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 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-2.97K- 9.29% |
$303K - $409K
|
29K
$7.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.98K- 3.94% |
$303K - $410K
|
72.6K
$17.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.98K- 57.52% |
$304K - $411K
|
2.2K
$536K
|
|
|
Jan 27, 2023
Q4 2022
|
Account Management LLC
|
SELL
|
- |
-3K- 9.74% |
$306K - $414K
|
27.8K
$6.76M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3K- 4.9% |
$306K - $414K
|
58.3K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.01K- 0.23% |
$307K - $415K
|
1.29M
$314M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-3.01K- 4.06% |
$307K - $415K
|
71.1K
$17.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.02K- 19.3% |
$308K - $417K
|
12.6K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-3.04K- 10.98% |
$309K - $418K
|
24.6K
$5.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.05K- 2.24% |
$311K - $420K
|
133K
$32.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-3.05K- 3.38% |
$311K - $420K
|
87.2K
$21.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-3.06K- 24.33% |
$312K - $421K
|
9.51K
$2.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-3.07K- 14.09% |
$313K - $423K
|
18.7K
$4.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.1K- 1.86% |
$316K - $427K
|
164K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-3.1K- 31.0% |
$316K - $427K
|
6.9K
$1.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.11K- 2.37% |
$317K - $429K
|
128K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.12K- 8.56% |
$318K - $430K
|
33.3K
$8.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.13K- 4.06% |
$319K - $432K
|
74K
$18M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.13K- 2.22% |
$320K - $432K
|
138K
$33.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-3.15K- 11.45% |
$321K - $434K
|
24.4K
$5.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
SELL
|
- |
-3.21K- 7.69% |
$328K - $443K
|
38.6K
$9.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.22K- 3.44% |
$328K - $444K
|
90.5K
$22M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-3.24K- 6.46% |
$331K - $447K
|
47K
$11.4M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.27K- 20.33% |
$333K - $451K
|
12.8K
$3.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-3.28K- 15.37% |
$334K - $452K
|
18K
$4.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.28K- 45.05% |
$335K - $452K
|
4K
$974K
|
|
|
Feb 09, 2023
Q4 2022
|
Skylands Capital, LLC
|
SELL
|
- |
-3.3K- 4.84% |
$336K - $455K
|
64.9K
$15.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.33K- 14.54% |
$340K - $459K
|
19.6K
$4.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.37K- 3.36% |
$343K - $464K
|
96.7K
$23.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.37K- 8.04% |
$343K - $464K
|
38.5K
$9.37M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.38K- 1.51% |
$344K - $466K
|
220K
$53.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
SELL
|
- |
-3.39K- 3.24% |
$345K - $467K
|
101K
$24.6M
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-3.39K- 0.2% |
$346K - $468K
|
1.72M
$419M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.41K- 13.56% |
$348K - $470K
|
21.7K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-3.41K- 41.3% |
$348K - $470K
|
4.85K
$1.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.42K- 19.04% |
$349K - $472K
|
14.6K
$3.54M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.44K- 40.38% |
$351K - $475K
|
5.08K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.46K- 0.36% |
$353K - $477K
|
952K
$232M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-3.47K- 3.04% |
$354K - $478K
|
111K
$26.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.48K- 18.64% |
$354K - $479K
|
15.2K
$3.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.48K- 3.11% |
$355K - $480K
|
108K
$26.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.49K- 0.59% |
$356K - $481K
|
591K
$144M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.51K- 9.77% |
$358K - $484K
|
32.4K
$7.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.53K- 4.54% |
$360K - $486K
|
74.2K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.54K- 4.97% |
$361K - $488K
|
67.7K
$16.5M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.56K- 11.98% |
$363K - $490K
|
26.1K
$6.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.57K- 36.38% |
$364K - $492K
|
6.24K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.59K- 34.01% |
$366K - $494K
|
6.96K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.59K- 3.45% |
$366K - $494K
|
100K
$24.4M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.62K- 4.64% |
$369K - $499K
|
74.4K
$18.1M
|