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
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.34K- 18.03% |
$27.7K - $161K
|
6.07K
$1.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-1.34K- 19.28% |
$27.7K - $161K
|
5.59K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.34K- 5.28% |
$27.7K - $161K
|
24K
$5.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.36K- 0.57% |
$28.3K - $164K
|
237K
$57M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.37K- 35.62% |
$28.4K - $165K
|
2.47K
$596K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.38K- 28.85% |
$28.6K - $167K
|
3.41K
$820K
|
|
|
Nov 10, 2022
Q3 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-1.39K- 0.31% |
$28.7K - $167K
|
444K
$107M
|
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.4K- 35.41% |
$29K - $169K
|
2.55K
$615K
|
|
|
Oct 21, 2022
Q3 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-1.4K- 16.34% |
$29K - $169K
|
7.17K
$1.73M
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.41K- 1.42% |
$29.3K - $170K
|
98.4K
$23.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.42K- 6.36% |
$29.3K - $171K
|
20.8K
$5.01M
|
|
|
Oct 31, 2022
Q3 2022
|
Parthenon LLC
|
SELL
|
- |
-1.43K- 3.01% |
$29.7K - $173K
|
46.2K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.44K- 2.34% |
$29.8K - $174K
|
60K
$14.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Qv Investors Inc.
|
SELL
|
- |
-1.44K- 3.39% |
$29.9K - $174K
|
41K
$9.87M
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.44K- 25.76% |
$29.9K - $174K
|
4.15K
$1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.44K- 1.56% |
$29.9K - $174K
|
91.2K
$22M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.44K- 0.83% |
$29.9K - $174K
|
171K
$41.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-1.45K- 4.25% |
$30.1K - $175K
|
32.7K
$7.88M
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.45K- 27.06% |
$30.1K - $175K
|
3.92K
$943K
|
|
|
Nov 14, 2022
Q3 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.92% |
$30.3K - $176K
|
28.2K
$6.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.46K- 5.35% |
$30.3K - $177K
|
25.9K
$6.24M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-1.48K- 15.89% |
$30.6K - $178K
|
7.81K
$1.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.48K- 4.48% |
$30.6K - $178K
|
31.5K
$7.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.51K- 0.91% |
$31.3K - $182K
|
164K
$39.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.51K- 7.06% |
$31.3K - $182K
|
19.9K
$4.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.51K- 23.05% |
$31.3K - $182K
|
5.04K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.51K- 5.22% |
$31.4K - $182K
|
27.5K
$6.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.52K- 2.13% |
$31.4K - $183K
|
69.5K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
SELL
|
- |
-1.52K- 5.13% |
$31.4K - $183K
|
28K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 17.85% |
$31.7K - $184K
|
7.04K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1.55K- 10.47% |
$32.1K - $187K
|
13.3K
$3.19M
|
|
|
Nov 14, 2022
Q3 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-1.56K- 1.18% |
$32.3K - $188K
|
130K
$31.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.59K- 9.37% |
$32.9K - $191K
|
15.3K
$3.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Close Asset Management LTD
|
SELL
|
- |
-1.6K- 4.46% |
$33.1K - $193K
|
34.2K
$8.25M
|
|
|
Nov 08, 2022
Q3 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.6K- 31.54% |
$33.2K - $193K
|
3.47K
$836K
|
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.62K- 2.74% |
$33.7K - $196K
|
57.8K
$13.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-1.63K- 13.47% |
$33.8K - $197K
|
10.5K
$2.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1.64K- 75.35% |
$33.9K - $197K
|
535
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-1.64K- 18.57% |
$34K - $198K
|
7.19K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.65K- 5.55% |
$34.2K - $199K
|
28.1K
$6.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.65K- 17.35% |
$34.2K - $199K
|
7.86K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.69K- 1.84% |
$34.9K - $203K
|
89.7K
$21.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-1.7K- 2.4% |
$35.2K - $205K
|
69.1K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.73K- 4.0% |
$35.8K - $208K
|
41.5K
$9.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.74K- 17.06% |
$36K - $209K
|
8.43K
$2.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-1.74K- 4.76% |
$36.1K - $210K
|
34.9K
$8.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-1.75K- 1.72% |
$36.2K - $211K
|
100K
$24.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.77K- 8.6% |
$36.7K - $214K
|
18.8K
$4.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.77K- 1.58% |
$36.8K - $214K
|
110K
$26.6M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.8K- 3.17% |
$37.2K - $216K
|
54.9K
$13.2M
|