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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.57KNew |
$568K - $768K
|
5.57K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
5.54KNew |
$565K - $763K
|
5.54K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
BUY
|
- |
5.49K+ 2.89% |
$560K - $757K
|
196K
$47.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.48K+ 30.64% |
$558K - $755K
|
23.4K
$5.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.45K+ 24.27% |
$555K - $751K
|
27.9K
$6.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
5.41K+ 1.73% |
$552K - $746K
|
318K
$77.4M
|
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
5.4K+ 1.19% |
$551K - $744K
|
461K
$112M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
5.29K+ 11.17% |
$539K - $729K
|
52.6K
$12.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.27K+ 0.8% |
$538K - $727K
|
664K
$162M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
5.27K+ 18.16% |
$537K - $726K
|
34.3K
$8.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.26KNew |
$537K - $725K
|
5.26K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.26K+ 21.51% |
$537K - $725K
|
29.7K
$7.23M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.23K+ 0.73% |
$533K - $721K
|
725K
$176M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.23K+ 0.73% |
$533K - $721K
|
725K
$176M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.19K+ 0.29% |
$529K - $716K
|
1.79M
$435M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.17KNew |
$527K - $713K
|
5.17K
$1.26M
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.15K+ 3.75% |
$525K - $710K
|
143K
$34.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
BUY
|
- |
5.13K+ 2.64% |
$523K - $708K
|
199K
$48.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.12K+ 2.65% |
$522K - $706K
|
199K
$48.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.11K+ 52.1% |
$521K - $704K
|
14.9K
$3.63M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
5.08KNew |
$518K - $701K
|
5.08K
$1.24M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.05K+ 2.67% |
$515K - $696K
|
195K
$47.3M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.03K+ 103.33% |
$513K - $693K
|
9.9K
$2.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5K+ 2.42% |
$510K - $689K
|
212K
$51.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5K+ 50.0% |
$510K - $689K
|
15K
$3.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.98K+ 47.53% |
$508K - $687K
|
15.5K
$3.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
4.96KNew |
$506K - $684K
|
4.96K
$1.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.96K+ 8.28% |
$505K - $683K
|
64.8K
$15.8M
|
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
4.95KNew |
$505K - $683K
|
4.95K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
4.83K+ 152.17% |
$492K - $666K
|
8K
$1.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
4.82K+ 193.07% |
$491K - $664K
|
7.32K
$1.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
4.82K+ 3.42% |
$491K - $664K
|
146K
$35.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.82K+ 1.15% |
$491K - $664K
|
424K
$103M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.82K+ 15.73% |
$491K - $664K
|
35.4K
$8.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.81KNew |
$490K - $663K
|
4.81K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.8K+ 11.15% |
$490K - $662K
|
47.9K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
4.79K+ 4.03% |
$488K - $660K
|
124K
$30.1M
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
4.75KNew |
$485K - $655K
|
4.75K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$482K - $652K
|
4.73K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.7K+ 133.83% |
$479K - $648K
|
8.21K
$2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.69K+ 0.21% |
$478K - $647K
|
2.29M
$556M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.68K+ 8.76% |
$477K - $645K
|
58.1K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.67K+ 23.21% |
$476K - $643K
|
24.8K
$6.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.63K+ 4.87% |
$472K - $638K
|
99.7K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.59KNew |
$468K - $632K
|
4.59K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
BUY
|
- |
4.56K+ 9.64% |
$464K - $628K
|
51.8K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.55KNew |
$464K - $627K
|
4.55K
$1.11M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.49K+ 2.85% |
$458K - $619K
|
162K
$39.5M
|
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.47KNew |
$456K - $617K
|
4.47K
$1.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.46K+ 118.29% |
$455K - $615K
|
8.24K
$2M
|