Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
1.7K
New
$173K - $234K
1.7K $413K
Feb 07, 2023 Q4 2022
Graham Capital Wealth Management, LLC

Washington D.C., DC
BUY
 -
1.7K
New
$173K - $234K
1.7K $412K
Jan 20, 2023 Q4 2022
Beam Wealth Advisors, Inc.

BUY
 -
1.69K
New
$173K - $234K
1.69K $412K
Feb 02, 2023 Q4 2022
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
1.69K
New
$173K - $234K
1.69K $412K
Feb 14, 2023 Q4 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
1.69K
New
$173K - $234K
1.69K $412K
Jan 23, 2023 Q4 2022
Inlet Private Wealth, LLC

BUY
 -
1.69K
+ 2.73%
$173K - $233K
63.7K $15.5M
Jan 25, 2023 Q4 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
1.69K
New
$173K - $233K
1.69K $412K
Jan 27, 2023 Q4 2022
D.B. Root & Company, LLC

BUY
 -
1.69K
New
$172K - $233K
1.69K $411K
Jan 27, 2023 Q4 2022
Ade, LLC

BUY
 -
1.69K
New
$172K - $233K
1.69K $411K
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
1.69K
New
$172K - $233K
1.69K $410K
Jan 12, 2023 Q4 2022
First Hawaiian Bank

BUY
 -
1.69K
+ 3.19%
$172K - $232K
54.6K $13.3M
Jan 27, 2023 Q4 2022
Clearwater Capital Advisors, LLC

BUY
 -
1.69K
New
$172K - $232K
1.69K $410K
Jan 31, 2023 Q4 2022
Nova R Wealth, Inc.

BUY
 -
1.67K
New
$171K - $231K
1.67K $407K
Feb 14, 2023 Q4 2022
Helen Stephens Group, LLC

BUY
 -
1.67K
New
$170K - $230K
1.67K $407K
Feb 01, 2023 Q4 2022
Allegiance Financial Group Advisory Services LLC

Vienna, VA
BUY
 -
1.67K
New
$170K - $230K
1.67K $406K
Feb 10, 2023 Q4 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
1.66K
+ 5.3%
$170K - $229K
33K $8.03M
Feb 13, 2023 Q4 2022
Rwq Financial Management Services, Inc.

BUY
 -
1.66K
+ 8.05%
$170K - $229K
22.3K $5.43M
Jan 23, 2023 Q4 2022
Mps Loria Financial Planners, LLC

BUY
 -
1.66K
New
$169K - $228K
1.66K $403K
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
1.65K
+ 11.42%
$169K - $228K
16.1K $3.92M
Jan 25, 2023 Q4 2022
Consilio Wealth Advisors, LLC

BUY
 -
1.65K
New
$168K - $227K
1.65K $401K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
1.65K
New
$168K - $227K
1.65K $401K
Feb 02, 2023 Q4 2022
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
1.65K
+ 26.77%
$168K - $227K
7.8K $1.9M
Feb 13, 2023 Q4 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
1.64K
New
$167K - $226K
1.64K $399K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
1.64K
New
$167K - $226K
1.64K $399K
Jan 11, 2023 Q4 2022
Matthew Goff Investment Advisor, LLC

BUY
 -
1.64K
New
$167K - $226K
1.64K $399K
Jan 31, 2023 Q4 2022
Sfg Wealth Management, Llc.

BUY
 -
1.64K
New
$167K - $226K
1.64K $398K
Feb 09, 2023 Q4 2022
Financial Insights, Inc.

BUY
 -
1.64K
+ 33.95%
$167K - $226K
6.46K $1.57M
Feb 06, 2023 Q4 2022
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
1.63K
+ 6.14%
$166K - $225K
28.2K $6.86M
Feb 03, 2023 Q4 2022
9258 Wealth Management, LLC

BUY
 -
1.63K
+ 5.93%
$166K - $225K
29.1K $7.08M
Jan 31, 2023 Q4 2022
Canal Capital Management, LLC

BUY
 -
1.63K
+ 3.74%
$166K - $224K
45.2K $11M
Jan 27, 2023 Q4 2022
Flynn Zito Capital Management, LLC

BUY
 -
1.63K
New
$166K - $224K
1.63K $395K
May 24, 2023 Q4 2022
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
1.63K
+ 48.31%
$166K - $224K
4.99K $1.21M
Jan 24, 2023 Q4 2022
Shore Haven Wealth Partners, LLC

BUY
 -
1.62K
New
$165K - $224K
1.62K $394K
Jan 30, 2023 Q4 2022
Kendall Capital Management

BUY
 -
1.62K
New
$165K - $224K
1.62K $394K
Feb 13, 2023 Q4 2022
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
1.62K
+ 40.06%
$165K - $223K
5.66K $1.38M
Feb 14, 2023 Q4 2022
Jackson Thornton Asset Management, LLC

BUY
 -
1.62K
New
$165K - $223K
1.62K $394K
Jan 20, 2023 Q4 2022
Golden Green, Inc.

BUY
 -
1.62K
New
$165K - $223K
1.62K $393K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.62K
New
$165K - $223K
1.62K $393K
Feb 07, 2023 Q4 2022
Modera Wealth Management, LLC

BUY
 -
1.61K
+ 8.12%
$165K - $222K
21.5K $5.23M
Feb 17, 2023 Q4 2022
Covenant Partners, LLC

BUY
 -
1.61K
+ 39.23%
$164K - $222K
5.72K $1.39M
Feb 07, 2023 Q4 2022
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
1.61K
New
$164K - $222K
1.61K $391K
Feb 14, 2023 Q4 2022
Asset Management Group, Inc.

Stamford, CT
BUY
 -
1.61K
New
$164K - $222K
1.61K $391K
Feb 23, 2023 Q4 2022
Tandem Wealth Advisors LLC

Phoenix, AZ
BUY
 -
1.6K
New
$163K - $221K
1.6K $389K
Jan 19, 2023 Q4 2022
Garland Capital Management Inc

BUY
 -
1.6K
+ 3.3%
$163K - $221K
50.1K $12.2M
Feb 02, 2023 Q4 2022
Navellier & Associates Inc

Reno, NV
BUY
 -
1.6K
New
$163K - $221K
1.6K $389K
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.6K
+ 1.25%
$163K - $221K
130K $31.5M
Feb 15, 2023 Q4 2022
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
1.6K
New
$163K - $220K
1.6K $389K
Jan 10, 2023 Q4 2022
Kwmg, LLC

BUY
 -
1.6K
New
$163K - $220K
1.6K $388K
Feb 06, 2023 Q4 2022
Capital Performance Advisors LLP

BUY
 -
1.59K
New
$162K - $219K
1.59K $386K

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