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 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$102 - $138
|
1.44K
$349K
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $138
|
3.85K
$936K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$102 - $138
|
2.3K
$559K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1+ 0.01% |
$102 - $138
|
8.5K
$2.07M
|
|
|
Feb 17, 2023
Q4 2022
|
Adams Wealth Management
|
BUY
|
- |
1+ 0.05% |
$102 - $138
|
1.93K
$470K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1+ 0.06% |
$102 - $138
|
1.65K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-1- 0.01% |
$102 - $138
|
10.5K
$2.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-2- 0.13% |
$204 - $276
|
1.48K
$360K
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2- 0.09% |
$204 - $276
|
2.24K
$544K
|
|
|
Jan 18, 2023
Q4 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-3- 0.04% |
$306 - $414
|
7.69K
$1.87M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3- 0.06% |
$306 - $414
|
5.13K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-3- 0.44% |
$306 - $414
|
682
$166K
|
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.01% |
$408 - $551
|
41.8K
$10.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-4- 0.01% |
$408 - $551
|
29.7K
$7.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-4- 0.02% |
$408 - $551
|
18.6K
$4.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.28% |
$408 - $551
|
1.41K
$343K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-5- 0.12% |
$510 - $689
|
4.28K
$1.04M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-5- 0.01% |
$510 - $689
|
42.2K
$10.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-5- 0.01% |
$510 - $689
|
42.7K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-5- 0.03% |
$510 - $689
|
15.5K
$3.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-6- 0.03% |
$612 - $827
|
22.5K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.06% |
$612 - $827
|
10.4K
$2.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-6- 1.53% |
$612 - $827
|
386
$93.8K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 1.44% |
$612 - $827
|
411
$99.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-7- 0.07% |
$714 - $965
|
9.91K
$2.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$714 - $965
|
8.93K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-7- 0.24% |
$714 - $965
|
2.86K
$696K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-8- 0.03% |
$816 - $1.1K
|
25.3K
$6.15M
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-8- 0.02% |
$816 - $1.1K
|
50.6K
$12.3M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-9- 0.04% |
$918 - $1.24K
|
24.6K
$5.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$918 - $1.24K
|
6.01K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
SELL
|
- |
-9- 0.12% |
$918 - $1.24K
|
7.52K
$1.83M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-9- 0.15% |
$918 - $1.24K
|
6.13K
$1.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$1.02K - $1.38K
|
25.1K
$6.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.02K - $1.38K
|
14.7K
$3.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-10- 0.53% |
$1.02K - $1.38K
|
1.87K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.09% |
$1.02K - $1.38K
|
11.3K
$2.76M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-11- 0.91% |
$1.12K - $1.52K
|
1.19K
$290K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-11- 1.34% |
$1.12K - $1.52K
|
812
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-11- 0.06% |
$1.12K - $1.52K
|
19.2K
$4.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-12- 0.48% |
$1.22K - $1.65K
|
2.51K
$609K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.2% |
$1.43K - $1.93K
|
6.91K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-14- 0.08% |
$1.43K - $1.93K
|
17.2K
$4.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Gam Holding Ag
|
SELL
|
- |
-15- 0.02% |
$1.53K - $2.07K
|
79.1K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-15- 0.22% |
$1.53K - $2.07K
|
6.94K
$1.69M
|
|
|
Mar 06, 2023
Q4 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-15- 0.09% |
$1.53K - $2.07K
|
17.3K
$4.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-16- 0.06% |
$1.63K - $2.21K
|
24.9K
$6.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.33% |
$1.63K - $2.21K
|
4.85K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-16- 0.12% |
$1.63K - $2.21K
|
13.7K
$3.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-17- 0.53% |
$1.73K - $2.34K
|
3.22K
$782K
|