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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.73% |
$269 - $1.57K
|
1.79K
$518K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
BUY
|
- |
12+ 0.07% |
$249 - $1.45K
|
17.7K
$5.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
12+ 0.06% |
$249 - $1.45K
|
21.4K
$6.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
12+ 0.07% |
$249 - $1.45K
|
17K
$4.9M
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.11% |
$249 - $1.45K
|
10.5K
$3.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
12+ 0.23% |
$249 - $1.45K
|
5.2K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12+ 0.31% |
$249 - $1.45K
|
3.92K
$1.13M
|
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12+ 0.9% |
$249 - $1.45K
|
1.35K
$389K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.52% |
$228 - $1.33K
|
2.14K
$618K
|
|
|
Nov 03, 2022
Q3 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
11+ 0.51% |
$228 - $1.33K
|
2.15K
$621K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
11+ 0.1% |
$228 - $1.33K
|
10.6K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11+ 0.38% |
$228 - $1.33K
|
2.89K
$835K
|
|
|
Oct 17, 2022
Q3 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
10+ 0.38% |
$207 - $1.21K
|
2.64K
$763K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
10+ 0.95% |
$207 - $1.21K
|
1.07K
$308K
|
|
|
Oct 21, 2022
Q3 2022
|
Diamant Asset Management, Inc.
|
BUY
|
- |
10+ 0.21% |
$207 - $1.21K
|
4.67K
$1.35M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
10+ 0.06% |
$207 - $1.21K
|
16.7K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
10+ 0.08% |
$207 - $1.21K
|
12.1K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
10+ 0.06% |
$207 - $1.21K
|
16.7K
$4.81M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
10+ 0.41% |
$207 - $1.21K
|
2.43K
$702K
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
9+ 0.26% |
$187 - $1.09K
|
3.45K
$997K
|
|
|
Oct 26, 2022
Q3 2022
|
Lincoln Capital LLC
|
BUY
|
- |
9+ 0.03% |
$187 - $1.09K
|
33.2K
$9.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
9+ 0.02% |
$187 - $1.09K
|
57.7K
$16.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
9+ 0.4% |
$187 - $1.09K
|
2.25K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
9+ 0.05% |
$187 - $1.09K
|
18.1K
$5.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9+ 0.01% |
$187 - $1.09K
|
76.9K
$22.2M
|
|
|
May 03, 2023
Q3 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.23% |
$187 - $1.09K
|
3.86K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8+ 0.18% |
$166 - $965
|
4.34K
$1.25M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 0.23% |
$166 - $965
|
3.49K
$1.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.09% |
$166 - $965
|
8.65K
$2.5M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8+ 0.1% |
$166 - $965
|
8.32K
$2.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
7+ 0.01% |
$145 - $844
|
111K
$32.2M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$124 - $723
|
2.41K
$696K
|
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
6+ 0.08% |
$124 - $723
|
7.14K
$2.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6+ 0.01% |
$124 - $723
|
86.8K
$25.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
BUY
|
- |
6+ 0.19% |
$124 - $723
|
3.1K
$895K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.04% |
$124 - $723
|
16.5K
$4.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
6+ 0.62% |
$124 - $723
|
970
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6+ 0.08% |
$124 - $723
|
7.33K
$2.12M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.56% |
$124 - $723
|
1.09K
$313K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$104 - $603
|
14.8K
$4.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
5+ 0.03% |
$104 - $603
|
16.1K
$4.65M
|
|
|
Nov 07, 2022
Q3 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5+ 0.06% |
$104 - $603
|
8.38K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
5+ 0.09% |
$104 - $603
|
5.66K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5+ 0.06% |
$104 - $603
|
8.85K
$2.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 0.33% |
$82.9 - $482
|
1.21K
$350K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 3.45% |
$82.9 - $482
|
120
$34.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$82.9 - $482
|
3.72K
$1.07M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$62.2 - $362
|
401K
$116M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$62.2 - $362
|
10.3K
$2.99M
|
|
|
Nov 04, 2022
Q3 2022
|
Tamar Securities, LLC
|
BUY
|
- |
3+ 0.11% |
$62.2 - $362
|
2.8K
$809K
|