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 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-68- 1.23% |
$6.93K - $9.37K
|
5.48K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-69- 0.17% |
$7.04K - $9.51K
|
40.1K
$9.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-69- 0.27% |
$7.04K - $9.51K
|
25.9K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-69- 0.56% |
$7.04K - $9.51K
|
12.2K
$2.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-70- 0.57% |
$7.14K - $9.65K
|
12.1K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-70- 0.05% |
$7.14K - $9.65K
|
132K
$32.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-71- 0.76% |
$7.24K - $9.79K
|
9.29K
$2.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-72- 1.27% |
$7.34K - $9.92K
|
5.58K
$1.36M
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-73- 2.26% |
$7.44K - $10.1K
|
3.16K
$768K
|
|
|
Feb 02, 2023
Q4 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-74- 0.53% |
$7.55K - $10.2K
|
13.9K
$3.39M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-75- 1.88% |
$7.65K - $10.3K
|
3.91K
$951K
|
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-75- 0.41% |
$7.65K - $10.3K
|
18.3K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-75- 0.57% |
$7.65K - $10.3K
|
13.2K
$3.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-76- 0.13% |
$7.75K - $10.5K
|
57.4K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-76- 1.75% |
$7.75K - $10.5K
|
4.26K
$1.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-77- 1.42% |
$7.85K - $10.6K
|
5.35K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-78- 1.21% |
$7.95K - $10.8K
|
6.35K
$1.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-78- 3.33% |
$7.95K - $10.8K
|
2.26K
$550K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-78- 1.53% |
$7.95K - $10.8K
|
5K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-79- 1.82% |
$8.05K - $10.9K
|
4.26K
$1.04M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-79- 0.23% |
$8.05K - $10.9K
|
34.8K
$8.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-79- 0.31% |
$8.05K - $10.9K
|
25.6K
$6.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-80- 80.0% |
$8.16K - $11K
|
20
$4.86K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-81- 2.46% |
$8.26K - $11.2K
|
3.21K
$780K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-81- 2.32% |
$8.26K - $11.2K
|
3.4K
$828K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-82- 1.44% |
$8.36K - $11.3K
|
5.61K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-82- 0.56% |
$8.36K - $11.3K
|
14.5K
$3.52M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-84- 54.55% |
$8.56K - $11.6K
|
70
$17K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-85- 2.72% |
$8.67K - $11.7K
|
3.04K
$740K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-85- 0.38% |
$8.67K - $11.7K
|
22.1K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-85- 0.02% |
$8.67K - $11.7K
|
382K
$93M
|
|
|
Feb 13, 2024
Q4 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-85- 0.02% |
$8.67K - $11.7K
|
382K
$93M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-86- 1.34% |
$8.77K - $11.9K
|
6.35K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-86- 0.13% |
$8.77K - $11.9K
|
68.6K
$16.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-87- 0.43% |
$8.87K - $12K
|
20K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-87- 2.25% |
$8.87K - $12K
|
3.79K
$921K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-88- 0.84% |
$8.97K - $12.1K
|
10.4K
$2.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-89- 1.02% |
$9.07K - $12.3K
|
8.65K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-90- 0.48% |
$9.18K - $12.4K
|
18.6K
$4.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-90- 2.76% |
$9.18K - $12.4K
|
3.18K
$772K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-90- 4.19% |
$9.18K - $12.4K
|
2.06K
$500K
|
|
|
Feb 02, 2023
Q4 2022
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-91- 0.24% |
$9.28K - $12.5K
|
38K
$9.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-91- 0.5% |
$9.28K - $12.5K
|
18.1K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-92- 1.03% |
$9.38K - $12.7K
|
8.81K
$2.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-93- 1.43% |
$9.48K - $12.8K
|
6.4K
$1.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-93- 2.47% |
$9.48K - $12.8K
|
3.67K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-93- 0.93% |
$9.48K - $12.8K
|
9.86K
$2.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-94- 0.98% |
$9.58K - $13K
|
9.53K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-94- 0.27% |
$9.58K - $13K
|
34.6K
$8.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
SELL
|
- |
-95- 0.09% |
$9.69K - $13.1K
|
105K
$25.6M
|