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 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-475- 2.35% |
$48.4K - $65.5K
|
19.7K
$4.79M
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-475- 4.65% |
$48.4K - $65.5K
|
9.74K
$2.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-477- 1.54% |
$48.6K - $65.7K
|
30.4K
$7.39M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-477- 0.92% |
$48.6K - $65.7K
|
51.6K
$12.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-481- 9.41% |
$49K - $66.3K
|
4.63K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-483- 0.22% |
$49.2K - $66.6K
|
220K
$53.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-484- 0.84% |
$49.3K - $66.7K
|
57.2K
$13.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-488- 4.08% |
$49.8K - $67.3K
|
11.5K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-490- 3.72% |
$50K - $67.5K
|
12.7K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-491- 0.35% |
$50.1K - $67.7K
|
139K
$33.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-491- 21.08% |
$50.1K - $67.7K
|
1.84K
$447K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-494- 0.13% |
$50.4K - $68.1K
|
370K
$90.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-494- 10.04% |
$50.4K - $68.1K
|
4.43K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-495- 5.48% |
$50.5K - $68.2K
|
8.54K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-498- 2.64% |
$50.8K - $68.6K
|
18.3K
$4.46M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-498- 33.24% |
$50.8K - $68.6K
|
1K
$243K
|
|
|
Jan 10, 2023
Q4 2022
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-500- 25.0% |
$51K - $68.9K
|
1.5K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-501- 0.58% |
$51.1K - $69.1K
|
85.8K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-502- 3.99% |
$51.2K - $69.2K
|
12.1K
$2.94M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-503- 2.26% |
$51.3K - $69.3K
|
21.7K
$5.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-505- 6.22% |
$51.5K - $69.6K
|
7.61K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-508- 18.75% |
$51.8K - $70K
|
2.2K
$535K
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-509- 1.07% |
$51.9K - $70.2K
|
46.8K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-509- 2.8% |
$51.9K - $70.2K
|
17.6K
$4.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-509- 1.26% |
$51.9K - $70.2K
|
39.8K
$9.69M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-509- 2.8% |
$51.9K - $70.2K
|
17.6K
$4.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-510- 6.5% |
$52K - $70.3K
|
7.34K
$1.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-512- 12.35% |
$52.2K - $70.6K
|
3.63K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-512- 1.84% |
$52.2K - $70.6K
|
27.4K
$6.65M
|
|
|
Feb 16, 2023
Q4 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-515- 1.81% |
$52.5K - $71K
|
27.9K
$6.79M
|
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-520- 2.62% |
$53K - $71.7K
|
19.3K
$4.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
SELL
|
- |
-520- 1.93% |
$53K - $71.7K
|
26.5K
$6.43M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-530- 0.93% |
$54K - $73.1K
|
56.3K
$13.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-534- 1.61% |
$54.4K - $73.6K
|
32.7K
$7.95M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-541- 6.26% |
$55.2K - $74.6K
|
8.11K
$1.97M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-542- 0.66% |
$55.3K - $74.7K
|
81.1K
$19.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-544- 0.5% |
$55.5K - $75K
|
109K
$26.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-544- 1.17% |
$55.5K - $75K
|
46K
$11.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-546- 6.75% |
$55.7K - $75.3K
|
7.54K
$1.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-553- 0.69% |
$56.4K - $76.2K
|
79.5K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-559- 7.11% |
$57K - $77.1K
|
7.31K
$1.78M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-560- 0.94% |
$57.1K - $77.2K
|
58.9K
$14.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-563- 15.32% |
$57.4K - $77.6K
|
3.11K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-565- 0.93% |
$57.6K - $77.9K
|
60.3K
$14.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-567- 3.38% |
$57.8K - $78.2K
|
16.2K
$3.93M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-567- 42.03% |
$57.8K - $78.2K
|
782
$190K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-573- 1.09% |
$58.4K - $79K
|
51.8K
$12.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-577- 19.55% |
$58.8K - $79.5K
|
2.38K
$577K
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-579- 17.59% |
$59K - $79.8K
|
2.71K
$660K
|
|
|
Feb 08, 2023
Q4 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-580- 1.04% |
$59.1K - $79.9K
|
55.2K
$13.4M
|