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
Jan 17, 2023 Q4 2022
Donald L. Hagan, LLC

BUY
 -
1.13K
+ 9.77%
$115K - $155K
12.6K $3.07M
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

BUY
 -
1.12K
+ 35.73%
$114K - $154K
4.24K $1.03M
Feb 14, 2023 Q4 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.11K
+ 20.45%
$113K - $153K
6.53K $1.59M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
1.11K
+ 0.62%
$113K - $152K
180K $43.6M
Jan 04, 2023 Q4 2022
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
1.11K
+ 0.87%
$113K - $152K
129K $31.3M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.1K
New
$112K - $152K
1.1K $268K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
1.1K
+ 11.59%
$112K - $152K
10.6K $2.58M
Feb 07, 2023 Q4 2022
Vantage Financial Partners Ltd., Inc.

BUY
 -
1.1K
+ 10.92%
$112K - $152K
11.2K $2.72M
Feb 10, 2023 Q4 2022
Fusion Capital, LLC

BUY
 -
1.1K
+ 2.88%
$112K - $152K
39.3K $9.55M
Jan 25, 2023 Q4 2022
Rba Wealth Management, LLC

BUY
 -
1.1K
+ 3.45%
$112K - $151K
32.9K $8.01M
Jan 23, 2023 Q4 2022
Aspiriant, LLC

BUY
 -
1.1K
+ 4.36%
$112K - $151K
26.2K $6.37M
Feb 13, 2023 Q4 2022
Financial Partners Capital Management LLC

New York, NY
BUY
 -
1.1K
+ 0.92%
$112K - $151K
120K $29.2M
Jan 26, 2023 Q4 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
1.09K
+ 3.5%
$111K - $151K
32.3K $7.86M
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
1.09K
+ 12.6%
$111K - $150K
9.73K $2.37M
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
1.09K
+ 4.2%
$111K - $150K
27K $6.57M
Feb 02, 2023 Q4 2022
180 Wealth Advisors, LLC

BUY
 -
1.09K
+ 6.27%
$111K - $150K
18.4K $4.48M
Feb 14, 2023 Q4 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
1.09K
+ 4.87%
$111K - $150K
23.4K $5.69M
Jan 27, 2023 Q4 2022
Northeast Investment Management

BUY
 -
1.08K
+ 0.52%
$110K - $149K
209K $50.9M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.08K
+ 7.91%
$110K - $148K
14.7K $3.57M
Feb 10, 2023 Q4 2022
Fairhaven Wealth Management, LLC

BUY
 -
1.07K
+ 3.9%
$109K - $147K
28.4K $6.91M
Feb 10, 2023 Q4 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1.06K
+ 2.76%
$108K - $146K
39.5K $9.6M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
1.06K
+ 17.62%
$108K - $146K
7.06K $1.72M
Jan 10, 2023 Q4 2022
Roberts Wealth Advisors, LLC

BUY
 -
1.06K
+ 2.89%
$108K - $145K
37.5K $9.13M
Jan 30, 2023 Q4 2022
Essex LLC

BUY
 -
1.06K
+ 3.05%
$108K - $145K
35.7K $8.68M
Feb 14, 2023 Q4 2022
Patient Capital Management, LLC

Baltimore, MD
BUY
 -
1.05K
+ 2.36%
$107K - $145K
45.5K $11.1M
Feb 07, 2023 Q4 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
1.05K
+ 1.63%
$107K - $144K
65.5K $15.9M
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
1.04K
+ 0.94%
$106K - $144K
112K $27.2M
Feb 02, 2023 Q4 2022
Ignite Planners, LLC

BUY
 -
1.04K
+ 11.75%
$106K - $144K
9.93K $2.41M
Feb 14, 2023 Q4 2022
Fwl Investment Management, LLC

BUY
 -
1.04K
New
$106K - $144K
1.04K $254K
Feb 14, 2023 Q4 2022
Venator Management LLC

Pittsburgh, PA
BUY
 -
1.04K
+ 1.72%
$106K - $144K
61.8K $15M
Feb 02, 2023 Q4 2022
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
1.04K
+ 0.24%
$106K - $143K
431K $105M
Feb 09, 2023 Q4 2022
Jgp Wealth Management, LLC

BUY
 -
1.04K
+ 1.45%
$106K - $143K
72.5K $17.6M
Jan 30, 2023 Q4 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
1.03K
+ 4.0%
$105K - $142K
26.9K $6.53M
Feb 01, 2023 Q4 2022
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
1.03K
+ 1.9%
$105K - $142K
55.1K $13.4M
Feb 02, 2023 Q4 2022
Spinnaker Trust

BUY
 -
1.03K
+ 1.43%
$105K - $142K
72.6K $17.7M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.03K
+ 3.32%
$105K - $142K
32K $7.77M
Jan 20, 2023 Q4 2022
Royal Fund Management, LLC

BUY
 -
1.02K
+ 1.74%
$104K - $140K
59.5K $14.5M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.02K
+ 3.14%
$103K - $140K
33.4K $8.11M
Feb 06, 2023 Q4 2022
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
1.01K
+ 0.44%
$103K - $139K
231K $56.1M
Jan 23, 2023 Q4 2022
Center For Asset Management LLC

BUY
 -
1K
+ 29.25%
$102K - $138K
4.44K $1.08M
Feb 08, 2023 Q4 2022
Vancity Investment Management LTD

Vancouver, A1
BUY
 -
1K
+ 1.0%
$102K - $138K
101K $24.6M
Feb 17, 2023 Q4 2022
Selway Asset Management

Boise, ID
BUY
 -
1K
+ 2.28%
$102K - $138K
44.8K $10.9M
Jan 19, 2023 Q4 2022
Amplius Wealth Advisors, LLC

BUY
 -
997
+ 6.14%
$102K - $137K
17.2K $4.19M
Jan 31, 2023 Q4 2022
Wfa Of San Diego, LLC

BUY
 -
996
New
$102K - $137K
996 $242K
Feb 13, 2023 Q4 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
979
+ 12.68%
$99.8K - $135K
8.7K $2.11M
Feb 08, 2023 Q4 2022
Salomon & Ludwin, LLC

BUY
 -
967
+ 19.56%
$98.6K - $133K
5.91K $1.44M
Feb 14, 2023 Q4 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
951
+ 6.58%
$97K - $131K
15.4K $3.74M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
941
+ 3.75%
$95.9K - $130K
26K $6.33M
Feb 01, 2023 Q4 2022
Trust CO Of Virginia

BUY
 -
940
+ 0.92%
$95.8K - $130K
103K $25.1M

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