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 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
76+ 3.58% |
$7.75K - $10.5K
|
2.2K
$534K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 1.15% |
$7.65K - $10.3K
|
6.58K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
BUY
|
- |
75+ 2.01% |
$7.65K - $10.3K
|
3.81K
$926K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 2.35% |
$7.44K - $10.1K
|
3.18K
$772K
|
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
72+ 3.14% |
$7.34K - $9.92K
|
2.36K
$574K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
71+ 0.52% |
$7.24K - $9.79K
|
13.8K
$3.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
71+ 0.33% |
$7.24K - $9.79K
|
21.6K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
71+ 0.88% |
$7.24K - $9.79K
|
8.16K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
70+ 0.9% |
$7.14K - $9.65K
|
7.87K
$1.91M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
70+ 0.82% |
$7.14K - $9.65K
|
8.58K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
70+ 0.06% |
$7.14K - $9.65K
|
125K
$30.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
69+ 5.88% |
$7.04K - $9.51K
|
1.24K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
68+ 0.22% |
$6.93K - $9.37K
|
31.1K
$7.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
67+ 0.18% |
$6.83K - $9.24K
|
37.8K
$9.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67+ 2.92% |
$6.83K - $9.24K
|
2.36K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
66+ 0.51% |
$6.73K - $9.1K
|
13K
$3.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
65+ 0.75% |
$6.63K - $8.96K
|
8.74K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
64+ 0.72% |
$6.53K - $8.82K
|
9K
$2.19M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
63+ 0.11% |
$6.42K - $8.68K
|
59.6K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
63+ 0.78% |
$6.42K - $8.68K
|
8.12K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Meridian Management CO
|
BUY
|
- |
63+ 0.19% |
$6.42K - $8.68K
|
33.9K
$8.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63+ 1.44% |
$6.42K - $8.68K
|
4.44K
$1.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
62+ 1.2% |
$6.32K - $8.55K
|
5.24K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
61+ 0.69% |
$6.22K - $8.41K
|
8.89K
$2.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
60+ 1.05% |
$6.12K - $8.27K
|
5.79K
$1.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
60+ 4.27% |
$6.12K - $8.27K
|
1.47K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
59+ 0.27% |
$6.02K - $8.13K
|
21.6K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
59+ 0.2% |
$6.02K - $8.13K
|
29.8K
$7.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
58+ 0.61% |
$5.91K - $7.99K
|
9.5K
$2.31M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
57+ 0.55% |
$5.81K - $7.86K
|
10.4K
$2.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
55+ 1.73% |
$5.61K - $7.58K
|
3.24K
$788K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
54+ 0.26% |
$5.51K - $7.44K
|
21.1K
$5.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
53+ 0.35% |
$5.4K - $7.31K
|
15.3K
$3.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
52+ 0.59% |
$5.3K - $7.17K
|
8.93K
$2.17M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
52+ 1.54% |
$5.3K - $7.17K
|
3.43K
$833K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
51+ 1.19% |
$5.2K - $7.03K
|
4.35K
$1.06M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
50+ 0.12% |
$5.1K - $6.89K
|
43K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
49+ 0.7% |
$5K - $6.75K
|
7.01K
$1.71M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
47+ 2.19% |
$4.79K - $6.48K
|
2.19K
$532K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
47+ 1.52% |
$4.79K - $6.48K
|
3.15K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
46+ 0.02% |
$4.69K - $6.34K
|
254K
$61.8M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
45+ 0.89% |
$4.59K - $6.2K
|
5.12K
$1.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
45+ 2.06% |
$4.59K - $6.2K
|
2.23K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
45+ 0.27% |
$4.59K - $6.2K
|
16.5K
$4.01M
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
44+ 2.04% |
$4.49K - $6.06K
|
2.2K
$535K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
44+ 0.56% |
$4.49K - $6.06K
|
7.91K
$1.92M
|
|
|
Feb 08, 2023
Q4 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
43+ 0.77% |
$4.38K - $5.93K
|
5.59K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
43+ 0.94% |
$4.38K - $5.93K
|
4.6K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
43+ 0.04% |
$4.38K - $5.93K
|
103K
$25.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
42+ 0.49% |
$4.28K - $5.79K
|
8.56K
$2.08M
|