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 25, 2022
Q3 2022
|
Versor Investments LP
|
SELL
|
- |
-2.91K- 10.48% |
$60.3K - $351K
|
24.9K
$7.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.91K- 1.42% |
$60.4K - $351K
|
203K
$57.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.95K- 55.78% |
$61.2K - $356K
|
2.34K
$663K
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.97K- 29.12% |
$61.5K - $358K
|
7.23K
$2.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.01K- 7.74% |
$62.5K - $363K
|
35.9K
$10.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.05K- 57.89% |
$63.3K - $368K
|
2.22K
$629K
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-3.06K- 0.33% |
$63.5K - $369K
|
929K
$263M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.08K- 5.59% |
$63.9K - $372K
|
52.1K
$14.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.19K- 4.39% |
$66.1K - $385K
|
69.4K
$19.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.24K- 4.29% |
$67.2K - $391K
|
72.4K
$20.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Arden Trust CO
|
SELL
|
- |
-3.26K- 7.86% |
$67.5K - $393K
|
38.2K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-3.27K- 7.12% |
$67.7K - $394K
|
42.6K
$12.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Univest Financial Corp
|
SELL
|
- |
-3.29K- 7.59% |
$68.2K - $397K
|
40.1K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-3.3K- 47.83% |
$68.4K - $398K
|
3.6K
$1.02M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.3K- 0.63% |
$68.5K - $398K
|
519K
$147M
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-3.32K- 2.02% |
$68.8K - $400K
|
161K
$45.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-3.32K- 0.31% |
$68.9K - $401K
|
1.07M
$303M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.35K- 5.55% |
$69.5K - $404K
|
57.1K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-3.36K- 3.1% |
$69.7K - $405K
|
105K
$29.8M
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-3.38K- 2.34% |
$70.2K - $408K
|
141K
$40.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.4K- 38.53% |
$70.4K - $409K
|
5.42K
$1.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.43K- 4.63% |
$71K - $413K
|
70.6K
$20M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-3.48K- 0.92% |
$72.1K - $420K
|
374K
$106M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-3.48K- 11.05% |
$72.2K - $420K
|
28K
$7.94M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
SELL
|
- |
-3.5K- 23.66% |
$72.5K - $422K
|
11.3K
$3.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.52K- 44.64% |
$73K - $424K
|
4.37K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 27.98% |
$73.3K - $426K
|
9.1K
$2.58M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.54K- 1.95% |
$73.5K - $427K
|
178K
$50.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.6K- 11.74% |
$74.7K - $434K
|
27.1K
$7.67M
|
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-3.61K- 20.19% |
$74.9K - $435K
|
14.3K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.66K- 15.58% |
$75.8K - $441K
|
19.8K
$5.61M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-3.67K- 2.52% |
$76.1K - $443K
|
142K
$40.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.76K- 3.64% |
$78K - $454K
|
99.7K
$28.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.77K- 57.04% |
$78.1K - $454K
|
2.84K
$803K
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.95K- 4.42% |
$81.8K - $476K
|
85.3K
$24.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-3.96K- 15.05% |
$82.1K - $478K
|
22.4K
$6.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.97K- 28.36% |
$82.2K - $478K
|
10K
$2.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4.01K- 90.71% |
$83.1K - $484K
|
411
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-4.04K- 7.87% |
$83.8K - $488K
|
47.4K
$13.4M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4.05K- 27.0% |
$83.9K - $488K
|
10.9K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.1K- 7.02% |
$84.9K - $494K
|
54.2K
$15.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-4.11K- 1.05% |
$85.3K - $496K
|
388K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.16K- 16.33% |
$86.2K - $501K
|
21.3K
$6.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-4.17K- 1.96% |
$86.3K - $502K
|
208K
$58.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.22K- 3.43% |
$87.5K - $509K
|
119K
$33.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.27K- 4.87% |
$88.5K - $515K
|
83.4K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.38K- 1.33% |
$90.8K - $528K
|
324K
$91.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-4.4K- 13.53% |
$91.2K - $530K
|
28.1K
$7.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.41K- 25.41% |
$91.5K - $532K
|
12.9K
$3.67M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.42K- 7.4% |
$91.7K - $533K
|
55.3K
$15.7M
|