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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-230- 0.83% |
$23.5K - $31.7K
|
27.5K
$6.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-230- 6.19% |
$23.5K - $31.7K
|
3.49K
$848K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-232- 0.88% |
$23.7K - $32K
|
26.2K
$6.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-232- 3.25% |
$23.7K - $32K
|
6.9K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-232- 2.93% |
$23.7K - $32K
|
7.68K
$1.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-235- 9.66% |
$24K - $32.4K
|
2.2K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-236- 0.96% |
$24.1K - $32.5K
|
24.3K
$5.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-238- 3.9% |
$24.3K - $32.8K
|
5.86K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-238- 3.81% |
$24.3K - $32.8K
|
6.01K
$1.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-242- 4.16% |
$24.7K - $33.4K
|
5.58K
$1.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-242- 7.84% |
$24.7K - $33.4K
|
2.85K
$692K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-244- 0.83% |
$24.9K - $33.6K
|
29.2K
$7.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-245- 0.48% |
$25K - $33.8K
|
50.7K
$12.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-247- 4.46% |
$25.2K - $34K
|
5.29K
$1.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-248- 2.45% |
$25.3K - $34.2K
|
9.87K
$2.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-248- 8.09% |
$25.3K - $34.2K
|
2.82K
$685K
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-248- 0.89% |
$25.3K - $34.2K
|
27.6K
$6.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-248- 4.1% |
$25.3K - $34.2K
|
5.8K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-249- 2.81% |
$25.4K - $34.3K
|
8.61K
$2.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-250- 0.42% |
$25.5K - $34.5K
|
58.8K
$14.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-250- 2.58% |
$25.5K - $34.5K
|
9.44K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-253- 2.01% |
$25.8K - $34.9K
|
12.3K
$2.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-254- 0.93% |
$25.9K - $35K
|
27K
$6.56M
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-258- 9.73% |
$26.3K - $35.6K
|
2.39K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-259- 2.19% |
$26.4K - $35.7K
|
11.6K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-260- 20.63% |
$26.5K - $35.8K
|
1K
$243K
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-260- 4.38% |
$26.5K - $35.8K
|
5.68K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-261- 2.67% |
$26.6K - $36K
|
9.53K
$2.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-265- 0.79% |
$27K - $36.5K
|
33.4K
$8.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-266- 1.64% |
$27.1K - $36.7K
|
15.9K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-273- 0.94% |
$27.8K - $37.6K
|
28.7K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-273- 23.16% |
$27.8K - $37.6K
|
906
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-274- 1.02% |
$27.9K - $37.8K
|
26.5K
$6.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-274- 0.95% |
$27.9K - $37.8K
|
28.5K
$6.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-275- 1.48% |
$28K - $37.9K
|
18.3K
$4.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-276- 1.15% |
$28.1K - $38K
|
23.8K
$5.79M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-277- 0.99% |
$28.2K - $38.2K
|
27.6K
$6.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-280- 52.73% |
$28.5K - $38.6K
|
251
$61K
|
|
|
Dec 12, 2024
Q4 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-282- 2.15% |
$28.8K - $38.9K
|
12.8K
$3.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-283- 1.2% |
$28.9K - $39K
|
23.4K
$5.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-284- 0.85% |
$29K - $39.1K
|
33.2K
$8.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-284- 3.22% |
$29K - $39.1K
|
8.52K
$2.07M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-285- 6.37% |
$29.1K - $39.3K
|
4.19K
$1.02M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-286- 15.81% |
$29.2K - $39.4K
|
1.52K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-289- 5.56% |
$29.5K - $39.8K
|
4.91K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-289- 7.21% |
$29.5K - $39.8K
|
3.72K
$904K
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-290- 3.62% |
$29.6K - $40K
|
7.73K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-290- 6.83% |
$29.6K - $40K
|
3.95K
$961K
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-292- 1.03% |
$29.8K - $40.2K
|
28.1K
$6.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-294- 1.41% |
$30K - $40.5K
|
20.5K
$4.98M
|