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 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
225+ 6.7% |
$4.66K - $27.1K
|
3.58K
$871K
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
224+ 0.24% |
$4.64K - $27K
|
92.7K
$22.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
224+ 1.38% |
$4.64K - $27K
|
16.4K
$4M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
219+ 5.99% |
$4.54K - $26.4K
|
3.88K
$942K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
219+ 1.11% |
$4.54K - $26.4K
|
19.9K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
218+ 3.7% |
$4.52K - $26.3K
|
6.11K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
218+ 2.74% |
$4.52K - $26.3K
|
8.17K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
218+ 7.13% |
$4.52K - $26.3K
|
3.28K
$797K
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
217+ 7.52% |
$4.5K - $26.2K
|
3.1K
$754K
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
216+ 1.69% |
$4.48K - $26K
|
13K
$3.16M
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
215+ 3.69% |
$4.46K - $25.9K
|
6.04K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
214+ 1.4% |
$4.44K - $25.8K
|
15.6K
$3.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
213+ 12.84% |
$4.42K - $25.7K
|
1.87K
$455K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213+ 0.63% |
$4.42K - $25.7K
|
34.1K
$8.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
212+ 0.22% |
$4.39K - $25.6K
|
96.3K
$23.4M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
212+ 3.88% |
$4.39K - $25.6K
|
5.67K
$1.38M
|
|
|
Nov 17, 2022
Q3 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
211+ 0.68% |
$4.37K - $25.4K
|
31.2K
$7.58M
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
208+ 11.24% |
$4.31K - $25.1K
|
2.06K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
208+ 1.09% |
$4.31K - $25.1K
|
19.2K
$4.68M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
207+ 14.71% |
$4.29K - $25K
|
1.61K
$392K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
205+ 23.11% |
$4.25K - $24.7K
|
1.09K
$265K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
205+ 8.0% |
$4.25K - $24.7K
|
2.77K
$673K
|
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
204+ 2.25% |
$4.23K - $24.6K
|
9.25K
$2.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
204+ 0.73% |
$4.23K - $24.6K
|
28K
$6.81M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
201+ 3.55% |
$4.17K - $24.2K
|
5.86K
$1.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
201+ 4.97% |
$4.17K - $24.2K
|
4.24K
$1.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
201+ 51.02% |
$4.17K - $24.2K
|
595
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
201+ 2.88% |
$4.17K - $24.2K
|
7.17K
$1.74M
|
|
|
Nov 17, 2022
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
200+ 3.89% |
$4.15K - $24.1K
|
5.34K
$1.3M
|
|
|
Dec 12, 2024
Q3 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
200+ 1.55% |
$4.15K - $24.1K
|
13.1K
$3.19M
|
|
|
Oct 17, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
199+ 0.83% |
$4.13K - $24K
|
24.1K
$5.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
199+ 4.26% |
$4.13K - $24K
|
4.87K
$1.18M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
199+ 3.64% |
$4.13K - $24K
|
5.67K
$1.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
BUY
|
- |
198+ 2.44% |
$4.1K - $23.9K
|
8.32K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
197+ 1.44% |
$4.08K - $23.8K
|
13.8K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
197+ 0.03% |
$4.08K - $23.8K
|
597K
$145M
|
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
196+ 1.78% |
$4.06K - $23.6K
|
11.2K
$2.73M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
195+ 0.9% |
$4.04K - $23.5K
|
21.9K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
194+ 0.85% |
$4.02K - $23.4K
|
23K
$5.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
193+ 9.97% |
$4K - $23.3K
|
2.13K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
193+ 9.97% |
$4K - $23.3K
|
2.13K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
190+ 0.28% |
$3.94K - $22.9K
|
67.3K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
190+ 0.66% |
$3.94K - $22.9K
|
28.9K
$7.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
189+ 0.96% |
$3.92K - $22.8K
|
19.9K
$4.84M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
188+ 9.0% |
$3.9K - $22.7K
|
2.28K
$553K
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
186+ 1.02% |
$3.86K - $22.4K
|
18.5K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
186+ 1.16% |
$3.86K - $22.4K
|
16.2K
$3.94M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
186+ 5.83% |
$3.86K - $22.4K
|
3.37K
$820K
|
|
|
Oct 13, 2022
Q3 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
185+ 0.57% |
$3.84K - $22.3K
|
32.4K
$7.89M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
185+ 6.22% |
$3.84K - $22.3K
|
3.16K
$768K
|