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
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
610+ 3.24% |
$12.6K - $73.6K
|
19.5K
$4.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
607+ 21.34% |
$12.6K - $73.2K
|
3.45K
$839K
|
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
604+ 1.2% |
$12.5K - $72.8K
|
51K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
604+ 24.61% |
$12.5K - $72.8K
|
3.06K
$743K
|
|
|
Oct 28, 2022
Q3 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
602+ 0.79% |
$12.5K - $72.6K
|
77K
$18.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
600+ 2.71% |
$12.4K - $72.3K
|
22.7K
$5.53M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
600+ 32.22% |
$12.4K - $72.3K
|
2.46K
$599K
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
597+ 4.73% |
$12.4K - $72K
|
13.2K
$3.22M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
597+ 8.3% |
$12.4K - $72K
|
7.79K
$1.89M
|
|
|
Oct 26, 2022
Q3 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
594+ 0.74% |
$12.3K - $71.6K
|
80.8K
$19.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
594+ 2.68% |
$12.3K - $71.6K
|
22.8K
$5.53M
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
592+ 1.92% |
$12.3K - $71.4K
|
31.5K
$7.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
590+ 1.92% |
$12.2K - $71.1K
|
31.3K
$7.62M
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
588+ 3.19% |
$12.2K - $70.9K
|
19K
$4.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
588+ 4.62% |
$12.2K - $70.9K
|
13.3K
$3.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
581+ 22.87% |
$12K - $70.1K
|
3.12K
$759K
|
|
|
Oct 18, 2022
Q3 2022
|
Sara Bay Financial
|
BUY
|
- |
580+ 0.89% |
$12K - $69.9K
|
65.4K
$15.9M
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
579+ 5.63% |
$12K - $69.8K
|
10.9K
$2.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
576+ 0.6% |
$11.9K - $69.5K
|
97.2K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
573+ 2.91% |
$11.9K - $69.1K
|
20.3K
$4.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
571+ 1.04% |
$11.8K - $68.9K
|
55.6K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
571+ 5.2% |
$11.8K - $68.9K
|
11.6K
$2.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
570+ 12.66% |
$11.8K - $68.7K
|
5.07K
$1.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
569+ 2.82% |
$11.8K - $68.6K
|
20.8K
$5.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
BUY
|
- |
568+ 2.36% |
$11.8K - $68.5K
|
24.6K
$5.98M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
568+ 0.14% |
$11.8K - $68.5K
|
415K
$101M
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
566+ 12.42% |
$11.7K - $68.2K
|
5.13K
$1.25M
|
|
|
Nov 09, 2022
Q3 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
564+ 0.54% |
$11.7K - $68K
|
104K
$25.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
563+ 1.61% |
$11.7K - $67.9K
|
35.5K
$8.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
562+ 1.83% |
$11.7K - $67.8K
|
31.2K
$7.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
560+ 3.89% |
$11.6K - $67.5K
|
15K
$3.64M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
560+ 0.72% |
$11.6K - $67.5K
|
78K
$19M
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
558+ 4.43% |
$11.6K - $67.3K
|
13.2K
$3.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
553+ 1.85% |
$11.5K - $66.7K
|
30.5K
$7.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
553+ 2.2% |
$11.5K - $66.7K
|
25.7K
$6.24M
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
551+ 7.66% |
$11.4K - $66.4K
|
7.75K
$1.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Management CO
|
BUY
|
- |
549+ 1.65% |
$11.4K - $66.2K
|
33.8K
$8.22M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
548+ 2.64% |
$11.4K - $66.1K
|
21.3K
$5.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
547+ 1.68% |
$11.3K - $66K
|
33.1K
$8.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
546+ 3.15% |
$11.3K - $65.8K
|
17.9K
$4.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
545+ 2.02% |
$11.3K - $65.7K
|
27.6K
$6.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
545+ 27.26% |
$11.3K - $65.7K
|
2.54K
$619K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
540+ 2.7% |
$11.2K - $65.1K
|
20.6K
$5M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
540+ 2.01% |
$11.2K - $65.1K
|
27.4K
$6.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
538+ 3.31% |
$11.2K - $64.9K
|
16.8K
$4.08M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
536+ 6.53% |
$11.1K - $64.6K
|
8.74K
$2.12M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
536+ 1.25% |
$11.1K - $64.6K
|
43.4K
$10.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
535+ 1.67% |
$11.1K - $64.5K
|
32.5K
$7.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
533+ 6.66% |
$11K - $64.3K
|
8.54K
$2.08M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
533+ 2.14% |
$11K - $64.3K
|
25.5K
$6.2M
|