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 25, 2023 Q4 2022
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
110
+ 3.92%
$11.2K - $15.2K
2.92K $842K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
110
+ 0.26%
$11.2K - $15.2K
41.7K $12M
Feb 13, 2023 Q4 2022
Rbo & CO LLC

St Helena, CA
BUY
 -
109
+ 0.08%
$11.1K - $15K
137K $39.5M
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
107
+ 0.19%
$10.9K - $14.7K
55.5K $16M
Jan 27, 2023 Q4 2022
Successful Portfolios LLC

BUY
 -
106
+ 1.41%
$10.8K - $14.6K
7.64K $2.21M
Jan 27, 2023 Q4 2022
Optas, LLC

BUY
 -
105
+ 0.93%
$10.7K - $14.5K
11.4K $3.29M
May 15, 2023 Q4 2022
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
102
+ 1.11%
$10.4K - $14.1K
9.3K $2.69M
Jan 18, 2023 Q4 2022
Prentice Wealth Management LLC

BUY
 -
101
+ 1.01%
$10.3K - $13.9K
10.1K $2.92M
Jan 17, 2023 Q4 2022
Asset Planning Services Inc

BUY
 -
100
+ 0.21%
$10.2K - $13.8K
46.6K $13.5M
Jan 17, 2023 Q4 2022
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
100
+ 3.11%
$10.2K - $13.8K
3.31K $956K
Jan 25, 2023 Q4 2022
Sfmg, LLC

BUY
 -
100
+ 0.64%
$10.2K - $13.8K
15.7K $4.52M
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
100
+ 2.56%
$10.2K - $13.8K
4.01K $1.16M
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
100
+ 5.31%
$10.2K - $13.8K
1.98K $572K
Feb 14, 2023 Q4 2022
Arrow Mark Colorado Holdings LLC

Denver, CO
BUY
 -
100
+ 0.03%
$10.2K - $13.8K
373K $108M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
99
+ 0.47%
$10.1K - $13.6K
21.2K $6.13M
Feb 08, 2023 Q4 2022
Aspireon Wealth Advisors

BUY
 -
99
+ 1.31%
$10.1K - $13.6K
7.68K $2.22M
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
99
+ 4.02%
$10.1K - $13.6K
2.56K $739K
Feb 10, 2023 Q4 2022
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
99
+ 1.24%
$10.1K - $13.6K
8.1K $2.34M
Jan 11, 2023 Q4 2022
Macroview Investment Management LLC

BUY
 -
98
New
$9.99K - $13.5K
98 $28.3K
Feb 13, 2023 Q4 2022
Cigna Investments Inc

Bloomfield, CT
BUY
 -
98
+ 0.27%
$9.99K - $13.5K
36.2K $10.5M
Jan 17, 2023 Q4 2022
Ivc Wealth Advisors LLC

BUY
 -
97
+ 2.66%
$9.89K - $13.4K
3.74K $1.08M
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
97
+ 1.67%
$9.89K - $13.4K
5.9K $1.7M
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
97
+ 1.39%
$9.89K - $13.4K
7.08K $2.04M
Feb 13, 2023 Q4 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
96
+ 0.52%
$9.79K - $13.2K
18.6K $5.37M
Jan 18, 2023 Q4 2022
Stokes Capital Advisors, LLC

BUY
 -
95
+ 0.21%
$9.69K - $13.1K
45.2K $13.1M
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
BUY
 -
95
+ 0.17%
$9.69K - $13.1K
57.5K $16.6M
Feb 13, 2023 Q4 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
94
+ 0.54%
$9.58K - $13K
17.5K $5.06M
Feb 10, 2023 Q4 2022
Cito Capital Group, LLC

Miami, FL
BUY
 -
92
+ 0.51%
$9.38K - $12.7K
18.2K $5.27M
Feb 07, 2023 Q4 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
92
+ 0.84%
$9.38K - $12.7K
11.1K $3.19M
Feb 14, 2023 Q4 2022
Saber Capital Managment, LLC

Fuquay Varina, NC
BUY
 -
92
+ 0.17%
$9.38K - $12.7K
54.3K $15.7M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
92
+ 2.07%
$9.38K - $12.7K
4.53K $1.31M
Jan 20, 2023 Q4 2022
Proffitt & Goodson Inc

BUY
 -
91
+ 1.14%
$9.28K - $12.5K
8.05K $2.32M
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
91
+ 1.7%
$9.28K - $12.5K
5.44K $1.57M
Feb 14, 2023 Q4 2022
Smith Anglin Financial, LLC

BUY
 -
91
+ 4.65%
$9.28K - $12.5K
2.05K $591K
Jan 11, 2023 Q4 2022
Albert D Mason Inc

BUY
 -
90
+ 2.65%
$9.18K - $12.4K
3.49K $1.01M
Feb 06, 2023 Q4 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
90
+ 0.72%
$9.18K - $12.4K
12.5K $3.61M
Feb 06, 2023 Q4 2022
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
89
+ 1.08%
$9.07K - $12.3K
8.3K $2.4M
Feb 07, 2023 Q4 2022
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
89
+ 2.72%
$9.07K - $12.3K
3.36K $971K
Jan 27, 2023 Q4 2022
Sky Investment Group LLC

BUY
 -
87
+ 0.82%
$8.87K - $12K
10.6K $3.07M
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
87
+ 0.72%
$8.87K - $12K
12.1K $3.49M
Feb 14, 2023 Q4 2022
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
86
+ 0.43%
$8.77K - $11.9K
20.2K $5.82M
Jan 10, 2023 Q4 2022
First Community Trust Na

BUY
 -
85
+ 2.21%
$8.67K - $11.7K
3.94K $1.14M
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
85
+ 5.59%
$8.67K - $11.7K
1.61K $463K
Jan 31, 2023 Q4 2022
Wespac Advisors, LLC

BUY
 -
84
+ 0.93%
$8.56K - $11.6K
9.13K $2.64M
Jan 18, 2023 Q4 2022
Beaumont Asset Management, L.L.C.

BUY
 -
83
+ 1.38%
$8.46K - $11.4K
6.09K $1.76M
Feb 13, 2023 Q4 2022
Bordeaux Wealth Advisors LLC

BUY
 -
83
+ 1.34%
$8.46K - $11.4K
6.28K $1.81M
Feb 14, 2023 Q4 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
83
+ 0.05%
$8.46K - $11.4K
184K $53.3M
Feb 08, 2023 Q4 2022
Connolly Sarah T.

Boston, MA
BUY
 -
82
+ 0.31%
$8.36K - $11.3K
26.2K $7.55M
Feb 03, 2023 Q4 2022
Tfo Tdc, LLC

BUY
 -
81
+ 900.0%
$8.26K - $11.2K
90 $26K

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