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 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-1.8K- 4.04% |
$37.4K - $217K
|
42.8K
$10.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.82K- 4.81% |
$37.8K - $220K
|
36.1K
$8.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.83K- 0.75% |
$37.8K - $220K
|
241K
$58M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.85K- 1.01% |
$38.3K - $223K
|
181K
$43.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-1.85K- 40.21% |
$38.4K - $223K
|
2.75K
$663K
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.85K- 10.59% |
$38.4K - $223K
|
15.6K
$3.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.87K- 4.02% |
$38.7K - $225K
|
44.6K
$10.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.88K- 15.1% |
$39K - $227K
|
10.6K
$2.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.88K- 7.38% |
$39.1K - $227K
|
23.6K
$5.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 16.9% |
$39.1K - $227K
|
9.27K
$2.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.9K- 14.52% |
$39.4K - $229K
|
11.2K
$2.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.9K- 4.68% |
$39.4K - $229K
|
38.7K
$9.33M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.9K- 3.89% |
$39.5K - $230K
|
47K
$11.3M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.9KClosed |
$39.5K - $230K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.91K- 14.99% |
$39.6K - $230K
|
10.8K
$2.61M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.91K- 4.66% |
$39.6K - $230K
|
39.1K
$9.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.91K- 1.89% |
$39.6K - $231K
|
99K
$23.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.91K- 17.68% |
$39.7K - $231K
|
8.91K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.91K- 9.66% |
$39.7K - $231K
|
17.9K
$4.31M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-1.92K- 30.14% |
$39.7K - $231K
|
4.44K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-1.92K- 19.19% |
$39.8K - $232K
|
8.09K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-1.93K- 25.49% |
$39.9K - $232K
|
5.63K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.94K- 13.39% |
$40.3K - $234K
|
12.6K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.95K- 20.0% |
$40.5K - $235K
|
7.81K
$1.88M
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.96K- 6.72% |
$40.6K - $236K
|
27.2K
$6.54M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.96K- 0.79% |
$40.6K - $236K
|
246K
$59.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.97K- 1.1% |
$40.8K - $237K
|
176K
$42.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-2K- 0.33% |
$41.4K - $241K
|
595K
$143M
|
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2K- 43.66% |
$41.5K - $241K
|
2.58K
$622K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.03K- 1.0% |
$42.1K - $245K
|
201K
$48.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-2.04K- 11.37% |
$42.3K - $246K
|
15.9K
$3.83M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 3.0% |
$42.4K - $247K
|
66.2K
$15.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.07K- 5.37% |
$43K - $250K
|
36.5K
$8.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.08K- 6.66% |
$43.1K - $250K
|
29.1K
$7.01M
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.08K- 14.94% |
$43.1K - $251K
|
11.8K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.08K- 2.69% |
$43.2K - $251K
|
75.2K
$18.1M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.09K- 10.83% |
$43.3K - $252K
|
17.2K
$4.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.1K- 11.58% |
$43.5K - $253K
|
16K
$3.86M
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-2.12K- 4.29% |
$43.9K - $256K
|
47.2K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-2.13K- 39.51% |
$44.2K - $257K
|
3.27K
$787K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 6.2% |
$44.4K - $258K
|
32.4K
$7.79M
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-2.18K- 10.48% |
$45.1K - $263K
|
18.6K
$4.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.18K- 21.33% |
$45.3K - $263K
|
8.05K
$1.94M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 4.67% |
$45.6K - $265K
|
44.8K
$10.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.21K- 5.95% |
$45.8K - $266K
|
34.9K
$8.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.21K- 4.45% |
$45.8K - $266K
|
47.5K
$11.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.24K- 12.25% |
$46.4K - $270K
|
16K
$3.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.26K- 2.04% |
$46.8K - $272K
|
108K
$26.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-2.26K- 4.19% |
$46.9K - $273K
|
51.8K
$12.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.27K- 16.61% |
$47.1K - $274K
|
11.4K
$2.75M
|