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 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-419- 1.18% |
$8.69K - $50.5K
|
35K
$8.51M
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-420- 6.87% |
$8.71K - $50.6K
|
5.69K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-421- 1.35% |
$8.73K - $50.8K
|
30.8K
$7.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-421- 1.78% |
$8.73K - $50.8K
|
23.2K
$5.65M
|
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-422- 16.08% |
$8.75K - $50.9K
|
2.2K
$536K
|
|
|
Nov 14, 2022
Q3 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-425- 11.05% |
$8.81K - $51.2K
|
3.42K
$832K
|
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-426- 2.89% |
$8.83K - $51.4K
|
14.3K
$3.49M
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-430- 18.79% |
$8.91K - $51.8K
|
1.86K
$452K
|
|
|
Nov 03, 2022
Q3 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-431- 1.64% |
$8.93K - $52K
|
25.9K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-435- 3.5% |
$9.02K - $52.5K
|
12K
$2.91M
|
|
|
Nov 29, 2022
Q3 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-435- 10.64% |
$9.02K - $52.5K
|
3.65K
$888K
|
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-438- 9.72% |
$9.08K - $52.8K
|
4.07K
$989K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-438- 2.4% |
$9.08K - $52.8K
|
17.8K
$4.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-440- 2.25% |
$9.12K - $53.1K
|
19.1K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-440- 0.75% |
$9.12K - $53.1K
|
57.9K
$14.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-441- 0.3% |
$9.14K - $53.2K
|
147K
$35.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-444- 1.29% |
$9.2K - $53.5K
|
33.9K
$8.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-449- 0.54% |
$9.31K - $54.1K
|
83K
$20.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-449- 0.81% |
$9.31K - $54.1K
|
55K
$13.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-454- 0.34% |
$9.41K - $54.7K
|
132K
$32M
|
|
|
Nov 08, 2022
Q3 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-456- 7.66% |
$9.45K - $55K
|
5.5K
$1.34M
|
|
|
Nov 16, 2023
Q3 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-456- 67.66% |
$9.45K - $55K
|
218
$53K
|
|
|
Nov 07, 2022
Q3 2022
|
Brooktree Capital Management
|
SELL
|
- |
-459- 4.04% |
$9.52K - $55.3K
|
10.9K
$2.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-461- 3.19% |
$9.56K - $55.6K
|
14K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-461- 1.5% |
$9.56K - $55.6K
|
30.2K
$7.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-462- 8.27% |
$9.58K - $55.7K
|
5.12K
$1.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-469- 1.57% |
$9.72K - $56.6K
|
29.4K
$7.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-470- 3.78% |
$9.74K - $56.7K
|
12K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-471- 0.19% |
$9.76K - $56.8K
|
245K
$59.7M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-475- 1.31% |
$9.85K - $57.3K
|
35.7K
$8.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-481- 5.53% |
$9.97K - $58K
|
8.22K
$2M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-487- 5.4% |
$10.1K - $58.7K
|
8.53K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-488- 6.17% |
$10.1K - $58.8K
|
7.42K
$1.81M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-489- 0.12% |
$10.1K - $59K
|
419K
$102M
|
|
|
Oct 12, 2022
Q3 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-490- 7.29% |
$10.2K - $59.1K
|
6.23K
$1.51M
|
|
|
Oct 12, 2022
Q3 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-490- 15.16% |
$10.2K - $59.1K
|
2.74K
$667K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-491- 0.28% |
$10.2K - $59.2K
|
175K
$42.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-492- 2.3% |
$10.2K - $59.3K
|
20.9K
$5.07M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-492- 6.45% |
$10.2K - $59.3K
|
7.14K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-493- 1.74% |
$10.2K - $59.4K
|
27.9K
$6.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-495- 5.32% |
$10.3K - $59.7K
|
8.81K
$2.14M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-496- 21.87% |
$10.3K - $59.8K
|
1.77K
$431K
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-498- 2.27% |
$10.3K - $60K
|
21.5K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-498- 7.33% |
$10.3K - $60K
|
6.3K
$1.53M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-500- 11.31% |
$10.4K - $60.3K
|
3.92K
$953K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.53% |
$10.4K - $60.3K
|
10.5K
$2.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-500- 3.65% |
$10.4K - $60.3K
|
13.2K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-500- 7.97% |
$10.4K - $60.3K
|
5.78K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-501- 11.01% |
$10.4K - $60.4K
|
4.05K
$985K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-502- 1.36% |
$10.4K - $60.5K
|
36.3K
$8.83M
|