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 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.11K- 6.79% |
$127K - $736K
|
83.8K
$23.7M
|
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-6.13K- 20.92% |
$127K - $739K
|
23.2K
$6.56M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-6.18K- 52.82% |
$128K - $745K
|
5.52K
$1.56M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-6.24K- 5.09% |
$129K - $752K
|
116K
$32.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-6.37K- 18.79% |
$132K - $768K
|
27.5K
$7.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.44K- 2.58% |
$134K - $777K
|
243K
$68.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-6.45K- 1.41% |
$134K - $778K
|
452K
$128M
|
|
|
Nov 14, 2022
Q3 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.47K- 64.83% |
$134K - $781K
|
3.51K
$994K
|
|
|
Nov 07, 2022
Q3 2022
|
Sycomore Asset Management
|
SELL
|
- |
-6.51K- 26.55% |
$135K - $785K
|
18K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.68K- 14.11% |
$138K - $805K
|
40.6K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-6.72K- 7.95% |
$139K - $810K
|
77.8K
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-6.77K- 7.42% |
$140K - $816K
|
84.5K
$23.9M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-6.78K- 19.44% |
$141K - $817K
|
28.1K
$7.96M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-6.79K- 5.43% |
$141K - $819K
|
118K
$33.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-6.81K- 6.67% |
$141K - $821K
|
95.2K
$26.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-6.9K- 25.7% |
$143K - $832K
|
19.9K
$5.65M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.92K- 52.9% |
$143K - $834K
|
6.16K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-6.95K- 28.11% |
$144K - $837K
|
17.8K
$5.03M
|
|
|
Nov 03, 2022
Q3 2022
|
Eulav Asset Management
|
SELL
|
- |
-7K- 8.54% |
$145K - $844K
|
75K
$21.2M
|
|
|
Apr 25, 2025
Q3 2022
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-7K- 70.0% |
$145K - $844K
|
3K
$849K
|
|
|
Oct 21, 2022
Q3 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-7.01K- 20.85% |
$145K - $845K
|
26.6K
$7.53M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.24K- 0.72% |
$150K - $873K
|
993K
$281M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-7.24K- 89.47% |
$150K - $873K
|
852
$241K
|
|
|
Oct 31, 2022
Q3 2022
|
Nat West Group PLC
|
SELL
|
- |
-7.26K- 18.9% |
$150K - $875K
|
31.2K
$8.82M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.27KClosed |
$151K - $877K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.28K- 12.21% |
$151K - $878K
|
52.4K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-7.31K- 2.9% |
$152K - $882K
|
245K
$69.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.32K- 16.88% |
$152K - $883K
|
36.1K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-7.33K- 17.59% |
$152K - $884K
|
34.4K
$9.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-7.35K- 65.34% |
$152K - $887K
|
3.9K
$1.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.51K- 45.14% |
$156K - $905K
|
9.13K
$2.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-7.54K- 8.1% |
$156K - $909K
|
85.6K
$24.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hosking Partners LLP
|
SELL
|
- |
-7.54K- 5.81% |
$156K - $910K
|
122K
$34.6M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-7.58K- 18.31% |
$157K - $914K
|
33.8K
$9.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-7.66K- 4.68% |
$159K - $923K
|
156K
$44.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.69K- 1.57% |
$159K - $928K
|
484K
$137M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-7.99K- 2.09% |
$166K - $963K
|
375K
$106M
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.11K- 29.11% |
$168K - $978K
|
19.8K
$5.59M
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-8.12K- 42.01% |
$168K - $979K
|
11.2K
$3.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-8.14K- 3.88% |
$169K - $981K
|
202K
$57.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.17K- 5.82% |
$169K - $985K
|
132K
$37.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8.2K- 2.07% |
$170K - $989K
|
388K
$110M
|
|
|
Oct 17, 2022
Q3 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8.29K- 3.82% |
$172K - $1M
|
209K
$59.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-8.42K- 36.84% |
$175K - $1.02M
|
14.4K
$4.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-8.7K- 38.09% |
$180K - $1.05M
|
14.1K
$4M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-8.71K- 40.2% |
$181K - $1.05M
|
13K
$3.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-8.8K- 80.17% |
$183K - $1.06M
|
2.18K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.87K- 0.8% |
$184K - $1.07M
|
1.11M
$313M
|
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-8.91K- 91.05% |
$185K - $1.07M
|
876
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-8.94K- 47.45% |
$185K - $1.08M
|
9.9K
$2.8M
|