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 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
456+ 5.49% |
$46.5K - $62.9K
|
8.76K
$2.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
453+ 8.48% |
$46.2K - $62.4K
|
5.8K
$1.67M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
450New |
$45.9K - $62K
|
450
$130K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
450+ 9000.0% |
$45.9K - $62K
|
455
$131K
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
450+ 1.94% |
$45.9K - $62K
|
23.6K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$130K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
446+ 0.9% |
$45.5K - $61.5K
|
49.8K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
446+ 2.07% |
$45.5K - $61.5K
|
22K
$6.35M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
445+ 2.72% |
$45.4K - $61.3K
|
16.8K
$4.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
444+ 0.15% |
$45.3K - $61.2K
|
305K
$88.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
444+ 2.62% |
$45.3K - $61.2K
|
17.4K
$5.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
440+ 0.58% |
$44.9K - $60.6K
|
75.7K
$21.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
440+ 2.41% |
$44.9K - $60.6K
|
18.7K
$5.39M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
438+ 9.17% |
$44.7K - $60.4K
|
5.22K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
437+ 12.34% |
$44.6K - $60.2K
|
3.98K
$1.15M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
437+ 29.43% |
$44.6K - $60.2K
|
1.92K
$555K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
434+ 1.98% |
$44.3K - $59.8K
|
22.4K
$6.45M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
433New |
$44.1K - $59.7K
|
433
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
431New |
$43.9K - $59.4K
|
431
$124K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
428+ 3.55% |
$43.6K - $59K
|
12.5K
$3.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
424+ 1.85% |
$43.2K - $58.4K
|
23.4K
$6.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
424+ 7.02% |
$43.2K - $58.4K
|
6.47K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
423+ 2.95% |
$43.1K - $58.3K
|
14.8K
$4.26M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
421+ 0.1% |
$42.9K - $58K
|
416K
$120M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
420+ 4.23% |
$42.8K - $57.9K
|
10.4K
$2.99M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
420+ 3.9% |
$42.8K - $57.9K
|
11.2K
$3.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
420+ 0.2% |
$42.8K - $57.9K
|
206K
$59.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
417+ 2.4% |
$42.5K - $57.5K
|
17.8K
$5.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
417+ 0.71% |
$42.5K - $57.5K
|
59.5K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
416+ 4.35% |
$42.4K - $57.3K
|
9.97K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
410+ 4.35% |
$41.8K - $56.5K
|
9.83K
$2.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
407+ 0.53% |
$41.5K - $56.1K
|
77.7K
$22.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
406+ 1.4% |
$41.4K - $56K
|
29.3K
$8.47M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
402+ 2.22% |
$41K - $55.4K
|
18.5K
$5.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
401+ 3.87% |
$40.9K - $55.3K
|
10.8K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
400+ 19.36% |
$40.8K - $55.1K
|
2.47K
$712K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
400+ 17.29% |
$40.8K - $55.1K
|
2.71K
$784K
|
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
400+ 1.28% |
$40.8K - $55.1K
|
31.6K
$9.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Cardinal Capital Management
|
BUY
|
- |
399+ 0.75% |
$40.7K - $55K
|
53.9K
$15.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
398+ 5.63% |
$40.6K - $54.9K
|
7.46K
$2.15M
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
398+ 1.77% |
$40.6K - $54.9K
|
22.9K
$6.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
395+ 2.83% |
$40.3K - $54.4K
|
14.4K
$4.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
395+ 6.74% |
$40.3K - $54.4K
|
6.25K
$1.81M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
394+ 1.79% |
$40.2K - $54.3K
|
22.3K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
393+ 0.12% |
$40.1K - $54.2K
|
318K
$91.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
391+ 9.75% |
$39.9K - $53.9K
|
4.4K
$1.27M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
390+ 32.23% |
$39.8K - $53.8K
|
1.6K
$462K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
382+ 5.82% |
$38.9K - $52.7K
|
6.94K
$2M
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
382+ 5.82% |
$38.9K - $52.7K
|
6.94K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
382+ 0.62% |
$38.9K - $52.7K
|
61.9K
$17.9M
|