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 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
977+ 6.41% |
$20.3K - $118K
|
16.2K
$3.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
975+ 9.58% |
$20.2K - $118K
|
11.2K
$2.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
969+ 3.06% |
$20.1K - $117K
|
32.6K
$7.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
959+ 19.76% |
$19.9K - $116K
|
5.81K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
955+ 52.36% |
$19.8K - $115K
|
2.78K
$676K
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
BUY
|
- |
953+ 2.59% |
$19.8K - $115K
|
37.8K
$9.18M
|
|
|
Oct 19, 2022
Q3 2022
|
Outfitter Financial LLC
|
BUY
|
- |
950+ 4.48% |
$19.7K - $115K
|
22.2K
$5.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
947+ 4.66% |
$19.6K - $114K
|
21.3K
$5.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
947+ 7.34% |
$19.6K - $114K
|
13.9K
$3.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
946+ 4.28% |
$19.6K - $114K
|
23K
$5.6M
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
945+ 1.21% |
$19.6K - $114K
|
78.9K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
944+ 1.79% |
$19.6K - $114K
|
53.6K
$13M
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
BUY
|
- |
941+ 7.53% |
$19.5K - $113K
|
13.4K
$3.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
935+ 19.03% |
$19.4K - $113K
|
5.85K
$1.42M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
935+ 2.64% |
$19.4K - $113K
|
36.3K
$8.82M
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
933+ 45.05% |
$19.3K - $113K
|
3K
$730K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
925+ 40.52% |
$19.2K - $112K
|
3.21K
$780K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
923+ 2.83% |
$19.1K - $111K
|
33.5K
$8.15M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
921+ 7.44% |
$19.1K - $111K
|
13.3K
$3.23M
|
|
|
Nov 07, 2022
Q3 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
915+ 1.46% |
$19K - $110K
|
63.7K
$15.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
914+ 0.96% |
$18.9K - $110K
|
96.3K
$23.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
910+ 2.11% |
$18.9K - $110K
|
44.1K
$10.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
892+ 5.67% |
$18.5K - $108K
|
16.6K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
891+ 15.89% |
$18.5K - $107K
|
6.5K
$1.58M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
890+ 0.59% |
$18.4K - $107K
|
153K
$37.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
884+ 36.54% |
$18.3K - $107K
|
3.3K
$803K
|
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
884+ 5.47% |
$18.3K - $107K
|
17.1K
$4.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
873+ 4.87% |
$18.1K - $105K
|
18.8K
$4.57M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
873+ 2.82% |
$18.1K - $105K
|
31.8K
$7.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
872+ 20.21% |
$18.1K - $105K
|
5.19K
$1.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
869+ 6.3% |
$18K - $105K
|
14.7K
$3.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Advocate Group LLC
|
BUY
|
- |
865+ 40.53% |
$17.9K - $104K
|
3K
$729K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
861+ 14.03% |
$17.8K - $104K
|
7K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
859+ 2.79% |
$17.8K - $104K
|
31.6K
$7.69M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
853+ 11.9% |
$17.7K - $103K
|
8.02K
$1.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
BUY
|
- |
851+ 2.3% |
$17.6K - $103K
|
37.8K
$9.19M
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
850+ 0.11% |
$17.6K - $102K
|
762K
$185M
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
850+ 16.6% |
$17.6K - $102K
|
5.97K
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Baxter Bros Inc
|
BUY
|
- |
849+ 0.81% |
$17.6K - $102K
|
106K
$25.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
846+ 2.73% |
$17.5K - $102K
|
31.8K
$7.74M
|
|
|
Nov 17, 2022
Q3 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
843+ 46.96% |
$17.5K - $102K
|
2.64K
$641K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
837+ 1.14% |
$17.4K - $101K
|
74.2K
$18M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
832+ 4.78% |
$17.2K - $100K
|
18.2K
$4.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
831+ 3.09% |
$17.2K - $100K
|
27.8K
$6.75M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
831+ 1.55% |
$17.2K - $100K
|
54.6K
$13.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
829+ 4.67% |
$17.2K - $100K
|
18.6K
$4.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
825+ 2.11% |
$17.1K - $99.5K
|
40K
$9.72M
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
824+ 11.19% |
$17.1K - $99.4K
|
8.19K
$1.99M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
822+ 11.36% |
$17K - $99.1K
|
8.06K
$1.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
815+ 12.13% |
$16.9K - $98.3K
|
7.53K
$1.83M
|