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
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
10KNew |
$207K - $1.21M
|
10K
$2.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.99K+ 34.53% |
$207K - $1.2M
|
38.9K
$9.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.91K+ 6.52% |
$206K - $1.2M
|
162K
$39.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
9.91K+ 156.5% |
$205K - $1.2M
|
16.2K
$3.95M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.9K+ 79.9% |
$205K - $1.19M
|
22.3K
$5.42M
|
|
|
Oct 12, 2022
Q3 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
9.87K+ 129.27% |
$205K - $1.19M
|
17.5K
$4.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.83K+ 48.3% |
$204K - $1.19M
|
30.2K
$7.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.73K+ 33.48% |
$202K - $1.17M
|
38.8K
$9.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
9.64KNew |
$200K - $1.16M
|
9.64K
$2.34M
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9.57K+ 150.75% |
$198K - $1.15M
|
15.9K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
9.5K+ 2.78% |
$197K - $1.15M
|
351K
$85.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.44K+ 4.81% |
$196K - $1.14M
|
205K
$50M
|
|
|
Oct 05, 2022
Q3 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
9.37K+ 6.3% |
$194K - $1.13M
|
158K
$38.4M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.31K+ 6.27% |
$193K - $1.12M
|
158K
$38.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
9.28K+ 45.09% |
$192K - $1.12M
|
29.9K
$7.26M
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.2K+ 10.33% |
$191K - $1.11M
|
98.3K
$23.9M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.14K+ 2.88% |
$189K - $1.1M
|
326K
$79.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
9.13K+ 37.05% |
$189K - $1.1M
|
33.8K
$8.22M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.11K+ 16.13% |
$189K - $1.1M
|
65.6K
$15.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.1KNew |
$189K - $1.1M
|
9.1K
$2.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
9.09K+ 1.89% |
$188K - $1.1M
|
489K
$119M
|
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
9.04KNew |
$187K - $1.09M
|
9.04K
$2.2M
|
|
|
Nov 15, 2022
Q3 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
9.01K+ 13.27% |
$187K - $1.09M
|
76.9K
$18.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
8.95K+ 1.99% |
$186K - $1.08M
|
458K
$112M
|
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
8.93K+ 56.83% |
$185K - $1.08M
|
24.7K
$6M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8.93K+ 13.68% |
$185K - $1.08M
|
74.2K
$18.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
8.92K+ 4.44% |
$185K - $1.07M
|
210K
$51.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Ceredex Value Advisors LLC
|
BUY
|
- |
8.89K+ 1.62% |
$184K - $1.07M
|
557K
$136M
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
8.83K+ 11.27% |
$183K - $1.06M
|
87.2K
$21.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
8.79K+ 27.82% |
$182K - $1.06M
|
40.4K
$9.82M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
8.78K+ 3.98% |
$182K - $1.06M
|
229K
$55.8M
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.65K+ 3.76% |
$179K - $1.04M
|
239K
$58.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
8.64K+ 2.06% |
$179K - $1.04M
|
427K
$104M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.63K+ 49.4% |
$179K - $1.04M
|
26.1K
$6.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8.63K+ 14.94% |
$179K - $1.04M
|
66.4K
$16.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.55K+ 58.16% |
$177K - $1.03M
|
23.3K
$5.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
8.55K+ 188.62% |
$177K - $1.03M
|
13.1K
$3.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.55K+ 9.03% |
$177K - $1.03M
|
103K
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
8.53K+ 109.59% |
$177K - $1.03M
|
16.3K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
8.51KNew |
$176K - $1.03M
|
8.51K
$2.07M
|
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
8.5K+ 1.34% |
$176K - $1.02M
|
645K
$157M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
8.48K+ 10.38% |
$176K - $1.02M
|
90.2K
$21.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.43K+ 25.02% |
$175K - $1.02M
|
42.1K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
8.4K+ 10.01% |
$174K - $1.01M
|
92.4K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
8.22K+ 9.55% |
$170K - $991K
|
94.2K
$22.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
8.19KNew |
$170K - $988K
|
8.19K
$1.99M
|
|
|
Nov 03, 2022
Q3 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
8.15K+ 1.52% |
$169K - $983K
|
543K
$132M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.13KNew |
$168K - $980K
|
8.13K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
8.11K+ 155.47% |
$168K - $978K
|
13.3K
$3.24M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.08K+ 5.91% |
$168K - $974K
|
145K
$35.3M
|