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 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$364K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$364K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5K+ 4.32% |
$153K - $206K
|
36.2K
$8.79M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$364K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.49K+ 4.55% |
$152K - $205K
|
34.1K
$8.3M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 4.66% |
$151K - $205K
|
33.3K
$8.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.48K+ 6.28% |
$151K - $204K
|
25K
$6.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.47K+ 11.58% |
$150K - $202K
|
14.2K
$3.44M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.46K+ 1.14% |
$149K - $201K
|
130K
$31.6M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.46K+ 5.2% |
$149K - $201K
|
29.5K
$7.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.46K+ 11.55% |
$149K - $201K
|
14.1K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.45K+ 6.99% |
$148K - $200K
|
22.2K
$5.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.45K+ 0.2% |
$148K - $200K
|
737K
$179M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.45K+ 0.32% |
$148K - $200K
|
454K
$110M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 5.5% |
$148K - $200K
|
27.8K
$6.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.45K+ 7.33% |
$148K - $200K
|
21.2K
$5.16M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.44K+ 11.65% |
$147K - $199K
|
13.8K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 3.96% |
$147K - $199K
|
37.8K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.44K+ 3.91% |
$147K - $198K
|
38.3K
$9.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.44K+ 3.51% |
$146K - $198K
|
42.4K
$10.3M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.44K+ 4.47% |
$146K - $198K
|
33.6K
$8.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$9.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 31.6% |
$145K - $196K
|
5.93K
$1.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
1.42K+ 0.14% |
$145K - $196K
|
1.05M
$255M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.42K+ 20.53% |
$145K - $196K
|
8.35K
$2.03M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.42K+ 9.88% |
$145K - $196K
|
15.8K
$3.84M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.42K+ 4.29% |
$145K - $196K
|
34.5K
$8.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.41K+ 9.5% |
$144K - $194K
|
16.2K
$3.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.41K+ 16.33% |
$143K - $194K
|
10K
$2.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 2.79% |
$142K - $192K
|
51.4K
$12.5M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 2.79% |
$142K - $192K
|
51.4K
$12.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.39K+ 9.48% |
$142K - $192K
|
16.1K
$3.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 2.24% |
$142K - $191K
|
63.3K
$15.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.39K+ 22.1% |
$142K - $191K
|
7.67K
$1.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.39K+ 1.61% |
$141K - $191K
|
87.8K
$21.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.39K+ 1.8% |
$141K - $191K
|
78.2K
$19M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.38K+ 28.17% |
$141K - $191K
|
6.29K
$1.53M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.38K+ 16.62% |
$141K - $190K
|
9.68K
$2.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.37K+ 0.36% |
$140K - $189K
|
382K
$92.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.37K+ 1.03% |
$139K - $188K
|
134K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.37K+ 5.35% |
$139K - $188K
|
26.9K
$6.54M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.37K+ 2.08% |
$139K - $188K
|
66.9K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.36K+ 1.23% |
$139K - $188K
|
112K
$27.2M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.35K+ 18.58% |
$138K - $186K
|
8.64K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.35K+ 5.43% |
$138K - $186K
|
26.2K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.35K+ 2.8% |
$138K - $186K
|
49.6K
$12.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.34K+ 8.29% |
$137K - $185K
|
17.5K
$4.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 3.51% |
$136K - $184K
|
39.5K
$9.6M
|