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 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-283- 1.2% |
$28.9K - $39K
|
23.4K
$6.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-284- 0.85% |
$29K - $39.1K
|
33.2K
$9.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-284- 3.22% |
$29K - $39.1K
|
8.52K
$2.46M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-285- 6.37% |
$29.1K - $39.3K
|
4.19K
$1.21M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-286- 15.81% |
$29.2K - $39.4K
|
1.52K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-289- 5.56% |
$29.5K - $39.8K
|
4.91K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-289- 7.21% |
$29.5K - $39.8K
|
3.72K
$1.07M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-290- 3.62% |
$29.6K - $40K
|
7.73K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-290- 6.83% |
$29.6K - $40K
|
3.95K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-292- 1.03% |
$29.8K - $40.2K
|
28.1K
$8.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-294- 1.41% |
$30K - $40.5K
|
20.5K
$5.92M
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-295- 2.14% |
$30.1K - $40.7K
|
13.5K
$3.9M
|
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-295- 3.64% |
$30.1K - $40.7K
|
7.82K
$2.26M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-296- 3.03% |
$30.2K - $40.8K
|
9.47K
$2.73M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-297- 1.77% |
$30.3K - $40.9K
|
16.5K
$4.76M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 1.79% |
$30.6K - $41.4K
|
16.4K
$4.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-300- 5.49% |
$30.6K - $41.4K
|
5.17K
$1.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Guardian Investment Management
|
SELL
|
- |
-300- 1.32% |
$30.6K - $41.4K
|
22.5K
$6.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Gemsstock Ltd.
London, X0 |
SELL
|
- |
-300- 0.38% |
$30.6K - $41.4K
|
79.1K
$22.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-300- 2.18% |
$30.6K - $41.4K
|
13.4K
$3.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-301- 2.51% |
$30.7K - $41.5K
|
11.7K
$3.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
SELL
|
- |
-305- 3.63% |
$31.1K - $42K
|
8.11K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-305- 0.31% |
$31.1K - $42K
|
98.7K
$28.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-308- 4.13% |
$31.4K - $42.5K
|
7.14K
$2.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
SELL
|
- |
-310- 13.34% |
$31.6K - $42.7K
|
2.01K
$581K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-310- 1.86% |
$31.6K - $42.7K
|
16.3K
$4.72M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-313- 6.09% |
$31.9K - $43.1K
|
4.82K
$1.39M
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-314- 5.55% |
$32K - $43.3K
|
5.34K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-315- 2.43% |
$32.1K - $43.4K
|
12.7K
$3.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-318- 1.24% |
$32.4K - $43.8K
|
25.3K
$7.29M
|
|
|
Jan 24, 2023
Q4 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-319- 10.92% |
$32.5K - $44K
|
2.6K
$751K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-319- 7.87% |
$32.5K - $44K
|
3.74K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-322- 0.4% |
$32.8K - $44.4K
|
80.3K
$23.2M
|
|
|
Aug 02, 2023
Q4 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-322- 2.14% |
$32.8K - $44.4K
|
14.7K
$4.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-326- 1.31% |
$33.2K - $44.9K
|
24.6K
$7.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-328- 0.39% |
$33.4K - $45.2K
|
83.6K
$24.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-329- 3.34% |
$33.5K - $45.3K
|
9.51K
$2.75M
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-329- 1.61% |
$33.5K - $45.3K
|
20.2K
$5.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-334- 1.05% |
$34.1K - $46K
|
31.4K
$9.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-338- 6.54% |
$34.5K - $46.6K
|
4.83K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-342- 0.34% |
$34.9K - $47.1K
|
99.6K
$28.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-346- 4.27% |
$35.3K - $47.7K
|
7.76K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-348- 70.59% |
$35.5K - $48K
|
145
$41.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-350- 4.25% |
$35.7K - $48.2K
|
7.88K
$2.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Parthenon LLC
|
SELL
|
- |
-350- 0.76% |
$35.7K - $48.2K
|
45.8K
$13.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-350- 1.82% |
$35.7K - $48.2K
|
18.9K
$5.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-354- 0.62% |
$36.1K - $48.8K
|
57.1K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-358- 2.54% |
$36.5K - $49.3K
|
13.7K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-358- 10.37% |
$36.5K - $49.3K
|
3.09K
$893K
|
|
|
Jan 25, 2023
Q4 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-360- 1.42% |
$36.7K - $49.6K
|
25.1K
$7.24M
|