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
Feb 22, 2023 Q4 2022
Ims Capital Management

BUY
 -
147
+ 1.35%
$15K - $20.3K
11K $2.68M
Jan 25, 2023 Q4 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
146
+ 1.22%
$14.9K - $20.1K
12.1K $2.95M
Jan 20, 2023 Q4 2022
Wp Advisors, LLC

BUY
 -
145
+ 0.78%
$14.8K - $20K
18.7K $4.54M
Feb 03, 2023 Q4 2022
First National Bank Of Hutchinson

BUY
 -
145
+ 2.07%
$14.8K - $20K
7.15K $1.74M
Jan 13, 2023 Q4 2022
Gibraltar Capital Management, Inc.

BUY
 -
144
+ 0.28%
$14.7K - $19.8K
50.9K $12.4M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
141
+ 68.12%
$14.4K - $19.4K
348 $84.6K
Jan 18, 2023 Q4 2022
New Potomac Partners, LLC

BUY
 -
140
+ 0.74%
$14.3K - $19.3K
19.1K $4.66M
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
139
+ 13.01%
$14.2K - $19.2K
1.21K $293K
Feb 07, 2023 Q4 2022
Condor Capital Management

Martinsville, NJ
BUY
 -
134
+ 0.69%
$13.7K - $18.5K
19.6K $4.76M
Feb 13, 2023 Q4 2022
Consilium Wealth Advisory, LLC

BUY
 -
134
+ 2.13%
$13.7K - $18.5K
6.41K $1.56M
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
133
+ 4.26%
$13.6K - $18.3K
3.25K $791K
Feb 10, 2023 Q4 2022
Dividend Assets Capital, LLC

BUY
 -
132
+ 0.39%
$13.5K - $18.2K
33.9K $8.24M
Feb 13, 2023 Q4 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
132
+ 0.47%
$13.5K - $18.2K
28.2K $6.87M
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

BUY
 -
131
+ 1.41%
$13.4K - $18.1K
9.43K $2.29M
Feb 03, 2023 Q4 2022
Fiducient Advisors LLC

BUY
 -
131
+ 6.01%
$13.4K - $18.1K
2.31K $562K
Feb 06, 2023 Q4 2022
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
130
+ 2.42%
$13.3K - $17.9K
5.5K $1.34M
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
129
New
$13.2K - $17.8K
129 $31.4K
Jan 31, 2023 Q4 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
128
+ 0.62%
$13.1K - $17.6K
20.9K $5.08M
Feb 14, 2023 Q4 2022
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
128
+ 6.27%
$13.1K - $17.6K
2.17K $527K
Jan 13, 2023 Q4 2022
Northside Capital Management, LLC

BUY
 -
127
+ 1.89%
$12.9K - $17.5K
6.85K $1.67M
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
126
+ 1.38%
$12.8K - $17.4K
9.25K $2.25M
Jan 11, 2023 Q4 2022
Gleason Group, Inc.

BUY
 -
125
+ 0.8%
$12.7K - $17.2K
15.7K $3.81M
Feb 07, 2023 Q4 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
123
+ 0.79%
$12.5K - $17K
15.8K $3.83M
Jan 19, 2023 Q4 2022
Sym Financial Corp

BUY
 -
122
+ 5.73%
$12.4K - $16.8K
2.25K $547K
Jan 30, 2023 Q4 2022
Curated Wealth Partners LLC

BUY
 -
121
+ 2.72%
$12.3K - $16.7K
4.57K $1.11M
Feb 02, 2023 Q4 2022
Rmr Wealth Builders

BUY
 -
121
+ 0.49%
$12.3K - $16.7K
24.8K $6.04M
Jan 19, 2023 Q4 2022
Abacus Planning Group, Inc.

BUY
 -
120
+ 0.58%
$12.2K - $16.5K
21K $5.1M
Jan 09, 2023 Q4 2022
Indiana Trust & Investment Management CO

BUY
 -
119
+ 0.52%
$12.1K - $16.4K
22.8K $5.55M
Feb 06, 2023 Q4 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
118
+ 0.56%
$12K - $16.3K
21.1K $5.13M
Feb 14, 2023 Q4 2022
Insight Inv LLC

El Segundo, CA
BUY
 -
118
+ 0.88%
$12K - $16.3K
13.5K $3.27M
Jan 31, 2023 Q4 2022
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
117
+ 1.25%
$11.9K - $16.1K
9.48K $2.3M
Jan 25, 2023 Q4 2022
Pegasus Asset Management, Inc.

BUY
 -
116
+ 0.38%
$11.8K - $16K
30.7K $7.45M
Feb 14, 2023 Q4 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
116
+ 0.58%
$11.8K - $16K
20.3K $4.93M
Feb 14, 2023 Q4 2022
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
116
+ 1.84%
$11.8K - $16K
6.41K $1.56M
Feb 09, 2023 Q4 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
115
+ 4.18%
$11.7K - $15.9K
2.86K $696K
Feb 14, 2023 Q4 2022
Wunderlich Capital Managemnt

Memphis, TN
BUY
 -
115
+ 0.51%
$11.7K - $15.9K
22.9K $5.56M
Jan 17, 2023 Q4 2022
Burt Wealth Advisors

BUY
 -
114
+ 2.09%
$11.6K - $15.7K
5.57K $1.35M
Feb 14, 2023 Q4 2022
United Bank

Vienna, VA
BUY
 -
113
+ 0.11%
$11.5K - $15.6K
101K $24.7M
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
BUY
 -
112
+ 1.21%
$11.4K - $15.4K
9.34K $2.27M
Jan 25, 2023 Q4 2022
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
110
+ 1.49%
$11.2K - $15.2K
7.48K $1.82M
Jan 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
110
+ 3.92%
$11.2K - $15.2K
2.92K $709K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
110
+ 0.26%
$11.2K - $15.2K
41.7K $10.1M
Feb 13, 2023 Q4 2022
Rbo & CO LLC

St Helena, CA
BUY
 -
109
+ 0.08%
$11.1K - $15K
137K $33.3M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
107
+ 0.19%
$10.9K - $14.7K
55.5K $13.5M
Jan 27, 2023 Q4 2022
Successful Portfolios LLC

BUY
 -
106
+ 1.41%
$10.8K - $14.6K
7.64K $1.86M
Jan 27, 2023 Q4 2022
Optas, LLC

BUY
 -
105
+ 0.93%
$10.7K - $14.5K
11.4K $2.77M
May 15, 2023 Q4 2022
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
102
+ 1.11%
$10.4K - $14.1K
9.3K $2.26M
Jan 18, 2023 Q4 2022
Prentice Wealth Management LLC

BUY
 -
101
+ 1.01%
$10.3K - $13.9K
10.1K $2.46M
Jan 17, 2023 Q4 2022
Asset Planning Services Inc

BUY
 -
100
+ 0.21%
$10.2K - $13.8K
46.6K $11.3M

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