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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
32+ 0.32% |
$663 - $3.86K
|
10.2K
$2.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
32+ 290.91% |
$663 - $3.86K
|
43
$12.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
32+ 0.18% |
$663 - $3.86K
|
17.7K
$5.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
31+ 0.2% |
$643 - $3.74K
|
15.5K
$4.49M
|
|
|
Nov 02, 2022
Q3 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
31+ 1.01% |
$643 - $3.74K
|
3.11K
$898K
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.26% |
$622 - $3.62K
|
11.5K
$3.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
30+ 0.06% |
$622 - $3.62K
|
47.8K
$13.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
29+ 0.08% |
$601 - $3.5K
|
35.7K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
29+ 0.18% |
$601 - $3.5K
|
15.9K
$4.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
29+ 0.87% |
$601 - $3.5K
|
3.36K
$971K
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
28+ 0.11% |
$580 - $3.38K
|
24.9K
$7.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
27+ 0.03% |
$560 - $3.26K
|
95.2K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
27+ 0.39% |
$560 - $3.26K
|
6.91K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
27+ 0.13% |
$560 - $3.26K
|
20.2K
$5.82M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
26+ 0.78% |
$539 - $3.14K
|
3.35K
$967K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
26+ 3.49% |
$539 - $3.14K
|
771
$223K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26+ 0.34% |
$539 - $3.14K
|
7.75K
$2.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Steward Financial Group LLC
|
BUY
|
- |
26+ 0.19% |
$539 - $3.14K
|
13.4K
$3.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
26+ 0.1% |
$539 - $3.14K
|
25.4K
$7.33M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
25+ 0.04% |
$518 - $3.01K
|
57.5K
$16.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
25+ 0.13% |
$518 - $3.01K
|
19.2K
$5.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25+ 0.16% |
$518 - $3.01K
|
16K
$4.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
25+ 0.35% |
$518 - $3.01K
|
7.16K
$2.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
24+ 0.01% |
$498 - $2.89K
|
171K
$49.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
23+ 0.87% |
$477 - $2.77K
|
2.67K
$770K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
23+ 0.09% |
$477 - $2.77K
|
24.7K
$7.13M
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
22+ 0.1% |
$456 - $2.65K
|
22.7K
$6.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
22+ 0.05% |
$456 - $2.65K
|
47.8K
$13.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
21+ 0.73% |
$435 - $2.53K
|
2.91K
$841K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21+ 0.82% |
$435 - $2.53K
|
2.57K
$741K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21+ 0.16% |
$435 - $2.53K
|
13.5K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
21+ 0.82% |
$435 - $2.53K
|
2.59K
$749K
|
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 0.55% |
$415 - $2.41K
|
3.68K
$1.06M
|
|
|
Oct 27, 2022
Q3 2022
|
Arnhold LLC
|
BUY
|
- |
20+ 0.82% |
$415 - $2.41K
|
2.45K
$708K
|
|
|
Nov 10, 2022
Q3 2022
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
20+ 0.2% |
$415 - $2.41K
|
10.1K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
19+ 0.81% |
$394 - $2.29K
|
2.37K
$684K
|
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
19+ 0.43% |
$394 - $2.29K
|
4.48K
$1.29M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
18New |
$373 - $2.17K
|
18
$5.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
17+ 0.43% |
$352 - $2.05K
|
4.01K
$1.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
17+ 0.33% |
$352 - $2.05K
|
5.18K
$1.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
16+ 0.4% |
$332 - $1.93K
|
4.05K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
16+ 0.05% |
$332 - $1.93K
|
33.4K
$9.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
16+ 0.59% |
$332 - $1.93K
|
2.75K
$793K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
15+ 0.74% |
$311 - $1.81K
|
2.05K
$592K
|
|
|
Oct 20, 2022
Q3 2022
|
Parkside Investments, LLC
|
BUY
|
- |
14+ 0.43% |
$290 - $1.69K
|
3.25K
$939K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
BUY
|
- |
14+ 0.14% |
$290 - $1.69K
|
9.84K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$290 - $1.69K
|
3.21K
$927K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
13+ 0.14% |
$269 - $1.57K
|
9.53K
$2.75M
|
|
|
Oct 13, 2022
Q3 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
13+ 0.2% |
$269 - $1.57K
|
6.44K
$1.86M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
13+ 0.25% |
$269 - $1.57K
|
5.27K
$1.52M
|