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 14, 2022
Q3 2022
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-796- 2.06% |
$16.5K - $96K
|
37.9K
$9.21M
|
|
|
Nov 02, 2022
Q3 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-799- 6.48% |
$16.6K - $96.3K
|
11.5K
$2.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-800- 10.88% |
$16.6K - $96.5K
|
6.55K
$1.59M
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-811- 11.62% |
$16.8K - $97.8K
|
6.17K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-813- 1.89% |
$16.9K - $98K
|
42.2K
$10.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-818- 2.25% |
$17K - $98.6K
|
35.6K
$8.66M
|
|
|
Oct 24, 2022
Q3 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-824- 2.18% |
$17.1K - $99.4K
|
36.9K
$8.98M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-825- 11.99% |
$17.1K - $99.5K
|
6.06K
$1.47M
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-830- 0.78% |
$17.2K - $100K
|
105K
$25.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-830- 10.75% |
$17.2K - $100K
|
6.89K
$1.68M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-830Closed |
$17.2K - $100K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-834- 15.2% |
$17.3K - $101K
|
4.65K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-834- 1.66% |
$17.3K - $101K
|
49.3K
$12M
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-835- 14.57% |
$17.3K - $101K
|
4.89K
$1.19M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-835- 14.63% |
$17.3K - $101K
|
4.87K
$1.18M
|
|
|
Oct 28, 2022
Q3 2022
|
White Pine Investment CO
|
SELL
|
- |
-844- 2.09% |
$17.5K - $102K
|
39.6K
$9.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-864- 1.69% |
$17.9K - $104K
|
50.3K
$12.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-867- 1.21% |
$18K - $105K
|
70.9K
$17.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-867- 30.49% |
$18K - $105K
|
1.98K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-882- 2.11% |
$18.3K - $106K
|
40.8K
$9.93M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-883- 0.12% |
$18.3K - $106K
|
720K
$175M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-883- 0.12% |
$18.3K - $106K
|
720K
$175M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-887- 4.61% |
$18.4K - $107K
|
18.4K
$4.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-887- 5.93% |
$18.4K - $107K
|
14.1K
$3.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-892- 4.14% |
$18.5K - $108K
|
20.7K
$5.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-893- 0.36% |
$18.5K - $108K
|
244K
$59.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-894- 5.86% |
$18.5K - $108K
|
14.4K
$3.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-895- 9.73% |
$18.6K - $108K
|
8.31K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-897- 21.61% |
$18.6K - $108K
|
3.25K
$791K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-901- 0.41% |
$18.7K - $109K
|
221K
$53.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-908- 3.04% |
$18.8K - $109K
|
28.9K
$7.04M
|
|
|
Nov 04, 2022
Q3 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-917- 9.31% |
$19K - $111K
|
8.93K
$2.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-925- 1.05% |
$19.2K - $112K
|
86.9K
$21.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-940- 31.53% |
$19.5K - $113K
|
2.04K
$496K
|
|
|
Nov 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-949- 3.36% |
$19.7K - $114K
|
27.3K
$6.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-954- 3.27% |
$19.8K - $115K
|
28.2K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-955- 0.34% |
$19.8K - $115K
|
281K
$68.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-957- 13.05% |
$19.8K - $115K
|
6.38K
$1.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-970- 1.01% |
$20.1K - $117K
|
95.1K
$23.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-971- 1.91% |
$20.1K - $117K
|
49.7K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-974- 9.41% |
$20.2K - $117K
|
9.38K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-991- 1.97% |
$20.5K - $119K
|
49.4K
$12M
|
|
|
Oct 18, 2022
Q3 2022
|
Hnp Capital LLC
|
SELL
|
- |
-992- 2.8% |
$20.6K - $120K
|
34.5K
$8.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-998- 5.79% |
$20.7K - $120K
|
16.2K
$3.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-998- 4.24% |
$20.7K - $120K
|
22.5K
$5.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-1K- 3.85% |
$20.7K - $121K
|
25K
$6.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1K- 20.49% |
$20.7K - $121K
|
3.88K
$943K
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.01K- 18.83% |
$20.9K - $121K
|
4.34K
$1.05M
|
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.01K- 3.26% |
$20.9K - $121K
|
29.9K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-1.01K- 2.1% |
$21K - $122K
|
47.2K
$11.5M
|