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 14, 2023
Q4 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
250+ 0.39% |
$25.5K - $34.5K
|
64K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
250+ 1.23% |
$25.5K - $34.5K
|
20.6K
$5.94M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
249+ 0.48% |
$25.4K - $34.3K
|
52.5K
$15.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
248+ 0.49% |
$25.3K - $34.2K
|
50.7K
$14.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
244+ 2.81% |
$24.9K - $33.6K
|
8.93K
$2.58M
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
244+ 0.87% |
$24.9K - $33.6K
|
28.2K
$8.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
241+ 4.69% |
$24.6K - $33.2K
|
5.38K
$1.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
240+ 0.47% |
$24.5K - $33.1K
|
51.4K
$14.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
240+ 4.38% |
$24.5K - $33.1K
|
5.72K
$1.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
239+ 1.21% |
$24.4K - $32.9K
|
20K
$5.78M
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
238+ 18.24% |
$24.3K - $32.8K
|
1.54K
$445K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
237+ 3.8% |
$24.2K - $32.7K
|
6.48K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
237+ 7.24% |
$24.2K - $32.7K
|
3.51K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
233+ 2.68% |
$23.8K - $32.1K
|
8.91K
$2.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
233+ 0.73% |
$23.8K - $32.1K
|
32.2K
$9.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
BUY
|
- |
232+ 0.71% |
$23.7K - $32K
|
32.9K
$9.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
231+ 11.96% |
$23.6K - $31.8K
|
2.16K
$624K
|
|
|
Jan 26, 2023
Q4 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
230+ 43.4% |
$23.5K - $31.7K
|
760
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
230+ 4.3% |
$23.5K - $31.7K
|
5.59K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
227+ 6.0% |
$23.1K - $31.3K
|
4.01K
$1.16M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
227+ 1.95% |
$23.1K - $31.3K
|
11.9K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
225+ 3.54% |
$22.9K - $31K
|
6.59K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
225+ 0.43% |
$22.9K - $31K
|
52.9K
$15.3M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
225+ 3.77% |
$22.9K - $31K
|
6.2K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
224+ 2.56% |
$22.8K - $30.9K
|
8.98K
$2.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
224+ 6.18% |
$22.8K - $30.9K
|
3.85K
$1.11M
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
224+ 2.3% |
$22.8K - $30.9K
|
9.97K
$2.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
222New |
$22.6K - $30.6K
|
222
$64.1K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
222+ 0.76% |
$22.6K - $30.6K
|
29.5K
$8.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
221+ 2.0% |
$22.5K - $30.5K
|
11.3K
$3.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
218+ 0.63% |
$22.2K - $30K
|
34.7K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
218+ 2.4% |
$22.2K - $30K
|
9.32K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
217+ 0.96% |
$22.1K - $29.9K
|
22.9K
$6.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
216+ 0.32% |
$22K - $29.8K
|
68.1K
$19.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
213+ 2.49% |
$21.7K - $29.4K
|
8.75K
$2.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
213+ 0.88% |
$21.7K - $29.4K
|
24.4K
$7.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
213+ 3.45% |
$21.7K - $29.4K
|
6.39K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
211+ 2.71% |
$21.5K - $29.1K
|
8K
$2.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
211+ 4.32% |
$21.5K - $29.1K
|
5.09K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
210+ 5.02% |
$21.4K - $28.9K
|
4.39K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
210+ 4.22% |
$21.4K - $28.9K
|
5.19K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
208+ 8.28% |
$21.2K - $28.7K
|
2.72K
$785K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
208+ 4.46% |
$21.2K - $28.7K
|
4.87K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
207+ 2.31% |
$21.1K - $28.5K
|
9.19K
$2.65M
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
206+ 1.07% |
$21K - $28.4K
|
19.4K
$5.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
205+ 3.97% |
$20.9K - $28.3K
|
5.37K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
205+ 1.03% |
$20.9K - $28.3K
|
20.1K
$5.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
205+ 3.34% |
$20.9K - $28.3K
|
6.35K
$1.83M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
204+ 7.42% |
$20.8K - $28.1K
|
2.96K
$853K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
204+ 0.67% |
$20.8K - $28.1K
|
30.7K
$8.87M
|