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 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-105- 0.42% |
$2.18K - $12.7K
|
24.9K
$6.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-105- 4.37% |
$2.18K - $12.7K
|
2.3K
$559K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-107- 3.43% |
$2.22K - $12.9K
|
3.02K
$733K
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-109- 3.51% |
$2.26K - $13.1K
|
3K
$728K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-109- 1.53% |
$2.26K - $13.1K
|
7K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-110- 0.23% |
$2.28K - $13.3K
|
48.2K
$11.7M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-112- 0.4% |
$2.32K - $13.5K
|
27.8K
$6.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-112- 0.52% |
$2.32K - $13.5K
|
21.3K
$5.17M
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-112- 0.89% |
$2.32K - $13.5K
|
12.5K
$3.04M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-114- 39.58% |
$2.36K - $13.7K
|
174
$42.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-115- 7.57% |
$2.38K - $13.9K
|
1.41K
$342K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-116- 5.19% |
$2.4K - $14K
|
2.12K
$515K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.57% |
$2.43K - $14.1K
|
20.5K
$4.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 3.46% |
$2.43K - $14.1K
|
3.27K
$794K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-117- 0.37% |
$2.43K - $14.1K
|
31.4K
$7.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-117- 2.18% |
$2.43K - $14.1K
|
5.24K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-121- 0.59% |
$2.51K - $14.6K
|
20.4K
$4.95M
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-122- 0.39% |
$2.53K - $14.7K
|
31.2K
$7.59M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-123- 11.51% |
$2.55K - $14.8K
|
946
$230K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-124- 0.46% |
$2.57K - $15K
|
27.1K
$6.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-124- 0.22% |
$2.57K - $15K
|
56.4K
$13.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-124- 1.39% |
$2.57K - $15K
|
8.8K
$2.14M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-125- 3.89% |
$2.59K - $15.1K
|
3.09K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-125- 2.89% |
$2.59K - $15.1K
|
4.19K
$1.02M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-125- 1.26% |
$2.59K - $15.1K
|
9.77K
$2.38M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-126- 2.17% |
$2.61K - $15.2K
|
5.67K
$1.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-126- 1.71% |
$2.61K - $15.2K
|
7.26K
$1.77M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-126- 2.62% |
$2.61K - $15.2K
|
4.68K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-127- 0.65% |
$2.63K - $15.3K
|
19.4K
$4.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-128- 4.04% |
$2.65K - $15.4K
|
3.04K
$739K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-129- 2.93% |
$2.67K - $15.6K
|
4.28K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-130- 0.18% |
$2.69K - $15.7K
|
71.2K
$17.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-135- 1.42% |
$2.8K - $16.3K
|
9.4K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-139- 0.37% |
$2.88K - $16.8K
|
37.8K
$9.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-139- 2.08% |
$2.88K - $16.8K
|
6.55K
$1.59M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-140- 1.04% |
$2.9K - $16.9K
|
13.3K
$3.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.77% |
$2.92K - $17K
|
18.1K
$4.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-144- 2.71% |
$2.99K - $17.4K
|
5.17K
$1.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-144- 0.33% |
$2.99K - $17.4K
|
43.3K
$10.5M
|
|
|
Oct 11, 2022
Q3 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-145- 4.62% |
$3.01K - $17.5K
|
3K
$728K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-147- 0.14% |
$3.05K - $17.7K
|
103K
$25.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-149- 0.47% |
$3.09K - $18K
|
31.7K
$7.72M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
SELL
|
- |
-152- 0.67% |
$3.15K - $18.3K
|
22.6K
$5.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-154- 0.38% |
$3.19K - $18.6K
|
40.7K
$9.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-154- 1.78% |
$3.19K - $18.6K
|
8.52K
$2.07M
|
|
|
Oct 06, 2022
Q3 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-156- 0.69% |
$3.23K - $18.8K
|
22.5K
$5.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-157- 0.89% |
$3.25K - $18.9K
|
17.6K
$4.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-158- 1.18% |
$3.28K - $19.1K
|
13.2K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-158- 2.83% |
$3.28K - $19.1K
|
5.43K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-161- 0.38% |
$3.34K - $19.4K
|
41.8K
$10.2M
|