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 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.18K- 11.91% |
$222K - $300K
|
16.1K
$3.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-2.2K- 9.77% |
$224K - $303K
|
20.3K
$4.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Independent Investors Inc
|
SELL
|
- |
-2.2K- 3.72% |
$224K - $303K
|
56.9K
$13.7M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.22K- 4.88% |
$226K - $306K
|
43.3K
$10.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Eastern Bank
|
SELL
|
- |
-2.22K- 0.73% |
$227K - $307K
|
301K
$72.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
SELL
|
- |
-2.23K- 2.9% |
$228K - $308K
|
74.9K
$18M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.26K- 1.02% |
$230K - $311K
|
219K
$52.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-2.26K- 7.08% |
$230K - $311K
|
29.7K
$7.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.28K- 4.04% |
$232K - $314K
|
54.1K
$13M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.28K- 94.45% |
$233K - $314K
|
134
$32.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-2.29K- 57.9% |
$234K - $316K
|
1.67K
$402K
|
|
|
Feb 16, 2023
Q4 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-2.3K- 2.61% |
$235K - $317K
|
85.9K
$20.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.31K- 6.43% |
$236K - $319K
|
33.7K
$8.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.31K- 6.91% |
$236K - $319K
|
31.2K
$7.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.39K- 16.58% |
$243K - $329K
|
12K
$2.89M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.4K- 2.51% |
$245K - $331K
|
93.1K
$22.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-2.46K- 11.02% |
$251K - $340K
|
19.9K
$4.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.52K- 1.03% |
$257K - $347K
|
241K
$58.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-2.52K- 1.27% |
$257K - $347K
|
196K
$47.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.54K- 6.03% |
$259K - $351K
|
39.6K
$9.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.55K- 0.75% |
$260K - $352K
|
338K
$81.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.58K- 13.48% |
$263K - $356K
|
16.6K
$3.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.58K- 20.96% |
$263K - $356K
|
9.74K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.58K- 89.35% |
$263K - $356K
|
308
$74.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.59K- 5.17% |
$264K - $356K
|
47.4K
$11.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.6K- 1.2% |
$265K - $358K
|
215K
$51.8M
|
|
|
Apr 05, 2024
Q4 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2.6K- 0.57% |
$265K - $358K
|
453K
$109M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.61K- 0.65% |
$266K - $359K
|
401K
$96.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.62K- 4.55% |
$267K - $361K
|
55K
$13.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-2.62K- 33.54% |
$267K - $361K
|
5.19K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.62K- 11.82% |
$267K - $361K
|
19.6K
$4.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-2.63K- 13.64% |
$268K - $362K
|
16.6K
$4M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.67K- 0.93% |
$272K - $368K
|
283K
$68.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.67K- 56.18% |
$272K - $368K
|
2.08K
$501K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.67K- 59.04% |
$272K - $368K
|
1.85K
$446K
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.68K- 9.25% |
$273K - $369K
|
26.3K
$6.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-2.71K- 3.7% |
$277K - $374K
|
70.7K
$17M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-2.72K- 8.02% |
$277K - $374K
|
31.1K
$7.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
SELL
|
- |
-2.74K- 4.12% |
$279K - $377K
|
63.6K
$15.3M
|
|
|
Jan 09, 2023
Q4 2022
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.74K- 34.93% |
$279K - $377K
|
5.1K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.75K- 10.35% |
$280K - $379K
|
23.8K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.76K- 8.13% |
$281K - $380K
|
31.1K
$7.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Grant
|
SELL
|
- |
-2.78K- 20.67% |
$284K - $384K
|
10.7K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-2.8K- 2.2% |
$286K - $386K
|
124K
$29.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.81K- 39.36% |
$286K - $387K
|
4.33K
$1.04M
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
SELL
|
- |
-2.83K- 20.39% |
$289K - $390K
|
11.1K
$2.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.84K- 5.12% |
$290K - $392K
|
52.7K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.89K- 0.3% |
$295K - $398K
|
967K
$233M
|
|
|
Jan 30, 2023
Q4 2022
|
Sarasin & Partners LLP
|
SELL
|
- |
-2.92K- 4.7% |
$297K - $402K
|
59.1K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.93K- 22.65% |
$299K - $404K
|
10K
$2.41M
|