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 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-35- 2.89% |
$726 - $4.22K
|
1.18K
$286K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-35- 0.24% |
$726 - $4.22K
|
14.8K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-35- 0.16% |
$726 - $4.22K
|
22.4K
$5.46M
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-36- 0.57% |
$746 - $4.34K
|
6.25K
$1.52M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-36- 0.14% |
$746 - $4.34K
|
26.5K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-36- 1.35% |
$746 - $4.34K
|
2.64K
$642K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-38- 0.83% |
$788 - $4.58K
|
4.56K
$1.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-38- 1.93% |
$788 - $4.58K
|
1.93K
$469K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-39- 0.2% |
$808 - $4.7K
|
19.1K
$4.64M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-40- 3.2% |
$829 - $4.82K
|
1.21K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-40- 0.47% |
$829 - $4.82K
|
8.52K
$2.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-42- 0.4% |
$871 - $5.06K
|
10.4K
$2.52M
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-42- 0.39% |
$871 - $5.06K
|
10.9K
$2.64M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-44- 1.21% |
$912 - $5.31K
|
3.58K
$870K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-44- 10.65% |
$912 - $5.31K
|
369
$89.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-45- 2.82% |
$933 - $5.43K
|
1.55K
$377K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-45- 0.44% |
$933 - $5.43K
|
10.2K
$2.48M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-45- 0.25% |
$933 - $5.43K
|
18.2K
$4.42M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-45- 0.28% |
$933 - $5.43K
|
16.2K
$3.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-46- 0.18% |
$954 - $5.55K
|
25.2K
$6.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-46- 0.23% |
$954 - $5.55K
|
20.1K
$4.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-46- 1.34% |
$954 - $5.55K
|
3.4K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-46- 1.13% |
$954 - $5.55K
|
4.03K
$980K
|
|
|
Oct 07, 2022
Q3 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-47- 0.13% |
$974 - $5.67K
|
35.9K
$8.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-48- 1.09% |
$995 - $5.79K
|
4.34K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-48- 2.14% |
$995 - $5.79K
|
2.19K
$533K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-49- 0.76% |
$1.02K - $5.91K
|
6.44K
$1.57M
|
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-50- 0.26% |
$1.04K - $6.03K
|
19K
$4.62M
|
|
|
Oct 17, 2022
Q3 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 0.38% |
$1.04K - $6.03K
|
13.3K
$3.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-50- 0.12% |
$1.04K - $6.03K
|
42.2K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-51- 33.77% |
$1.06K - $6.15K
|
100
$24.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-52- 0.42% |
$1.08K - $6.27K
|
12.3K
$2.98M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-53- 0.3% |
$1.1K - $6.39K
|
17.3K
$4.22M
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-53- 2.4% |
$1.1K - $6.39K
|
2.16K
$524K
|
|
|
Nov 01, 2022
Q3 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-54- 2.58% |
$1.12K - $6.51K
|
2.04K
$496K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-55- 1.11% |
$1.14K - $6.63K
|
4.91K
$1.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-55- 0.29% |
$1.14K - $6.63K
|
18.7K
$4.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-56- 40.0% |
$1.16K - $6.75K
|
84
$20.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-59- 1.41% |
$1.22K - $7.11K
|
4.13K
$1M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-59- 3.96% |
$1.22K - $7.11K
|
1.43K
$348K
|
|
|
Oct 25, 2022
Q3 2022
|
Family Capital Trust CO
|
SELL
|
- |
-60- 0.11% |
$1.24K - $7.23K
|
57K
$13.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-61- 0.29% |
$1.26K - $7.36K
|
21.1K
$5.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-62- 0.23% |
$1.29K - $7.48K
|
27.1K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-63- 0.51% |
$1.31K - $7.6K
|
12.3K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-63- 0.28% |
$1.31K - $7.6K
|
22.6K
$5.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-65- 19.35% |
$1.35K - $7.84K
|
271
$65.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-66- 0.21% |
$1.37K - $7.96K
|
31.1K
$7.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-66- 0.3% |
$1.37K - $7.96K
|
22K
$5.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-66- 2.3% |
$1.37K - $7.96K
|
2.8K
$681K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-67- 2.05% |
$1.39K - $8.08K
|
3.21K
$780K
|