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 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.34K- 2.95% |
$544K - $736K
|
176K
$42.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.38K- 12.07% |
$548K - $741K
|
39.2K
$9.53M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.42K- 34.05% |
$553K - $747K
|
10.5K
$2.55M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-5.43K- 29.17% |
$554K - $749K
|
13.2K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-5.46K- 9.19% |
$556K - $752K
|
53.9K
$13.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-5.53K- 39.98% |
$564K - $762K
|
8.31K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.55K- 90.6% |
$566K - $765K
|
576
$140K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-5.58K- 16.28% |
$568K - $768K
|
28.7K
$6.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.6K- 1.85% |
$571K - $772K
|
298K
$72.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.64K- 24.27% |
$575K - $778K
|
17.6K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.72K- 2.33% |
$584K - $789K
|
240K
$58.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5.79K- 27.41% |
$590K - $798K
|
15.3K
$3.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.89K- 17.45% |
$601K - $812K
|
27.9K
$6.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.98K- 29.96% |
$609K - $824K
|
14K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.99K- 0.97% |
$611K - $826K
|
609K
$148M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.01K- 4.87% |
$612K - $828K
|
117K
$28.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.01K- 6.43% |
$613K - $828K
|
87.4K
$21.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-6.02K- 2.48% |
$614K - $830K
|
237K
$57.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-6.07K- 7.45% |
$619K - $837K
|
75.4K
$18.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-6.07K- 6.2% |
$619K - $837K
|
92K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.1K- 0.83% |
$622K - $841K
|
730K
$178M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.13K- 21.86% |
$625K - $845K
|
21.9K
$5.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.15K- 20.6% |
$627K - $848K
|
23.7K
$5.77M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.15K- 11.09% |
$627K - $848K
|
49.3K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 67.02% |
$631K - $853K
|
3.05K
$741K
|
|
|
Feb 07, 2023
Q4 2022
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.22K- 2.3% |
$634K - $857K
|
265K
$64.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.26K- 0.81% |
$638K - $863K
|
771K
$188M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.42K- 2.71% |
$655K - $885K
|
230K
$56M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.49K- 2.49% |
$662K - $894K
|
254K
$61.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.5K- 6.52% |
$663K - $896K
|
93.2K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.56K- 4.46% |
$669K - $904K
|
140K
$34.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-6.64K- 67.11% |
$677K - $916K
|
3.26K
$792K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6.66K- 27.16% |
$679K - $917K
|
17.9K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-6.7K- 27.35% |
$683K - $924K
|
17.8K
$4.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-6.76K- 4.28% |
$689K - $931K
|
151K
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-6.79K- 42.42% |
$693K - $936K
|
9.22K
$2.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-6.87K- 16.02% |
$701K - $947K
|
36K
$8.77M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.88K- 5.95% |
$701K - $948K
|
109K
$26.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.91K- 68.95% |
$705K - $953K
|
3.11K
$757K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6.92K- 52.9% |
$705K - $953K
|
6.16K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.99K- 28.02% |
$713K - $964K
|
18K
$4.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-7.01K- 2.89% |
$715K - $966K
|
236K
$57.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-7.08K- 28.24% |
$722K - $976K
|
18K
$4.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.11K- 11.84% |
$725K - $980K
|
52.9K
$12.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.13K- 5.83% |
$727K - $983K
|
115K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-7.13K- 1.84% |
$727K - $983K
|
380K
$92.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-7.14K- 16.49% |
$728K - $984K
|
36.1K
$8.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-7.23K- 7.59% |
$737K - $996K
|
87.9K
$21.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-7.23K- 5.19% |
$737K - $996K
|
132K
$32.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-7.4K- 39.81% |
$755K - $1.02M
|
11.2K
$2.72M
|