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 01, 2022
Q3 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$41.5 - $241
|
2.3K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$41.5 - $241
|
31.7K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
2+ 0.02% |
$41.5 - $241
|
8.5K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.29% |
$41.5 - $241
|
685
$167K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 0.05% |
$41.5 - $241
|
4.41K
$1.07M
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$41.5 - $241
|
2.67K
$650K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$20.7 - $121
|
390
$94.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$20.7 - $121
|
3.68K
$895K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.81% |
$20.7 - $121
|
125
$30.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
BUY
|
- |
1+ 0.02% |
$20.7 - $121
|
4.45K
$1.08M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$20.7 - $121
|
6.37K
$1.55M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.63% |
$20.7 - $121
|
160
$38.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$20.7 - $121
|
5.88K
$1.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$20.7 - $121
|
6.23K
$1.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$20.7 - $121
|
2.32K
$564K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$20.7 - $121
|
9.28K
$2.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$20.7 - $121
|
38.3K
$9.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$20.7 - $121
|
5.3K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.07% |
$20.7 - $121
|
1.52K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$20.7 - $121
|
1.44K
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.01% |
$20.7 - $121
|
9.98K
$2.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.04% |
$20.7 - $121
|
2.32K
$564K
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$20.7 - $121
|
27K
$6.56M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 0.49% |
$20.7 - $121
|
207
$50.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1- -0.0% |
$20.7 - $121
|
22.2K
$5.39M
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2- -0.0% |
$41.5 - $241
|
40.7K
$9.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$41.5 - $241
|
4.33K
$1.05M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2- -0.0% |
$41.5 - $241
|
86.3K
$21M
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 0.05% |
$41.5 - $241
|
4.44K
$1.08M
|
|
|
Oct 27, 2022
Q3 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3- 0.04% |
$62.2 - $362
|
7.69K
$1.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3- 0.12% |
$62.2 - $362
|
2.52K
$612K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-4- 0.03% |
$82.9 - $482
|
11.7K
$2.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Addison Capital CO
|
SELL
|
- |
-5- 0.02% |
$104 - $603
|
31K
$7.55M
|
|
|
Oct 28, 2022
Q3 2022
|
Sym Financial Corp
|
SELL
|
- |
-5- 0.23% |
$104 - $603
|
2.13K
$517K
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-6- 0.01% |
$124 - $723
|
84.6K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6- 0.09% |
$124 - $723
|
6.38K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-6- 0.27% |
$124 - $723
|
2.19K
$532K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-7- 0.06% |
$145 - $844
|
11.5K
$2.79M
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8- 0.01% |
$166 - $965
|
57.6K
$14M
|
|
|
Nov 03, 2022
Q3 2022
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-8- 0.08% |
$166 - $965
|
9.87K
$2.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-8- 0.19% |
$166 - $965
|
4.12K
$1M
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
SELL
|
- |
-9- 0.19% |
$187 - $1.09K
|
4.67K
$1.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-9- 0.16% |
$187 - $1.09K
|
5.72K
$1.39M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-9- 0.18% |
$187 - $1.09K
|
5.08K
$1.24M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 0.15% |
$187 - $1.09K
|
6.13K
$1.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-10- 0.43% |
$207 - $1.21K
|
2.3K
$560K
|
|
|
Oct 27, 2022
Q3 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-10- 0.2% |
$207 - $1.21K
|
5.06K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-10- 0.17% |
$207 - $1.21K
|
5.73K
$1.39M
|
|
|
Nov 09, 2022
Q3 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-10- 0.07% |
$207 - $1.21K
|
14K
$3.41M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-11- 0.3% |
$228 - $1.33K
|
3.64K
$885K
|