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 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
305+ 1.23% |
$31.1K - $42K
|
25K
$6.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
303+ 1.09% |
$30.9K - $41.8K
|
28.1K
$6.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
302+ 3.18% |
$30.8K - $41.6K
|
9.79K
$2.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
300+ 0.79% |
$30.6K - $41.4K
|
38.4K
$9.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
300+ 1.07% |
$30.6K - $41.4K
|
28.3K
$6.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
300+ 5.02% |
$30.6K - $41.4K
|
6.28K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 12.62% |
$30.6K - $41.4K
|
2.68K
$651K
|
|
|
Feb 10, 2023
Q4 2022
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
300+ 5.33% |
$30.6K - $41.4K
|
5.93K
$1.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
300+ 0.56% |
$30.6K - $41.4K
|
54.1K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
299+ 0.21% |
$30.5K - $41.2K
|
140K
$34.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
295+ 1.73% |
$30.1K - $40.7K
|
17.4K
$4.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
291+ 0.6% |
$29.7K - $40.1K
|
49.2K
$12M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
290+ 0.67% |
$29.6K - $40K
|
43.3K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
288+ 10.03% |
$29.4K - $39.7K
|
3.16K
$768K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
287+ 9.55% |
$29.3K - $39.6K
|
3.29K
$800K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
284+ 2.78% |
$29K - $39.1K
|
10.5K
$2.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
284+ 12.25% |
$29K - $39.1K
|
2.6K
$633K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
283+ 3.24% |
$28.9K - $39K
|
9.02K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
283+ 3.57% |
$28.9K - $39K
|
8.2K
$1.99M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
282+ 1.35% |
$28.8K - $38.9K
|
21.2K
$5.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
282+ 1.5% |
$28.8K - $38.9K
|
19.1K
$4.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
281+ 2.17% |
$28.7K - $38.7K
|
13.2K
$3.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
280+ 0.5% |
$28.5K - $38.6K
|
56K
$13.6M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
276+ 1.81% |
$28.1K - $38K
|
15.6K
$3.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
274+ 1.62% |
$27.9K - $37.8K
|
17.2K
$4.19M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
273+ 1.2% |
$27.8K - $37.6K
|
23K
$5.6M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
273+ 7.83% |
$27.8K - $37.6K
|
3.76K
$914K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
270+ 1.01% |
$27.5K - $37.2K
|
27K
$6.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
268+ 6.42% |
$27.3K - $36.9K
|
4.45K
$1.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
267+ 6.31% |
$27.2K - $36.8K
|
4.5K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
266+ 0.97% |
$27.1K - $36.7K
|
27.6K
$6.71M
|
|
|
Jan 20, 2023
Q4 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
264+ 0.78% |
$26.9K - $36.4K
|
34.3K
$8.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
264+ 1.42% |
$26.9K - $36.4K
|
18.8K
$4.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
264+ 2.66% |
$26.9K - $36.4K
|
10.2K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
260+ 43.41% |
$26.5K - $35.8K
|
859
$209K
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
259+ 0.09% |
$26.4K - $35.7K
|
295K
$71.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
259+ 0.15% |
$26.4K - $35.7K
|
173K
$42.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
259+ 1.03% |
$26.4K - $35.7K
|
25.3K
$6.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
258+ 2.18% |
$26.3K - $35.6K
|
12.1K
$2.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
257+ 0.86% |
$26.2K - $35.4K
|
30.1K
$7.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
252+ 2.0% |
$25.7K - $34.7K
|
12.9K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
250+ 0.39% |
$25.5K - $34.5K
|
64K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
250+ 1.23% |
$25.5K - $34.5K
|
20.6K
$5M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
249+ 0.48% |
$25.4K - $34.3K
|
52.5K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
248+ 0.49% |
$25.3K - $34.2K
|
50.7K
$12.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
244+ 2.81% |
$24.9K - $33.6K
|
8.93K
$2.17M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
244+ 0.87% |
$24.9K - $33.6K
|
28.2K
$6.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
241+ 4.69% |
$24.6K - $33.2K
|
5.38K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
240+ 0.47% |
$24.5K - $33.1K
|
51.4K
$12.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
240+ 4.38% |
$24.5K - $33.1K
|
5.72K
$1.39M
|