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 14, 2023
Q4 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-4.81K- 12.9% |
$491K - $664K
|
32.5K
$9.21M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.84K- 0.93% |
$493K - $667K
|
514K
$146M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-4.86K- 4.58% |
$495K - $670K
|
101K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.88K- 2.26% |
$498K - $673K
|
211K
$59.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.9K- 0.94% |
$500K - $675K
|
518K
$147M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-4.91K- 15.48% |
$501K - $677K
|
26.8K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.93K- 19.3% |
$503K - $680K
|
20.6K
$5.84M
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-4.95K- 7.26% |
$504K - $682K
|
63.1K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-5K- 13.2% |
$510K - $689K
|
32.9K
$9.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 10.87% |
$510K - $689K
|
41K
$11.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.07K- 1.05% |
$517K - $699K
|
476K
$135M
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-5.07K- 34.27% |
$517K - $699K
|
9.73K
$2.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-5.09K- 9.76% |
$519K - $702K
|
47.1K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-5.16K- 12.91% |
$526K - $711K
|
34.8K
$9.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-5.18K- 6.97% |
$528K - $713K
|
69K
$19.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-5.19K- 1.46% |
$529K - $715K
|
350K
$99M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-5.28K- 1.9% |
$538K - $728K
|
272K
$77M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.34K- 2.95% |
$544K - $736K
|
176K
$49.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-5.38K- 12.07% |
$548K - $741K
|
39.2K
$11.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.42K- 34.05% |
$553K - $747K
|
10.5K
$2.97M
|
|
|
Jun 14, 2024
Q4 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-5.43K- 29.17% |
$554K - $749K
|
13.2K
$3.74M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-5.46K- 9.19% |
$556K - $752K
|
53.9K
$15.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-5.53K- 39.98% |
$564K - $762K
|
8.31K
$2.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.55K- 90.6% |
$566K - $765K
|
576
$163K
|
|
|
Jan 27, 2023
Q4 2022
|
Close Asset Management LTD
|
SELL
|
- |
-5.58K- 16.28% |
$568K - $768K
|
28.7K
$8.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.6K- 1.85% |
$571K - $772K
|
298K
$84.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.64K- 24.27% |
$575K - $778K
|
17.6K
$4.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.72K- 2.33% |
$584K - $789K
|
240K
$67.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-5.79K- 27.41% |
$590K - $798K
|
15.3K
$4.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-5.89K- 17.45% |
$601K - $812K
|
27.9K
$7.89M
|
|
|
Jan 24, 2023
Q4 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-5.98K- 29.96% |
$609K - $824K
|
14K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.99K- 0.97% |
$611K - $826K
|
609K
$172M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-6.01K- 4.87% |
$612K - $828K
|
117K
$33.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.01K- 6.43% |
$613K - $828K
|
87.4K
$24.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-6.02K- 2.48% |
$614K - $830K
|
237K
$67M
|
|
|
Jan 31, 2023
Q4 2022
|
Everence Capital Management Inc
|
SELL
|
- |
-6.07K- 7.45% |
$619K - $837K
|
75.4K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-6.07K- 6.2% |
$619K - $837K
|
92K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.1K- 0.83% |
$622K - $841K
|
730K
$207M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-6.13K- 21.86% |
$625K - $845K
|
21.9K
$6.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-6.15K- 20.6% |
$627K - $848K
|
23.7K
$6.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.15K- 11.09% |
$627K - $848K
|
49.3K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 67.02% |
$631K - $853K
|
3.05K
$862K
|
|
|
Feb 07, 2023
Q4 2022
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-6.22K- 2.3% |
$634K - $857K
|
265K
$74.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.26K- 0.81% |
$638K - $863K
|
771K
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.42K- 2.71% |
$655K - $885K
|
230K
$65.2M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.49K- 2.49% |
$662K - $894K
|
254K
$71.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.5K- 6.52% |
$663K - $896K
|
93.2K
$26.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.56K- 4.46% |
$669K - $904K
|
140K
$39.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-6.64K- 67.11% |
$677K - $916K
|
3.26K
$922K
|
|
|
Jan 12, 2023
Q4 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-6.66K- 27.16% |
$679K - $917K
|
17.9K
$5.06M
|