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 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
372+ 4.13% |
$37.9K - $51.3K
|
9.38K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
371+ 23.9% |
$37.8K - $51.1K
|
1.92K
$468K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
369+ 9.03% |
$37.6K - $50.9K
|
4.46K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
369+ 10.41% |
$37.6K - $50.9K
|
3.91K
$952K
|
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
369+ 1.42% |
$37.6K - $50.9K
|
26.4K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
369+ 0.92% |
$37.6K - $50.9K
|
40.3K
$9.81M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
368+ 17.32% |
$37.5K - $50.7K
|
2.49K
$606K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
365+ 1.51% |
$37.2K - $50.3K
|
24.6K
$5.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
364+ 1.22% |
$37.1K - $50.2K
|
30.3K
$7.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
364+ 45.67% |
$37.1K - $50.2K
|
1.16K
$282K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
364+ 0.53% |
$37.1K - $50.2K
|
69.6K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
362+ 3.12% |
$36.9K - $49.9K
|
12K
$2.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
360+ 7.49% |
$36.7K - $49.6K
|
5.16K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Harvey Investment CO LLC
|
BUY
|
- |
360+ 1.89% |
$36.7K - $49.6K
|
19.4K
$4.73M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
358+ 5.34% |
$36.5K - $49.3K
|
7.06K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
352+ 3.87% |
$35.9K - $48.5K
|
9.45K
$2.3M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
348+ 0.63% |
$35.5K - $48K
|
56K
$13.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
348+ 0.54% |
$35.5K - $48K
|
65.4K
$15.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
BUY
|
- |
346+ 0.85% |
$35.3K - $47.7K
|
41K
$9.98M
|
|
|
Jan 11, 2023
Q4 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
344+ 4.11% |
$35.1K - $47.4K
|
8.72K
$2.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
344+ 0.76% |
$35.1K - $47.4K
|
45.6K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
338+ 1.59% |
$34.5K - $46.6K
|
21.6K
$5.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
335+ 2.54% |
$34.2K - $46.2K
|
13.5K
$3.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
335+ 4.03% |
$34.2K - $46.2K
|
8.65K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
333+ 11.97% |
$34K - $45.9K
|
3.11K
$757K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
332+ 3.31% |
$33.9K - $45.8K
|
10.4K
$2.52M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
329+ 3.25% |
$33.5K - $45.3K
|
10.5K
$2.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
328+ 1.67% |
$33.4K - $45.2K
|
19.9K
$4.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
327New |
$33.3K - $45.1K
|
327
$79.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
327+ 56.19% |
$33.3K - $45.1K
|
909
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
325+ 1.9% |
$33.1K - $44.8K
|
17.4K
$4.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
323+ 10.06% |
$32.9K - $44.5K
|
3.54K
$859K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
322+ 0.51% |
$32.8K - $44.4K
|
63.2K
$15.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
320+ 3.09% |
$32.6K - $44.1K
|
10.7K
$2.59M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
320New |
$32.6K - $44.1K
|
320
$77.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
318+ 6.74% |
$32.4K - $43.8K
|
5.04K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
317+ 0.45% |
$32.3K - $43.7K
|
70.6K
$17.2M
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
316+ 1.31% |
$32.2K - $43.6K
|
24.4K
$5.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
314+ 1.01% |
$32K - $43.3K
|
31.3K
$7.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
314+ 0.33% |
$32K - $43.3K
|
94.6K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
314+ 2.62% |
$32K - $43.3K
|
12.3K
$2.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
312+ 1.11% |
$31.8K - $43K
|
28.4K
$6.91M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
312+ 7.6% |
$31.8K - $43K
|
4.42K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
311+ 0.53% |
$31.7K - $42.9K
|
59.3K
$14.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
310+ 3.35% |
$31.6K - $42.7K
|
9.56K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
310+ 1.85% |
$31.6K - $42.7K
|
17.1K
$4.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
310+ 2.19% |
$31.6K - $42.7K
|
14.5K
$3.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
309+ 2.87% |
$31.5K - $42.6K
|
11.1K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
309+ 10.33% |
$31.5K - $42.6K
|
3.3K
$802K
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
307+ 2.43% |
$31.3K - $42.3K
|
12.9K
$3.14M
|