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 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
536+ 6.71% |
$54.7K - $73.9K
|
8.53K
$2.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
536+ 0.22% |
$54.7K - $73.9K
|
249K
$71.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
533+ 22.97% |
$54.3K - $73.5K
|
2.85K
$824K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
526New |
$53.6K - $72.5K
|
526
$152K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
525+ 20.18% |
$53.5K - $72.4K
|
3.13K
$903K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
525+ 8.59% |
$53.5K - $72.4K
|
6.64K
$1.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
520+ 42.07% |
$53K - $71.7K
|
1.76K
$507K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
520+ 5.71% |
$53K - $71.7K
|
9.62K
$2.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
517+ 4.51% |
$52.7K - $71.3K
|
12K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
516+ 2.85% |
$52.6K - $71.1K
|
18.6K
$5.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
514+ 1.58% |
$52.4K - $70.8K
|
33.1K
$9.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
514+ 2.53% |
$52.4K - $70.8K
|
20.8K
$6.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
513+ 2.92% |
$52.3K - $70.7K
|
18.1K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
510+ 12.65% |
$52K - $70.3K
|
4.54K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
510+ 10.26% |
$52K - $70.3K
|
5.48K
$1.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
509+ 5.41% |
$51.9K - $70.2K
|
9.93K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
509+ 0.3% |
$51.9K - $70.2K
|
170K
$49.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
508+ 1.61% |
$51.8K - $70K
|
32K
$9.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
508+ 0.92% |
$51.8K - $70K
|
55.5K
$16M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
506+ 13.13% |
$51.6K - $69.7K
|
4.36K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
504+ 7.23% |
$51.4K - $69.5K
|
7.48K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
501+ 16.47% |
$51.1K - $69.1K
|
3.54K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
500+ 2.54% |
$51K - $68.9K
|
20.2K
$5.82M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Texas
|
BUY
|
- |
500New |
$51K - $68.9K
|
500
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
500+ 0.94% |
$51K - $68.9K
|
53.8K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
500New |
$51K - $68.9K
|
500
$144K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
499New |
$50.9K - $68.8K
|
499
$144K
|
|
|
Feb 10, 2023
Q4 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
496+ 8.47% |
$50.6K - $68.4K
|
6.36K
$1.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
494+ 0.24% |
$50.4K - $68.1K
|
208K
$60M
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
492+ 0.59% |
$50.2K - $67.8K
|
83.3K
$24.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
492+ 4.85% |
$50.2K - $67.8K
|
10.6K
$3.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
491+ 0.22% |
$50.1K - $67.7K
|
227K
$65.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
491+ 3.03% |
$50.1K - $67.7K
|
16.7K
$4.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
490+ 3.09% |
$50K - $67.5K
|
16.4K
$4.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
489+ 4.05% |
$49.9K - $67.4K
|
12.6K
$3.63M
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
484+ 16.14% |
$49.3K - $66.7K
|
3.48K
$1.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
483+ 6.49% |
$49.2K - $66.6K
|
7.93K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
483+ 4.31% |
$49.2K - $66.6K
|
11.7K
$3.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
479+ 1.83% |
$48.8K - $66K
|
26.6K
$7.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
478+ 4.42% |
$48.7K - $65.9K
|
11.3K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
472+ 2.1% |
$48.1K - $65.1K
|
22.9K
$6.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
471+ 54.83% |
$48K - $64.9K
|
1.33K
$384K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
471+ 0.31% |
$48K - $64.9K
|
151K
$43.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
470+ 8.0% |
$47.9K - $64.8K
|
6.35K
$1.83M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
469+ 2.47% |
$47.8K - $64.6K
|
19.5K
$5.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
468+ 0.21% |
$47.7K - $64.5K
|
220K
$63.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
465+ 2.01% |
$47.4K - $64.1K
|
23.6K
$6.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
464+ 10.03% |
$47.3K - $64K
|
5.09K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
460+ 5.2% |
$46.9K - $63.4K
|
9.31K
$2.69M
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
459+ 1.09% |
$46.8K - $63.3K
|
42.7K
$12.3M
|