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
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
435+ 14.06% |
$9.02K - $52.5K
|
3.53K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
432+ 0.53% |
$8.96K - $52.1K
|
82.3K
$20M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
431+ 18.58% |
$8.93K - $52K
|
2.75K
$669K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
430+ 1.16% |
$8.91K - $51.8K
|
37.5K
$9.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
429+ 1.05% |
$8.89K - $51.7K
|
41.5K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
428+ 9.42% |
$8.87K - $51.6K
|
4.97K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
425+ 6.34% |
$8.81K - $51.2K
|
7.13K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
425+ 0.78% |
$8.81K - $51.2K
|
54.9K
$13.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
423+ 0.3% |
$8.77K - $51K
|
140K
$34M
|
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
421+ 0.09% |
$8.73K - $50.8K
|
486K
$118M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
417+ 0.19% |
$8.64K - $50.3K
|
216K
$52.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
415+ 6.33% |
$8.6K - $50K
|
6.97K
$1.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
415+ 23.24% |
$8.6K - $50K
|
2.2K
$535K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
411+ 13.58% |
$8.52K - $49.6K
|
3.44K
$836K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
408+ 6.57% |
$8.46K - $49.2K
|
6.62K
$1.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
406+ 0.49% |
$8.42K - $49K
|
83.2K
$20.2M
|
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
402+ 0.87% |
$8.33K - $48.5K
|
46.4K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
402+ 0.4% |
$8.33K - $48.5K
|
101K
$24.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
401+ 10.04% |
$8.31K - $48.4K
|
4.4K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
401+ 13.07% |
$8.31K - $48.4K
|
3.47K
$844K
|
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
400+ 5.81% |
$8.29K - $48.2K
|
7.28K
$1.77M
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
400+ 5.06% |
$8.29K - $48.2K
|
8.3K
$2.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
400+ 18.34% |
$8.29K - $48.2K
|
2.58K
$628K
|
|
|
Nov 14, 2022
Q3 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
400+ 19.93% |
$8.29K - $48.2K
|
2.41K
$585K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
BUY
|
- |
399+ 3.3% |
$8.27K - $48.1K
|
12.5K
$3.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
BUY
|
- |
398+ 1.91% |
$8.25K - $48K
|
21.3K
$5.17M
|
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
393+ 19.06% |
$8.15K - $47.4K
|
2.46K
$597K
|
|
|
Oct 25, 2022
Q3 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
392+ 1.98% |
$8.13K - $47.3K
|
20.2K
$4.91M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
391+ 7.41% |
$8.11K - $47.1K
|
5.67K
$1.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
388+ 4.24% |
$8.04K - $46.8K
|
9.53K
$2.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
385+ 13.28% |
$7.98K - $46.4K
|
3.29K
$799K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
384+ 1.6% |
$7.96K - $46.3K
|
24.4K
$5.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
380+ 0.56% |
$7.88K - $45.8K
|
68.5K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
380+ 2.16% |
$7.88K - $45.8K
|
18K
$4.36M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
380+ 2.11% |
$7.88K - $45.8K
|
18.4K
$4.46M
|
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
379+ 1.56% |
$7.86K - $45.7K
|
24.7K
$6.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
375+ 0.62% |
$7.77K - $45.2K
|
60.5K
$14.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
373+ 10.04% |
$7.73K - $45K
|
4.09K
$994K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
373+ 1.5% |
$7.73K - $45K
|
25.3K
$6.16M
|
|
|
Nov 02, 2022
Q3 2022
|
Trust Investment Advisors
|
BUY
|
- |
373+ 3.61% |
$7.73K - $45K
|
10.7K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
371+ 3.56% |
$7.69K - $44.7K
|
10.8K
$2.63M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
370+ 5.09% |
$7.67K - $44.6K
|
7.64K
$1.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
370+ 6.43% |
$7.67K - $44.6K
|
6.13K
$1.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
368+ 4.43% |
$7.63K - $44.4K
|
8.67K
$2.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
361+ 1.29% |
$7.48K - $43.5K
|
28.4K
$6.91M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
361+ 32.12% |
$7.48K - $43.5K
|
1.49K
$361K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
354+ 8.22% |
$7.34K - $42.7K
|
4.66K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
354+ 4.18% |
$7.34K - $42.7K
|
8.83K
$2.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
353+ 0.89% |
$7.32K - $42.6K
|
40.1K
$9.74M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
352+ 1.41% |
$7.3K - $42.4K
|
25.4K
$6.18M
|