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
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
18.3K
+ 6.27%
$379K - $2.21M
310K $87.9M
Oct 31, 2022 Q3 2022
Stoneridge Investment Partners LLC

BUY
 -
18.3K
+ 33.39%
$379K - $2.2M
73K $20.7M
Nov 09, 2022 Q3 2022
Schnieders Capital Management LLC

BUY
 -
18.1K
+ 28.24%
$376K - $2.19M
82.4K $23.3M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
18.1K
+ 77.01%
$375K - $2.18M
41.6K $11.8M
Nov 09, 2022 Q3 2022
Easterly Investment Partners LLC

BUY
 -
17.9K
+ 11.96%
$371K - $2.16M
168K $47.5M
Nov 14, 2022 Q3 2022
Deprince Race & Zollo Inc

Winter Park, FL
BUY
 -
17.8K
+ 5.51%
$368K - $2.14M
340K $96.3M
Nov 14, 2022 Q3 2022
Rmb Capital Management, LLC

BUY
 -
17.4K
+ 4.6%
$361K - $2.1M
396K $112M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
17.1K
+ 19.52%
$355K - $2.07M
105K $29.7M
Nov 09, 2022 Q3 2022
O'Brien Greene & Co. Inc

Media, PA
BUY
 -
17.1K
+ 217.38%
$355K - $2.06M
25K $7.07M
Nov 14, 2022 Q3 2022
Bison Wealth, LLC

BUY
 -
17.1K
+ 48.56%
$355K - $2.06M
52.3K $14.8M
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
16.8K
New
$349K - $2.03M
16.8K $4.76M
Oct 14, 2022 Q3 2022
Jb Capital LLC

BUY
 -
16.8K
+ 49.32%
$348K - $2.02M
50.8K $14.4M
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
16.7K
+ 75.52%
$346K - $2.01M
38.8K $11M
Nov 08, 2022 Q3 2022
Curi Wealth Management, LLC

BUY
 -
16.6K
+ 14.52%
$344K - $2M
131K $37.1M
Nov 14, 2022 Q3 2022
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
16.5K
+ 2.73%
$341K - $1.99M
621K $176M
Nov 09, 2022 Q3 2022
Highlander Partners, L.P.

BUY
 -
16.4K
+ 56.55%
$340K - $1.98M
45.4K $12.9M
Nov 09, 2022 Q3 2022
Svb Wealth LLC

Boston, MA
BUY
 -
16.4K
+ 3.28%
$339K - $1.97M
515K $146M
Nov 07, 2022 Q3 2022
Virtu Financial LLC

New York, NY
BUY
 -
16.3K
+ 105.74%
$338K - $1.97M
31.7K $8.98M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
16.1K
+ 134.84%
$334K - $1.95M
28.1K $7.96M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
16.1K
+ 4.53%
$334K - $1.94M
372K $105M
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
15.8K
+ 15.45%
$328K - $1.91M
118K $33.4M
Oct 11, 2022 Q3 2022
Franklin Street Advisors Inc

BUY
 -
15.6K
+ 9.66%
$324K - $1.89M
178K $50.3M
Oct 21, 2022 Q3 2022
Next Level Private LLC

Harrison, NY
BUY
 -
15.6K
+ 42.27%
$324K - $1.88M
52.6K $14.9M
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
15.6K
+ 11.31%
$324K - $1.88M
154K $43.5M
Oct 11, 2022 Q3 2022
Davenport & CO LLC

BUY
 -
15.6K
+ 1.25%
$323K - $1.88M
1.26M $357M
Oct 13, 2022 Q3 2022
Carnegie Capital Asset Management, LLC

BUY
 -
15.5K
+ 5.06%
$322K - $1.87M
322K $91.2M
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
15.5K
+ 29.76%
$322K - $1.87M
67.7K $19.2M
Nov 14, 2022 Q3 2022
Acadian Asset Management LLC

Boston, MA
BUY
 -
15.1K
+ 10.32%
$314K - $1.83M
162K $45.8M
Nov 10, 2022 Q3 2022
North Reef Capital Management LP

Laguna Beach, CA
BUY
 -
15K
New
$311K - $1.81M
15K $4.25M
Oct 31, 2022 Q3 2022
Pinnacle Financial Partners Inc

BUY
 -
15K
+ 3.62%
$311K - $1.81M
429K $122M
Oct 14, 2022 Q3 2022
Douglas Lane & Associates, LLC

BUY
 -
14.8K
+ 1.57%
$307K - $1.79M
960K $272M
Nov 23, 2022 Q3 2022
Toroso Investments, LLC

Massapequa, NY
BUY
 -
14.7K
+ 44.17%
$304K - $1.77M
47.9K $13.5M
Nov 16, 2022 Q3 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
14.6K
+ 608.53%
$302K - $1.75M
16.9K $4.8M
Nov 14, 2022 Q3 2022
Polar Capital Holdings PLC

London, X0
BUY
 -
14.5K
+ 6.72%
$300K - $1.75M
230K $65.2M
Nov 02, 2022 Q3 2022
Quilter PLC

BUY
 -
14.3K
+ 1.79%
$297K - $1.73M
813K $230M
Nov 14, 2022 Q3 2022
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
14.3K
+ 3.14%
$296K - $1.72M
468K $132M
Nov 14, 2022 Q3 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
14.2K
+ 1.48%
$294K - $1.71M
970K $275M
Oct 07, 2022 Q3 2022
Nexus Investment Management Ulc

BUY
 -
14.1K
+ 5.6%
$292K - $1.7M
266K $75.3M
Oct 04, 2022 Q3 2022
Fulton Bank, N.A.

BUY
 -
14.1K
+ 32.6%
$292K - $1.7M
57.3K $16.2M
Nov 10, 2022 Q3 2022
Greenleaf Trust

Kalamazoo, MI
BUY
 -
13.9K
+ 16.4%
$288K - $1.67M
98.5K $27.9M
Nov 14, 2022 Q3 2022
Barr E S & CO

Lexington, KY
BUY
 -
13.9K
+ 5.48%
$287K - $1.67M
266K $75.5M
Nov 01, 2022 Q3 2022
Crossmark Global Holdings, Inc.

BUY
 -
13.7K
+ 6.03%
$284K - $1.65M
241K $68.2M
Nov 07, 2022 Q3 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
13.6K
New
$282K - $1.64M
13.6K $3.86M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
13.6K
+ 1.96%
$282K - $1.64M
707K $200M
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
13.6K
+ 7.29%
$282K - $1.64M
200K $56.7M
Nov 10, 2022 Q3 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
13.4K
+ 0.58%
$278K - $1.62M
2.34M $662M
Oct 13, 2022 Q3 2022
Activest Wealth Management

BUY
 -
13.4K
+ 13233.66%
$277K - $1.61M
13.5K $3.81M
Nov 14, 2022 Q3 2022
Ergoteles LLC

New York, NY
BUY
 -
13.2K
New
$274K - $1.59M
13.2K $3.74M
Oct 18, 2022 Q3 2022
Allworth Financial LP

BUY
 -
13.2K
+ 21.86%
$274K - $1.59M
73.6K $20.8M

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