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 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
136
+ 0.41%
$2.82K - $16.4K
33.1K $8.04M
Oct 28, 2022 Q3 2022
Lindenwold Advisors

BUY
 -
135
+ 0.98%
$2.8K - $16.3K
13.9K $3.38M
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
134
+ 2.69%
$2.78K - $16.2K
5.12K $1.24M
Nov 08, 2022 Q3 2022
Accredited Investors Inc.

BUY
 -
133
+ 0.98%
$2.76K - $16K
13.7K $3.32M
Oct 14, 2022 Q3 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
130
+ 1.59%
$2.69K - $15.7K
8.33K $2.02M
Nov 02, 2022 Q3 2022
Ifg Advisors, LLC

BUY
 -
128
+ 1.7%
$2.65K - $15.4K
7.64K $1.86M
Oct 24, 2022 Q3 2022
Webster Bank, N. A.

BUY
 -
127
+ 0.11%
$2.63K - $15.3K
114K $27.8M
Nov 14, 2022 Q3 2022
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
127
+ 0.61%
$2.63K - $15.3K
20.9K $5.08M
Oct 11, 2022 Q3 2022
Ayrshire Capital Management LLC

BUY
 -
125
+ 1.52%
$2.59K - $15.1K
8.37K $2.04M
Oct 20, 2022 Q3 2022
Citadel Investment Advisory, Inc.

BUY
 -
125
+ 1.38%
$2.59K - $15.1K
9.21K $2.24M
Oct 14, 2022 Q3 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
123
+ 2.46%
$2.55K - $14.8K
5.11K $1.24M
Nov 09, 2022 Q3 2022
Fi3 Financial Advisors, LLC

BUY
 -
123
+ 2.8%
$2.55K - $14.8K
4.51K $1.1M
Nov 10, 2022 Q3 2022
Ycg, LLC

BUY
 -
121
+ 0.16%
$2.51K - $14.6K
76.4K $18.6M
Oct 07, 2022 Q3 2022
Cardinal Capital Management, Inc.

BUY
 -
120
+ 0.06%
$2.49K - $14.5K
197K $47.9M
Oct 31, 2022 Q3 2022
Investment House LLC

Las Vegas, NV
BUY
 -
120
+ 2.38%
$2.49K - $14.5K
5.17K $1.26M
Nov 10, 2022 Q3 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
120
+ 4.47%
$2.49K - $14.5K
2.81K $682K
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
119
+ 2.92%
$2.47K - $14.3K
4.19K $1.02M
Oct 24, 2022 Q3 2022
First Command Advisory Services, Inc.

BUY
 -
117
New
$2.43K - $14.1K
117 $28.4K
Nov 14, 2022 Q3 2022
Unionview, LLC

Seattle, WA
BUY
 -
117
+ 3.58%
$2.43K - $14.1K
3.39K $824K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
115
+ 1.43%
$2.38K - $13.9K
8.14K $1.98M
Nov 07, 2022 Q3 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
115
+ 2.19%
$2.38K - $13.9K
5.36K $1.3M
Nov 08, 2022 Q3 2022
Greatmark Investment Partners, Inc.

BUY
 -
115
+ 2.0%
$2.38K - $13.9K
5.88K $1.43M
Oct 18, 2022 Q3 2022
Morgan Dempsey Capital Management LLC

Menomonee Falls, WI
BUY
 -
114
New
$2.36K - $13.7K
114 $27.7K
Nov 10, 2022 Q3 2022
Heritage Trust CO

Oklahoma City, OK
BUY
 -
114
+ 0.17%
$2.36K - $13.7K
67.6K $16.4M
Nov 14, 2022 Q3 2022
Dark Forest Capital Management LP

Weston, CT
BUY
 -
114
New
$2.36K - $13.7K
114 $27.7K
Nov 14, 2022 Q3 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
114
+ 4.42%
$2.36K - $13.7K
2.69K $655K
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
113
+ 24.09%
$2.34K - $13.6K
582 $142K
Oct 24, 2022 Q3 2022
Trevian Wealth Management LLC

BUY
 -
112
+ 4.86%
$2.32K - $13.5K
2.42K $587K
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
112
+ 0.32%
$2.32K - $13.5K
34.7K $8.43M
Nov 14, 2022 Q3 2022
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
112
+ 0.28%
$2.32K - $13.5K
40.6K $9.86M
Nov 14, 2022 Q3 2022
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
111
+ 0.52%
$2.3K - $13.4K
21.4K $5.21M
Oct 11, 2022 Q3 2022
Apella Capital, LLC

BUY
 -
110
+ 1.5%
$2.28K - $13.3K
7.44K $1.81M
Oct 20, 2022 Q3 2022
Mason & Associates Inc

BUY
 -
110
+ 1.29%
$2.28K - $13.3K
8.62K $2.09M
Oct 20, 2022 Q3 2022
Ridgecrest Wealth Partners, LLC

BUY
 -
110
+ 1.18%
$2.28K - $13.3K
9.44K $2.3M
Nov 08, 2022 Q3 2022
Paragon Capital Management LLC

Overland Park, KS
BUY
 -
110
+ 4.48%
$2.28K - $13.3K
2.57K $624K
Nov 10, 2022 Q3 2022
Fullen Financial Group

BUY
 -
110
+ 1.6%
$2.28K - $13.3K
6.97K $1.69M
Oct 18, 2022 Q3 2022
Boyd Watterson Asset Management LLC

BUY
 -
108
+ 0.25%
$2.24K - $13K
42.8K $10.4M
Oct 11, 2022 Q3 2022
Pflug Koory, LLC

BUY
 -
107
+ 1.37%
$2.22K - $12.9K
7.94K $1.93M
Oct 24, 2022 Q3 2022
Wealth Architects, LLC

BUY
 -
107
+ 0.97%
$2.22K - $12.9K
11.2K $2.72M
Nov 14, 2022 Q3 2022
E Fund Management Co., Ltd.

Guangzhou, F4
BUY
 -
107
+ 1.83%
$2.22K - $12.9K
5.94K $1.44M
Oct 03, 2022 Q3 2022
Somerset Trust CO

BUY
 -
105
+ 0.25%
$2.18K - $12.7K
41.8K $10.2M
Oct 31, 2022 Q3 2022
Sage Mountain Advisors LLC

BUY
 -
105
+ 1.05%
$2.18K - $12.7K
10.1K $2.46M
Nov 14, 2022 Q3 2022
United Bank

Vienna, VA
BUY
 -
105
+ 0.1%
$2.18K - $12.7K
101K $24.6M
Nov 14, 2022 Q3 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
105
New
$2.18K - $12.7K
105 $25.5K
Nov 14, 2022 Q3 2022
Center Book Partners LP

Greenwich, CT
BUY
 -
102
+ 1.2%
$2.11K - $12.3K
8.58K $2.09M
Nov 14, 2022 Q3 2022
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
102
+ 1.1%
$2.11K - $12.3K
9.36K $2.28M
Oct 17, 2022 Q3 2022
Fulton Breakefield Broenniman LLC

BUY
 -
100
+ 1.96%
$2.07K - $12.1K
5.21K $1.27M
Oct 28, 2022 Q3 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
100
+ 4.19%
$2.07K - $12.1K
2.48K $604K
Nov 14, 2022 Q3 2022
Drexel Morgan & Co.

Radnor, PA
BUY
 -
100
+ 0.09%
$2.07K - $12.1K
113K $27.5M

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