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 17, 2023 Q4 2022
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
100
+ 3.11%
$10.2K - $13.8K
3.31K $805K
Jan 20, 2023 Q4 2022
Pennsylvania Capital Management Inc

BUY
 -
100
+ 3.78%
$10.2K - $13.8K
2.75K $668K
Jan 25, 2023 Q4 2022
Sfmg, LLC

BUY
 -
100
+ 0.64%
$10.2K - $13.8K
15.7K $3.81M
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
100
+ 2.56%
$10.2K - $13.8K
4.01K $975K
Feb 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
100
+ 5.31%
$10.2K - $13.8K
1.98K $482K
Feb 14, 2023 Q4 2022
Arrow Mark Colorado Holdings LLC

Denver, CO
BUY
 -
100
+ 0.03%
$10.2K - $13.8K
373K $90.8M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
99
+ 0.47%
$10.1K - $13.6K
21.2K $5.16M
Feb 08, 2023 Q4 2022
Aspireon Wealth Advisors

BUY
 -
99
+ 1.31%
$10.1K - $13.6K
7.68K $1.87M
Feb 09, 2023 Q4 2022
Detalus Advisors, LLC

BUY
 -
99
+ 4.02%
$10.1K - $13.6K
2.56K $623K
Feb 10, 2023 Q4 2022
Keeley Teton Advisors, LLC

Chicago, IL
BUY
 -
99
+ 1.24%
$10.1K - $13.6K
8.1K $1.97M
Feb 13, 2023 Q4 2022
Cigna Investments Inc

Bloomfield, CT
BUY
 -
98
+ 0.27%
$9.99K - $13.5K
36.2K $8.81M
Jan 17, 2023 Q4 2022
Ivc Wealth Advisors LLC

BUY
 -
97
+ 2.66%
$9.89K - $13.4K
3.74K $909K
Jan 18, 2023 Q4 2022
Hurlow Wealth Management Group, Inc.

BUY
 -
97
+ 1.67%
$9.89K - $13.4K
5.9K $1.43M
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
97
+ 1.39%
$9.89K - $13.4K
7.08K $1.72M
Feb 13, 2023 Q4 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
96
+ 0.52%
$9.79K - $13.2K
18.6K $4.52M
Jan 18, 2023 Q4 2022
Stokes Capital Advisors, LLC

BUY
 -
95
+ 0.21%
$9.69K - $13.1K
45.2K $11M
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
BUY
 -
95
+ 0.17%
$9.69K - $13.1K
57.5K $14M
Feb 13, 2023 Q4 2022
L & S Advisors Inc

Los Angeles, CA
BUY
 -
94
+ 0.54%
$9.58K - $13K
17.5K $4.26M
Feb 10, 2023 Q4 2022
Cito Capital Group, LLC

Miami, FL
BUY
 -
92
+ 0.51%
$9.38K - $12.7K
18.2K $4.43M
Feb 07, 2023 Q4 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
92
+ 0.84%
$9.38K - $12.7K
11.1K $2.69M
Feb 14, 2023 Q4 2022
Saber Capital Managment, LLC

Fuquay Varina, NC
BUY
 -
92
+ 0.17%
$9.38K - $12.7K
54.3K $13.2M
May 15, 2024 Q4 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
92
+ 2.07%
$9.38K - $12.7K
4.53K $1.1M
Jan 20, 2023 Q4 2022
Proffitt & Goodson Inc

BUY
 -
91
+ 1.14%
$9.28K - $12.5K
8.05K $1.96M
Jan 31, 2023 Q4 2022
Mc Naughton Wealth Management, LLC

BUY
 -
91
+ 1.7%
$9.28K - $12.5K
5.44K $1.32M
Feb 14, 2023 Q4 2022
Smith Anglin Financial, LLC

BUY
 -
91
+ 4.65%
$9.28K - $12.5K
2.05K $498K
Jan 11, 2023 Q4 2022
Albert D Mason Inc

BUY
 -
90
+ 2.65%
$9.18K - $12.4K
3.49K $847K
Feb 06, 2023 Q4 2022
Fiduciary Planning LLC

Coral Springs, FL
BUY
 -
90
+ 0.72%
$9.18K - $12.4K
12.5K $3.04M
Feb 06, 2023 Q4 2022
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
89
+ 1.08%
$9.07K - $12.3K
8.3K $2.02M
Feb 07, 2023 Q4 2022
Amussen Hunsaker Associates LLC

Salt Lake City, UT
BUY
 -
89
+ 2.72%
$9.07K - $12.3K
3.36K $817K
Jan 27, 2023 Q4 2022
Sky Investment Group LLC

BUY
 -
87
+ 0.82%
$8.87K - $12K
10.6K $2.59M
Feb 10, 2023 Q4 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
87
+ 0.72%
$8.87K - $12K
12.1K $2.94M
Feb 14, 2023 Q4 2022
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
86
+ 0.43%
$8.77K - $11.9K
20.2K $4.9M
Jan 10, 2023 Q4 2022
First Community Trust Na

BUY
 -
85
+ 2.21%
$8.67K - $11.7K
3.94K $957K
Feb 06, 2023 Q4 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
85
+ 5.59%
$8.67K - $11.7K
1.61K $390K
Jan 31, 2023 Q4 2022
Wespac Advisors, LLC

BUY
 -
84
+ 0.93%
$8.56K - $11.6K
9.13K $2.22M
Jan 18, 2023 Q4 2022
Beaumont Asset Management, L.L.C.

BUY
 -
83
+ 1.38%
$8.46K - $11.4K
6.09K $1.48M
Feb 13, 2023 Q4 2022
Bordeaux Wealth Advisors LLC

BUY
 -
83
+ 1.34%
$8.46K - $11.4K
6.28K $1.53M
Feb 14, 2023 Q4 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
83
+ 0.05%
$8.46K - $11.4K
184K $44.8M
Feb 08, 2023 Q4 2022
Connolly Sarah T.

Boston, MA
BUY
 -
82
+ 0.31%
$8.36K - $11.3K
26.2K $6.36M
Feb 03, 2023 Q4 2022
Tfo Tdc, LLC

BUY
 -
81
+ 900.0%
$8.26K - $11.2K
90 $21.9K
Feb 09, 2023 Q4 2022
Crown Wealth Group, LLC

BUY
 -
81
+ 3.3%
$8.26K - $11.2K
2.54K $617K
Jan 17, 2023 Q4 2022
Lvz, Inc.

BUY
 -
80
+ 1.71%
$8.16K - $11K
4.75K $1.15M
Feb 27, 2023 Q4 2022
Objective Capital Management, LLC

BUY
 -
80
+ 1.12%
$8.16K - $11K
7.24K $1.76M
Feb 13, 2023 Q4 2022
Redw Wealth LLC

BUY
 -
79
+ 1.2%
$8.05K - $10.9K
6.67K $1.62M
Jan 31, 2023 Q4 2022
Sage Rhino Capital LLC

BUY
 -
78
+ 0.83%
$7.95K - $10.8K
9.48K $2.3M
Feb 13, 2023 Q4 2022
Steward Financial Group LLC

BUY
 -
78
+ 0.58%
$7.95K - $10.8K
13.5K $3.29M
Feb 15, 2023 Q4 2022
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
78
+ 0.12%
$7.95K - $10.8K
65.1K $15.8M
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
78
+ 0.26%
$7.95K - $10.8K
30.6K $7.43M
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
77
New
$7.85K - $10.6K
77 $18.7K

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