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 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.42K+ 25.76% |
$71K - $413K
|
16.7K
$4.03M
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.42K+ 3.54% |
$70.9K - $413K
|
100K
$24.1M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.42KNew |
$70.9K - $413K
|
3.42K
$824K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.42K+ 3.8% |
$70.9K - $412K
|
93.4K
$22.5M
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.41K+ 8.15% |
$70.8K - $412K
|
45.3K
$10.9M
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 5.34% |
$70.7K - $411K
|
67.3K
$16.2M
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3.41K+ 22.42% |
$70.7K - $411K
|
18.6K
$4.49M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$70.5K - $410K
|
3.4K
$819K
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.39K+ 27.2% |
$70.3K - $409K
|
15.9K
$3.82M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
3.36K+ 2.11% |
$69.7K - $406K
|
163K
$39.2M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
BUY
|
- |
3.36K+ 1.4% |
$69.6K - $405K
|
243K
$58.5M
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
3.36K+ 6.91% |
$69.6K - $405K
|
51.9K
$12.5M
|
|
Oct 19, 2023
Q3 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
3.35KNew |
$69.4K - $403K
|
3.35K
$806K
|
|
Nov 09, 2022
Q3 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.33K+ 33.91% |
$69.1K - $402K
|
13.2K
$3.17M
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.33K+ 5.47% |
$68.9K - $401K
|
64.1K
$15.4M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.32K+ 1.44% |
$68.7K - $400K
|
234K
$56.3M
|
|
Nov 15, 2022
Q3 2022
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
3.31KNew |
$68.6K - $399K
|
3.31K
$797K
|
|
Oct 25, 2022
Q3 2022
|
Qvr LLC
|
BUY
|
- |
3.3K+ 27.54% |
$68.4K - $398K
|
15.3K
$3.68M
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3.3K+ 1649.5% |
$68.4K - $398K
|
3.5K
$843K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.3K+ 9.63% |
$68.3K - $397K
|
37.5K
$9.04M
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.25K+ 3.51% |
$67.4K - $392K
|
96K
$23.1M
|
|
Nov 03, 2022
Q3 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.24K+ 14.29% |
$67.2K - $391K
|
25.9K
$6.24M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.21KNew |
$66.5K - $387K
|
3.21K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
3.2K+ 9.38% |
$66.3K - $386K
|
37.3K
$8.99M
|
|
Nov 14, 2022
Q3 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.19K+ 1.49% |
$66.1K - $384K
|
218K
$52.4M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.14K+ 10.04% |
$65.2K - $379K
|
34.5K
$8.3M
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.13K+ 12.53% |
$64.9K - $378K
|
28.1K
$6.77M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.1K+ 15.72% |
$64.3K - $374K
|
22.8K
$5.5M
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
3.09K+ 164.4% |
$64K - $372K
|
4.97K
$1.2M
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.09K+ 9.84% |
$64K - $372K
|
34.5K
$8.3M
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 0.82% |
$63.9K - $372K
|
377K
$90.9M
|
|
Nov 10, 2022
Q3 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.08KNew |
$63.9K - $372K
|
3.08K
$743K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.08K+ 13.58% |
$63.8K - $371K
|
25.8K
$6.2M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.08K+ 15.89% |
$63.8K - $371K
|
22.4K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.07K+ 12.22% |
$63.6K - $370K
|
28.2K
$6.79M
|
|
Nov 08, 2022
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
3.06K+ 42.02% |
$63.5K - $369K
|
10.3K
$2.49M
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.06K+ 13.9% |
$63.4K - $369K
|
25.1K
$6.04M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.05K+ 31.87% |
$63.2K - $368K
|
12.6K
$3.04M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 9.94% |
$63.2K - $368K
|
33.7K
$8.13M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.03K+ 4.43% |
$62.9K - $366K
|
71.5K
$17.2M
|
|
Nov 14, 2022
Q3 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$62.7K - $365K
|
3.03K
$729K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.02KNew |
$62.6K - $364K
|
3.02K
$728K
|
|
Oct 18, 2022
Q3 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
3K+ 3.8% |
$62.1K - $361K
|
82K
$19.7M
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.99K+ 4.04% |
$62.1K - $361K
|
77.1K
$18.6M
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.99KNew |
$62K - $361K
|
2.99K
$720K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.99K+ 7.62% |
$61.9K - $360K
|
42.2K
$10.2M
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.98K+ 43.6% |
$61.7K - $359K
|
9.81K
$2.36M
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.98K+ 5.07% |
$61.7K - $359K
|
61.7K
$14.9M
|
|
Nov 04, 2022
Q3 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.96K+ 34.72% |
$61.3K - $356K
|
11.5K
$2.76M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.95K+ 5.0% |
$61.1K - $356K
|
61.9K
$14.9M
|