Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
6.57K+ 8.42% |
$670K - $905K
|
84.6K
$20.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.51KNew |
$664K - $897K
|
6.51K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
6.51KNew |
$664K - $897K
|
6.51K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.51K+ 19.07% |
$664K - $897K
|
40.7K
$9.89M
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.5KNew |
$663K - $896K
|
6.5K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.48KNew |
$661K - $894K
|
6.48K
$1.58M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.44K+ 6.25% |
$657K - $888K
|
110K
$26.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
6.43K+ 13.66% |
$656K - $887K
|
53.5K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
6.43K+ 2.91% |
$656K - $886K
|
227K
$55.2M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
6.42K+ 29.76% |
$655K - $885K
|
28K
$6.81M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.41KNew |
$653K - $883K
|
6.41K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.38K+ 9.94% |
$650K - $879K
|
70.5K
$17.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.3KNew |
$642K - $868K
|
6.3K
$1.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
6.26KNew |
$638K - $862K
|
6.26K
$1.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.23K+ 94.13% |
$635K - $858K
|
12.8K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.19K+ 4.27% |
$631K - $854K
|
151K
$36.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
6.03K+ 23.43% |
$615K - $832K
|
31.8K
$7.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
6.01KNew |
$613K - $829K
|
6.01K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
6.01KNew |
$613K - $828K
|
6.01K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5.99K+ 4.26% |
$611K - $826K
|
147K
$35.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
5.99K+ 1.16% |
$611K - $826K
|
523K
$127M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
5.98K+ 8.18% |
$610K - $824K
|
79.1K
$19.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.98K+ 12.53% |
$610K - $824K
|
53.7K
$13.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.98KNew |
$609K - $824K
|
5.98K
$1.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
5.97K+ 7.16% |
$609K - $823K
|
89.4K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
5.97KNew |
$609K - $823K
|
5.97K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
5.97KNew |
$608K - $823K
|
5.97K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.96K+ 92.85% |
$607K - $821K
|
12.4K
$3.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.93K+ 8.95% |
$604K - $817K
|
72.1K
$17.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
5.93K+ 47.33% |
$604K - $817K
|
18.4K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.91K+ 5.24% |
$602K - $814K
|
119K
$28.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
5.91KNew |
$602K - $814K
|
5.91K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Polaris Capital Management, LLC
Boston, MA |
BUY
|
- |
5.9K+ 1.26% |
$602K - $813K
|
472K
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.89KNew |
$600K - $811K
|
5.89K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
5.86K+ 20.05% |
$597K - $808K
|
35.1K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.84K+ 1.48% |
$596K - $805K
|
402K
$97.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
5.83KNew |
$595K - $804K
|
5.83K
$1.42M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.83KNew |
$595K - $804K
|
5.83K
$1.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
5.82K+ 2.96% |
$594K - $802K
|
203K
$49.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.79K+ 12.48% |
$590K - $797K
|
52.1K
$12.7M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
5.78K+ 262.86% |
$589K - $796K
|
7.97K
$1.94M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.75K+ 71.44% |
$586K - $793K
|
13.8K
$3.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
5.74K+ 3.06% |
$585K - $791K
|
193K
$47M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
5.73KNew |
$585K - $790K
|
5.73K
$1.39M
|
|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
5.71KNew |
$582K - $787K
|
5.71K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.68KNew |
$579K - $782K
|
5.68K
$1.38M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.66K+ 166.14% |
$577K - $780K
|
9.06K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.64K+ 6.49% |
$575K - $777K
|
92.5K
$22.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.62KNew |
$573K - $774K
|
5.62K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
5.59K+ 6.05% |
$570K - $770K
|
97.9K
$23.8M
|