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 14, 2023
Q4 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
1.72KNew |
$175K - $237K
|
1.72K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.72KNew |
$175K - $237K
|
1.72K
$486K
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.71KNew |
$175K - $236K
|
1.71K
$485K
|
|
|
Apr 28, 2023
Q4 2022
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.71KNew |
$175K - $236K
|
1.71K
$485K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
1.71KNew |
$174K - $236K
|
1.71K
$484K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
1.7KNew |
$174K - $235K
|
1.7K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1.7KNew |
$174K - $235K
|
1.7K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.7KNew |
$173K - $234K
|
1.7K
$481K
|
|
|
Feb 07, 2023
Q4 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.7KNew |
$173K - $234K
|
1.7K
$480K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.69KNew |
$173K - $234K
|
1.69K
$480K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.69KNew |
$173K - $234K
|
1.69K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.69KNew |
$173K - $234K
|
1.69K
$480K
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
1.69K+ 2.73% |
$173K - $233K
|
63.7K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.69KNew |
$173K - $233K
|
1.69K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.69KNew |
$172K - $233K
|
1.69K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
1.69KNew |
$172K - $233K
|
1.69K
$479K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.69KNew |
$172K - $233K
|
1.69K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.69K+ 20.14% |
$172K - $233K
|
10.1K
$2.85M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
1.69K+ 3.19% |
$172K - $232K
|
54.6K
$15.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.69KNew |
$172K - $232K
|
1.69K
$477K
|
|
|
Jan 31, 2023
Q4 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.67KNew |
$171K - $231K
|
1.67K
$474K
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.67KNew |
$170K - $230K
|
1.67K
$473K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
1.67KNew |
$170K - $230K
|
1.67K
$472K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.66K+ 5.3% |
$170K - $229K
|
33K
$9.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
1.66K+ 8.05% |
$170K - $229K
|
22.3K
$6.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.66KNew |
$169K - $228K
|
1.66K
$469K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.65K+ 11.42% |
$169K - $228K
|
16.1K
$4.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$168K - $227K
|
1.65K
$467K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.65KNew |
$168K - $227K
|
1.65K
$467K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.65K+ 26.77% |
$168K - $227K
|
7.8K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.64KNew |
$167K - $226K
|
1.64K
$465K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.64KNew |
$167K - $226K
|
1.64K
$465K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.64KNew |
$167K - $226K
|
1.64K
$464K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.64KNew |
$167K - $226K
|
1.64K
$464K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.64K+ 33.95% |
$167K - $226K
|
6.46K
$1.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.63K+ 6.14% |
$166K - $225K
|
28.2K
$7.99M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.63K+ 5.93% |
$166K - $225K
|
29.1K
$8.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.63K+ 3.74% |
$166K - $224K
|
45.2K
$12.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.63KNew |
$166K - $224K
|
1.63K
$460K
|
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
1.63K+ 48.31% |
$166K - $224K
|
4.99K
$1.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.62KNew |
$165K - $224K
|
1.62K
$459K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
1.62KNew |
$165K - $224K
|
1.62K
$459K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.62K+ 40.06% |
$165K - $223K
|
5.66K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$458K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$457K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$457K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.61K+ 8.12% |
$165K - $222K
|
21.5K
$6.09M
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.61K+ 39.23% |
$164K - $222K
|
5.72K
$1.62M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.61KNew |
$164K - $222K
|
1.61K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.61KNew |
$164K - $222K
|
1.61K
$455K
|