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 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-95- 8.7% |
$9.69K - $13.1K
|
997
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-96- 0.47% |
$9.79K - $13.2K
|
20.2K
$4.91M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-97- 4.19% |
$9.89K - $13.4K
|
2.22K
$539K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-98- 0.39% |
$9.99K - $13.5K
|
24.8K
$6.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-98- 0.61% |
$9.99K - $13.5K
|
16K
$3.9M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-99- 0.83% |
$10.1K - $13.6K
|
11.8K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-99- 0.05% |
$10.1K - $13.6K
|
201K
$48.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-99- 2.78% |
$10.1K - $13.6K
|
3.46K
$842K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-100- 1.09% |
$10.2K - $13.8K
|
9.11K
$2.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 1.41% |
$10.2K - $13.8K
|
7.01K
$1.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.84% |
$10.2K - $13.8K
|
5.34K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-100- 22.22% |
$10.2K - $13.8K
|
350
$85.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-100- 4.03% |
$10.2K - $13.8K
|
2.38K
$580K
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-100- 1.77% |
$10.2K - $13.8K
|
5.55K
$1.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.12% |
$10.2K - $13.8K
|
8.85K
$2.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-100- 9.72% |
$10.2K - $13.8K
|
929
$226K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-101- 3.0% |
$10.3K - $13.9K
|
3.27K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-101- 1.25% |
$10.3K - $13.9K
|
8.01K
$1.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-103- 0.36% |
$10.5K - $14.2K
|
28.5K
$6.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-103- 3.32% |
$10.5K - $14.2K
|
3K
$730K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-104- 1.57% |
$10.6K - $14.3K
|
6.51K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-104- 0.33% |
$10.6K - $14.3K
|
31.3K
$7.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-104- 1.42% |
$10.6K - $14.3K
|
7.24K
$1.76M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-105- 3.32% |
$10.7K - $14.5K
|
3.06K
$743K
|
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-106- 0.13% |
$10.8K - $14.6K
|
81.2K
$19.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-107- 1.92% |
$10.9K - $14.7K
|
5.47K
$1.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-110- 2.06% |
$11.2K - $15.2K
|
5.22K
$1.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-110- 2.15% |
$11.2K - $15.2K
|
5.01K
$1.22M
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-110- 1.14% |
$11.2K - $15.2K
|
9.55K
$2.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-112- 0.32% |
$11.4K - $15.4K
|
34.5K
$8.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-112- 0.29% |
$11.4K - $15.4K
|
38.3K
$9.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-113- 0.06% |
$11.5K - $15.6K
|
196K
$47.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-113- 1.4% |
$11.5K - $15.6K
|
7.98K
$1.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
SELL
|
- |
-113- 3.36% |
$11.5K - $15.6K
|
3.25K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-114- 0.17% |
$11.6K - $15.7K
|
68.4K
$16.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-115- 0.55% |
$11.7K - $15.9K
|
20.8K
$5.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-116- 0.23% |
$11.8K - $16K
|
49.6K
$12.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-116- 3.36% |
$11.8K - $16K
|
3.34K
$811K
|
|
|
Feb 10, 2023
Q4 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-117- 4.25% |
$11.9K - $16.1K
|
2.64K
$641K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-118- 2.33% |
$12K - $16.3K
|
4.94K
$1.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-120- 6.09% |
$12.2K - $16.5K
|
1.85K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-120- 0.4% |
$12.2K - $16.5K
|
30K
$7.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-121- 0.83% |
$12.3K - $16.7K
|
14.5K
$3.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-122- 1.17% |
$12.4K - $16.8K
|
10.3K
$2.51M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-124- 0.61% |
$12.6K - $17.1K
|
20.3K
$4.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-124- 1.46% |
$12.6K - $17.1K
|
8.36K
$2.03M
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-125- 6.12% |
$12.7K - $17.2K
|
1.92K
$467K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-126- 0.89% |
$12.8K - $17.4K
|
14.1K
$3.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-127- 50.4% |
$12.9K - $17.5K
|
125
$30.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-127- 3.74% |
$12.9K - $17.5K
|
3.27K
$796K
|