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
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.41K- 13.56% |
$348K - $470K
|
21.7K
$6.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-3.41K- 41.3% |
$348K - $470K
|
4.85K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.42K- 19.04% |
$349K - $472K
|
14.6K
$4.12M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-3.44K- 40.38% |
$351K - $475K
|
5.08K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.46K- 0.36% |
$353K - $477K
|
952K
$270M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-3.47K- 3.04% |
$354K - $478K
|
111K
$31.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-3.48K- 18.64% |
$354K - $479K
|
15.2K
$4.29M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-3.48K- 3.11% |
$355K - $480K
|
108K
$30.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-3.49K- 0.59% |
$356K - $481K
|
591K
$167M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.51K- 9.77% |
$358K - $484K
|
32.4K
$9.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.53K- 4.54% |
$360K - $486K
|
74.2K
$21M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.54K- 4.97% |
$361K - $488K
|
67.7K
$19.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.56K- 11.98% |
$363K - $490K
|
26.1K
$7.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-3.57K- 36.38% |
$364K - $492K
|
6.24K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-3.59K- 34.01% |
$366K - $494K
|
6.96K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.59K- 3.45% |
$366K - $494K
|
100K
$28.4M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3.62K- 4.64% |
$369K - $499K
|
74.4K
$21.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Univest Financial Corp
|
SELL
|
- |
-3.62K- 9.04% |
$369K - $499K
|
36.4K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.67K- 1.31% |
$374K - $505K
|
277K
$78.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.7K- 4.71% |
$377K - $510K
|
74.8K
$21.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.73K- 1.19% |
$380K - $513K
|
310K
$87.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.76K- 1.66% |
$384K - $519K
|
223K
$63.2M
|
|
|
Feb 14, 2023
Q4 2022
|
First Long Island Investors, LLC
|
SELL
|
- |
-3.77K- 2.89% |
$384K - $519K
|
127K
$35.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-3.83K- 3.07% |
$391K - $528K
|
121K
$34.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-3.9K- 5.69% |
$398K - $538K
|
64.7K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.92K- 1.72% |
$399K - $540K
|
224K
$63.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-4K- 1.84% |
$408K - $551K
|
213K
$60.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-4.03K- 1.45% |
$411K - $556K
|
273K
$77.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.04K- 11.07% |
$412K - $557K
|
32.5K
$9.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-4.1K- 1.53% |
$418K - $565K
|
264K
$74.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-4.11K- 0.43% |
$419K - $566K
|
956K
$271M
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
SELL
|
- |
-4.14K- 8.86% |
$422K - $571K
|
42.6K
$12.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.2K- 14.42% |
$428K - $578K
|
24.9K
$7.05M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.22K- 4.99% |
$430K - $582K
|
80.3K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-4.23K- 9.39% |
$431K - $582K
|
40.8K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-4.25K- 1.59% |
$433K - $585K
|
262K
$74.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-4.29K- 61.25% |
$437K - $591K
|
2.71K
$768K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-4.33K- 4.96% |
$441K - $597K
|
82.9K
$23.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-4.34K- 9.13% |
$442K - $598K
|
43.1K
$12.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-4.34K- 34.84% |
$442K - $598K
|
8.12K
$2.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-4.35K- 9.65% |
$443K - $599K
|
40.7K
$11.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.36K- 37.52% |
$444K - $601K
|
7.26K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.51K- 5.55% |
$459K - $621K
|
76.7K
$21.7M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.59K- 4.37% |
$468K - $633K
|
101K
$28.5M
|
|
|
Feb 17, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.63K- 0.12% |
$472K - $638K
|
3.91M
$1.11B
|
|
|
Feb 23, 2023
Q4 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-4.63K- 0.12% |
$472K - $638K
|
3.91M
$1.11B
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.66K- 1.43% |
$475K - $642K
|
321K
$91M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.71K- 8.55% |
$481K - $650K
|
50.4K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-4.72K- 2.79% |
$481K - $650K
|
164K
$46.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-4.76K- 24.58% |
$486K - $656K
|
14.6K
$4.14M
|