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 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-323- 6.93% |
$6.7K - $38.9K
|
4.34K
$1.23M
|
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-324- 1.25% |
$6.72K - $39.1K
|
25.6K
$7.24M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-325- 3.64% |
$6.74K - $39.2K
|
8.59K
$2.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-333- 1.76% |
$6.9K - $40.2K
|
18.6K
$5.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-334- 9.14% |
$6.92K - $40.3K
|
3.32K
$940K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 21.5% |
$6.94K - $40.4K
|
1.22K
$346K
|
|
|
Oct 27, 2022
Q3 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-336- 3.27% |
$6.97K - $40.5K
|
9.95K
$2.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-344- 12.02% |
$7.13K - $41.5K
|
2.52K
$713K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-347- 2.77% |
$7.19K - $41.8K
|
12.2K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-347- 2.11% |
$7.19K - $41.8K
|
16.1K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-349- 3.95% |
$7.23K - $42.1K
|
8.48K
$2.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-350- 98.59% |
$7.26K - $42.2K
|
5
$1.42K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
SELL
|
- |
-350- 13.09% |
$7.26K - $42.2K
|
2.32K
$658K
|
|
|
Oct 26, 2022
Q3 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-350- 1.06% |
$7.26K - $42.2K
|
32.6K
$9.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-350- 1.47% |
$7.26K - $42.2K
|
23.5K
$6.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-350- 1.79% |
$7.26K - $42.2K
|
19.2K
$5.43M
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-354- 1.66% |
$7.34K - $42.7K
|
20.9K
$5.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-355- 5.63% |
$7.36K - $42.8K
|
5.95K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-355- 1.01% |
$7.36K - $42.8K
|
34.7K
$9.83M
|
|
|
Oct 19, 2022
Q3 2022
|
Eastern Bank
|
SELL
|
- |
-357- 0.12% |
$7.4K - $43K
|
303K
$85.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-357- 1.61% |
$7.4K - $43K
|
21.8K
$6.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-358- 8.92% |
$7.42K - $43.2K
|
3.66K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-358- 4.23% |
$7.42K - $43.2K
|
8.11K
$2.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-359- 5.34% |
$7.44K - $43.3K
|
6.36K
$1.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-359- 1.7% |
$7.44K - $43.3K
|
20.8K
$5.89M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-360- 2.94% |
$7.46K - $43.4K
|
11.9K
$3.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-360- 0.17% |
$7.46K - $43.4K
|
214K
$60.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-364- 10.74% |
$7.55K - $43.9K
|
3.02K
$856K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-364- 8.21% |
$7.55K - $43.9K
|
4.07K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-365- 6.25% |
$7.57K - $44K
|
5.48K
$1.55M
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-367- 3.68% |
$7.61K - $44.3K
|
9.62K
$2.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-369- 3.97% |
$7.65K - $44.5K
|
8.92K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-369- 6.3% |
$7.65K - $44.5K
|
5.49K
$1.55M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-370- 2.0% |
$7.67K - $44.6K
|
18.2K
$5.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-371- 4.49% |
$7.69K - $44.7K
|
7.89K
$2.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-377- 3.59% |
$7.82K - $45.5K
|
10.1K
$2.87M
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-380- 1.54% |
$7.88K - $45.8K
|
24.3K
$6.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-381- 3.55% |
$7.9K - $45.9K
|
10.3K
$2.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-382- 2.02% |
$7.92K - $46.1K
|
18.5K
$5.24M
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-385- 7.0% |
$7.98K - $46.4K
|
5.11K
$1.45M
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-388- 4.42% |
$8.04K - $46.8K
|
8.4K
$2.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-389- 4.48% |
$8.06K - $46.9K
|
8.3K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-390- 2.31% |
$8.08K - $47K
|
16.5K
$4.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-391- 4.16% |
$8.11K - $47.1K
|
9.01K
$2.55M
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-392- 2.11% |
$8.13K - $47.3K
|
18.2K
$5.16M
|
|
|
Jun 14, 2024
Q3 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-392- 2.06% |
$8.13K - $47.3K
|
18.6K
$5.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-394- 11.11% |
$8.17K - $47.5K
|
3.15K
$893K
|
|
|
Nov 08, 2022
Q3 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-396- 0.49% |
$8.21K - $47.7K
|
80.1K
$22.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-396- 1.28% |
$8.21K - $47.7K
|
30.5K
$8.65M
|
|
|
Nov 15, 2022
Q3 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-396- 3.69% |
$8.21K - $47.7K
|
10.3K
$2.93M
|