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 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-3.62K- 9.04% |
$369K - $499K
|
36.4K
$8.86M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.67K- 1.31% |
$374K - $505K
|
277K
$67.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.7K- 4.71% |
$377K - $510K
|
74.8K
$18.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.73K- 1.19% |
$380K - $513K
|
310K
$75.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.76K- 1.66% |
$384K - $519K
|
223K
$54.3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.77K- 2.89% |
$384K - $519K
|
127K
$30.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-3.83K- 3.07% |
$391K - $528K
|
121K
$29.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-3.9K- 5.69% |
$398K - $538K
|
64.7K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.92K- 1.72% |
$399K - $540K
|
224K
$54.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-4K- 1.84% |
$408K - $551K
|
213K
$51.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-4.03K- 1.45% |
$411K - $556K
|
273K
$66.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.04K- 11.07% |
$412K - $557K
|
32.5K
$7.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-4.1K- 1.53% |
$418K - $565K
|
264K
$64.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4.11K- 0.43% |
$419K - $566K
|
956K
$233M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-4.14K- 8.86% |
$422K - $571K
|
42.6K
$10.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.2K- 14.42% |
$428K - $578K
|
24.9K
$6.06M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.22K- 4.99% |
$430K - $582K
|
80.3K
$19.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-4.23K- 9.39% |
$431K - $582K
|
40.8K
$9.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-4.25K- 1.59% |
$433K - $585K
|
262K
$63.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4.29K- 61.25% |
$437K - $591K
|
2.71K
$660K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-4.33K- 4.96% |
$441K - $597K
|
82.9K
$20.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.34K- 9.13% |
$442K - $598K
|
43.1K
$10.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-4.34K- 34.84% |
$442K - $598K
|
8.12K
$1.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.35K- 9.65% |
$443K - $599K
|
40.7K
$9.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.36K- 37.52% |
$444K - $601K
|
7.26K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.51K- 5.55% |
$459K - $621K
|
76.7K
$18.7M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.59K- 4.37% |
$468K - $633K
|
101K
$24.5M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.63K- 0.12% |
$472K - $638K
|
3.91M
$951M
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.63K- 0.12% |
$472K - $638K
|
3.91M
$951M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.66K- 1.43% |
$475K - $642K
|
321K
$78.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.71K- 8.55% |
$481K - $650K
|
50.4K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.72K- 2.79% |
$481K - $650K
|
164K
$39.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.76K- 24.58% |
$486K - $656K
|
14.6K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-4.81K- 12.9% |
$491K - $664K
|
32.5K
$7.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.84K- 0.93% |
$493K - $667K
|
514K
$125M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.86K- 4.58% |
$495K - $670K
|
101K
$24.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.88K- 2.26% |
$498K - $673K
|
211K
$51.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.9K- 0.94% |
$500K - $675K
|
518K
$126M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.91K- 15.48% |
$501K - $677K
|
26.8K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.93K- 19.3% |
$503K - $680K
|
20.6K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.95K- 7.26% |
$504K - $682K
|
63.1K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-5K- 13.2% |
$510K - $689K
|
32.9K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 10.87% |
$510K - $689K
|
41K
$9.97M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.07K- 1.05% |
$517K - $699K
|
476K
$116M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.07K- 34.27% |
$517K - $699K
|
9.73K
$2.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-5.09K- 9.76% |
$519K - $702K
|
47.1K
$11.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.16K- 12.91% |
$526K - $711K
|
34.8K
$8.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5.18K- 6.97% |
$528K - $713K
|
69K
$16.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-5.19K- 1.46% |
$529K - $715K
|
350K
$85.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-5.28K- 1.9% |
$538K - $728K
|
272K
$66.2M
|