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 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
1.51K+ 2.81% |
$154K - $208K
|
55.1K
$15.6M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.5K+ 4.34% |
$153K - $207K
|
36.1K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.5K+ 3.76% |
$153K - $207K
|
41.5K
$11.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$425K
|
|
|
Jan 23, 2023
Q4 2022
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$425K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.5KNew |
$153K - $207K
|
1.5K
$424K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.5K+ 4.32% |
$153K - $206K
|
36.2K
$10.2M
|
|
|
Jan 13, 2023
Q4 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$424K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$424K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$153K - $206K
|
1.5K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.49K+ 4.55% |
$152K - $205K
|
34.1K
$9.66M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48K+ 4.66% |
$151K - $205K
|
33.3K
$9.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.48K+ 6.28% |
$151K - $204K
|
25K
$7.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.47K+ 11.58% |
$150K - $202K
|
14.2K
$4.01M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
1.46K+ 1.14% |
$149K - $201K
|
130K
$36.8M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.46K+ 5.2% |
$149K - $201K
|
29.5K
$8.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.46K+ 11.55% |
$149K - $201K
|
14.1K
$3.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
1.45K+ 6.99% |
$148K - $200K
|
22.2K
$6.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
1.45K+ 0.2% |
$148K - $200K
|
737K
$209M
|
|
|
Feb 13, 2023
Q4 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
1.45K+ 0.32% |
$148K - $200K
|
454K
$128M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 5.5% |
$148K - $200K
|
27.8K
$7.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.45K+ 7.33% |
$148K - $200K
|
21.2K
$6M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.44K+ 11.65% |
$147K - $199K
|
13.8K
$3.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.44K+ 3.96% |
$147K - $199K
|
37.8K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.44K+ 3.91% |
$147K - $198K
|
38.3K
$10.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.44K+ 3.51% |
$146K - $198K
|
42.4K
$12M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.44K+ 4.47% |
$146K - $198K
|
33.6K
$9.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$10.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 31.6% |
$145K - $196K
|
5.93K
$1.68M
|
|
|
Jan 17, 2023
Q4 2022
|
Bristol John W & CO Inc
|
BUY
|
- |
1.42K+ 0.14% |
$145K - $196K
|
1.05M
$297M
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.42K+ 20.53% |
$145K - $196K
|
8.35K
$2.36M
|
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.42K+ 9.88% |
$145K - $196K
|
15.8K
$4.47M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.42K+ 4.29% |
$145K - $196K
|
34.5K
$9.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.41K+ 9.5% |
$144K - $194K
|
16.2K
$4.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.41K+ 16.33% |
$143K - $194K
|
10K
$2.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 2.79% |
$142K - $192K
|
51.4K
$14.6M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.4K+ 2.79% |
$142K - $192K
|
51.4K
$14.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.39K+ 9.48% |
$142K - $192K
|
16.1K
$4.55M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 2.24% |
$142K - $191K
|
63.3K
$17.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.39K+ 22.1% |
$142K - $191K
|
7.67K
$2.17M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.39K+ 1.61% |
$141K - $191K
|
87.8K
$24.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.39K+ 1.8% |
$141K - $191K
|
78.2K
$22.2M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.38K+ 28.17% |
$141K - $191K
|
6.29K
$1.78M
|
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.38K+ 16.62% |
$141K - $190K
|
9.68K
$2.74M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.37K+ 0.36% |
$140K - $189K
|
382K
$108M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.37K+ 1.03% |
$139K - $188K
|
134K
$37.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.37K+ 5.35% |
$139K - $188K
|
26.9K
$7.61M
|