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 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.77K- 1.34% |
$203K - $1.18M
|
717K
$174M
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9.82K- 29.27% |
$204K - $1.18M
|
23.7K
$5.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-9.91K- 0.94% |
$205K - $1.19M
|
1.05M
$254M
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-10K- 3.34% |
$208K - $1.21M
|
290K
$70.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-10K- 73.02% |
$208K - $1.21M
|
3.71K
$903K
|
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10.1K- 0.21% |
$210K - $1.22M
|
4.75M
$1.16B
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
SELL
|
- |
-10.2K- 14.31% |
$211K - $1.23M
|
60.8K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-10.2K- 17.7% |
$212K - $1.23M
|
47.5K
$11.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-10.3K- 2.91% |
$214K - $1.24M
|
345K
$83.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.6K- 21.68% |
$219K - $1.28M
|
38.2K
$9.3M
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10.8K- 7.28% |
$224K - $1.3M
|
137K
$33.4M
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$226K - $1.32M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 54.75% |
$228K - $1.33M
|
9.1K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-11.1KClosed |
$230K - $1.34M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11.1K- 26.99% |
$231K - $1.34M
|
30.2K
$7.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-11.4K- 10.42% |
$236K - $1.37M
|
97.8K
$23.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-11.4K- 15.51% |
$237K - $1.38M
|
62.2K
$15.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-11.6K- 45.38% |
$241K - $1.4M
|
14K
$3.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-11.6K- 5.69% |
$241K - $1.4M
|
193K
$47M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
SELL
|
- |
-11.7K- 1.45% |
$243K - $1.41M
|
798K
$194M
|
|
|
Nov 14, 2022
Q3 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-11.9K- 2.54% |
$246K - $1.43M
|
455K
$111M
|
|
|
Nov 10, 2022
Q3 2022
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-12.1K- 2.59% |
$250K - $1.45M
|
452K
$110M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-12.1K- 33.32% |
$251K - $1.46M
|
24.2K
$5.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-12.2K- 5.22% |
$252K - $1.47M
|
221K
$53.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.3K- 10.75% |
$256K - $1.49M
|
103K
$24.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-12.6K- 2.49% |
$260K - $1.51M
|
493K
$120M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-12.7K- 20.5% |
$264K - $1.53M
|
49.3K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.7K- 1.61% |
$264K - $1.53M
|
778K
$189M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.7K- 1.61% |
$264K - $1.53M
|
778K
$189M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.7K- 1.61% |
$264K - $1.53M
|
778K
$189M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.7K- 3.42% |
$264K - $1.53M
|
360K
$87.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-12.8K- 11.97% |
$266K - $1.55M
|
94.3K
$22.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-12.9K- 11.35% |
$267K - $1.55M
|
101K
$24.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-13.1K- 1.0% |
$271K - $1.58M
|
1.3M
$316M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-13.1K- 3.86% |
$272K - $1.58M
|
327K
$79.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-13.2K- 2.42% |
$274K - $1.59M
|
531K
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-13.2K- 9.72% |
$274K - $1.59M
|
123K
$29.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-13.2K- 6.38% |
$274K - $1.6M
|
194K
$47.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-13.5K- 5.04% |
$280K - $1.63M
|
254K
$61.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-13.5K- 24.81% |
$280K - $1.63M
|
40.9K
$9.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.6K- 17.33% |
$281K - $1.63M
|
64.7K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Barings LLC
|
SELL
|
- |
-13.6K- 82.54% |
$281K - $1.64M
|
2.87K
$698K
|
|
|
Oct 18, 2022
Q3 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-13.7K- 8.36% |
$284K - $1.65M
|
150K
$36.5M
|
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-14K- 53.12% |
$289K - $1.68M
|
12.3K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-14K- 58.33% |
$290K - $1.69M
|
10K
$2.43M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 7.16% |
$297K - $1.73M
|
186K
$45.2M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.4K- 4.76% |
$298K - $1.73M
|
288K
$70M
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-14.5K- 6.98% |
$300K - $1.75M
|
193K
$47M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14.6K- 18.72% |
$302K - $1.76M
|
63.3K
$15.4M
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-14.6K- 1.07% |
$303K - $1.76M
|
1.35M
$328M
|