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 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
3.24K+ 28.32% |
$330K - $446K
|
14.7K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.24K+ 3.16% |
$330K - $446K
|
106K
$30M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
BUY
|
- |
3.21K+ 4.78% |
$328K - $443K
|
70.4K
$19.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.21K+ 15.86% |
$327K - $442K
|
23.4K
$6.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
3.2K+ 4.94% |
$327K - $442K
|
68.1K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
3.2K+ 5.16% |
$326K - $441K
|
65.2K
$18.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.2K+ 6.51% |
$326K - $441K
|
52.3K
$14.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
3.19K+ 29.86% |
$326K - $440K
|
13.9K
$3.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.19K+ 2.8% |
$325K - $440K
|
117K
$33.1M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.19K+ 3.48% |
$325K - $439K
|
94.8K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.17K+ 0.81% |
$323K - $437K
|
392K
$111M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
3.17K+ 6.29% |
$323K - $437K
|
53.6K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.17KNew |
$323K - $437K
|
3.17K
$897K
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 7.05% |
$322K - $436K
|
48K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.16K+ 80.93% |
$322K - $435K
|
7.06K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
3.15KNew |
$321K - $434K
|
3.15K
$892K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
3.15K+ 9.94% |
$321K - $434K
|
34.8K
$9.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.14K+ 90.35% |
$320K - $433K
|
6.61K
$1.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.12KNew |
$318K - $430K
|
3.12K
$884K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.12K+ 0.8% |
$318K - $430K
|
393K
$111M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3.11K+ 7.44% |
$317K - $429K
|
44.9K
$12.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$315K - $426K
|
3.09K
$875K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.09K+ 5.34% |
$315K - $425K
|
60.8K
$17.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.08K+ 4.0% |
$314K - $425K
|
80.2K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.08KNew |
$314K - $424K
|
3.08K
$871K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.03K+ 2.51% |
$309K - $418K
|
124K
$35.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3.03K+ 23.48% |
$309K - $418K
|
15.9K
$4.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.02K+ 7.17% |
$308K - $417K
|
45.2K
$12.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
3.02K+ 8.28% |
$308K - $416K
|
39.5K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.02KNew |
$308K - $416K
|
3.02K
$855K
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
3.02K+ 4.35% |
$308K - $416K
|
72.4K
$20.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.01K+ 0.88% |
$307K - $415K
|
344K
$97.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.01K+ 18.57% |
$307K - $415K
|
19.2K
$5.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
3KNew |
$306K - $414K
|
3K
$851K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3K+ 13.29% |
$306K - $414K
|
25.6K
$7.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
3K+ 4.44% |
$306K - $414K
|
70.5K
$20M
|
|
|
Feb 14, 2023
Q4 2022
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
- |
3K+ 13.33% |
$306K - $414K
|
25.5K
$7.22M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.98K+ 20.47% |
$304K - $411K
|
17.6K
$4.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.98K+ 0.85% |
$304K - $411K
|
354K
$100M
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
2.97K+ 7.04% |
$303K - $410K
|
45.2K
$12.8M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
2.96K+ 4.02% |
$302K - $409K
|
76.8K
$21.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.93KNew |
$299K - $404K
|
2.93K
$831K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.92K+ 45.47% |
$298K - $403K
|
9.35K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.87K+ 2.87% |
$293K - $396K
|
103K
$29.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.86K+ 7.77% |
$292K - $395K
|
39.7K
$11.2M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.86KNew |
$291K - $394K
|
2.86K
$809K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.85KNew |
$290K - $393K
|
2.85K
$807K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.84K+ 11.11% |
$290K - $391K
|
28.4K
$8.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.84K+ 0.68% |
$289K - $391K
|
422K
$120M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.84K+ 4.65% |
$289K - $391K
|
63.8K
$18.1M
|