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 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-582- 2.05% |
$59.3K - $80.2K
|
27.9K
$6.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-587- 2.57% |
$59.9K - $80.9K
|
22.3K
$5.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-588- 0.6% |
$60K - $81K
|
96.6K
$23.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-592- 2.78% |
$60.4K - $81.6K
|
20.7K
$5.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-593- 1.77% |
$60.5K - $81.7K
|
32.9K
$7.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-598- 0.77% |
$61K - $82.4K
|
77.2K
$18.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 2.56% |
$61.2K - $82.7K
|
22.8K
$5.54M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-600- 1.04% |
$61.2K - $82.7K
|
57.3K
$13.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-602- 4.46% |
$61.4K - $83K
|
12.9K
$3.14M
|
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-604- 0.22% |
$61.6K - $83.3K
|
280K
$68.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-613- 2.93% |
$62.5K - $84.5K
|
20.3K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-615- 2.27% |
$62.7K - $84.8K
|
26.4K
$6.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-617- 0.3% |
$62.9K - $85K
|
202K
$49.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-621- 0.08% |
$63.3K - $85.6K
|
762K
$185M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-622- 2.7% |
$63.4K - $85.7K
|
22.4K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-624- 3.67% |
$63.6K - $86K
|
16.4K
$3.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-625- 4.71% |
$63.7K - $86.2K
|
12.7K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-625- 6.49% |
$63.7K - $86.2K
|
9.01K
$2.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-627- 11.05% |
$63.9K - $86.4K
|
5.05K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-627- 0.99% |
$63.9K - $86.4K
|
62.7K
$15.2M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-627- 3.34% |
$63.9K - $86.4K
|
18.1K
$4.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-630- 3.6% |
$64.2K - $86.8K
|
16.9K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-631- 8.42% |
$64.3K - $87K
|
6.87K
$1.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-632- 1.72% |
$64.4K - $87.1K
|
36K
$8.76M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-633- 3.54% |
$64.5K - $87.3K
|
17.3K
$4.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-634- 20.11% |
$64.6K - $87.4K
|
2.52K
$612K
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-635- 1.24% |
$64.7K - $87.5K
|
50.6K
$12.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-636- 2.55% |
$64.8K - $87.7K
|
24.3K
$5.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
SELL
|
- |
-638- 10.91% |
$65.1K - $87.9K
|
5.21K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-638- 0.81% |
$65.1K - $87.9K
|
78.2K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-638- 4.54% |
$65.1K - $87.9K
|
13.4K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-641- 3.57% |
$65.4K - $88.4K
|
17.3K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-645- 2.0% |
$65.8K - $88.9K
|
31.6K
$7.69M
|
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-647- 6.55% |
$66K - $89.2K
|
9.22K
$2.24M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-648- 3.17% |
$66.1K - $89.3K
|
19.8K
$4.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-648- 22.61% |
$66.1K - $89.3K
|
2.22K
$539K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-650- 5.97% |
$66.3K - $89.6K
|
10.2K
$2.49M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-650- 1.91% |
$66.3K - $89.6K
|
33.3K
$8.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-650- 1.42% |
$66.3K - $89.6K
|
45.1K
$11M
|
|
|
Feb 07, 2023
Q4 2022
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-654- 1.59% |
$66.7K - $90.1K
|
40.4K
$9.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-654- 2.33% |
$66.7K - $90.1K
|
27.4K
$6.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-657- 30.56% |
$67K - $90.6K
|
1.49K
$363K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-662- 20.78% |
$67.5K - $91.3K
|
2.52K
$614K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-662- 5.93% |
$67.5K - $91.3K
|
10.5K
$2.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-666- 30.26% |
$67.9K - $91.8K
|
1.54K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-667- 4.11% |
$68K - $91.9K
|
15.6K
$3.78M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-670- 0.42% |
$68.3K - $92.4K
|
160K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-679- 9.43% |
$69.2K - $93.6K
|
6.53K
$1.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-684- 4.12% |
$69.7K - $94.3K
|
15.9K
$3.87M
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-685- 2.11% |
$69.8K - $94.4K
|
31.8K
$7.72M
|