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 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
100+ 0.36% |
$2.07K - $12.1K
|
28.2K
$6.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
99+ 353.57% |
$2.05K - $11.9K
|
127
$30.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
99+ 24.38% |
$2.05K - $11.9K
|
505
$123K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
98+ 0.7% |
$2.03K - $11.8K
|
14.2K
$3.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
97+ 1.05% |
$2.01K - $11.7K
|
9.36K
$2.27M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
BUY
|
- |
96+ 0.3% |
$1.99K - $11.6K
|
31.8K
$7.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
95+ 1.43% |
$1.97K - $11.5K
|
6.72K
$1.63M
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
94+ 0.83% |
$1.95K - $11.3K
|
11.4K
$2.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
94+ 0.43% |
$1.95K - $11.3K
|
22.2K
$5.39M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
93+ 1.21% |
$1.93K - $11.2K
|
7.8K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
93+ 1.22% |
$1.93K - $11.2K
|
7.72K
$1.88M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
92+ 0.54% |
$1.91K - $11.1K
|
17K
$4.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
92+ 0.12% |
$1.91K - $11.1K
|
77.8K
$18.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
91+ 0.93% |
$1.89K - $11K
|
9.84K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
90+ 2.62% |
$1.87K - $10.9K
|
3.53K
$858K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
90+ 2.95% |
$1.87K - $10.9K
|
3.14K
$763K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
90+ 2.36% |
$1.87K - $10.9K
|
3.91K
$950K
|
|
|
Oct 26, 2022
Q3 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
89+ 4.15% |
$1.84K - $10.7K
|
2.23K
$543K
|
|
|
Oct 27, 2022
Q3 2022
|
M. Kraus & CO
|
BUY
|
- |
88+ 1.18% |
$1.82K - $10.6K
|
7.53K
$1.83M
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
88+ 1.72% |
$1.82K - $10.6K
|
5.21K
$1.27M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
88+ 6.65% |
$1.82K - $10.6K
|
1.41K
$343K
|
|
|
Oct 25, 2022
Q3 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
86+ 0.22% |
$1.78K - $10.4K
|
39.8K
$9.67M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
85+ 2.5% |
$1.76K - $10.2K
|
3.49K
$847K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
83+ 0.61% |
$1.72K - $10K
|
13.7K
$3.33M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
83+ 0.04% |
$1.72K - $10K
|
223K
$54.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
82+ 0.66% |
$1.7K - $9.89K
|
12.5K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
82+ 0.79% |
$1.7K - $9.89K
|
10.5K
$2.54M
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
81+ 0.37% |
$1.68K - $9.77K
|
21.9K
$5.32M
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
80+ 0.37% |
$1.66K - $9.65K
|
21.5K
$5.24M
|
|
|
Nov 03, 2022
Q3 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
80+ 0.55% |
$1.66K - $9.65K
|
14.7K
$3.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
BUY
|
- |
80+ 0.51% |
$1.66K - $9.65K
|
15.9K
$3.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
79+ 2.8% |
$1.64K - $9.53K
|
2.9K
$704K
|
|
|
Oct 28, 2022
Q3 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
78+ 0.41% |
$1.62K - $9.41K
|
18.9K
$4.6M
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
78+ 1.76% |
$1.62K - $9.41K
|
4.52K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
77+ 1.69% |
$1.6K - $9.28K
|
4.64K
$1.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Hoertkorn Richard Charles
|
BUY
|
- |
75+ 0.12% |
$1.55K - $9.04K
|
64.8K
$15.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
75+ 1.2% |
$1.55K - $9.04K
|
6.34K
$1.54M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
74+ 0.19% |
$1.53K - $8.92K
|
39.9K
$9.71M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.08% |
$1.47K - $8.56K
|
3.49K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
71+ 0.67% |
$1.47K - $8.56K
|
10.6K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
71+ 0.8% |
$1.47K - $8.56K
|
8.98K
$2.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
70+ 0.04% |
$1.45K - $8.44K
|
167K
$40.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
70+ 1.73% |
$1.45K - $8.44K
|
4.11K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
69+ 3.04% |
$1.43K - $8.32K
|
2.34K
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Citizens & Northern Corp
|
BUY
|
- |
67+ 0.23% |
$1.39K - $8.08K
|
29.6K
$7.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
66+ 2.5% |
$1.37K - $7.96K
|
2.71K
$659K
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
66+ 0.52% |
$1.37K - $7.96K
|
12.7K
$3.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Windward Capital Management CO
|
BUY
|
- |
65+ 0.12% |
$1.35K - $7.84K
|
52.8K
$12.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Next Capital Management LLC
|
BUY
|
- |
65+ 0.47% |
$1.35K - $7.84K
|
14K
$3.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
65+ 0.45% |
$1.35K - $7.84K
|
14.6K
$3.55M
|