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 27, 2023
Q4 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.77K+ 3.38% |
$282K - $382K
|
84.7K
$20.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.76KNew |
$281K - $380K
|
2.76K
$664K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.74K+ 0.86% |
$280K - $378K
|
321K
$77.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.74K+ 0.61% |
$279K - $378K
|
454K
$109M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
2.74K+ 52.56% |
$279K - $378K
|
7.95K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
2.74K+ 41.81% |
$279K - $377K
|
9.28K
$2.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.73K+ 21.33% |
$278K - $376K
|
15.5K
$3.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
2.73K+ 48.71% |
$278K - $376K
|
8.32K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
2.72K+ 9.54% |
$278K - $375K
|
31.2K
$7.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.71K+ 20.31% |
$276K - $373K
|
16K
$3.86M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.7KNew |
$275K - $372K
|
2.7K
$651K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.7K+ 2.56% |
$275K - $372K
|
108K
$26.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.7KNew |
$275K - $372K
|
2.7K
$650K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.68K+ 1.18% |
$274K - $370K
|
230K
$55.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
2.68K+ 2.59% |
$273K - $369K
|
106K
$25.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.67KNew |
$272K - $367K
|
2.67K
$642K
|
|
|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.67KNew |
$272K - $367K
|
2.67K
$642K
|
|
|
Feb 02, 2023
Q4 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.65K+ 17.78% |
$270K - $365K
|
17.5K
$4.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.65KNew |
$270K - $365K
|
2.65K
$638K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.64KNew |
$269K - $364K
|
2.64K
$636K
|
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.62K+ 17.08% |
$267K - $361K
|
18K
$4.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.61K+ 10.29% |
$267K - $360K
|
28K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.58K+ 3.08% |
$263K - $356K
|
86.4K
$20.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.58K+ 0.42% |
$263K - $355K
|
623K
$150M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.58K+ 1.2% |
$263K - $355K
|
217K
$52.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2.58K+ 43.83% |
$263K - $355K
|
8.46K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.57KNew |
$262K - $355K
|
2.57K
$620K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.56K+ 14.48% |
$261K - $353K
|
20.2K
$4.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.56KNew |
$261K - $352K
|
2.56K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.55K+ 72.37% |
$260K - $352K
|
6.08K
$1.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
2.54K+ 55.19% |
$258K - $349K
|
7.13K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
2.53K+ 6.38% |
$258K - $349K
|
42.3K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.51K+ 5.19% |
$256K - $346K
|
50.9K
$12.2M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$255K - $344K
|
2.5K
$602K
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
2.49KNew |
$254K - $343K
|
2.49K
$599K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
2.48KNew |
$253K - $342K
|
2.48K
$597K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
2.47KNew |
$252K - $341K
|
2.47K
$596K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.47KNew |
$252K - $341K
|
2.47K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 1.65% |
$251K - $339K
|
151K
$36.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.45K+ 1.05% |
$250K - $338K
|
236K
$56.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.45K+ 27.81% |
$249K - $337K
|
11.2K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.43K+ 74.53% |
$248K - $336K
|
5.7K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.42KNew |
$247K - $334K
|
2.42K
$584K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.42KNew |
$247K - $334K
|
2.42K
$583K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.42K+ 9.79% |
$247K - $333K
|
27.1K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.42K+ 8.59% |
$246K - $333K
|
30.5K
$7.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
2.42K+ 11.74% |
$246K - $333K
|
23K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.41K+ 4.78% |
$246K - $333K
|
53K
$12.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.4K+ 10.59% |
$245K - $331K
|
25.1K
$6.05M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.4K+ 8.08% |
$245K - $331K
|
32.1K
$7.73M
|