Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 07, 2022 Q3 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.65K
+ 1.82%
$34.3K - $199K
92.5K $22.5M
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.65K
+ 45.19%
$34.2K - $199K
5.3K $1.29M
Oct 03, 2022 Q3 2022
Wedmont Private Capital

BUY
 -
1.62K
+ 12.53%
$33.6K - $196K
14.6K $3.54M
Nov 14, 2022 Q3 2022
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.62K
+ 17.16%
$33.6K - $195K
11.1K $2.69M
Nov 14, 2022 Q3 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.61K
+ 8.96%
$33.5K - $195K
19.6K $4.78M
Nov 07, 2022 Q3 2022
Members Trust CO

BUY
 -
1.61K
+ 19.67%
$33.4K - $194K
9.79K $2.38M
Nov 08, 2022 Q3 2022
Hennessy Advisors Inc

Novato, CA
BUY
 -
1.6K
+ 2.01%
$33.2K - $193K
81.3K $19.8M
Nov 02, 2022 Q3 2022
Stiles Financial Services Inc

BUY
 -
1.6K
+ 32.01%
$33.1K - $193K
6.59K $1.6M
Nov 08, 2022 Q3 2022
Lanham O'Dell & Company, Inc.

Hurricane, WV
BUY
 -
1.6K
+ 85.05%
$33.1K - $193K
3.48K $846K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
1.59K
+ 8.92%
$33K - $192K
19.5K $4.73M
Nov 03, 2022 Q3 2022
Pavion Blue Capital, LLC

BUY
 -
1.58K
+ 7.04%
$32.8K - $191K
24.1K $5.85M
Oct 07, 2022 Q3 2022
Stolper CO

BUY
 -
1.58K
+ 2.81%
$32.8K - $191K
57.8K $14.1M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.58K
+ 5.33%
$32.8K - $191K
31.2K $7.6M
Oct 17, 2022 Q3 2022
Procyon Advisors, LLC

BUY
 -
1.57K
+ 4.22%
$32.6K - $190K
38.8K $9.43M
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.56K
+ 3.75%
$32.3K - $188K
43.1K $10.5M
Oct 14, 2022 Q3 2022
Oak Harvest Investment Services

BUY
 -
1.56K
+ 2.4%
$32.2K - $188K
66.3K $16.1M
Nov 14, 2022 Q3 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
1.55K
+ 22.02%
$32.1K - $187K
8.58K $2.09M
Oct 31, 2022 Q3 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
1.55K
+ 0.85%
$32K - $186K
182K $44.4M
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.53K
+ 2.48%
$31.8K - $185K
63.4K $15.4M
Nov 10, 2022 Q3 2022
Vela Investment Management, LLC

New Albany, OH
BUY
 -
1.51K
+ 84.2%
$31.4K - $183K
3.31K $805K
Aug 28, 2024 Q3 2022
Farmers National Bank

Danville, KY
BUY
 -
1.51K
+ 2.39%
$31.2K - $182K
64.6K $15.7M
Nov 14, 2022 Q3 2022
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
1.51K
+ 11.31%
$31.2K - $181K
14.8K $3.6M
Nov 14, 2022 Q3 2022
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
1.5K
New
$31.2K - $181K
1.5K $366K
Oct 20, 2022 Q3 2022
Inlet Private Wealth, LLC

BUY
 -
1.5K
+ 2.49%
$31.2K - $181K
62K $15.1M
Nov 14, 2022 Q3 2022
Nicola Wealth Management Ltd.

Vancouver, A1
BUY
 -
1.5K
+ 1.44%
$31.1K - $181K
106K $25.7M
Nov 14, 2022 Q3 2022
Corvex Management LP

New York, NY
BUY
 -
1.5K
+ 13.75%
$31.1K - $181K
12.4K $3.02M
Nov 14, 2022 Q3 2022
First Business Financial Services, Inc.

BUY
 -
1.5K
+ 5.79%
$31K - $180K
27.3K $6.65M
Nov 03, 2022 Q3 2022
Angeles Wealth Management, LLC

BUY
 -
1.49K
+ 32.9%
$30.8K - $179K
6K $1.46M
Nov 14, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
1.48K
+ 7.56%
$30.7K - $179K
21.1K $5.13M
Nov 04, 2022 Q3 2022
Torray LLC

BUY
 -
1.48K
+ 1.42%
$30.6K - $178K
105K $25.6M
Oct 25, 2022 Q3 2022
Smithbridge Asset Management Inc

BUY
 -
1.46K
+ 3.23%
$30.3K - $176K
46.6K $11.3M
Nov 09, 2022 Q3 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.46K
+ 1.15%
$30.2K - $176K
128K $31.1M
Nov 14, 2022 Q3 2022
Eagle Strategies LLC

New York, NY
BUY
 -
1.45K
+ 37.56%
$30.1K - $175K
5.33K $1.29M
Oct 21, 2022 Q3 2022
Bradley & Co. Private Wealth Management, LLC

BUY
 -
1.45K
+ 3.46%
$30.1K - $175K
43.4K $10.6M
Nov 07, 2022 Q3 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
1.45K
+ 0.71%
$30K - $175K
206K $50M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
1.44K
+ 3.9%
$29.9K - $174K
38.4K $9.33M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
1.44K
+ 5.1%
$29.9K - $174K
29.7K $7.22M
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
1.44K
+ 7.44%
$29.8K - $174K
20.8K $5.06M
Nov 14, 2022 Q3 2022
Forbes J M & CO LLP

BUY
 -
1.44K
+ 1.14%
$29.8K - $173K
127K $30.9M
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.43K
+ 11.73%
$29.6K - $172K
13.6K $3.31M
Oct 27, 2022 Q3 2022
Albion Financial Group

BUY
 -
1.42K
+ 1.08%
$29.5K - $171K
133K $32.2M
Nov 14, 2022 Q3 2022
Meridian Wealth Management, LLC

BUY
 -
1.42K
+ 1.28%
$29.4K - $171K
112K $27.3M
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.41K
+ 3.83%
$29.2K - $170K
38.2K $9.28M
Oct 11, 2022 Q3 2022
Woodstock Corp

BUY
 -
1.4K
+ 2.13%
$29K - $169K
67.2K $16.3M
Nov 08, 2022 Q3 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.4K
+ 3.36%
$29K - $169K
43K $10.5M
Nov 10, 2022 Q3 2022
Carl P. Sherr & Co., LLC

BUY
 -
1.39K
+ 12.4%
$28.9K - $168K
12.6K $3.07M
Oct 27, 2022 Q3 2022
Strs Ohio

BUY
 -
1.39K
+ 0.09%
$28.7K - $167K
1.51M $366M
Oct 27, 2022 Q3 2022
Riverview Trust CO

BUY
 -
1.38K
+ 7.68%
$28.5K - $166K
19.3K $4.69M
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
1.38K
+ 2.1%
$28.5K - $166K
66.9K $16.3M

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