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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2023
Q4 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
1.16K+ 7.27% |
$118K - $160K
|
17.1K
$4.84M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.16K+ 9.91% |
$118K - $159K
|
12.8K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.15K+ 1.73% |
$117K - $159K
|
67.8K
$19.2M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.15K+ 14.53% |
$117K - $159K
|
9.06K
$2.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1.14K+ 8.36% |
$116K - $157K
|
14.8K
$4.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.13K+ 6.52% |
$116K - $156K
|
18.5K
$5.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 4.78% |
$115K - $156K
|
24.8K
$7.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.13K+ 9.77% |
$115K - $155K
|
12.6K
$3.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.12K+ 35.73% |
$114K - $154K
|
4.24K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.11K+ 20.45% |
$113K - $153K
|
6.53K
$1.85M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.11K+ 0.62% |
$113K - $152K
|
180K
$50.8M
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
1.11K+ 0.87% |
$113K - $152K
|
129K
$36.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.1KNew |
$112K - $152K
|
1.1K
$312K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.1K+ 11.59% |
$112K - $152K
|
10.6K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.1K+ 10.92% |
$112K - $152K
|
11.2K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
1.1K+ 2.88% |
$112K - $152K
|
39.3K
$11.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.45% |
$112K - $151K
|
32.9K
$9.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.1K+ 3.74% |
$112K - $151K
|
30.4K
$8.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.1K+ 4.36% |
$112K - $151K
|
26.2K
$7.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.1K+ 0.92% |
$112K - $151K
|
120K
$34M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 3.5% |
$111K - $151K
|
32.3K
$9.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.09K+ 12.6% |
$111K - $150K
|
9.73K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.09K+ 4.2% |
$111K - $150K
|
27K
$7.65M
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.09K+ 6.27% |
$111K - $150K
|
18.4K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 4.87% |
$111K - $150K
|
23.4K
$6.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
1.08K+ 0.52% |
$110K - $149K
|
209K
$59.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 7.91% |
$110K - $148K
|
14.7K
$4.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.07K+ 3.9% |
$109K - $147K
|
28.4K
$8.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.06K+ 2.76% |
$108K - $146K
|
39.5K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 17.62% |
$108K - $146K
|
7.06K
$2M
|
|
|
May 28, 2025
Q4 2022
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
1.06K+ 13.18% |
$108K - $146K
|
9.08K
$2.57M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 2.89% |
$108K - $145K
|
37.5K
$10.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.06K+ 3.05% |
$108K - $145K
|
35.7K
$10.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
1.05K+ 2.36% |
$107K - $145K
|
45.5K
$12.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.05K+ 1.63% |
$107K - $144K
|
65.5K
$18.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.04K+ 0.94% |
$106K - $144K
|
112K
$31.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.04K+ 11.75% |
$106K - $144K
|
9.93K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.04KNew |
$106K - $144K
|
1.04K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
1.04K+ 1.72% |
$106K - $144K
|
61.8K
$17.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.04K+ 0.24% |
$106K - $143K
|
431K
$122M
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.45% |
$106K - $143K
|
72.5K
$20.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.03K+ 4.0% |
$105K - $142K
|
26.9K
$7.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.03K+ 1.9% |
$105K - $142K
|
55.1K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
1.03K+ 1.43% |
$105K - $142K
|
72.6K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.32% |
$105K - $142K
|
32K
$9.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1.02K+ 1.74% |
$104K - $140K
|
59.5K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 3.14% |
$103K - $140K
|
33.4K
$9.45M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.01K+ 0.44% |
$103K - $139K
|
231K
$65.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
1K+ 29.25% |
$102K - $138K
|
4.44K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
1K+ 1.0% |
$102K - $138K
|
101K
$28.6M
|