Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 27, 2023 Q4 2022
Eads & Heald Wealth Management

BUY
 -
239
+ 1.21%
$24.4K - $32.9K
20K $4.87M
Oct 25, 2024 Q4 2022
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
238
+ 18.24%
$24.3K - $32.8K
1.54K $375K
Jan 19, 2023 Q4 2022
Mc Lean Asset Management Corp

BUY
 -
237
+ 3.8%
$24.2K - $32.7K
6.48K $1.57M
Feb 13, 2023 Q4 2022
Coco Enterprises, LLC

Whitefish, MT
BUY
 -
237
+ 7.24%
$24.2K - $32.7K
3.51K $853K
Jan 26, 2023 Q4 2022
Steph & CO

BUY
 -
233
+ 2.68%
$23.8K - $32.1K
8.91K $2.17M
Jan 30, 2023 Q4 2022
Hamilton Point Investment Advisors, LLC

BUY
 -
233
+ 0.73%
$23.8K - $32.1K
32.2K $7.83M
Jan 20, 2023 Q4 2022
Redwood Investments, LLC

BUY
 -
232
+ 0.71%
$23.7K - $32K
32.9K $8.01M
Jan 17, 2023 Q4 2022
Carmel Capital Partners, LLC

BUY
 -
231
+ 11.96%
$23.6K - $31.8K
2.16K $526K
Jan 26, 2023 Q4 2022
Miller Wealth Advisors, LLC

BUY
 -
230
+ 43.4%
$23.5K - $31.7K
760 $185K
Feb 13, 2023 Q4 2022
Summit Asset Management, LLC

Memphis, TN
BUY
 -
230
+ 4.3%
$23.5K - $31.7K
5.59K $1.36M
Apr 02, 2024 Q4 2022
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
227
+ 1.95%
$23.1K - $31.3K
11.9K $2.88M
Feb 01, 2023 Q4 2022
Cap Wealth Advisors, LLC

BUY
 -
225
+ 3.54%
$22.9K - $31K
6.59K $1.6M
Feb 14, 2023 Q4 2022
Hgk Asset Management Inc

BUY
 -
225
+ 0.43%
$22.9K - $31K
52.9K $12.9M
Oct 12, 2023 Q4 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
225
+ 3.77%
$22.9K - $31K
6.2K $1.51M
Feb 06, 2023 Q4 2022
Column Capital Advisors, LLC

BUY
 -
224
+ 2.56%
$22.8K - $30.9K
8.98K $2.18M
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
224
+ 6.18%
$22.8K - $30.9K
3.85K $935K
May 12, 2023 Q4 2022
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
224
+ 2.3%
$22.8K - $30.9K
9.97K $2.42M
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
222
New
$22.6K - $30.6K
222 $54K
Jan 27, 2023 Q4 2022
West Branch Capital LLC

BUY
 -
222
+ 0.76%
$22.6K - $30.6K
29.5K $7.18M
Jan 18, 2023 Q4 2022
Cerro Pacific Wealth Advisors LLC

BUY
 -
221
+ 2.0%
$22.5K - $30.5K
11.3K $2.74M
Feb 01, 2023 Q4 2022
Argent Advisors, Inc.

Monroe, LA
BUY
 -
218
+ 0.63%
$22.2K - $30K
34.7K $8.43M
Feb 14, 2023 Q4 2022
Alps Advisors Inc

Denver, CO
BUY
 -
218
+ 2.4%
$22.2K - $30K
9.32K $2.27M
Feb 10, 2023 Q4 2022
Stone X Group Inc.

BUY
 -
217
+ 0.96%
$22.1K - $29.9K
22.9K $5.56M
Feb 13, 2023 Q4 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
216
+ 0.32%
$22K - $29.8K
68.1K $16.6M
Jan 17, 2023 Q4 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
213
+ 2.49%
$21.7K - $29.4K
8.75K $2.13M
Jan 20, 2023 Q4 2022
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
213
+ 0.88%
$21.7K - $29.4K
24.4K $5.92M
Feb 10, 2023 Q4 2022
Wealth Dimensions Group, Ltd.

BUY
 -
213
+ 3.45%
$21.7K - $29.4K
6.39K $1.55M
Feb 08, 2023 Q4 2022
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
211
+ 2.71%
$21.5K - $29.1K
8K $1.94M
Jan 26, 2023 Q4 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
211
+ 4.32%
$21.5K - $29.1K
5.09K $1.24M
Feb 03, 2023 Q4 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
210
+ 5.02%
$21.4K - $28.9K
4.39K $1.07M
Feb 14, 2023 Q4 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
210
+ 4.22%
$21.4K - $28.9K
5.19K $1.26M
Jan 17, 2023 Q4 2022
Vanguard Capital Wealth Advisors

BUY
 -
208
+ 8.28%
$21.2K - $28.7K
2.72K $661K
Feb 03, 2023 Q4 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
208
+ 4.46%
$21.2K - $28.7K
4.87K $1.18M
Feb 13, 2023 Q4 2022
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
207
+ 2.31%
$21.1K - $28.5K
9.19K $2.23M
Jan 18, 2023 Q4 2022
Tandem Capital Management Corp

BUY
 -
206
+ 1.07%
$21K - $28.4K
19.4K $4.72M
Jan 25, 2023 Q4 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
205
+ 3.97%
$20.9K - $28.3K
5.37K $1.31M
Feb 03, 2023 Q4 2022
Archer Investment Corp

BUY
 -
205
+ 1.03%
$20.9K - $28.3K
20.1K $4.89M
Feb 10, 2023 Q4 2022
Klk Capital Management LLC

Los Angeles, CA
BUY
 -
205
+ 3.34%
$20.9K - $28.3K
6.35K $1.54M
Jan 19, 2023 Q4 2022
S.C. Financial Services, Inc.

BUY
 -
204
+ 7.42%
$20.8K - $28.1K
2.96K $718K
Jan 25, 2023 Q4 2022
Nikulski Financial, Inc.

BUY
 -
204
+ 0.67%
$20.8K - $28.1K
30.7K $7.47M
Feb 07, 2023 Q4 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
204
+ 0.06%
$20.8K - $28.1K
370K $90M
Feb 14, 2023 Q4 2022
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
202
+ 1.02%
$20.6K - $27.8K
20K $4.85M
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
201
+ 1.82%
$20.5K - $27.7K
11.3K $2.74M
Jan 12, 2023 Q4 2022
Coerente Capital Management

BUY
 -
200
+ 0.55%
$20.4K - $27.6K
36.4K $8.86M
Jan 23, 2023 Q4 2022
Chiron Capital Management, LLC

BUY
 -
200
+ 1.93%
$20.4K - $27.6K
10.6K $2.57M
Jan 26, 2023 Q4 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
200
+ 5.72%
$20.4K - $27.6K
3.69K $898K
Sep 15, 2023 Q4 2022
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
200
+ 4.22%
$20.4K - $27.6K
4.94K $1.2M
Nov 13, 2023 Q4 2022
Werlinich Asset Management, LLC

Stamford, CT
BUY
 -
200
+ 0.53%
$20.4K - $27.6K
38.3K $9.3M
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
197
New
$20.1K - $27.2K
197 $47.9K

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