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 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-162- 0.16% |
$3.36K - $19.5K
|
99.4K
$24.2M
|
|
|
Nov 09, 2022
Q3 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-162- 0.61% |
$3.36K - $19.5K
|
26.4K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-162- 5.97% |
$3.36K - $19.5K
|
2.55K
$620K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-163- 0.5% |
$3.38K - $19.7K
|
32.3K
$7.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-163- 5.75% |
$3.38K - $19.7K
|
2.67K
$650K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-164- 2.82% |
$3.4K - $19.8K
|
5.66K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-165- 0.69% |
$3.42K - $19.9K
|
23.9K
$5.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-165- 0.4% |
$3.42K - $19.9K
|
41.3K
$10M
|
|
|
Oct 31, 2022
Q3 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-166- 4.66% |
$3.44K - $20K
|
3.4K
$826K
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-167- 1.13% |
$3.46K - $20.1K
|
14.6K
$3.56M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-170- 6.53% |
$3.52K - $20.5K
|
2.43K
$592K
|
|
|
Nov 08, 2022
Q3 2022
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-170- 2.69% |
$3.52K - $20.5K
|
6.15K
$1.49M
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-170- 1.58% |
$3.52K - $20.5K
|
10.6K
$2.58M
|
|
|
Oct 05, 2022
Q3 2022
|
Centric Wealth Management
|
SELL
|
- |
-171- 3.1% |
$3.54K - $20.6K
|
5.35K
$1.3M
|
|
|
Oct 05, 2022
Q3 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-171- 5.19% |
$3.54K - $20.6K
|
3.12K
$759K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-171- 0.28% |
$3.54K - $20.6K
|
61.8K
$15M
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-171- 1.64% |
$3.54K - $20.6K
|
10.3K
$2.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-173- 2.72% |
$3.59K - $20.9K
|
6.18K
$1.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-173- 0.02% |
$3.59K - $20.9K
|
1.02M
$248M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-174- 2.04% |
$3.61K - $21K
|
8.34K
$2.03M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-175- 4.85% |
$3.63K - $21.1K
|
3.43K
$834K
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-175- 2.83% |
$3.63K - $21.1K
|
6.02K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-178- 0.96% |
$3.69K - $21.5K
|
18.4K
$4.47M
|
|
|
Oct 28, 2022
Q3 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-179- 3.36% |
$3.71K - $21.6K
|
5.14K
$1.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-180- 0.33% |
$3.73K - $21.7K
|
53.9K
$13.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-180- 0.15% |
$3.73K - $21.7K
|
123K
$30M
|
|
|
Nov 01, 2022
Q3 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-180- 5.18% |
$3.73K - $21.7K
|
3.29K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-180- 2.4% |
$3.73K - $21.7K
|
7.33K
$1.78M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-181- 0.37% |
$3.75K - $21.8K
|
48.3K
$11.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-189- 7.0% |
$3.92K - $22.8K
|
2.51K
$610K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-189- 3.84% |
$3.92K - $22.8K
|
4.73K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-190- 2.81% |
$3.94K - $22.9K
|
6.56K
$1.6M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-190- 2.81% |
$3.94K - $22.9K
|
6.56K
$1.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-192- 7.66% |
$3.98K - $23.2K
|
2.31K
$562K
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-192- 0.9% |
$3.98K - $23.2K
|
21.1K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-192- 3.42% |
$3.98K - $23.2K
|
5.43K
$1.32M
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-196- 1.13% |
$4.06K - $23.6K
|
17.2K
$4.18M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
SELL
|
- |
-197- 0.18% |
$4.08K - $23.8K
|
109K
$26.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-197- 2.4% |
$4.08K - $23.8K
|
8K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-197- 2.48% |
$4.08K - $23.8K
|
7.75K
$1.88M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-198- 7.76% |
$4.1K - $23.9K
|
2.35K
$572K
|
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 2.81% |
$4.15K - $24.1K
|
6.92K
$1.68M
|
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-200- 2.6% |
$4.15K - $24.1K
|
7.49K
$1.82M
|
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-200- 0.42% |
$4.15K - $24.1K
|
47.6K
$11.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-200- 0.58% |
$4.15K - $24.1K
|
34.6K
$8.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-200- 3.42% |
$4.15K - $24.1K
|
5.65K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-200- 20.06% |
$4.15K - $24.1K
|
797
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-200- 2.75% |
$4.15K - $24.1K
|
7.08K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-200- 6.24% |
$4.15K - $24.1K
|
3.01K
$731K
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-201- 65.69% |
$4.17K - $24.2K
|
105
$25.5K
|