
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
4.6K+ 191.67% |
$95.4K - $555K
|
7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
4.54K+ 35.04% |
$94.2K - $548K
|
17.5K
$4.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.53K+ 20.5% |
$93.9K - $546K
|
26.6K
$6.48M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
BUY
|
- |
4.53K+ 2.44% |
$93.8K - $546K
|
190K
$46.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
4.52K+ 9.37% |
$93.6K - $545K
|
52.7K
$12.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
4.5K+ 1.43% |
$93.2K - $542K
|
318K
$77.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
4.5KNew |
$93.2K - $542K
|
4.5K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
4.49K+ 38.33% |
$93.1K - $542K
|
16.2K
$3.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.48K+ 6.45% |
$92.9K - $540K
|
73.9K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.47K+ 4.02% |
$92.7K - $539K
|
116K
$28.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.44K+ 3.52% |
$91.9K - $535K
|
131K
$31.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.43K+ 1.11% |
$91.8K - $534K
|
403K
$98M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.42K+ 41.61% |
$91.5K - $532K
|
15K
$3.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.4K+ 17.23% |
$91.3K - $531K
|
30K
$7.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
4.39K+ 3.33% |
$91K - $529K
|
136K
$33.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
4.38K+ 6.83% |
$90.9K - $529K
|
68.6K
$16.7M
|
|
|
Nov 03, 2022
Q3 2022
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
4.38KNew |
$90.8K - $528K
|
4.38K
$1.07M
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
4.37K+ 10.56% |
$90.6K - $527K
|
45.8K
$11.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
4.36K+ 60.99% |
$90.5K - $526K
|
11.5K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
4.35K+ 10.85% |
$90.2K - $525K
|
44.5K
$10.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.35K+ 12.02% |
$90.1K - $524K
|
40.5K
$9.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.33K+ 10.47% |
$89.8K - $523K
|
45.7K
$11.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.31K+ 107775.0% |
$89.4K - $520K
|
4.32K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
4.28K+ 11.92% |
$88.6K - $515K
|
40.1K
$9.76M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.21K+ 5.8% |
$87.3K - $508K
|
76.9K
$18.7M
|