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 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.92K+ 5.66% |
$60.5K - $352K
|
54.5K
$13.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.89K+ 4.59% |
$60K - $349K
|
65.9K
$15.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.89K+ 3.74% |
$59.8K - $348K
|
80K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.88K+ 15.77% |
$59.8K - $348K
|
21.2K
$5.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 6.82% |
$59.8K - $348K
|
45.1K
$10.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.87K+ 4.66% |
$59.5K - $346K
|
64.5K
$15.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.87KNew |
$59.4K - $346K
|
2.87K
$690K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.84K+ 2.26% |
$58.8K - $342K
|
128K
$30.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.84K+ 38.73% |
$58.8K - $342K
|
10.2K
$2.45M
|
|
|
Nov 04, 2022
Q3 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
2.83K+ 16.67% |
$58.6K - $341K
|
19.8K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.82K+ 22.32% |
$58.5K - $340K
|
15.5K
$3.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
2.82K+ 5.8% |
$58.4K - $340K
|
51.4K
$12.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.82K+ 9.03% |
$58.4K - $340K
|
34K
$8.19M
|
|
|
Oct 12, 2022
Q3 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.81K+ 12.48% |
$58.3K - $339K
|
25.4K
$6.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
2.81KNew |
$58.3K - $339K
|
2.81K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.78K+ 23.79% |
$57.6K - $335K
|
14.5K
$3.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.77K+ 4.51% |
$57.5K - $334K
|
64.3K
$15.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Brave Asset Management Inc
|
BUY
|
- |
2.77K+ 5.95% |
$57.4K - $334K
|
49.3K
$11.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.75K+ 0.91% |
$57K - $332K
|
305K
$73.5M
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.74K+ 20.33% |
$56.8K - $330K
|
16.2K
$3.91M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.73K+ 21.64% |
$56.6K - $329K
|
15.4K
$3.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2.72K+ 4.73% |
$56.3K - $327K
|
60.2K
$14.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.71K+ 4.62% |
$56.2K - $327K
|
61.4K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.71K+ 3.32% |
$56.1K - $326K
|
84.1K
$20.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
2.7KNew |
$56K - $326K
|
2.7K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.68K+ 13.0% |
$55.6K - $324K
|
23.3K
$5.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.68K+ 2.27% |
$55.6K - $323K
|
121K
$29.1M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.68K+ 5.3% |
$55.6K - $323K
|
53.3K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.68KNew |
$55.5K - $323K
|
2.68K
$645K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
2.67K+ 6.74% |
$55.2K - $321K
|
42.2K
$10.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.66KNew |
$55K - $320K
|
2.66K
$639K
|
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.64K+ 0.68% |
$54.8K - $319K
|
391K
$94.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.64K+ 6.01% |
$54.7K - $318K
|
46.6K
$11.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.64K+ 8.5% |
$54.6K - $318K
|
33.6K
$8.1M
|
|
|
Jan 03, 2024
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
2.61K+ 33.76% |
$54.1K - $315K
|
10.3K
$2.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Nbw Capital LLC
|
BUY
|
- |
2.6KNew |
$54K - $314K
|
2.6K
$627K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.5% |
$53.9K - $314K
|
523K
$126M
|
|
|
Nov 14, 2022
Q3 2022
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.6K+ 11.87% |
$53.9K - $314K
|
24.5K
$5.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
2.6K+ 2.71% |
$53.9K - $313K
|
98.4K
$23.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.6K+ 4.43% |
$53.9K - $313K
|
61.3K
$14.8M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.6K+ 4.43% |
$53.9K - $313K
|
61.3K
$14.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.59K+ 2.17% |
$53.8K - $313K
|
122K
$29.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.58K+ 6.72% |
$53.4K - $311K
|
40.9K
$9.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.56K+ 26.23% |
$53.1K - $309K
|
12.3K
$2.97M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.55KNew |
$52.8K - $307K
|
2.55K
$613K
|
|
|
Nov 01, 2022
Q3 2022
|
Manteio Capital LLC
|
BUY
|
- |
2.54KNew |
$52.6K - $306K
|
2.54K
$611K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.52K+ 3.38% |
$52.2K - $304K
|
77.1K
$18.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
BUY
|
- |
2.52K+ 7.42% |
$52.2K - $304K
|
36.5K
$8.78M
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.52K+ 11.27% |
$52.2K - $304K
|
24.9K
$5.99M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.52K+ 1.42% |
$52.2K - $303K
|
180K
$43.4M
|