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
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
41.7K+ 180.23% |
$4.26M - $5.75M
|
64.9K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
41.4K+ 1.45% |
$4.22M - $5.7M
|
2.89M
$702M
|
|
|
Aug 22, 2024
Q4 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
41.3KNew |
$4.21M - $5.7M
|
41.3K
$10.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
41K+ 9.81% |
$4.18M - $5.66M
|
459K
$112M
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
40.7K+ 28.69% |
$4.15M - $5.61M
|
183K
$44.4M
|
|
|
Jan 23, 2024
Q4 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
40.3K+ 359.07% |
$4.11M - $5.55M
|
51.5K
$12.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.5K+ 2.38% |
$4.03M - $5.44M
|
1.7M
$413M
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
39.2K+ 290.3% |
$3.99M - $5.4M
|
52.7K
$12.8M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
38.8KNew |
$3.96M - $5.35M
|
38.8K
$9.45M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
38.5K+ 29.32% |
$3.92M - $5.3M
|
170K
$41.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 13.14% |
$3.86M - $5.22M
|
326K
$79.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
37.7KNew |
$3.84M - $5.19M
|
37.7K
$9.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
37.4K+ 47.89% |
$3.81M - $5.15M
|
115K
$28.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
37.3K+ 8.33% |
$3.8M - $5.14M
|
485K
$118M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
36.9KNew |
$3.77M - $5.09M
|
36.9K
$8.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
36.7K+ 72.2% |
$3.74M - $5.06M
|
87.5K
$21.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
36.3K+ 69.9% |
$3.7M - $5M
|
88.2K
$21.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.3K+ 120.21% |
$3.7M - $5M
|
66.5K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
36.1K+ 87.79% |
$3.68M - $4.98M
|
77.2K
$18.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.9K+ 2.18% |
$3.66M - $4.94M
|
1.68M
$408M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
35.8K+ 138.02% |
$3.65M - $4.93M
|
61.7K
$15M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
35.2K+ 149.54% |
$3.59M - $4.85M
|
58.7K
$14.3M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
35.1K+ 0.65% |
$3.58M - $4.84M
|
5.45M
$1.33B
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
34.6KNew |
$3.53M - $4.77M
|
34.6K
$8.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.3K+ 170.25% |
$3.49M - $4.72M
|
54.4K
$13.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
34.1K+ 11.26% |
$3.47M - $4.7M
|
337K
$81.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33.5K+ 108.54% |
$3.42M - $4.62M
|
64.4K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33.4KNew |
$3.41M - $4.6M
|
33.4K
$8.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
33.3K+ 2.66% |
$3.39M - $4.58M
|
1.28M
$313M
|
|
|
Feb 10, 2023
Q4 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
33.1KNew |
$3.37M - $4.56M
|
33.1K
$8.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
32.9KNew |
$3.36M - $4.54M
|
32.9K
$8.01M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
32.5K+ 3.27% |
$3.31M - $4.48M
|
1.03M
$250M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
32.5K+ 0.97% |
$3.31M - $4.48M
|
3.37M
$821M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
32.2K+ 34618.28% |
$3.28M - $4.44M
|
32.3K
$7.86M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
BUY
|
- |
31.8K+ 2.11% |
$3.24M - $4.38M
|
1.54M
$374M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.3K+ 5.01% |
$3.19M - $4.32M
|
656K
$160M
|
|
|
Feb 10, 2023
Q4 2022
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
31.3KNew |
$3.19M - $4.31M
|
31.3K
$7.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
30.5KNew |
$3.11M - $4.2M
|
30.5K
$7.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
29.8K+ 81.75% |
$3.04M - $4.11M
|
66.3K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
29.8KNew |
$3.04M - $4.1M
|
29.8K
$7.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
29.3K+ 9.52% |
$2.99M - $4.04M
|
337K
$82M
|
|
|
Feb 03, 2023
Q4 2022
|
Crystal Rock Capital Management
|
BUY
|
- |
29.2K+ 440.21% |
$2.98M - $4.03M
|
35.8K
$8.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
27.1K+ 44.56% |
$2.76M - $3.74M
|
88K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
27.1K+ 18.9% |
$2.76M - $3.73M
|
170K
$41.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
27K+ 3.67% |
$2.76M - $3.72M
|
764K
$186M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.2K+ 0.64% |
$2.67M - $3.61M
|
4.13M
$1.01B
|
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
26K+ 19.39% |
$2.65M - $3.58M
|
160K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25.8K+ 11.19% |
$2.63M - $3.55M
|
256K
$62.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
25.7K+ 2.43% |
$2.62M - $3.55M
|
1.08M
$263M
|
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
25.5K+ 174.35% |
$2.6M - $3.51M
|
40.1K
$9.75M
|