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 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
184
New
$3.81K - $22.2K
184 $44.7K
Nov 14, 2022 Q3 2022
Covestor LTD

Boston, MA
BUY
 -
184
+ 9.26%
$3.81K - $22.2K
2.17K $528K
Nov 04, 2022 Q3 2022
Pfg Private Wealth Management, LLC

BUY
 -
182
+ 7.55%
$3.77K - $21.9K
2.59K $630K
Mar 28, 2023 Q3 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
182
+ 9.03%
$3.77K - $21.9K
2.2K $534K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
180
+ 4.29%
$3.73K - $21.7K
4.38K $1.06M
Nov 14, 2022 Q3 2022
Wealth Effects LLC

BUY
 -
179
+ 0.56%
$3.71K - $21.6K
32.3K $7.86M
Oct 05, 2022 Q3 2022
Stonehearth Capital Management, LLC

BUY
 -
178
+ 5.82%
$3.69K - $21.5K
3.24K $787K
Oct 13, 2022 Q3 2022
Autus Asset Management, LLC

BUY
 -
177
+ 0.32%
$3.67K - $21.3K
55.8K $13.6M
Oct 19, 2022 Q3 2022
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
177
+ 0.65%
$3.67K - $21.3K
27.4K $6.67M
Oct 28, 2022 Q3 2022
Encompass Wealth Advisors, LLC

BUY
 -
175
+ 7.89%
$3.63K - $21.1K
2.39K $582K
Nov 14, 2022 Q3 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
173
+ 6.95%
$3.59K - $20.9K
2.66K $647K
Nov 04, 2022 Q3 2022
X Square Capital, LLC

BUY
 -
169
+ 0.72%
$3.5K - $20.4K
23.5K $5.72M
Oct 04, 2022 Q3 2022
Burns J W & CO Inc

BUY
 -
168
+ 0.21%
$3.48K - $20.3K
81.7K $19.9M
Nov 14, 2022 Q3 2022
Shelton Capital Management

Denver, CO
BUY
 -
168
+ 0.24%
$3.48K - $20.3K
71.5K $17.4M
Nov 14, 2022 Q3 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
168
+ 2.94%
$3.48K - $20.3K
5.88K $1.43M
Nov 03, 2022 Q3 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
166
+ 2.37%
$3.44K - $20K
7.17K $1.74M
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

BUY
 -
165
+ 9.21%
$3.42K - $19.9K
1.96K $476K
Nov 02, 2022 Q3 2022
Grant

BUY
 -
163
+ 1.22%
$3.38K - $19.7K
13.5K $3.28M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
163
+ 0.48%
$3.38K - $19.7K
33.9K $8.23M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
162
+ 1.48%
$3.36K - $19.5K
11.1K $2.69M
Oct 21, 2022 Q3 2022
Krs Capital Management, LLC

BUY
 -
159
+ 1.77%
$3.3K - $19.2K
9.17K $2.23M
Oct 20, 2022 Q3 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
158
+ 1.46%
$3.28K - $19.1K
11K $2.66M
Nov 01, 2022 Q3 2022
Dagco, Inc.

BUY
 -
158
+ 1.09%
$3.28K - $19.1K
14.7K $3.56M
Nov 07, 2022 Q3 2022
Tevis Investment Management

BUY
 -
155
+ 16.72%
$3.21K - $18.7K
1.08K $263K
Oct 11, 2022 Q3 2022
Steph & CO

BUY
 -
154
+ 1.81%
$3.19K - $18.6K
8.68K $2.11M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
154
+ 0.25%
$3.19K - $18.6K
62.2K $15.1M
Oct 12, 2022 Q3 2022
Ullmann Wealth Partners Group, LLC

BUY
 -
153
+ 3.75%
$3.17K - $18.4K
4.23K $1.03M
Nov 14, 2022 Q3 2022
Claret Asset Management Corp

BUY
 -
152
+ 5.51%
$3.15K - $18.3K
2.91K $708K
Nov 07, 2022 Q3 2022
Essex LLC

BUY
 -
151
+ 0.44%
$3.13K - $18.2K
34.6K $8.42M
Nov 14, 2022 Q3 2022
Menard Financial Group LLC

Houston, TX
BUY
 -
149
+ 2.1%
$3.09K - $18K
7.23K $1.76M
May 31, 2023 Q3 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
149
+ 8.35%
$3.09K - $18K
1.93K $470K
Nov 14, 2022 Q3 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
147
+ 3.33%
$3.05K - $17.7K
4.56K $1.11M
Dec 02, 2022 Q3 2022
Birmingham Capital Management CO Inc/Al

Birmingham, AL
BUY
 -
147
+ 0.98%
$3.05K - $17.7K
15.2K $3.69M
Oct 18, 2022 Q3 2022
Wealthpoint, LLC

BUY
 -
145
+ 5.87%
$3.01K - $17.5K
2.62K $636K
Oct 24, 2022 Q3 2022
Amarillo National Bank

BUY
 -
145
+ 0.49%
$3.01K - $17.5K
29.7K $7.23M
Feb 13, 2024 Q3 2022
United Community Bank

Greenville, SC
BUY
 -
145
+ 5.92%
$3.01K - $17.5K
2.59K $630K
Nov 14, 2022 Q3 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
144
+ 1.17%
$2.99K - $17.4K
12.4K $3.02M
Oct 13, 2022 Q3 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
142
+ 1.34%
$2.94K - $17.1K
10.8K $2.61M
Oct 18, 2022 Q3 2022
Cahaba Wealth Management, Inc.

BUY
 -
142
+ 3.92%
$2.94K - $17.1K
3.76K $915K
Oct 13, 2022 Q3 2022
Wedge Capital Management L L P

BUY
 -
141
+ 2.91%
$2.92K - $17K
4.99K $1.21M
Nov 10, 2022 Q3 2022
Marion Wealth Management

BUY
 -
141
+ 1.06%
$2.92K - $17K
13.5K $3.28M
Oct 24, 2022 Q3 2022
First National Corp

BUY
 -
140
+ 3.77%
$2.9K - $16.9K
3.86K $937K
Oct 05, 2022 Q3 2022
Lvm Capital Management LTD

BUY
 -
139
+ 1.51%
$2.88K - $16.8K
9.33K $2.27M
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
139
+ 0.15%
$2.88K - $16.8K
91.2K $22.2M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
139
+ 1.72%
$2.88K - $16.8K
8.22K $2M
Oct 06, 2022 Q3 2022
Enterprise Bank & Trust CO

BUY
 -
138
+ 0.54%
$2.86K - $16.6K
25.6K $6.22M
Oct 27, 2022 Q3 2022
Gitterman Wealth Management, LLC

BUY
 -
138
+ 4.54%
$2.86K - $16.6K
3.18K $773K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
138
+ 2.61%
$2.86K - $16.6K
5.42K $1.32M
Nov 14, 2022 Q3 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
137
+ 1.1%
$2.84K - $16.5K
12.6K $3.06M

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