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 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
529+ 11.03% |
$11K - $63.8K
|
5.33K
$1.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
528+ 9.98% |
$10.9K - $63.7K
|
5.82K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
526+ 5.29% |
$10.9K - $63.4K
|
10.5K
$2.55M
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
524+ 1.86% |
$10.9K - $63.2K
|
28.6K
$6.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
524+ 1.52% |
$10.9K - $63.2K
|
35.1K
$8.53M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
523+ 3.5% |
$10.8K - $63.1K
|
15.5K
$3.76M
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
523+ 2.16% |
$10.8K - $63.1K
|
24.7K
$6M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
522+ 0.49% |
$10.8K - $62.9K
|
107K
$26M
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
521+ 12.79% |
$10.8K - $62.8K
|
4.59K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
521+ 3.38% |
$10.8K - $62.8K
|
15.9K
$3.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
520+ 1.57% |
$10.8K - $62.7K
|
33.7K
$8.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
516+ 23.2% |
$10.7K - $62.2K
|
2.74K
$666K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
516+ 1.17% |
$10.7K - $62.2K
|
44.8K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
513+ 0.44% |
$10.6K - $61.9K
|
116K
$28.2M
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
510+ 2.25% |
$10.6K - $61.5K
|
23.2K
$5.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
509+ 7.42% |
$10.6K - $61.4K
|
7.37K
$1.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
506+ 4.91% |
$10.5K - $61K
|
10.8K
$2.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
505+ 1.95% |
$10.5K - $60.9K
|
26.4K
$6.42M
|
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
503+ 11.73% |
$10.4K - $60.7K
|
4.79K
$1.17M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
502+ 9.17% |
$10.4K - $60.5K
|
5.98K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
501+ 3.81% |
$10.4K - $60.4K
|
13.6K
$3.32M
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
501+ 50.25% |
$10.4K - $60.4K
|
1.5K
$364K
|
|
|
Oct 19, 2022
Q3 2022
|
Goodwin Daniel L
|
BUY
|
- |
500+ 1.78% |
$10.4K - $60.3K
|
28.6K
$6.94M
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
500+ 0.24% |
$10.4K - $60.3K
|
210K
$51M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
500+ 2.88% |
$10.4K - $60.3K
|
17.9K
$4.35M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.85% |
$10.4K - $60.3K
|
59K
$14.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
499+ 4.66% |
$10.3K - $60.2K
|
11.2K
$2.73M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
494+ 0.13% |
$10.2K - $59.6K
|
371K
$90.2M
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
494+ 0.13% |
$10.2K - $59.6K
|
371K
$90.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
485+ 3.54% |
$10.1K - $58.5K
|
14.2K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
485+ 0.71% |
$10.1K - $58.5K
|
69.2K
$16.8M
|
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
484+ 4.0% |
$10K - $58.4K
|
12.6K
$3.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
480+ 1.15% |
$9.95K - $57.9K
|
42.2K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
479+ 2.4% |
$9.93K - $57.8K
|
20.4K
$4.96M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
476+ 1.84% |
$9.87K - $57.4K
|
26.3K
$6.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
476+ 4.12% |
$9.87K - $57.4K
|
12K
$2.92M
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
474+ 2.39% |
$9.83K - $57.2K
|
20.3K
$4.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
472+ 4.0% |
$9.78K - $56.9K
|
12.3K
$2.99M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
470+ 9.63% |
$9.74K - $56.7K
|
5.35K
$1.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
462+ 2.0% |
$9.58K - $55.7K
|
23.6K
$5.74M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
461+ 1.9% |
$9.56K - $55.6K
|
24.8K
$6.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
461+ 18.51% |
$9.56K - $55.6K
|
2.95K
$718K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
450+ 1.95% |
$9.33K - $54.3K
|
23.5K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
449+ 0.93% |
$9.31K - $54.1K
|
48.7K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
448+ 1.4% |
$9.29K - $54K
|
32.5K
$7.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
447+ 4.03% |
$9.27K - $53.9K
|
11.5K
$2.81M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
446+ 1.06% |
$9.25K - $53.8K
|
42.7K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
444+ 0.22% |
$9.2K - $53.5K
|
202K
$49.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Pariax, LLC
|
BUY
|
- |
439+ 0.9% |
$9.1K - $52.9K
|
49.4K
$12M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
435+ 0.15% |
$9.02K - $52.5K
|
286K
$69.5M
|