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 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
25+ 0.6% |
$2.55K - $3.45K
|
4.22K
$1.22M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
24+ 0.07% |
$2.45K - $3.31K
|
36K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
24+ 0.73% |
$2.45K - $3.31K
|
3.33K
$961K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
24+ 0.2% |
$2.45K - $3.31K
|
12.2K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24+ 0.79% |
$2.45K - $3.31K
|
3.07K
$886K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24+ 0.54% |
$2.45K - $3.31K
|
4.43K
$1.28M
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 2.53% |
$2.35K - $3.17K
|
931
$269K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
23+ 0.09% |
$2.35K - $3.17K
|
24.8K
$7.15M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
23+ 0.74% |
$2.35K - $3.17K
|
3.13K
$905K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23+ 0.77% |
$2.35K - $3.17K
|
3.01K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 0.34% |
$2.24K - $3.03K
|
6.52K
$1.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
21+ 0.26% |
$2.14K - $2.89K
|
8.22K
$2.37M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
21+ 0.05% |
$2.14K - $2.89K
|
42.8K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
21+ 0.44% |
$2.14K - $2.89K
|
4.85K
$1.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.04% |
$2.14K - $2.89K
|
49.3K
$14.2M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
21+ 10.55% |
$2.14K - $2.89K
|
220
$63.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.77% |
$2.04K - $2.76K
|
2.61K
$754K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.04K - $2.76K
|
2.59K
$747K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$2.04K - $2.76K
|
20
$5.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
20+ 0.77% |
$2.04K - $2.76K
|
2.62K
$757K
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
19+ 0.21% |
$1.94K - $2.62K
|
9.27K
$2.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.02% |
$1.94K - $2.62K
|
99.4K
$28.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.73% |
$1.94K - $2.62K
|
2.61K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.15% |
$1.94K - $2.62K
|
13K
$3.75M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18+ 5.19% |
$1.84K - $2.48K
|
365
$105K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.38% |
$1.73K - $2.34K
|
4.5K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17+ 0.76% |
$1.73K - $2.34K
|
2.25K
$649K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.17% |
$1.73K - $2.34K
|
10.2K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$872K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.73% |
$1.73K - $2.34K
|
2.36K
$680K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
17+ 0.44% |
$1.73K - $2.34K
|
3.93K
$1.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.27% |
$1.53K - $2.07K
|
5.54K
$1.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
15New |
$1.53K - $2.07K
|
15
$4.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.29% |
$1.53K - $2.07K
|
5.19K
$1.5M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.58% |
$1.53K - $2.07K
|
2.61K
$753K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.43K - $1.93K
|
4.46K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
14+ 0.2% |
$1.43K - $1.93K
|
7.15K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
14+ 0.04% |
$1.43K - $1.93K
|
37.8K
$10.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.73% |
$1.33K - $1.79K
|
1.81K
$521K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
13+ 0.4% |
$1.33K - $1.79K
|
3.27K
$943K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
13+ 0.12% |
$1.33K - $1.79K
|
11.1K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.22K - $1.65K
|
3.59K
$1.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$1.12K - $1.52K
|
15.5K
$4.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$687K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.41K
$694K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
10+ 0.17% |
$1.02K - $1.38K
|
6.06K
$1.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$1.02K - $1.38K
|
70
$20.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.38K
|
3.45K
$995K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.02K - $1.38K
|
11K
$3.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9+ 0.35% |
$918 - $1.24K
|
2.56K
$738K
|