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 14, 2022 Q3 2022
Gryphon Financial Partners LLC

BUY
 -
704
+ 4.31%
$14.6K - $84.9K
17K $4.14M
Nov 14, 2022 Q3 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
701
+ 5.46%
$14.5K - $84.5K
13.5K $3.29M
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
696
+ 3.31%
$14.4K - $83.9K
21.7K $5.29M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
695
+ 17.87%
$14.4K - $83.8K
4.59K $1.11M
Nov 14, 2022 Q3 2022
High Pines Wealth Management, LLC

Duxbury, MA
BUY
 -
690
+ 23.03%
$14.3K - $83.2K
3.69K $896K
Jan 12, 2023 Q3 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
688
+ 6.83%
$14.3K - $83K
10.8K $2.62M
Oct 26, 2022 Q3 2022
Iq Eq Fund Management (Ireland) LTD

BUY
 -
685
+ 1.49%
$14.2K - $82.6K
46.5K $11.3M
Nov 08, 2022 Q3 2022
Tectonic Advisors LLC

Plano, TX
BUY
 -
684
+ 29.65%
$14.2K - $82.5K
2.99K $727K
Nov 08, 2022 Q3 2022
Herold Advisors, Inc.

BUY
 -
679
+ 2.34%
$14.1K - $81.9K
29.7K $7.23M
Oct 24, 2022 Q3 2022
Wells Trecaso Financial Group, LLC

BUY
 -
678
+ 1.09%
$14.1K - $81.8K
62.9K $15.3M
Nov 03, 2022 Q3 2022
Motco

BUY
 -
675
+ 0.54%
$14K - $81.4K
125K $30.3M
Nov 14, 2022 Q3 2022
Dohj, LLC

Seattle, WA
BUY
 -
675
+ 7.28%
$14K - $81.4K
9.94K $2.42M
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
675
+ 7.39%
$14K - $81.4K
9.8K $2.38M
Oct 24, 2022 Q3 2022
Foster Victor Wealth Advisors, LLC

BUY
 -
674
+ 10.79%
$14K - $81.3K
6.92K $1.68M
Nov 02, 2022 Q3 2022
Pds Planning, Inc

BUY
 -
672
+ 2.1%
$13.9K - $81K
32.6K $7.93M
Nov 01, 2022 Q3 2022
Sentry Investment Management LLC

BUY
 -
670
+ 3.33%
$13.9K - $80.8K
20.8K $5.05M
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
BUY
 -
669
+ 3.13%
$13.9K - $80.7K
22K $5.35M
Nov 09, 2022 Q3 2022
Trillium Asset Management, LLC

Boston, MA
BUY
 -
668
+ 5.51%
$13.8K - $80.5K
12.8K $3.11M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
664
+ 1.75%
$13.8K - $80.1K
38.5K $9.37M
Nov 14, 2022 Q3 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
662
+ 0.11%
$13.7K - $79.8K
615K $149M
Oct 24, 2022 Q3 2022
Dumont & Blake Investment Advisors LLC

BUY
 -
661
+ 3.35%
$13.7K - $79.7K
20.4K $4.96M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
659
+ 4.53%
$13.7K - $79.5K
15.2K $3.7M
Nov 14, 2022 Q3 2022
Kensington Investment Counsel, LLC

BUY
 -
659
+ 5.35%
$13.7K - $79.5K
13K $3.15M
Nov 02, 2022 Q3 2022
Hartford Investment Management CO

BUY
 -
658
+ 0.22%
$13.6K - $79.3K
295K $71.7M
Oct 19, 2022 Q3 2022
Joule Financial, LLC

BUY
 -
656
+ 16.15%
$13.6K - $79.1K
4.72K $1.15M
Nov 04, 2022 Q3 2022
Total Clarity Wealth Management, Inc.

BUY
 -
654
+ 5.72%
$13.6K - $78.9K
12.1K $2.94M
Oct 25, 2022 Q3 2022
Hbc Financial Services, Pllc

BUY
 -
653
+ 275.53%
$13.5K - $78.7K
890 $216K
Dec 19, 2024 Q3 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
652
+ 15.8%
$13.5K - $78.6K
4.78K $1.16M
Nov 01, 2022 Q3 2022
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
651
+ 1.75%
$13.5K - $78.5K
37.8K $9.18M
Oct 21, 2022 Q3 2022
Benin Management Corp

BUY
 -
650
+ 4.42%
$13.5K - $78.4K
15.4K $3.73M
Nov 01, 2022 Q3 2022
Pacific Global Investment Management CO

BUY
 -
650
+ 1.23%
$13.5K - $78.4K
53.3K $13M
Nov 03, 2022 Q3 2022
Financial Management Network Inc

BUY
 -
645
+ 8.67%
$13.4K - $77.8K
8.08K $1.97M
Nov 14, 2022 Q3 2022
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
645
+ 3.15%
$13.4K - $77.8K
21.1K $5.13M
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

BUY
 -
640
+ 8.43%
$13.3K - $77.2K
8.23K $2M
Nov 07, 2022 Q3 2022
Epic Trust Investment Advisors, LLC

BUY
 -
640
+ 19.91%
$13.3K - $77.2K
3.85K $937K
Nov 02, 2022 Q3 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
638
+ 18.17%
$13.2K - $76.9K
4.15K $1.01M
Nov 07, 2022 Q3 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
638
+ 0.32%
$13.2K - $76.9K
201K $49M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
635
New
$13.2K - $76.6K
635 $154K
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
630
+ 2.88%
$13.1K - $76K
22.5K $5.47M
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
630
+ 18.91%
$13.1K - $76K
3.96K $963K
Nov 08, 2022 Q3 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
630
+ 4.19%
$13.1K - $76K
15.7K $3.81M
Oct 21, 2022 Q3 2022
Delta Investment Management, LLC

BUY
 -
627
+ 12.67%
$13K - $75.6K
5.58K $1.36M
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
627
+ 24.5%
$13K - $75.6K
3.19K $775K
Nov 01, 2022 Q3 2022
Lee Financial CO

Dallas, TX
BUY
 -
623
+ 14.55%
$12.9K - $75.1K
4.91K $1.19M
Nov 02, 2022 Q3 2022
Signature Wealth Management Group

BUY
 -
623
+ 4.08%
$12.9K - $75.1K
15.9K $3.87M
Oct 11, 2022 Q3 2022
Jacobs & CO

BUY
 -
620
+ 27.94%
$12.9K - $74.8K
2.84K $690K
Nov 08, 2022 Q3 2022
Bedel Financial Consulting, Inc.

BUY
 -
613
+ 1.91%
$12.7K - $73.9K
32.7K $7.96M
Oct 20, 2022 Q3 2022
First Financial Corp

BUY
 -
610
+ 5.81%
$12.6K - $73.6K
11.1K $2.7M
Nov 08, 2022 Q3 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
610
+ 10.59%
$12.6K - $73.6K
6.37K $1.55M

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