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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.77K+ 2.63% |
$384K - $519K
|
147K
$35.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.76KNew |
$384K - $519K
|
3.76K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.75KNew |
$383K - $517K
|
3.75K
$904K
|
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.74KNew |
$382K - $516K
|
3.74K
$902K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.74K+ 13.75% |
$381K - $515K
|
30.9K
$7.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.69KNew |
$376K - $508K
|
3.69K
$888K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.68K+ 9.73% |
$375K - $507K
|
41.5K
$9.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
3.68KNew |
$375K - $507K
|
3.68K
$885K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.68K+ 4.77% |
$375K - $507K
|
80.7K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.66K+ 43.26% |
$373K - $504K
|
12.1K
$2.92M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.65KNew |
$372K - $503K
|
3.65K
$879K
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
3.64K+ 23.72% |
$371K - $501K
|
19K
$4.57M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
3.63K+ 0.51% |
$370K - $500K
|
711K
$171M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$370K - $500K
|
3.63K
$874K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.6K+ 0.27% |
$367K - $496K
|
1.36M
$327M
|
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.6K+ 0.88% |
$367K - $496K
|
411K
$98.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.59K+ 4.34% |
$366K - $495K
|
86.3K
$20.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.59K+ 31.6% |
$366K - $495K
|
15K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
3.59K+ 164.77% |
$366K - $494K
|
5.76K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.56K+ 9.22% |
$362K - $490K
|
42.1K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
3.54KNew |
$361K - $489K
|
3.54K
$854K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.51K+ 10.43% |
$358K - $484K
|
37.2K
$8.96M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 14.32% |
$358K - $484K
|
28K
$6.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.5K+ 19.07% |
$357K - $483K
|
21.9K
$5.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
3.49K+ 8.92% |
$356K - $481K
|
42.6K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
3.49KNew |
$355K - $481K
|
3.49K
$840K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.48KNew |
$355K - $480K
|
3.48K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.47K+ 3.5% |
$354K - $478K
|
103K
$24.7M
|
|
|
Jan 05, 2023
Q4 2022
|
Sycomore Asset Management
|
BUY
|
- |
3.46K+ 19.24% |
$353K - $477K
|
21.5K
$5.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.45KNew |
$352K - $476K
|
3.45K
$832K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.42K+ 19.35% |
$349K - $472K
|
21.1K
$5.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.41K+ 14.37% |
$348K - $470K
|
27.1K
$6.54M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
3.4K+ 0.43% |
$347K - $469K
|
797K
$192M
|
|
|
Feb 01, 2023
Q4 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.38K+ 2.39% |
$345K - $466K
|
145K
$34.9M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.38KNew |
$345K - $466K
|
3.38K
$814K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$342K - $462K
|
3.35K
$808K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
3.34K+ 167.1% |
$341K - $461K
|
5.34K
$1.29M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
3.34KNew |
$340K - $460K
|
3.34K
$804K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.34KNew |
$340K - $460K
|
3.34K
$803K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.32KNew |
$338K - $457K
|
3.32K
$798K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3.31K+ 5.78% |
$338K - $457K
|
60.6K
$14.6M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.3K+ 3.35% |
$336K - $454K
|
102K
$24.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.28KNew |
$335K - $452K
|
3.28K
$790K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.28K+ 7.24% |
$334K - $451K
|
48.5K
$11.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.24K+ 6.0% |
$331K - $447K
|
57.3K
$13.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.24K+ 28.32% |
$330K - $446K
|
14.7K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.24K+ 3.16% |
$330K - $446K
|
106K
$25.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
3.21K+ 4.78% |
$328K - $443K
|
70.4K
$17M
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.21K+ 15.86% |
$327K - $442K
|
23.4K
$5.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
3.2K+ 4.94% |
$327K - $442K
|
68.1K
$16.4M
|