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 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.37K+ 7.29% |
$28.4K - $165K
|
20.1K
$4.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.37K+ 5.8% |
$28.3K - $165K
|
24.9K
$6.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.36K+ 2.77% |
$28.3K - $164K
|
50.5K
$12.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
1.36K+ 14.83% |
$28.2K - $164K
|
10.5K
$2.57M
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.36K+ 1.55% |
$28.2K - $164K
|
88.8K
$21.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.35K+ 7.01% |
$28K - $163K
|
20.6K
$5.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 3.06% |
$27.8K - $161K
|
45K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.33K+ 1.07% |
$27.6K - $161K
|
126K
$30.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.32K+ 43.01% |
$27.4K - $159K
|
4.4K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.31K+ 0.31% |
$27.2K - $158K
|
429K
$104M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1.31K+ 3.23% |
$27.1K - $158K
|
41.9K
$10.2M
|
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.31K+ 5.39% |
$27.1K - $158K
|
25.6K
$6.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.3K+ 5.48% |
$26.9K - $157K
|
25K
$6.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 2.39% |
$26.9K - $157K
|
55.7K
$13.5M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.3K+ 2.51% |
$26.9K - $156K
|
52.9K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.3K+ 7.79% |
$26.9K - $156K
|
17.9K
$4.36M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.29K+ 5.98% |
$26.8K - $156K
|
22.9K
$5.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 15.67% |
$26.7K - $155K
|
9.49K
$2.31M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.28K+ 14.53% |
$26.6K - $155K
|
10.1K
$2.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.28K+ 31.64% |
$26.5K - $154K
|
5.33K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.26K+ 5.85% |
$26.2K - $152K
|
22.9K
$5.56M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.26K+ 16.48% |
$26.1K - $152K
|
8.9K
$2.16M
|
|
|
Nov 07, 2022
Q3 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
1.26K+ 4.76% |
$26K - $151K
|
27.7K
$6.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.26K+ 2.11% |
$26K - $151K
|
60.6K
$14.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.23K+ 7.82% |
$25.6K - $149K
|
17K
$4.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.23K+ 1.34% |
$25.5K - $148K
|
92.9K
$22.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.23K+ 2.33% |
$25.5K - $148K
|
54.1K
$13.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.23K+ 3.79% |
$25.4K - $148K
|
33.6K
$8.18M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
BUY
|
- |
1.23K+ 1.54% |
$25.4K - $148K
|
80.6K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 5.99% |
$25.2K - $147K
|
21.5K
$5.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 6.6% |
$25.2K - $146K
|
19.6K
$4.77M
|
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.2K+ 11.15% |
$25K - $145K
|
12K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.2K+ 14.29% |
$24.9K - $145K
|
9.62K
$2.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.2K+ 20.93% |
$24.9K - $145K
|
6.95K
$1.69M
|
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.2K+ 1.56% |
$24.9K - $145K
|
78.4K
$19.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
BUY
|
- |
1.2K+ 4.19% |
$24.9K - $145K
|
29.9K
$7.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
1.2K+ 3.57% |
$24.9K - $145K
|
34.8K
$8.46M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.2K+ 4.09% |
$24.9K - $145K
|
30.6K
$7.43M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.19K+ 12.81% |
$24.6K - $143K
|
10.5K
$2.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.18K+ 9.67% |
$24.5K - $143K
|
13.4K
$3.27M
|
|
|
Oct 14, 2022
Q3 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.18K+ 24.38% |
$24.4K - $142K
|
6.01K
$1.46M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
1.18K+ 23.1% |
$24.4K - $142K
|
6.27K
$1.53M
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1.18K+ 2.48% |
$24.4K - $142K
|
48.5K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.17KNew |
$24.3K - $141K
|
1.17K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.17K+ 8.43% |
$24.3K - $141K
|
15.1K
$3.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.17K+ 2.29% |
$24.2K - $141K
|
52.2K
$12.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Cardinal Capital Management
|
BUY
|
- |
1.17K+ 2.22% |
$24.2K - $140K
|
53.5K
$13M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.16K+ 2.63% |
$24.1K - $140K
|
45.3K
$11M
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.16K+ 4.57% |
$24.1K - $140K
|
26.6K
$6.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
BUY
|
- |
1.16K+ 9.85% |
$23.9K - $139K
|
12.9K
$3.13M
|