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 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.92K+ 4.36% |
$39.7K - $231K
|
45.9K
$11.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
1.91K+ 35.2% |
$39.6K - $231K
|
7.34K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.91K+ 96.61% |
$39.6K - $230K
|
3.88K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.9K+ 33.42% |
$39.4K - $229K
|
7.6K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
1.9K+ 48.49% |
$39.4K - $229K
|
5.82K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 6.53% |
$39.3K - $229K
|
30.9K
$7.52M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
1.9K+ 3.39% |
$39.3K - $228K
|
57.8K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.89K+ 3.87% |
$39.3K - $228K
|
50.8K
$12.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.89K+ 4.01% |
$39.2K - $228K
|
49.1K
$11.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
1.89K+ 5.03% |
$39.1K - $228K
|
39.4K
$9.57M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.88K+ 32.87% |
$39K - $227K
|
7.6K
$1.85M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.87K+ 3.27% |
$38.8K - $226K
|
59.1K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.87K+ 5.74% |
$38.8K - $226K
|
34.5K
$8.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.86K+ 6.86% |
$38.6K - $225K
|
29K
$7.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.86KNew |
$38.6K - $225K
|
1.86K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.86K+ 44.31% |
$38.5K - $224K
|
6.05K
$1.47M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.85K+ 4.39% |
$38.4K - $224K
|
44.1K
$10.7M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.85K+ 3.15% |
$38.4K - $224K
|
60.8K
$14.8M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.85K+ 29.53% |
$38.3K - $223K
|
8.1K
$1.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.84K+ 26.76% |
$38.2K - $222K
|
8.74K
$2.12M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.83K+ 16.57% |
$38K - $221K
|
12.9K
$3.14M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.83K+ 6.98% |
$38K - $221K
|
28.1K
$6.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.82K+ 28.93% |
$37.7K - $219K
|
8.11K
$1.97M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.81K+ 79.04% |
$37.6K - $219K
|
4.11K
$999K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.81K+ 58.64% |
$37.4K - $218K
|
4.88K
$1.19M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.8K+ 48.93% |
$37.4K - $217K
|
5.49K
$1.33M
|
|
|
Oct 25, 2022
Q3 2022
|
First Merchants Corp
|
BUY
|
- |
1.79K+ 3.11% |
$37.1K - $216K
|
59.4K
$14.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1.79K+ 9.69% |
$37K - $215K
|
20.2K
$4.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.78K+ 3.04% |
$37K - $215K
|
60.4K
$14.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.78K+ 31.31% |
$36.8K - $214K
|
7.45K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.77K+ 20.17% |
$36.7K - $213K
|
10.5K
$2.56M
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.74K+ 3.93% |
$36.1K - $210K
|
46.1K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.74K+ 5.74% |
$36.1K - $210K
|
32.1K
$7.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.74K+ 2.46% |
$36.1K - $210K
|
72.5K
$17.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.74K+ 12.77% |
$36K - $210K
|
15.3K
$3.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.73K+ 19.23% |
$35.9K - $209K
|
10.7K
$2.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.73K+ 8.76% |
$35.9K - $209K
|
21.5K
$5.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 4.77% |
$35.9K - $209K
|
38K
$9.24M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
BUY
|
- |
1.73K+ 40.98% |
$35.8K - $208K
|
5.94K
$1.44M
|
|
|
Oct 31, 2022
Q3 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.72K+ 5.56% |
$35.6K - $207K
|
32.6K
$7.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
BUY
|
- |
1.72K+ 44.73% |
$35.6K - $207K
|
5.55K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.71K+ 3.27% |
$35.5K - $206K
|
54.1K
$13.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.71K+ 1.88% |
$35.5K - $206K
|
92.5K
$22.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.71K+ 17.01% |
$35.5K - $206K
|
11.8K
$2.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.7K+ 5.41% |
$35.3K - $205K
|
33.1K
$8.06M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.7K+ 0.91% |
$35.2K - $205K
|
188K
$45.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 7.16% |
$34.7K - $202K
|
25.1K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.68K+ 13.32% |
$34.7K - $202K
|
14.3K
$3.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.66K+ 3.35% |
$34.3K - $200K
|
51.1K
$12.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
1.66K+ 0.98% |
$34.3K - $200K
|
170K
$41.3M
|