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 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 6.2% |
$44.4K - $258K
|
32.4K
$9.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-2.18K- 10.48% |
$45.1K - $263K
|
18.6K
$5.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.18K- 21.33% |
$45.3K - $263K
|
8.05K
$2.28M
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.2K- 4.67% |
$45.6K - $265K
|
44.8K
$12.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.21K- 5.95% |
$45.8K - $266K
|
34.9K
$9.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.21K- 4.45% |
$45.8K - $266K
|
47.5K
$13.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.24K- 12.25% |
$46.4K - $270K
|
16K
$4.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.26K- 2.04% |
$46.8K - $272K
|
108K
$30.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Veriti Management LLC
|
SELL
|
- |
-2.26K- 4.19% |
$46.9K - $273K
|
51.8K
$14.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.27K- 16.61% |
$47.1K - $274K
|
11.4K
$3.23M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.27K- 16.62% |
$47.1K - $274K
|
11.4K
$3.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-2.29K- 29.81% |
$47.4K - $276K
|
5.39K
$1.53M
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 13.44% |
$48.1K - $280K
|
14.9K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.32K- 1.33% |
$48.1K - $280K
|
172K
$48.6M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.32K- 1.33% |
$48.1K - $280K
|
172K
$48.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.33K- 14.4% |
$48.2K - $281K
|
13.8K
$3.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.34K- 12.26% |
$48.5K - $282K
|
16.8K
$4.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-2.36K- 2.81% |
$48.9K - $284K
|
81.5K
$23.1M
|
|
|
Jan 17, 2024
Q3 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-2.39K- 1.59% |
$49.5K - $288K
|
147K
$41.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-2.4K- 3.4% |
$49.8K - $289K
|
68.2K
$19.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.4K- 5.18% |
$49.8K - $289K
|
44K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.4K- 15.36% |
$49.8K - $290K
|
13.2K
$3.75M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.42K- 8.99% |
$50.2K - $292K
|
24.5K
$6.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-2.43K- 1.67% |
$50.4K - $293K
|
143K
$40.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.43K- 0.13% |
$50.4K - $293K
|
1.93M
$545M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.44K- 4.01% |
$50.6K - $295K
|
58.5K
$16.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.46K- 1.75% |
$51K - $297K
|
138K
$39.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.47K- 47.13% |
$51.1K - $297K
|
2.77K
$783K
|
|
|
Nov 10, 2022
Q3 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-2.48K- 48.32% |
$51.4K - $299K
|
2.65K
$751K
|
|
|
Nov 14, 2022
Q3 2022
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-2.49K- 0.14% |
$51.6K - $300K
|
1.74M
$491M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.5K- 25.55% |
$51.8K - $301K
|
7.28K
$2.06M
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.51K- 3.91% |
$51.9K - $302K
|
61.5K
$17.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.52K- 1.26% |
$52.2K - $303K
|
197K
$55.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.55K- 2.89% |
$52.8K - $307K
|
85.4K
$24.2M
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.55K- 2.23% |
$52.9K - $308K
|
112K
$31.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.56K- 1.34% |
$53K - $308K
|
188K
$53.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.58K- 16.56% |
$53.4K - $311K
|
13K
$3.68M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-2.61K- 2.54% |
$54.1K - $315K
|
100K
$28.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.62K- 3.44% |
$54.3K - $316K
|
73.4K
$20.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.62K- 6.56% |
$54.3K - $316K
|
37.3K
$10.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.68K- 1.17% |
$55.6K - $324K
|
227K
$64.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-2.7K- 0.58% |
$56K - $326K
|
466K
$132M
|
|
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.72K- 47.39% |
$56.4K - $328K
|
3.02K
$855K
|
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.73K- 13.11% |
$56.6K - $329K
|
18.1K
$5.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2.75K- 9.99% |
$57K - $332K
|
24.8K
$7.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-2.78K- 0.68% |
$57.5K - $335K
|
405K
$115M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.79K- 20.82% |
$57.8K - $336K
|
10.6K
$3M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.79K- 5.67% |
$57.8K - $336K
|
46.4K
$13.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-2.83K- 2.11% |
$58.7K - $341K
|
131K
$37.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.84K- 0.64% |
$58.8K - $342K
|
441K
$125M
|