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 07, 2023 Q4 2022
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
1.59K
New
$162K - $219K
1.59K $386K
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
1.59K
New
$162K - $218K
1.59K $385K
Jan 31, 2023 Q4 2022
Vahanian & Associates Financial Planning Inc.

BUY
 -
1.58K
New
$161K - $218K
1.58K $385K
Feb 14, 2023 Q4 2022
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
1.58K
+ 8.28%
$161K - $218K
20.7K $5.02M
Feb 14, 2023 Q4 2022
Better Money Decisions, LLC

BUY
 -
1.58K
New
$161K - $218K
1.58K $384K
Jan 31, 2023 Q4 2022
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
1.58K
New
$161K - $218K
1.58K $384K
Feb 27, 2023 Q4 2022
American Institute For Advanced Investment Management, LLP

BUY
 -
1.58K
New
$161K - $218K
1.58K $384K
Jan 19, 2023 Q4 2022
Sage Capital Advisors,Llc

BUY
 -
1.58K
New
$161K - $217K
1.58K $383K
Feb 13, 2023 Q4 2022
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.58K
New
$161K - $217K
1.58K $383K
Feb 07, 2023 Q4 2022
Insight 2811, Inc.

Chicago, IL
BUY
 -
1.58K
+ 51.5%
$161K - $217K
4.63K $1.13M
Jan 26, 2023 Q4 2022
Acas, LLC

BUY
 -
1.57K
New
$160K - $216K
1.57K $381K
Jan 27, 2023 Q4 2022
First Pacific Financial

BUY
 -
1.57K
New
$160K - $216K
1.57K $381K
Jan 18, 2023 Q4 2022
Atlas Private Wealth Management

BUY
 -
1.57K
+ 7.2%
$160K - $216K
23.3K $5.67M
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
1.56K
+ 56.82%
$159K - $215K
4.31K $1.05M
Jan 09, 2023 Q4 2022
Dentgroup LLC

BUY
 -
1.56K
New
$159K - $215K
1.56K $380K
Feb 13, 2023 Q4 2022
Trustcore Financial Services, LLC

BUY
 -
1.56K
+ 4.07%
$159K - $215K
39.9K $9.71M
Feb 10, 2023 Q4 2022
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
1.56K
+ 1.69%
$159K - $215K
93.8K $22.8M
Feb 13, 2023 Q4 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
1.55K
+ 8.72%
$158K - $214K
19.4K $4.71M
Feb 13, 2023 Q4 2022
Moran Wealth Management, LLC

Naples, FL
BUY
 -
1.55K
New
$158K - $214K
1.55K $378K
Jan 18, 2023 Q4 2022
Hudson Capital Management LLC

BUY
 -
1.55K
+ 6.12%
$158K - $214K
26.9K $6.54M
Feb 02, 2023 Q4 2022
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
1.55K
New
$158K - $214K
1.55K $377K
Feb 13, 2023 Q4 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.55K
+ 1.67%
$158K - $213K
94.1K $22.9M
Apr 20, 2023 Q4 2022
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
1.54K
New
$157K - $213K
1.54K $375K
Feb 10, 2023 Q4 2022
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
1.54K
New
$157K - $212K
1.54K $374K
Jan 18, 2023 Q4 2022
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
1.54K
New
$157K - $212K
1.54K $374K
Mar 01, 2023 Q4 2022
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
1.54K
New
$157K - $212K
1.54K $374K
Feb 14, 2023 Q4 2022
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
1.53K
+ 3.13%
$156K - $211K
50.5K $12.3M
Jan 17, 2023 Q4 2022
David J Yvars Group

BUY
 -
1.53K
New
$156K - $211K
1.53K $372K
Feb 08, 2023 Q4 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
1.53K
+ 8.89%
$156K - $211K
18.7K $4.55M
Jan 20, 2023 Q4 2022
Boyd Wealth Management, LLC

BUY
 -
1.53K
New
$156K - $210K
1.53K $371K
Jan 24, 2023 Q4 2022
Madison Wealth Partners, Inc

BUY
 -
1.52K
New
$155K - $210K
1.52K $371K
Jan 20, 2023 Q4 2022
Bourgeon Capital Management LLC

BUY
 -
1.52K
+ 1.17%
$155K - $210K
132K $32.1M
Feb 14, 2023 Q4 2022
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
1.52K
New
$155K - $210K
1.52K $370K
Jan 17, 2023 Q4 2022
Capital Market Strategies LLC

BUY
 -
1.52K
New
$155K - $210K
1.52K $370K
Feb 15, 2023 Q4 2022
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
1.52K
New
$155K - $209K
1.52K $369K
Feb 09, 2024 Q4 2022
Wittenberg Investment Management, Inc.

Carlisle, MA
BUY
 -
1.52K
+ 3.27%
$155K - $209K
48K $11.7M
Jan 19, 2023 Q4 2022
Rezny Wealth Management, Inc.

BUY
 -
1.52K
New
$154K - $209K
1.52K $368K
Jan 20, 2023 Q4 2022
Willis Johnson & Associates, Inc.

BUY
 -
1.51K
New
$154K - $209K
1.51K $368K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
1.51K
New
$154K - $208K
1.51K $367K
Feb 07, 2023 Q4 2022
Garrison Asset Management, LLC

BUY
 -
1.51K
New
$154K - $208K
1.51K $367K
Feb 03, 2023 Q4 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
1.51K
New
$154K - $208K
1.51K $366K
Feb 06, 2023 Q4 2022
Lutz Financial Services LLC

BUY
 -
1.51K
New
$154K - $208K
1.51K $366K
Jan 26, 2023 Q4 2022
Ballast Advisors LLC

BUY
 -
1.51K
+ 2.81%
$154K - $208K
55.1K $13.4M
Jul 19, 2024 Q4 2022
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
1.5K
+ 4.34%
$153K - $207K
36.1K $8.79M
Feb 09, 2023 Q4 2022
Mandatum Life Insurance CO LTD

BUY
 -
1.5K
+ 3.76%
$153K - $207K
41.5K $10.1M
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
1.5K
New
$153K - $207K
1.5K $365K
Jan 23, 2023 Q4 2022
Bourne Lent Asset Management Inc

BUY
 -
1.5K
New
$153K - $207K
1.5K $365K
Feb 14, 2023 Q4 2022
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.5K
New
$153K - $207K
1.5K $365K
Feb 14, 2023 Q4 2022
Par Capital Management Inc

Boston, MA
BUY
 -
1.5K
New
$153K - $207K
1.5K $365K

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