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
|
Community Bank, N.A.
|
BUY
|
- |
2.09K+ 2.59% |
$213K - $288K
|
82.6K
$20.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.08KNew |
$212K - $287K
|
2.08K
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.07KNew |
$211K - $285K
|
2.07K
$504K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.06KNew |
$210K - $284K
|
2.06K
$501K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.05KNew |
$209K - $283K
|
2.05K
$499K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.04KNew |
$207K - $281K
|
2.04K
$495K
|
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
2.03KNew |
$207K - $280K
|
2.03K
$495K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.03K+ 1808.93% |
$207K - $279K
|
2.14K
$520K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.02K+ 860.43% |
$206K - $279K
|
2.26K
$549K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.02K+ 1.8% |
$206K - $278K
|
114K
$27.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
2.02KNew |
$206K - $278K
|
2.02K
$491K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.02K+ 5.38% |
$206K - $278K
|
39.5K
$9.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.02K+ 18.21% |
$205K - $278K
|
13.1K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
2K+ 10.28% |
$204K - $276K
|
21.5K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2K+ 15.09% |
$204K - $276K
|
15.3K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.99K+ 5.26% |
$203K - $274K
|
39.8K
$9.69M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
1.97KNew |
$201K - $272K
|
1.97K
$479K
|
|
|
Feb 08, 2023
Q4 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.97K+ 77.84% |
$201K - $272K
|
4.5K
$1.09M
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.96K+ 18.85% |
$200K - $271K
|
12.4K
$3.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
1.96KNew |
$200K - $270K
|
1.96K
$477K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.95KNew |
$199K - $269K
|
1.95K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.95KNew |
$198K - $268K
|
1.95K
$473K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.94K+ 4.27% |
$197K - $267K
|
47.2K
$11.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.93KNew |
$197K - $266K
|
1.93K
$470K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.93K+ 22.57% |
$197K - $266K
|
10.5K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
1.93K+ 1.8% |
$197K - $266K
|
109K
$26.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
1.93K+ 32.42% |
$196K - $265K
|
7.86K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1.91KNew |
$195K - $263K
|
1.91K
$465K
|
|
|
Jan 04, 2023
Q4 2022
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.91K+ 1.21% |
$195K - $263K
|
160K
$38.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.91KNew |
$194K - $263K
|
1.91K
$464K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.9KNew |
$194K - $262K
|
1.9K
$463K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Ridge Investments LLC
|
BUY
|
- |
1.9KNew |
$194K - $262K
|
1.9K
$462K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$193K - $261K
|
1.9K
$461K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.9KNew |
$193K - $261K
|
1.9K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.89K+ 24.88% |
$193K - $261K
|
9.5K
$2.31M
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.89KNew |
$193K - $261K
|
1.89K
$460K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.89KNew |
$192K - $260K
|
1.89K
$459K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.89K+ 4.72% |
$192K - $260K
|
41.8K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
1.88KNew |
$192K - $260K
|
1.88K
$458K
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.88K+ 5.18% |
$192K - $259K
|
38.2K
$9.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.88K+ 17.62% |
$192K - $259K
|
12.5K
$3.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
BUY
|
- |
1.88K+ 3.24% |
$191K - $258K
|
59.7K
$14.5M
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$5.27M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.87KNew |
$191K - $258K
|
1.87K
$455K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$450K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 4.89% |
$189K - $255K
|
39.7K
$9.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$450K
|
|
|
Jan 12, 2023
Q4 2022
|
Defender Capital, Llc.
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.85KNew |
$188K - $254K
|
1.85K
$449K
|