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 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-100- 2.23% |
$2.07K - $12.1K
|
4.38K
$1.27M
|
|
|
Oct 25, 2022
Q3 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-100- 3.31% |
$2.07K - $12.1K
|
2.92K
$843K
|
|
|
Oct 31, 2022
Q3 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.43% |
$2.07K - $12.1K
|
23.4K
$6.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-100- 21.51% |
$2.07K - $12.1K
|
365
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-100- 0.54% |
$2.07K - $12.1K
|
18.4K
$5.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-100- 4.14% |
$2.07K - $12.1K
|
2.31K
$668K
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-102- 4.44% |
$2.11K - $12.3K
|
2.2K
$634K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-103- 1.26% |
$2.14K - $12.4K
|
8.09K
$2.34M
|
|
|
Nov 15, 2022
Q3 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-103- 0.74% |
$2.14K - $12.4K
|
13.7K
$3.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-105- 0.42% |
$2.18K - $12.7K
|
24.9K
$7.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-105- 4.37% |
$2.18K - $12.7K
|
2.3K
$664K
|
|
|
Oct 21, 2022
Q3 2022
|
Patron Partners, LLC
|
SELL
|
- |
-107- 3.43% |
$2.22K - $12.9K
|
3.02K
$871K
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-109- 3.51% |
$2.26K - $13.1K
|
3K
$865K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-109- 1.53% |
$2.26K - $13.1K
|
7K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-110- 0.23% |
$2.28K - $13.3K
|
48.2K
$13.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-112- 0.4% |
$2.32K - $13.5K
|
27.8K
$8.04M
|
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-112- 0.52% |
$2.32K - $13.5K
|
21.3K
$6.14M
|
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-112- 0.89% |
$2.32K - $13.5K
|
12.5K
$3.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-114- 39.58% |
$2.36K - $13.7K
|
174
$50.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-115- 7.57% |
$2.38K - $13.9K
|
1.41K
$406K
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-116- 5.19% |
$2.4K - $14K
|
2.12K
$611K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-117- 0.57% |
$2.43K - $14.1K
|
20.5K
$5.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-117- 3.46% |
$2.43K - $14.1K
|
3.27K
$943K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-117- 0.37% |
$2.43K - $14.1K
|
31.4K
$9.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-117- 2.18% |
$2.43K - $14.1K
|
5.24K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-121- 0.59% |
$2.51K - $14.6K
|
20.4K
$5.88M
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
SELL
|
- |
-122- 0.39% |
$2.53K - $14.7K
|
31.2K
$9.01M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-123- 11.51% |
$2.55K - $14.8K
|
946
$273K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-124- 0.46% |
$2.57K - $15K
|
27.1K
$7.81M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-124- 0.22% |
$2.57K - $15K
|
56.4K
$16.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-124- 1.39% |
$2.57K - $15K
|
8.8K
$2.54M
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-125- 3.89% |
$2.59K - $15.1K
|
3.09K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-125- 2.89% |
$2.59K - $15.1K
|
4.19K
$1.21M
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-125- 1.26% |
$2.59K - $15.1K
|
9.77K
$2.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-126- 2.17% |
$2.61K - $15.2K
|
5.67K
$1.64M
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-126- 1.71% |
$2.61K - $15.2K
|
7.26K
$2.1M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-126- 2.62% |
$2.61K - $15.2K
|
4.68K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-127- 0.65% |
$2.63K - $15.3K
|
19.4K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-128- 4.04% |
$2.65K - $15.4K
|
3.04K
$878K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-129- 2.93% |
$2.67K - $15.6K
|
4.28K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-130- 0.18% |
$2.69K - $15.7K
|
71.2K
$20.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-135- 1.42% |
$2.8K - $16.3K
|
9.4K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-139- 0.37% |
$2.88K - $16.8K
|
37.8K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Iron Financial, LLC
|
SELL
|
- |
-139- 2.08% |
$2.88K - $16.8K
|
6.55K
$1.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-140- 1.04% |
$2.9K - $16.9K
|
13.3K
$3.83M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-141- 0.77% |
$2.92K - $17K
|
18.1K
$5.22M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-144- 2.71% |
$2.99K - $17.4K
|
5.17K
$1.49M
|
|
|
Nov 15, 2022
Q3 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-144- 0.33% |
$2.99K - $17.4K
|
43.3K
$12.5M
|
|
|
Oct 11, 2022
Q3 2022
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-145- 4.62% |
$3.01K - $17.5K
|
3K
$865K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-147- 0.14% |
$3.05K - $17.7K
|
103K
$29.9M
|