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 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
142K+ 14.33% |
$14.5M - $19.6M
|
1.14M
$277M
|
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
140K+ 7.63% |
$14.2M - $19.2M
|
1.97M
$479M
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
139K+ 10.03% |
$14.2M - $19.1M
|
1.52M
$371M
|
|
|
Feb 02, 2023
Q4 2022
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
138K+ 21.38% |
$14.1M - $19M
|
782K
$190M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
136K+ 13.98% |
$13.9M - $18.8M
|
1.11M
$270M
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
BUY
|
- |
133K+ 7.16% |
$13.6M - $18.4M
|
2M
$485M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
130K+ 33.9% |
$13.3M - $18M
|
515K
$125M
|
|
|
Feb 10, 2023
Q4 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
127KNew |
$12.9M - $17.5M
|
127K
$30.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
126K+ 19.23% |
$12.9M - $17.4M
|
783K
$190M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
126K+ 5.0% |
$12.8M - $17.3M
|
2.64M
$643M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
125KNew |
$12.7M - $17.2M
|
125K
$30.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
124K+ 1977.36% |
$12.6M - $17.1M
|
130K
$31.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
123K+ 98.79% |
$12.6M - $17M
|
248K
$60.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
123K+ 2825.93% |
$12.5M - $16.9M
|
127K
$30.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
122K+ 12.15% |
$12.5M - $16.9M
|
1.13M
$275M
|
|
|
Feb 10, 2023
Q4 2022
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 9.41% |
$12.3M - $16.6M
|
1.4M
$340M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
120K+ 9.99% |
$12.2M - $16.5M
|
1.32M
$321M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
118KNew |
$12M - $16.2M
|
118K
$28.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Hosking Partners LLP
|
BUY
|
- |
117K+ 95.27% |
$11.9M - $16.1M
|
239K
$58.1M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
116K+ 302.8% |
$11.8M - $16M
|
154K
$37.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
111KNew |
$11.3M - $15.3M
|
111K
$27M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
110K+ 21.7% |
$11.3M - $15.2M
|
620K
$151M
|
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
110K+ 20.63% |
$11.2M - $15.1M
|
641K
$156M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
108K+ 16.25% |
$11M - $14.9M
|
775K
$189M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
108KNew |
$11M - $14.9M
|
108K
$26.2M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
106K+ 3.66% |
$10.8M - $14.6M
|
2.99M
$727M
|
|
|
Feb 16, 2023
Q4 2022
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
105KNew |
$10.7M - $14.4M
|
105K
$25.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102K+ 11.62% |
$10.4M - $14M
|
977K
$238M
|
|
|
Jan 20, 2023
Q4 2022
|
Sather Financial Group Inc
|
BUY
|
- |
102K+ 1416.94% |
$10.4M - $14M
|
109K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
100KNew |
$10.2M - $13.8M
|
100K
$24.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
99.7KNew |
$10.2M - $13.7M
|
99.7K
$24.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
99.2K+ 9.72% |
$10.1M - $13.7M
|
1.12M
$272M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.8K+ 4.22% |
$9.87M - $13.3M
|
2.39M
$582M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
96K+ 5.44% |
$9.79M - $13.2M
|
1.86M
$453M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
96KNew |
$9.79M - $13.2M
|
96K
$23.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
93.8K+ 4.93% |
$9.57M - $12.9M
|
2M
$486M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
91.6K+ 8.03% |
$9.34M - $12.6M
|
1.23M
$300M
|
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
91.4K+ 23.06% |
$9.32M - $12.6M
|
488K
$119M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
90.6KNew |
$9.24M - $12.5M
|
90.6K
$22.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
90.2K+ 2006.7% |
$9.2M - $12.4M
|
94.7K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
83.2K+ 8.42% |
$8.49M - $11.5M
|
1.07M
$261M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
76.4KNew |
$7.79M - $10.5M
|
76.4K
$18.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
74.2K+ 44.68% |
$7.57M - $10.2M
|
240K
$58.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
74K+ 27.58% |
$7.54M - $10.2M
|
342K
$83.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73.9KNew |
$7.54M - $10.2M
|
73.9K
$18M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
73K+ 7.16% |
$7.45M - $10.1M
|
1.09M
$266M
|
|
|
Feb 10, 2023
Q4 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
71.3K+ 2.71% |
$7.27M - $9.83M
|
2.71M
$658M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
70.9K+ 5.7% |
$7.23M - $9.78M
|
1.32M
$320M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
70.6K+ 3.48% |
$7.2M - $9.74M
|
2.1M
$511M
|
|
|
Jan 31, 2023
Q4 2022
|
Wafra Inc.
New York, NY |
BUY
|
- |
70.5K+ 34.9% |
$7.19M - $9.71M
|
272K
$66.3M
|