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
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
69.9K+ 6.52% |
$7.13M - $9.64M
|
1.14M
$278M
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
69.6K+ 31331.53% |
$7.09M - $9.59M
|
69.8K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
69K+ 1.4% |
$7.04M - $9.51M
|
5.02M
$1.22B
|
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
68.8K+ 24.73% |
$7.02M - $9.49M
|
347K
$84.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Artemis Investment Management LLP
|
BUY
|
- |
67.7KNew |
$6.9M - $9.33M
|
67.7K
$16.5M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
67.3KNew |
$6.86M - $9.27M
|
67.3K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
66.9K+ 15.59% |
$6.82M - $9.22M
|
496K
$121M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
65.8K+ 4.78% |
$6.71M - $9.07M
|
1.44M
$351M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
65.4KNew |
$6.67M - $9.01M
|
65.4K
$15.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
64.2K+ 9.21% |
$6.55M - $8.85M
|
762K
$185M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
63.6K+ 21.85% |
$6.49M - $8.77M
|
355K
$86.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
62.8K+ 16.27% |
$6.41M - $8.66M
|
449K
$109M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
62.7K+ 79.05% |
$6.4M - $8.65M
|
142K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
62.5KNew |
$6.37M - $8.62M
|
62.5K
$15.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
62.4K+ 13.51% |
$6.36M - $8.6M
|
524K
$127M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
61.9K+ 19.55% |
$6.32M - $8.54M
|
379K
$92.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
61.4K+ 70.03% |
$6.26M - $8.47M
|
149K
$36.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
60.4K+ 1088.81% |
$6.16M - $8.33M
|
66K
$16M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
60.3K+ 30.12% |
$6.15M - $8.32M
|
261K
$63.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
60.1K+ 3.32% |
$6.13M - $8.28M
|
1.87M
$456M
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
59KNew |
$6.01M - $8.13M
|
59K
$14.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
58.7K+ 36.2% |
$5.98M - $8.09M
|
221K
$53.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
58.6KNew |
$5.98M - $8.08M
|
58.6K
$14.3M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
57.2K+ 105.14% |
$5.83M - $7.88M
|
112K
$27.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
56.5K+ 117.26% |
$5.76M - $7.79M
|
105K
$25.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
55.9K+ 46.51% |
$5.7M - $7.71M
|
176K
$42.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
54.7KNew |
$5.58M - $7.55M
|
54.7K
$13.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
53.3K+ 14.02% |
$5.43M - $7.34M
|
433K
$105M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
52.5KNew |
$5.36M - $7.24M
|
52.5K
$12.8M
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
52.1K+ 1.25% |
$5.32M - $7.19M
|
4.21M
$1.02B
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
50.3K+ 5.79% |
$5.13M - $6.93M
|
919K
$224M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
49.8KNew |
$5.08M - $6.87M
|
49.8K
$12.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
49.4K+ 6.75% |
$5.04M - $6.81M
|
782K
$190M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
48.6KNew |
$4.95M - $6.7M
|
48.6K
$11.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
47.3KNew |
$4.82M - $6.51M
|
47.3K
$11.5M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
47.1K+ 15.11% |
$4.81M - $6.5M
|
359K
$87.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
47KNew |
$4.79M - $6.48M
|
47K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
46.7K+ 15.56% |
$4.76M - $6.43M
|
347K
$84.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
46.6KNew |
$4.75M - $6.42M
|
46.6K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
46.4K+ 15.18% |
$4.73M - $6.39M
|
352K
$85.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
46.3K+ 30.39% |
$4.72M - $6.38M
|
199K
$48.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
BUY
|
- |
45.3K+ 10.29% |
$4.62M - $6.24M
|
486K
$118M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
44.2K+ 47.31% |
$4.5M - $6.09M
|
138K
$33.5M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
44K+ 1.4% |
$4.49M - $6.07M
|
3.19M
$776M
|
|
|
Feb 13, 2023
Q4 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
43.8K+ 2.91% |
$4.47M - $6.04M
|
1.55M
$377M
|
|
|
Feb 13, 2023
Q4 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
43.8KNew |
$4.46M - $6.03M
|
43.8K
$10.6M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43.2K+ 32.23% |
$4.41M - $5.96M
|
177K
$43.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
42.9K+ 717.93% |
$4.38M - $5.92M
|
48.9K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42.8K+ 63.23% |
$4.36M - $5.9M
|
110K
$26.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
42.5K+ 27.92% |
$4.33M - $5.85M
|
195K
$47.3M
|