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
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 0.34% |
$2.24K - $3.03K
|
6.52K
$1.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
21+ 0.26% |
$2.14K - $2.89K
|
8.22K
$2M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
21+ 0.05% |
$2.14K - $2.89K
|
42.8K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
21+ 0.44% |
$2.14K - $2.89K
|
4.85K
$1.18M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.04% |
$2.14K - $2.89K
|
49.3K
$12M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
21+ 10.55% |
$2.14K - $2.89K
|
220
$53.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
20+ 0.77% |
$2.04K - $2.76K
|
2.61K
$635K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
20+ 0.78% |
$2.04K - $2.76K
|
2.59K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$2.04K - $2.76K
|
20
$4.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
20+ 0.77% |
$2.04K - $2.76K
|
2.62K
$638K
|
|
|
Jan 18, 2023
Q4 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
19+ 0.21% |
$1.94K - $2.62K
|
9.27K
$2.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.02% |
$1.94K - $2.62K
|
99.4K
$24.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.73% |
$1.94K - $2.62K
|
2.61K
$635K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.15% |
$1.94K - $2.62K
|
13K
$3.16M
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
18+ 5.19% |
$1.84K - $2.48K
|
365
$88.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.38% |
$1.73K - $2.34K
|
4.5K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
17+ 0.76% |
$1.73K - $2.34K
|
2.25K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 0.17% |
$1.73K - $2.34K
|
10.2K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$735K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 0.73% |
$1.73K - $2.34K
|
2.36K
$573K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
17+ 0.44% |
$1.73K - $2.34K
|
3.93K
$954K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
15+ 0.27% |
$1.53K - $2.07K
|
5.54K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
15New |
$1.53K - $2.07K
|
15
$3.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15+ 0.29% |
$1.53K - $2.07K
|
5.19K
$1.26M
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
15+ 0.58% |
$1.53K - $2.07K
|
2.61K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
14+ 0.31% |
$1.43K - $1.93K
|
4.46K
$1.09M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
14+ 0.2% |
$1.43K - $1.93K
|
7.15K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
BUY
|
- |
14+ 0.04% |
$1.43K - $1.93K
|
37.8K
$9.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.73% |
$1.33K - $1.79K
|
1.81K
$439K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
13+ 0.4% |
$1.33K - $1.79K
|
3.27K
$794K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
13+ 0.12% |
$1.33K - $1.79K
|
11.1K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
12+ 0.34% |
$1.22K - $1.65K
|
3.59K
$874K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
11+ 0.07% |
$1.12K - $1.52K
|
15.5K
$3.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.41K
$585K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
10+ 0.17% |
$1.02K - $1.38K
|
6.06K
$1.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$1.02K - $1.38K
|
70
$17K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.38K
|
3.45K
$838K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10+ 0.09% |
$1.02K - $1.38K
|
11K
$2.67M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
9+ 0.35% |
$918 - $1.24K
|
2.56K
$621K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
9+ 0.08% |
$918 - $1.24K
|
11.5K
$2.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
8+ 0.41% |
$816 - $1.1K
|
1.95K
$473K
|
|
|
Jan 19, 2023
Q4 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
8+ 0.36% |
$816 - $1.1K
|
2.21K
$538K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
8+ 0.3% |
$816 - $1.1K
|
2.65K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
8+ 0.05% |
$816 - $1.1K
|
15.1K
$3.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7+ 0.09% |
$714 - $965
|
8.11K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7+ 0.07% |
$714 - $965
|
10.4K
$2.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7+ 0.15% |
$714 - $965
|
4.56K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
7+ 0.05% |
$714 - $965
|
13.7K
$3.33M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.14% |
$714 - $965
|
4.9K
$1.19M
|