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 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 49.72% |
$2.57M - $3.48M
|
76K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
25.2K+ 11.54% |
$2.57M - $3.48M
|
244K
$59.3M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
25.2KNew |
$2.57M - $3.47M
|
25.2K
$6.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
25.1K+ 1.64% |
$2.56M - $3.46M
|
1.56M
$379M
|
|
|
Feb 06, 2023
Q4 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
25KNew |
$2.55M - $3.45M
|
25K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
25KNew |
$2.55M - $3.45M
|
25K
$6.08M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
24.8KNew |
$2.53M - $3.42M
|
24.8K
$6.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
24.7K+ 87.85% |
$2.52M - $3.4M
|
52.8K
$12.8M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
24.5K+ 15.24% |
$2.5M - $3.38M
|
186K
$45.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.2K+ 1.89% |
$2.47M - $3.33M
|
1.3M
$317M
|
|
|
Feb 08, 2023
Q4 2022
|
Quilter PLC
|
BUY
|
- |
24.2K+ 2.97% |
$2.47M - $3.33M
|
838K
$204M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
24.1K+ 8.71% |
$2.45M - $3.32M
|
300K
$73M
|
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
24KNew |
$2.45M - $3.31M
|
24K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.9K+ 7.48% |
$2.44M - $3.3M
|
344K
$83.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
23.9K+ 15.32% |
$2.43M - $3.29M
|
180K
$43.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
23.9K+ 9.73% |
$2.43M - $3.29M
|
269K
$65.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
23.8K+ 11.35% |
$2.43M - $3.29M
|
234K
$56.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
23.8KNew |
$2.43M - $3.28M
|
23.8K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
23.8K+ 8.36% |
$2.43M - $3.28M
|
308K
$75M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
23.5K+ 55.26% |
$2.4M - $3.24M
|
66.1K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
23.5KNew |
$2.39M - $3.23M
|
23.5K
$5.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
23.1KNew |
$2.36M - $3.19M
|
23.1K
$5.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
22.8K+ 17.66% |
$2.32M - $3.14M
|
152K
$37M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
22.8K+ 16.0% |
$2.32M - $3.14M
|
165K
$40.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
22.5KNew |
$2.29M - $3.1M
|
22.5K
$5.47M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
22.3KNew |
$2.27M - $3.07M
|
22.3K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
22.3K+ 1.63% |
$2.27M - $3.07M
|
1.39M
$337M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
22.1KNew |
$2.25M - $3.04M
|
22.1K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
21.9K+ 3.91% |
$2.23M - $3.02M
|
583K
$142M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21.8KNew |
$2.22M - $3.01M
|
21.8K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21.7KNew |
$2.21M - $2.99M
|
21.7K
$5.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
21.6K+ 4.6% |
$2.2M - $2.98M
|
491K
$119M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
21.6K+ 2.25% |
$2.2M - $2.98M
|
982K
$239M
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
21.5KNew |
$2.19M - $2.96M
|
21.5K
$5.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21.4KNew |
$2.19M - $2.96M
|
21.4K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
21.4K+ 10.0% |
$2.18M - $2.95M
|
235K
$57.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
21K+ 25.73% |
$2.14M - $2.89M
|
102K
$24.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
20.9K+ 7.41% |
$2.14M - $2.89M
|
304K
$73.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.8K+ 19.79% |
$2.12M - $2.86M
|
126K
$30.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
20.7KNew |
$2.11M - $2.85M
|
20.7K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
20.6K+ 31.96% |
$2.1M - $2.83M
|
84.9K
$20.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
20.5K+ 24.03% |
$2.09M - $2.83M
|
106K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
20.5K+ 1101.4% |
$2.09M - $2.83M
|
22.4K
$5.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20.3KNew |
$2.07M - $2.8M
|
20.3K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.3KNew |
$2.07M - $2.79M
|
20.3K
$4.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.9K+ 0.44% |
$2.03M - $2.74M
|
4.54M
$1.11B
|
|
|
Jun 08, 2023
Q4 2022
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
19.8KNew |
$2.02M - $2.73M
|
19.8K
$4.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
19.7K+ 2.32% |
$2.01M - $2.72M
|
869K
$211M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
19.6K+ 16.93% |
$2M - $2.71M
|
136K
$33M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
19.4KNew |
$1.98M - $2.68M
|
19.4K
$4.73M
|