Purchases and Sales Made in Q3 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 14, 2022 Q3 2022
Ubs Asset Management Americas Inc

Chicago, IL
BUY
 -
25.4K
+ 0.24%
$526K - $3.06M
10.4M $2.53B
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
25.1K
+ 27.35%
$521K - $3.03M
117K $28.5M
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
24K
+ 233.56%
$498K - $2.9M
34.3K $8.35M
Oct 13, 2022 Q3 2022
Welch Group, LLC

BUY
 -
24K
+ 8.67%
$498K - $2.9M
301K $73.3M
Nov 07, 2022 Q3 2022
Rpg Investment Advisory, LLC

BUY
 -
23.9K
+ 41.69%
$496K - $2.88M
81.3K $19.8M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
23.8K
+ 30.19%
$493K - $2.87M
103K $25M
Nov 14, 2022 Q3 2022
Caas Capital Management LP

New York, NY
BUY
 -
23.7K
+ 174.69%
$492K - $2.86M
37.3K $9.07M
Nov 09, 2022 Q3 2022
Dean Investment Associates, LLC

Beavercreek, OH
BUY
 -
23.3K
+ 394.67%
$483K - $2.81M
29.2K $7.11M
Oct 25, 2022 Q3 2022
Hightower 6 M Holding, LLC

BUY
 -
23.3K
New
$483K - $2.81M
23.3K $5.66M
Nov 14, 2022 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
23K
+ 30.06%
$476K - $2.77M
99.3K $24.2M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
22.9K
+ 40.58%
$475K - $2.76M
79.3K $19.3M
Nov 14, 2022 Q3 2022
Ironvine Capital Partners, LLC

Omaha, NE
BUY
 -
22.3K
+ 14.86%
$461K - $2.68M
172K $41.9M
Oct 19, 2022 Q3 2022
Waverton Investment Management LTD

BUY
 -
21.8K
+ 19.89%
$453K - $2.63M
132K $32M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
21.7K
+ 0.66%
$450K - $2.62M
3.32M $808M
Nov 09, 2022 Q3 2022
Lorne Steinberg Wealth Management Inc.

Montreal, Quebec, Z4
BUY
 -
21.7K
+ 494.1%
$450K - $2.61M
26.1K $6.34M
Nov 14, 2022 Q3 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
21.7K
New
$449K - $2.61M
21.7K $5.27M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
21.6K
+ 66.03%
$448K - $2.61M
54.4K $13.2M
Nov 14, 2022 Q3 2022
Horizon Investments, LLC

Charlotte, NC
BUY
 -
21.5K
+ 80.44%
$445K - $2.59M
48.2K $11.7M
Jun 14, 2023 Q3 2022
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
21.5K
+ 2.84%
$445K - $2.59M
778K $189M
Nov 16, 2022 Q3 2022
Warther Private Wealth, LLC

Akron, OH
BUY
 -
21.3K
New
$442K - $2.57M
21.3K $5.19M
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
21.3K
+ 15.85%
$442K - $2.57M
156K $37.9M
Oct 18, 2022 Q3 2022
Ritholtz Wealth Management

BUY
 -
21.3K
+ 52.06%
$441K - $2.56M
62.1K $15.1M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
21.2K
+ 27.13%
$440K - $2.56M
99.6K $24.2M
Nov 15, 2022 Q3 2022
Nomura Holdings Inc

Tokyo, M0
BUY
 -
21.2K
+ 168.3%
$439K - $2.55M
33.8K $8.22M
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
21.2K
+ 29.0%
$439K - $2.55M
94.2K $22.9M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
21K
New
$435K - $2.53M
21K $5.11M
Nov 09, 2022 Q3 2022
Bedell Frazier Investment Counseling, LLC

BUY
 -
20.9K
New
$433K - $2.52M
20.9K $5.08M
Nov 14, 2022 Q3 2022
Drw Securities, L.L.C.

Chicago, IL
BUY
 -
20.9K
New
$432K - $2.51M
20.9K $5.07M
Jun 08, 2023 Q3 2022
Commerzbank Aktiengesellschaft

BUY
 -
20.8K
New
$431K - $2.51M
20.8K $5.05M
Oct 18, 2022 Q3 2022
Mill Capital Management, LLC

BUY
 -
20.7K
+ 10.39%
$428K - $2.49M
220K $53.4M
Nov 09, 2022 Q3 2022
Liberty Capital Management, Inc.

BUY
 -
20.6K
+ 968.33%
$427K - $2.48M
22.7K $5.52M
Oct 19, 2022 Q3 2022
Absher Wealth Management, LLC

BUY
 -
20.6K
+ 11.12%
$426K - $2.48M
206K $50M
Nov 10, 2022 Q3 2022
Smead Capital Management, Inc.

Phoenix, AZ
BUY
 -
20.3K
+ 1.62%
$421K - $2.45M
1.28M $311M
Nov 15, 2022 Q3 2022
Traynor Capital Management, Inc.

BUY
 -
20.2K
+ 80.73%
$418K - $2.43M
45.1K $11M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
20.1K
New
$417K - $2.43M
20.1K $4.9M
Oct 18, 2022 Q3 2022
Oak Asset Management, LLC

BUY
 -
19.9K
New
$413K - $2.4M
19.9K $4.85M
Nov 02, 2022 Q3 2022
Deka Bank Deutsche Girozentrale

BUY
 -
19.9K
+ 0.6%
$413K - $2.4M
3.36M $817M
Oct 27, 2022 Q3 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
19.6K
+ 5.28%
$405K - $2.36M
390K $94.8M
Nov 08, 2022 Q3 2022
Zions Bancorporation, N.A.

BUY
 -
19.6K
+ 210.6%
$405K - $2.36M
28.8K $7.02M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
19.5K
+ 32.49%
$404K - $2.35M
79.5K $19.3M
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
19.4K
+ 9.19%
$402K - $2.34M
231K $56.1M
Nov 14, 2022 Q3 2022
Skandinaviska Enskilda Banken Ab (Publ)

Stockholm, V7
BUY
 -
19.2K
+ 2.68%
$399K - $2.32M
737K $179M
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
19.2K
+ 3.01%
$397K - $2.31M
656K $160M
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
18.9K
+ 1782.19%
$392K - $2.28M
20K $4.86M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
18.8K
+ 6.24%
$389K - $2.26M
320K $77.8M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
18.6K
+ 616.63%
$385K - $2.24M
21.6K $5.25M
Nov 08, 2022 Q3 2022
Fort Pitt Capital Group, LLC

BUY
 -
18.4K
+ 12.08%
$381K - $2.22M
171K $41.5M
Nov 09, 2022 Q3 2022
Taurus Asset Management, LLC

New York, NY
BUY
 -
18.3K
+ 7.34%
$380K - $2.21M
268K $65.3M
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
18.3K
+ 6.27%
$379K - $2.21M
310K $75.5M

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