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 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-266- 0.94% |
$5.51K - $32.1K
|
28K
$6.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-266- 0.9% |
$5.51K - $32.1K
|
29.2K
$7.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-268- 11.9% |
$5.56K - $32.3K
|
1.98K
$482K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-269- 0.73% |
$5.58K - $32.4K
|
36.7K
$8.92M
|
|
|
Oct 18, 2022
Q3 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-272- 1.07% |
$5.64K - $32.8K
|
25.1K
$6.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-274- 0.86% |
$5.68K - $33K
|
31.4K
$7.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-274- 1.26% |
$5.68K - $33K
|
21.6K
$5.24M
|
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
SELL
|
- |
-275- 5.64% |
$5.7K - $33.2K
|
4.6K
$1.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-276- 4.58% |
$5.72K - $33.3K
|
5.75K
$1.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-276- 0.16% |
$5.72K - $33.3K
|
176K
$42.8M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-277- 3.35% |
$5.74K - $33.4K
|
7.99K
$1.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-277- 2.2% |
$5.74K - $33.4K
|
12.3K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-279- 2.12% |
$5.78K - $33.6K
|
12.9K
$3.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-281- 7.91% |
$5.83K - $33.9K
|
3.27K
$796K
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-282- 0.32% |
$5.85K - $34K
|
88.2K
$21.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-284- 4.35% |
$5.89K - $34.2K
|
6.24K
$1.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-284- 5.18% |
$5.89K - $34.2K
|
5.2K
$1.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-284- 7.67% |
$5.89K - $34.2K
|
3.42K
$831K
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-285- 1.19% |
$5.91K - $34.4K
|
23.7K
$5.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-286- 2.02% |
$5.93K - $34.5K
|
13.9K
$3.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-288- 3.26% |
$5.97K - $34.7K
|
8.55K
$2.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Account Management LLC
|
SELL
|
- |
-290- 0.93% |
$6.01K - $35K
|
30.8K
$7.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-292- 4.79% |
$6.05K - $35.2K
|
5.81K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Security Asset Management
|
SELL
|
- |
-293- 0.49% |
$6.07K - $35.3K
|
59.4K
$14.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-294- 0.4% |
$6.09K - $35.5K
|
72.8K
$17.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-297- 4.03% |
$6.16K - $35.8K
|
7.07K
$1.72M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-301- 0.93% |
$6.24K - $36.3K
|
31.9K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-302- 1.71% |
$6.26K - $36.4K
|
17.3K
$4.21M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-303- 3.17% |
$6.28K - $36.5K
|
9.25K
$2.25M
|
|
|
Oct 28, 2022
Q3 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-305- 0.73% |
$6.32K - $36.8K
|
41.7K
$10.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-305- 1.89% |
$6.32K - $36.8K
|
15.8K
$3.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-306- 1.62% |
$6.34K - $36.9K
|
18.5K
$4.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-310- 5.93% |
$6.43K - $37.4K
|
4.92K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-311- 0.17% |
$6.45K - $37.5K
|
179K
$43.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-314- 0.87% |
$6.51K - $37.9K
|
35.9K
$8.73M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-315- 5.35% |
$6.53K - $38K
|
5.58K
$1.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-315- 2.95% |
$6.53K - $38K
|
10.4K
$2.52M
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-320- 0.54% |
$6.63K - $38.6K
|
59K
$14.3M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-321- 28.06% |
$6.65K - $38.7K
|
823
$200K
|
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-322- 0.23% |
$6.68K - $38.8K
|
142K
$34.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-323- 6.93% |
$6.7K - $38.9K
|
4.34K
$1.05M
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-324- 1.25% |
$6.72K - $39.1K
|
25.6K
$6.22M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-325- 3.64% |
$6.74K - $39.2K
|
8.59K
$2.09M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-333- 1.76% |
$6.9K - $40.2K
|
18.6K
$4.51M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-334- 9.14% |
$6.92K - $40.3K
|
3.32K
$807K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 21.5% |
$6.94K - $40.4K
|
1.22K
$297K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-336- 3.27% |
$6.97K - $40.5K
|
9.95K
$2.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-344- 12.02% |
$7.13K - $41.5K
|
2.52K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-347- 2.77% |
$7.19K - $41.8K
|
12.2K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-347- 2.11% |
$7.19K - $41.8K
|
16.1K
$3.92M
|