Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 18, 2023 Q4 2022
Sea Bridge Investment Advisors LLC

SELL
 -
-2.68K
- 9.25%
$273K - $369K
26.3K $7.44M
Jan 10, 2023 Q4 2022
Jcic Asset Management Inc.

Toronto, A6
SELL
 -
-2.71K
- 3.7%
$277K - $374K
70.7K $20M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-2.72K
- 8.02%
$277K - $374K
31.1K $8.82M
Jan 24, 2023 Q4 2022
Oak Harvest Investment Services

SELL
 -
-2.74K
- 4.12%
$279K - $377K
63.6K $18M
Jan 09, 2023 Q4 2022
New England Research & Management, Inc.

SELL
 -
-2.74K
- 34.93%
$279K - $377K
5.1K $1.44M
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-2.75K
- 10.35%
$280K - $379K
23.8K $6.73M
Feb 13, 2023 Q4 2022
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-2.76K
- 8.13%
$281K - $380K
31.1K $8.82M
Jan 10, 2023 Q4 2022
Grant

SELL
 -
-2.78K
- 20.67%
$284K - $384K
10.7K $3.03M
Feb 14, 2023 Q4 2022
Forbes J M & CO LLP

SELL
 -
-2.8K
- 2.2%
$286K - $386K
124K $35.2M
Feb 09, 2023 Q4 2022
Asset Allocation & Management Company, LLC

SELL
 -
-2.81K
- 39.36%
$286K - $387K
4.33K $1.23M
Jan 18, 2023 Q4 2022
Kg&L Capital Management,Llc

SELL
 -
-2.84K
- 5.12%
$290K - $392K
52.7K $14.9M
Feb 14, 2023 Q4 2022
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-2.89K
- 0.3%
$295K - $398K
967K $274M
Jan 30, 2023 Q4 2022
Sarasin & Partners LLP

SELL
 -
-2.92K
- 4.7%
$297K - $402K
59.1K $16.7M
Jan 12, 2023 Q4 2022
Evanson Asset Management, LLC

SELL
 -
-2.93K
- 22.65%
$299K - $404K
10K $2.83M
Jan 10, 2023 Q4 2022
Churchill Management Corp

SELL
 -
-2.97K
- 9.29%
$303K - $409K
29K $8.21M
Feb 09, 2023 Q4 2022
Buckley Wealth Management, LLC

SELL
 -
-2.98K
- 3.94%
$303K - $410K
72.6K $20.5M
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

SELL
 -
-2.98K
- 57.52%
$304K - $411K
2.2K $624K
Jan 27, 2023 Q4 2022
Account Management LLC

SELL
 -
-3K
- 9.74%
$306K - $414K
27.8K $7.87M
Apr 25, 2025 Q4 2022
Pmc Fig Opportunities LLC

Jerusalem, L3
SELL
 -
-3K
Closed
$306K - $414K
0 $0
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-3K
- 4.9%
$306K - $414K
58.3K $16.5M
Feb 14, 2023 Q4 2022
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-3.01K
- 0.23%
$307K - $415K
1.29M $366M
Jan 26, 2023 Q4 2022
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-3.01K
- 4.06%
$307K - $415K
71.1K $20.1M
Feb 09, 2023 Q4 2022
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-3.02K
- 19.3%
$308K - $417K
12.6K $3.58M
Feb 14, 2023 Q4 2022
Banco De Sabadell, S.A

Miami, FL
SELL
 -
-3.04K
- 10.98%
$309K - $418K
24.6K $6.97M
Jan 24, 2023 Q4 2022
Osborne Partners Capital Management, LLC

SELL
 -
-3.05K
- 2.24%
$311K - $420K
133K $37.6M
Feb 07, 2023 Q4 2022
Stockman Wealth Management, Inc.

SELL
 -
-3.05K
- 3.38%
$311K - $420K
87.2K $24.7M
Feb 08, 2023 Q4 2022
Amica Retiree Medical Trust

SELL
 -
-3.06K
- 24.33%
$312K - $421K
9.51K $2.69M
Feb 09, 2023 Q4 2022
Sawgrass Asset Management LLC

SELL
 -
-3.07K
- 14.09%
$313K - $423K
18.7K $5.29M
Jan 18, 2023 Q4 2022
Villere St Denis J & CO LLC

SELL
 -
-3.1K
- 1.86%
$316K - $427K
164K $46.4M
Feb 14, 2023 Q4 2022
Ulysses Management LLC

New York, NY
SELL
 -
-3.1K
- 31.0%
$316K - $427K
6.9K $1.95M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-3.11K
- 2.37%
$317K - $429K
128K $36.3M
Feb 14, 2023 Q4 2022
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-3.12K
- 8.56%
$318K - $430K
33.3K $9.43M
Feb 09, 2023 Q4 2022
Sfe Investment Counsel

Los Angeles, CA
SELL
 -
-3.13K
- 4.06%
$319K - $432K
74K $20.9M
Jan 17, 2023 Q4 2022
Blb&B Advisors, LLC

SELL
 -
-3.13K
- 2.22%
$320K - $432K
138K $39M
Feb 14, 2023 Q4 2022
Permanens Capital L.P.

New York, NY
SELL
 -
-3.15K
- 11.45%
$321K - $434K
24.4K $6.89M
Jan 12, 2023 Q4 2022
Chicago Trust CO Na

SELL
 -
-3.21K
- 7.69%
$328K - $443K
38.6K $10.9M
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-3.22K
- 3.44%
$328K - $444K
90.5K $25.6M
Feb 06, 2023 Q4 2022
Ami Investment Management Inc

Kendallville, IN
SELL
 -
-3.24K
- 6.46%
$331K - $447K
47K $13.3M
Jan 09, 2023 Q4 2022
Pinnacle Wealth Management Group, Inc.

SELL
 -
-3.27K
- 20.33%
$333K - $451K
12.8K $3.63M
Feb 03, 2023 Q4 2022
Warther Private Wealth, LLC

Akron, OH
SELL
 -
-3.28K
- 15.37%
$334K - $452K
18K $5.11M
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

SELL
 -
-3.28K
- 45.05%
$335K - $452K
4K $1.13M
Feb 09, 2023 Q4 2022
Skylands Capital, LLC

SELL
 -
-3.3K
- 4.84%
$336K - $455K
64.9K $18.4M
Feb 20, 2025 Q4 2022
Clare Market Investments LLC

Dallas, TX
SELL
 -
-3.31K
- 47.69%
$337K - $456K
3.63K $1.03M
Jan 10, 2023 Q4 2022
Stableford Capital Ii LLC

Scottsdale, AZ
SELL
 -
-3.33K
- 14.54%
$340K - $459K
19.6K $5.55M
Jan 20, 2023 Q4 2022
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-3.37K
- 3.36%
$343K - $464K
96.7K $27.4M
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

SELL
 -
-3.37K
- 8.04%
$343K - $464K
38.5K $10.9M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

SELL
 -
-3.38K
- 1.51%
$344K - $466K
220K $62.2M
Feb 09, 2023 Q4 2022
Middleton & CO Inc

SELL
 -
-3.39K
- 3.24%
$345K - $467K
101K $28.7M
Feb 01, 2023 Q4 2022
State Of New Jersey Common Pension Fund D

SELL
 -
-3.39K
- 0.2%
$346K - $468K
1.72M $488M

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