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 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-502- 18.33% |
$10.4K - $60.5K
|
2.24K
$544K
|
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-505- 4.14% |
$10.5K - $60.9K
|
11.7K
$2.84M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-508- 3.43% |
$10.5K - $61.3K
|
14.3K
$3.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-510- 13.19% |
$10.6K - $61.5K
|
3.36K
$816K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-510- 7.44% |
$10.6K - $61.5K
|
6.34K
$1.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-515- 90.83% |
$10.7K - $62.1K
|
52
$12.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-522Closed |
$10.8K - $62.9K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-529- 5.35% |
$11K - $63.8K
|
9.36K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-529- 0.7% |
$11K - $63.8K
|
75.5K
$18.4M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-529- 5.35% |
$11K - $63.8K
|
9.36K
$2.27M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-533- 4.45% |
$11K - $64.3K
|
11.5K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-538- 2.52% |
$11.2K - $64.9K
|
20.8K
$5.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-540- 2.71% |
$11.2K - $65.1K
|
19.4K
$4.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-540- 2.43% |
$11.2K - $65.1K
|
21.6K
$5.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-540- 19.86% |
$11.2K - $65.1K
|
2.18K
$530K
|
|
|
Nov 18, 2022
Q3 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-546- 13.11% |
$11.3K - $65.8K
|
3.62K
$880K
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-547- 12.66% |
$11.3K - $66K
|
3.77K
$917K
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-548- 1.74% |
$11.4K - $66.1K
|
30.9K
$7.51M
|
|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-550- 0.92% |
$11.4K - $66.3K
|
59.1K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-550- 0.25% |
$11.4K - $66.3K
|
217K
$52.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-554- 8.11% |
$11.5K - $66.8K
|
6.28K
$1.53M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-557- 0.35% |
$11.5K - $67.2K
|
158K
$38.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-559- 1.42% |
$11.6K - $67.4K
|
38.9K
$9.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-560- 4.3% |
$11.6K - $67.5K
|
12.5K
$3.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Hall Capital Management CO Inc
|
SELL
|
- |
-561- 2.07% |
$11.6K - $67.6K
|
26.5K
$6.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-565- 0.92% |
$11.7K - $68.1K
|
60.7K
$14.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-570- 18.5% |
$11.8K - $68.7K
|
2.51K
$611K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-574- 4.03% |
$11.9K - $69.2K
|
13.7K
$3.32M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-574- 3.15% |
$11.9K - $69.2K
|
17.7K
$4.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-575- 2.92% |
$11.9K - $69.3K
|
19.1K
$4.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-581- 19.39% |
$12K - $70.1K
|
2.42K
$587K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-582- 3.67% |
$12.1K - $70.2K
|
15.3K
$3.71M
|
|
|
Oct 27, 2022
Q3 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-590- 4.46% |
$12.2K - $71.1K
|
12.6K
$3.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-590- 5.02% |
$12.2K - $71.1K
|
11.2K
$2.72M
|
|
|
Nov 07, 2022
Q3 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-593- 4.04% |
$12.3K - $71.5K
|
14.1K
$3.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-596- 3.46% |
$12.4K - $71.9K
|
16.6K
$4.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-600- 9.02% |
$12.4K - $72.3K
|
6.05K
$1.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-600- 21.12% |
$12.4K - $72.3K
|
2.24K
$545K
|
|
|
Nov 14, 2022
Q3 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-600- 19.35% |
$12.4K - $72.3K
|
2.5K
$608K
|
|
|
Oct 14, 2022
Q3 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-601- 0.95% |
$12.5K - $72.5K
|
62.4K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-605- 0.98% |
$12.5K - $73K
|
60.8K
$14.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-613- 1.67% |
$12.7K - $73.9K
|
36.1K
$8.78M
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-616- 3.54% |
$12.8K - $74.3K
|
16.8K
$4.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-620- 2.13% |
$12.9K - $74.8K
|
28.4K
$6.91M
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-621- 23.77% |
$12.9K - $74.9K
|
1.99K
$484K
|
|
|
Oct 19, 2022
Q3 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-622- 0.11% |
$12.9K - $75K
|
566K
$138M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-625- 6.03% |
$13K - $75.4K
|
9.74K
$2.37M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-625- 8.29% |
$13K - $75.4K
|
6.91K
$1.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-625- 16.77% |
$13K - $75.4K
|
3.1K
$755K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-627- 2.5% |
$13K - $75.6K
|
24.5K
$5.95M
|