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 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.4K+ 6.66% |
$245K - $331K
|
38.4K
$9.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.4KNew |
$244K - $330K
|
2.4K
$577K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
2.4K+ 0.95% |
$244K - $330K
|
255K
$61.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.38KNew |
$243K - $328K
|
2.38K
$574K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.37KNew |
$242K - $327K
|
2.37K
$571K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.35K+ 1.82% |
$239K - $324K
|
131K
$31.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.35KNew |
$239K - $323K
|
2.35K
$565K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2.33KNew |
$238K - $321K
|
2.33K
$561K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.32KNew |
$236K - $319K
|
2.32K
$558K
|
|
|
Feb 03, 2023
Q4 2022
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
2.31K+ 0.12% |
$235K - $318K
|
1.91M
$461M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
2.31K+ 2.74% |
$235K - $318K
|
86.4K
$20.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.3KNew |
$235K - $317K
|
2.3K
$555K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.3K+ 3.78% |
$234K - $316K
|
63.1K
$15.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.29K+ 1.3% |
$234K - $316K
|
178K
$42.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.28KNew |
$232K - $314K
|
2.28K
$549K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2.27KNew |
$231K - $313K
|
2.27K
$547K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
2.27KNew |
$231K - $313K
|
2.27K
$546K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.26K+ 14.31% |
$230K - $311K
|
18K
$4.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
2.25K+ 3.65% |
$230K - $310K
|
63.9K
$15.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
2.25K+ 1.0% |
$229K - $310K
|
226K
$54.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.24K+ 8.92% |
$229K - $309K
|
27.4K
$6.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.24K+ 2.64% |
$228K - $309K
|
87.2K
$21M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.24KNew |
$228K - $308K
|
2.24K
$539K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
2.23KNew |
$228K - $308K
|
2.23K
$538K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.23K+ 2.31% |
$227K - $307K
|
98.6K
$23.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
2.22K+ 15.47% |
$226K - $306K
|
16.6K
$3.99M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.21KNew |
$226K - $305K
|
2.21K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.21K+ 40.02% |
$225K - $305K
|
7.74K
$1.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.21K+ 86.49% |
$225K - $304K
|
4.76K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.21KNew |
$225K - $304K
|
2.21K
$532K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.2KNew |
$225K - $304K
|
2.2K
$530K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.19KNew |
$224K - $302K
|
2.19K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.18K+ 10.29% |
$222K - $300K
|
23.4K
$5.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.17K+ 6.55% |
$221K - $299K
|
35.2K
$8.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.17KNew |
$221K - $298K
|
2.17K
$521K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.16K+ 2.81% |
$220K - $298K
|
79.1K
$19M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.16K+ 9.62% |
$220K - $298K
|
24.6K
$5.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
2.16K+ 1.47% |
$220K - $297K
|
149K
$36M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
2.15K+ 1.56% |
$219K - $297K
|
140K
$33.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2.15K+ 3.22% |
$219K - $297K
|
69.1K
$16.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 3.19% |
$219K - $296K
|
69.4K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.15K+ 18.56% |
$219K - $296K
|
13.7K
$3.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
2.15KNew |
$219K - $296K
|
2.15K
$517K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.14K+ 1.73% |
$218K - $295K
|
126K
$30.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Security Asset Management
|
BUY
|
- |
2.13K+ 3.58% |
$217K - $293K
|
61.6K
$14.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
2.12K+ 5.56% |
$217K - $293K
|
40.3K
$9.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.12K+ 1.29% |
$216K - $292K
|
166K
$40M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.1K+ 0.72% |
$214K - $290K
|
293K
$70.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.1K+ 1.71% |
$214K - $289K
|
125K
$30.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.1K+ 8.61% |
$214K - $289K
|
26.5K
$6.38M
|