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
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.71K- 0.69% |
$97.6K - $568K
|
678K
$165M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.71K- 0.69% |
$97.6K - $568K
|
678K
$165M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.72K- 22.35% |
$97.8K - $569K
|
16.4K
$3.99M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-4.72K- 1.35% |
$97.8K - $569K
|
345K
$83.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.73K- 64.5% |
$98.1K - $570K
|
2.6K
$633K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-4.74K- 13.68% |
$98.2K - $571K
|
29.9K
$7.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.74K- 4.81% |
$98.2K - $571K
|
93.7K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.76K- 54.71% |
$98.7K - $574K
|
3.94K
$959K
|
|
|
Nov 03, 2022
Q3 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.77K- 46.49% |
$98.9K - $575K
|
5.49K
$1.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.78K- 7.16% |
$99.1K - $576K
|
62K
$15.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.8K- 7.46% |
$99.4K - $578K
|
59.4K
$14.5M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.85K- 21.27% |
$100K - $585K
|
17.9K
$4.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.87K- 6.72% |
$101K - $587K
|
67.6K
$16.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.93K- 71.68% |
$102K - $595K
|
1.95K
$474K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.97K- 1.02% |
$103K - $599K
|
481K
$117M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.03K- 1.1% |
$104K - $607K
|
451K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5.06K- 22.47% |
$105K - $610K
|
17.4K
$4.24M
|
|
|
Oct 28, 2022
Q3 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.06K- 0.14% |
$105K - $610K
|
3.52M
$855M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5.07K- 3.98% |
$105K - $611K
|
122K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.17K- 27.39% |
$107K - $623K
|
13.7K
$3.33M
|
|
|
Oct 21, 2022
Q3 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5.2K- 16.25% |
$108K - $627K
|
26.8K
$6.52M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.22K- 16.6% |
$108K - $629K
|
26.2K
$6.38M
|
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.22K- 6.34% |
$108K - $630K
|
77.1K
$18.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-5.23K- 0.43% |
$108K - $630K
|
1.22M
$296M
|
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.31K- 33.24% |
$110K - $640K
|
10.7K
$2.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-5.32K- 4.54% |
$110K - $641K
|
112K
$27.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
SELL
|
- |
-5.32K- 0.17% |
$110K - $642K
|
3.18M
$773M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-5.4K- 44.2% |
$112K - $652K
|
6.82K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5.49K- 53.0% |
$114K - $662K
|
4.87K
$1.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5.52K- 21.36% |
$114K - $666K
|
20.3K
$4.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.58K- 21.21% |
$116K - $672K
|
20.7K
$5.04M
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.6K- 31.63% |
$116K - $675K
|
12.1K
$2.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.65K- 21.12% |
$117K - $681K
|
21.1K
$5.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Crystal Rock Capital Management
|
SELL
|
- |
-5.76K- 46.46% |
$119K - $694K
|
6.64K
$1.61M
|
|
|
Oct 14, 2022
Q3 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-5.77K- 24.9% |
$120K - $696K
|
17.4K
$4.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-5.8K- 2.52% |
$120K - $699K
|
224K
$54.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-5.91K- 1.5% |
$123K - $713K
|
389K
$94.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-6.05K- 47.78% |
$125K - $730K
|
6.62K
$1.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-6.08K- 0.74% |
$126K - $733K
|
810K
$197M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.11K- 6.79% |
$127K - $736K
|
83.8K
$20.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-6.13K- 20.92% |
$127K - $739K
|
23.2K
$5.64M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-6.18K- 52.82% |
$128K - $745K
|
5.52K
$1.34M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.24K- 5.09% |
$129K - $752K
|
116K
$28.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.37K- 18.79% |
$132K - $768K
|
27.5K
$6.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.44K- 2.58% |
$134K - $777K
|
243K
$59.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.45K- 1.41% |
$134K - $778K
|
452K
$110M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.47K- 64.83% |
$134K - $781K
|
3.51K
$854K
|
|
|
Nov 07, 2022
Q3 2022
|
Sycomore Asset Management
|
SELL
|
- |
-6.51K- 26.55% |
$135K - $785K
|
18K
$4.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.68K- 14.11% |
$138K - $805K
|
40.6K
$9.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.72K- 7.95% |
$139K - $810K
|
77.8K
$18.9M
|