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 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.15K+ 20.28% |
$23.9K - $139K
|
6.84K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
1.15K+ 0.88% |
$23.9K - $139K
|
132K
$32.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
1.15K+ 0.11% |
$23.9K - $139K
|
1.05M
$255M
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
1.15K+ 6.01% |
$23.9K - $139K
|
20.3K
$4.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
1.15K+ 1.42% |
$23.8K - $138K
|
81.7K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.14K+ 4.49% |
$23.6K - $137K
|
26.5K
$6.44M
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.13K+ 2.62% |
$23.4K - $136K
|
44.3K
$10.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Motive Wealth Advisors
|
BUY
|
- |
1.13K+ 52.78% |
$23.4K - $136K
|
3.27K
$795K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.13K+ 1.17% |
$23.4K - $136K
|
98K
$23.8M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.13K+ 3.23% |
$23.3K - $136K
|
35.9K
$8.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.12K+ 3.44% |
$23.2K - $135K
|
33.7K
$8.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.12K+ 1.44% |
$23.2K - $135K
|
79.1K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.11K+ 3.53% |
$23.1K - $134K
|
32.6K
$7.94M
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.11K+ 11.09% |
$23K - $134K
|
11.1K
$2.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.11K+ 13.34% |
$23K - $134K
|
9.42K
$2.29M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.11KNew |
$22.9K - $133K
|
1.11K
$269K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1K+ 8.27% |
$22.8K - $133K
|
14.4K
$3.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.1K+ 1.16% |
$22.8K - $133K
|
95.9K
$23.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
1.1K+ 3.26% |
$22.7K - $132K
|
34.6K
$8.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.09K+ 3.47% |
$22.7K - $132K
|
32.6K
$7.93M
|
|
|
Oct 20, 2022
Q3 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.09K+ 7.53% |
$22.6K - $131K
|
15.6K
$3.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
1.08K+ 2.16% |
$22.4K - $130K
|
51.2K
$12.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.08K+ 17.17% |
$22.4K - $130K
|
7.36K
$1.79M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
1.07K+ 3.74% |
$22.2K - $129K
|
29.7K
$7.22M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.06K+ 2.9% |
$22.1K - $128K
|
37.8K
$9.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
1.05K+ 1.66% |
$21.8K - $127K
|
64.4K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.05K+ 4.88% |
$21.8K - $127K
|
22.6K
$5.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
1.05K+ 21.0% |
$21.8K - $127K
|
6.05K
$1.47M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05K+ 4.1% |
$21.7K - $126K
|
26.5K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.04K+ 46.98% |
$21.6K - $126K
|
3.27K
$794K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.04K+ 0.6% |
$21.6K - $125K
|
176K
$42.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.03K+ 1.61% |
$21.4K - $124K
|
65.1K
$15.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.02K+ 3.55% |
$21.1K - $123K
|
29.8K
$7.24M
|
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.01K+ 8.28% |
$21K - $122K
|
13.2K
$3.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 3.27% |
$21K - $122K
|
32K
$7.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 3.78% |
$20.9K - $122K
|
27.8K
$6.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.01K+ 5.35% |
$20.8K - $121K
|
19.8K
$4.81M
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1K+ 6.57% |
$20.8K - $121K
|
16.3K
$3.96M
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$20.8K - $121K
|
1K
$244K
|
|
|
Oct 21, 2022
Q3 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
1K+ 11.11% |
$20.7K - $121K
|
10K
$2.43M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1K+ 0.13% |
$20.7K - $121K
|
794K
$193M
|
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1K+ 44.94% |
$20.7K - $121K
|
3.23K
$784K
|
|
|
Nov 08, 2022
Q3 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
1K+ 11.74% |
$20.7K - $121K
|
9.52K
$2.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1K+ 19.61% |
$20.7K - $121K
|
6.1K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
1K+ 2.88% |
$20.7K - $121K
|
35.7K
$8.68M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
999+ 11.68% |
$20.7K - $120K
|
9.55K
$2.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
994+ 1.6% |
$20.6K - $120K
|
63.1K
$15.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
991+ 0.8% |
$20.5K - $119K
|
124K
$30.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
982+ 12.43% |
$20.4K - $118K
|
8.88K
$2.16M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
980+ 4.06% |
$20.3K - $118K
|
25.1K
$6.11M
|