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
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$6.13M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.87KNew |
$191K - $258K
|
1.87K
$530K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$524K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.85K+ 4.89% |
$189K - $255K
|
39.7K
$11.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$524K
|
|
|
Jan 12, 2023
Q4 2022
|
Defender Capital, Llc.
|
BUY
|
- |
1.85KNew |
$189K - $255K
|
1.85K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.85KNew |
$188K - $254K
|
1.85K
$522K
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.85KNew |
$188K - $254K
|
1.85K
$522K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.84KNew |
$187K - $253K
|
1.84K
$520K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.84KNew |
$187K - $253K
|
1.84K
$520K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.84K+ 68.83% |
$187K - $253K
|
4.5K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.83KNew |
$186K - $252K
|
1.83K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
1.83KNew |
$186K - $252K
|
1.83K
$518K
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.83KNew |
$186K - $252K
|
1.83K
$517K
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.82KNew |
$185K - $251K
|
1.82K
$515K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.82KNew |
$185K - $251K
|
1.82K
$515K
|
|
|
Feb 08, 2023
Q4 2022
|
Sanchez Wealth Management Group
|
BUY
|
- |
1.82KNew |
$185K - $250K
|
1.82K
$514K
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 8.9% |
$185K - $250K
|
22.2K
$6.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.81KNew |
$185K - $250K
|
1.81K
$513K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.81K+ 0.44% |
$185K - $250K
|
416K
$118M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.8K+ 0.96% |
$184K - $248K
|
190K
$53.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
1.8KNew |
$184K - $248K
|
1.8K
$510K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.8K+ 43.55% |
$184K - $248K
|
5.93K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
1.8KNew |
$183K - $248K
|
1.8K
$509K
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.8KNew |
$183K - $248K
|
1.8K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.79K+ 14.94% |
$183K - $247K
|
13.8K
$3.91M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.79K+ 13.71% |
$183K - $247K
|
14.9K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.79KNew |
$183K - $247K
|
1.79K
$507K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.79K+ 1.53% |
$183K - $247K
|
119K
$33.7M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.79K+ 3.25% |
$182K - $246K
|
56.7K
$16.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.78K+ 3.34% |
$182K - $245K
|
55K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.78KNew |
$181K - $245K
|
1.78K
$503K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.77K+ 24.09% |
$181K - $245K
|
9.14K
$2.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.77KNew |
$181K - $245K
|
1.77K
$502K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.77KNew |
$180K - $244K
|
1.77K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$180K - $243K
|
1.77K
$500K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.76K+ 23.97% |
$179K - $243K
|
9.1K
$2.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.76KNew |
$179K - $242K
|
1.76K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.75K+ 3.19% |
$179K - $242K
|
56.6K
$16M
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 8.82% |
$179K - $241K
|
21.6K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.75K+ 1.79% |
$178K - $241K
|
99.6K
$28.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.75K+ 29.23% |
$178K - $241K
|
7.73K
$2.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.74K+ 17.64% |
$177K - $240K
|
11.6K
$3.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.73K+ 2.03% |
$177K - $239K
|
87.3K
$24.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.73K+ 32.7% |
$177K - $239K
|
7.03K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.73KNew |
$176K - $238K
|
1.73K
$490K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.73KNew |
$176K - $238K
|
1.73K
$490K
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
1.73KNew |
$176K - $238K
|
1.73K
$488K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.72K+ 10.91% |
$176K - $237K
|
17.5K
$4.96M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.72KNew |
$176K - $237K
|
1.72K
$488K
|