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 19, 2023
Q4 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.9K- 3.03% |
$194K - $262K
|
60.8K
$14.6M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-1.91K- 3.13% |
$194K - $263K
|
59K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-1.91K- 1.77% |
$195K - $263K
|
106K
$25.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.91K- 44.12% |
$195K - $264K
|
2.42K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.92K- 1.14% |
$196K - $264K
|
166K
$39.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.92K- 5.39% |
$196K - $265K
|
33.7K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-1.92K- 7.87% |
$196K - $265K
|
22.5K
$5.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-1.93K- 18.58% |
$196K - $265K
|
8.44K
$2.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-1.93K- 4.98% |
$197K - $266K
|
36.8K
$8.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-1.93K- 1.92% |
$197K - $266K
|
98.6K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.94K- 60.1% |
$198K - $267K
|
1.29K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.94K- 5.54% |
$198K - $268K
|
33.1K
$7.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.95K- 3.86% |
$199K - $269K
|
48.6K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.95K- 3.79% |
$199K - $269K
|
49.5K
$11.9M
|
|
|
Feb 28, 2023
Q4 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.96K- 3.03% |
$199K - $269K
|
62.6K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.97K- 32.39% |
$200K - $271K
|
4.1K
$988K
|
|
|
Feb 09, 2023
Q4 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.97K- 3.27% |
$201K - $271K
|
58.2K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Brooktree Capital Management
|
SELL
|
- |
-1.98K- 18.13% |
$201K - $272K
|
8.92K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.98K- 27.03% |
$202K - $273K
|
5.35K
$1.29M
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.99K- 3.29% |
$203K - $274K
|
58.6K
$14.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.99K- 2.42% |
$203K - $275K
|
80.3K
$19.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.99K- 17.22% |
$203K - $275K
|
9.58K
$2.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-2K- 2.14% |
$204K - $276K
|
91.4K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-2K- 5.6% |
$204K - $276K
|
33.7K
$8.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-2.02K- 2.99% |
$206K - $278K
|
65.3K
$15.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.02K- 1.28% |
$206K - $278K
|
156K
$37.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-2.03K- 18.86% |
$206K - $279K
|
8.71K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.03K- 3.07% |
$206K - $279K
|
63.9K
$15.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.04K- 1.83% |
$208K - $282K
|
109K
$26.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.05K- 23.01% |
$209K - $282K
|
6.86K
$1.65M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.06K- 3.78% |
$210K - $284K
|
52.5K
$12.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.06K- 30.19% |
$210K - $284K
|
4.76K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.07K- 2.49% |
$211K - $285K
|
81.1K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.07K- 11.53% |
$211K - $285K
|
15.9K
$3.82M
|
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-2.07K- 11.27% |
$211K - $285K
|
16.3K
$3.92M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.08K- 15.69% |
$212K - $286K
|
11.1K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.08K- 36.88% |
$212K - $286K
|
3.55K
$855K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.08K- 1.21% |
$212K - $287K
|
170K
$40.9M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.08K- 1.21% |
$212K - $287K
|
170K
$40.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.09K- 1.04% |
$213K - $288K
|
199K
$47.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.09K- 4.95% |
$213K - $288K
|
40K
$9.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2.1K- 29.83% |
$214K - $289K
|
4.94K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.1K- 19.87% |
$214K - $290K
|
8.48K
$2.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.1K- 1.19% |
$215K - $290K
|
174K
$42M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.12K- 94.68% |
$216K - $292K
|
119
$28.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-2.13K- 12.02% |
$217K - $294K
|
15.6K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2.14K- 1.2% |
$218K - $295K
|
177K
$42.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.17K- 5.61% |
$221K - $298K
|
36.4K
$8.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.17K- 26.06% |
$221K - $299K
|
6.16K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-2.17K- 10.75% |
$222K - $300K
|
18.1K
$4.35M
|