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 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.32K- 11.46% |
$135K - $182K
|
10.2K
$2.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-1.32K- 5.1% |
$135K - $182K
|
24.6K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.33K- 1.91% |
$135K - $183K
|
68.2K
$16.4M
|
|
|
Mar 03, 2023
Q4 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.33K- 21.75% |
$135K - $183K
|
4.77K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.33K- 35.75% |
$135K - $183K
|
2.39K
$574K
|
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.33K- 1.83% |
$136K - $183K
|
71.4K
$17.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.33K- 1.8% |
$136K - $184K
|
72.6K
$17.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.33K- 0.8% |
$136K - $184K
|
166K
$40.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.36K- 3.16% |
$139K - $187K
|
41.7K
$10.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.36K- 12.93% |
$139K - $188K
|
9.18K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.37K- 3.99% |
$140K - $189K
|
33K
$7.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.38K- 3.02% |
$141K - $190K
|
44.3K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Harvest Volatility Management LLC
|
SELL
|
- |
-1.38K- 15.64% |
$141K - $190K
|
7.43K
$1.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-1.39K- 2.49% |
$142K - $192K
|
54.4K
$13.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.39K- 19.87% |
$142K - $192K
|
5.61K
$1.35M
|
|
|
Jan 12, 2023
Q4 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.39K- 8.62% |
$142K - $192K
|
14.8K
$3.55M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.4K- 8.48% |
$143K - $193K
|
15.1K
$3.64M
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-1.41K- 26.4% |
$144K - $195K
|
3.94K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.42K- 24.36% |
$144K - $195K
|
4.4K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.42K- 3.78% |
$144K - $195K
|
36.1K
$8.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.42K- 7.04% |
$145K - $195K
|
18.7K
$4.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 2.59% |
$146K - $197K
|
53.7K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.43K- 2.77% |
$146K - $197K
|
50.2K
$12.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.43K- 5.45% |
$146K - $197K
|
24.9K
$5.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.43K- 6.51% |
$146K - $198K
|
20.6K
$4.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.44K- 4.32% |
$147K - $199K
|
31.9K
$7.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.46K- 1.64% |
$148K - $201K
|
87.4K
$21M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.46K- 3.02% |
$149K - $201K
|
46.9K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 19.17% |
$149K - $201K
|
6.15K
$1.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-1.48K- 27.79% |
$150K - $203K
|
3.84K
$924K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.48K- 10.6% |
$151K - $204K
|
12.5K
$3M
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.49K- 23.46% |
$152K - $205K
|
4.85K
$1.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.49K- 1.52% |
$152K - $206K
|
96.9K
$23.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.5K- 4.89% |
$152K - $206K
|
29.1K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.5K- 8.92% |
$153K - $207K
|
15.3K
$3.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.51K- 8.39% |
$153K - $207K
|
16.4K
$3.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.51K- 28.33% |
$154K - $208K
|
3.82K
$919K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.54K- 1.13% |
$157K - $212K
|
134K
$32.4M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.55K- 2.37% |
$158K - $213K
|
63.9K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.56K- 21.61% |
$159K - $215K
|
5.67K
$1.37M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.57K- 0.24% |
$160K - $217K
|
649K
$156M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.57K- 2.98% |
$160K - $217K
|
51.2K
$12.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.58K- 9.82% |
$161K - $217K
|
14.5K
$3.49M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.58K- 1.55% |
$161K - $218K
|
101K
$24.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-1.58K- 1.27% |
$162K - $218K
|
123K
$29.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-1.6K- 45.9% |
$163K - $220K
|
1.88K
$453K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.6K- 20.8% |
$163K - $221K
|
6.1K
$1.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.61K- 13.5% |
$164K - $222K
|
10.3K
$2.48M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.61K- 4.94% |
$164K - $222K
|
30.9K
$7.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.61K- 42.16% |
$164K - $222K
|
2.21K
$533K
|