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
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-170- 0.21% |
$17.3K - $23.4K
|
79.1K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-170- 0.49% |
$17.3K - $23.4K
|
34.5K
$8.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-173- 10.72% |
$17.6K - $23.8K
|
1.44K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-176- 3.38% |
$17.9K - $24.3K
|
5.03K
$1.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-177- 4.95% |
$18K - $24.4K
|
3.4K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-177- 8.31% |
$18K - $24.4K
|
1.95K
$475K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-177- 0.43% |
$18K - $24.4K
|
41.3K
$10M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-179- 3.2% |
$18.3K - $24.7K
|
5.42K
$1.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-179- 8.99% |
$18.3K - $24.7K
|
1.81K
$441K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-180- 0.32% |
$18.4K - $24.8K
|
55.6K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-183- 0.74% |
$18.7K - $25.2K
|
24.7K
$6M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-184- 2.45% |
$18.8K - $25.4K
|
7.32K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-186- 0.98% |
$19K - $25.6K
|
18.9K
$4.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Somerville Kurt F
|
SELL
|
- |
-186- 8.39% |
$19K - $25.6K
|
2.03K
$494K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-187- 1.52% |
$19.1K - $25.8K
|
12.1K
$2.95M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-188- 2.01% |
$19.2K - $25.9K
|
9.17K
$2.23M
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-190- 0.48% |
$19.4K - $26.2K
|
39.6K
$9.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-190- 10.28% |
$19.4K - $26.2K
|
1.66K
$403K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-190- 0.72% |
$19.4K - $26.2K
|
26.2K
$6.37M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-190- 1.61% |
$19.4K - $26.2K
|
11.6K
$2.83M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-192- 0.29% |
$19.6K - $26.5K
|
65.2K
$15.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-193- 2.39% |
$19.7K - $26.6K
|
7.89K
$1.92M
|
|
|
Jan 12, 2023
Q4 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-195- 1.7% |
$19.9K - $26.9K
|
11.3K
$2.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-195- 1.45% |
$19.9K - $26.9K
|
13.2K
$3.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-197- 0.73% |
$20.1K - $27.2K
|
27K
$6.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 13.33% |
$20.4K - $27.6K
|
1.3K
$316K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.44% |
$20.4K - $27.6K
|
13.7K
$3.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-200- 1.95% |
$20.4K - $27.6K
|
10.1K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-200- 3.91% |
$20.4K - $27.6K
|
4.92K
$1.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-201- 0.45% |
$20.5K - $27.7K
|
44.6K
$10.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-204- 0.17% |
$20.8K - $28.1K
|
123K
$29.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-210- 3.29% |
$21.4K - $28.9K
|
6.17K
$1.5M
|
|
|
Sep 18, 2023
Q4 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-210- 1.46% |
$21.4K - $28.9K
|
14.2K
$3.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-211- 1.72% |
$21.5K - $29.1K
|
12.1K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-213- 0.91% |
$21.7K - $29.4K
|
23.1K
$5.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-213- 3.43% |
$21.7K - $29.4K
|
5.99K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
SELL
|
- |
-214- 0.22% |
$21.8K - $29.5K
|
96.2K
$23.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
SELL
|
- |
-214- 1.07% |
$21.8K - $29.5K
|
19.7K
$4.79M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-215- 3.45% |
$21.9K - $29.6K
|
6.01K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-215- 0.31% |
$21.9K - $29.6K
|
68.3K
$16.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-215- 6.09% |
$21.9K - $29.6K
|
3.32K
$806K
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-216- 5.43% |
$22K - $29.8K
|
3.77K
$915K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-220- 1.67% |
$22.4K - $30.3K
|
12.9K
$3.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-221- 0.68% |
$22.5K - $30.5K
|
32.3K
$7.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-221- 1.98% |
$22.5K - $30.5K
|
11K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-221- 2.19% |
$22.5K - $30.5K
|
9.86K
$2.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-222- 4.04% |
$22.6K - $30.6K
|
5.27K
$1.28M
|
|
|
Feb 03, 2023
Q4 2022
|
White Pine Investment CO
|
SELL
|
- |
-223- 0.56% |
$22.7K - $30.7K
|
39.4K
$9.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-224- 7.65% |
$22.8K - $30.9K
|
2.7K
$657K
|
|
|
Feb 06, 2023
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-225- 0.47% |
$22.9K - $31K
|
48K
$11.7M
|