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
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-9.58K- 10.16% |
$977K - $1.32M
|
84.7K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.6K- 6.17% |
$979K - $1.32M
|
146K
$41.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.7K- 24.59% |
$989K - $1.34M
|
29.7K
$8.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-9.72K- 5.45% |
$991K - $1.34M
|
169K
$47.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.78K- 9.98% |
$997K - $1.35M
|
88.2K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-9.99K- 10.1% |
$1.02M - $1.38M
|
89K
$25.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-10.1K- 75.62% |
$1.03M - $1.39M
|
3.25K
$919K
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.1K- 6.73% |
$1.03M - $1.39M
|
140K
$39.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-10.1K- 10.53% |
$1.03M - $1.4M
|
86.1K
$24.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.2K- 7.14% |
$1.04M - $1.41M
|
133K
$37.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-10.2K- 57.58% |
$1.04M - $1.41M
|
7.54K
$2.13M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-10.7K- 2.43% |
$1.09M - $1.48M
|
431K
$122M
|
|
|
Feb 15, 2023
Q4 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-10.7K- 30.7% |
$1.09M - $1.48M
|
24.2K
$6.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10.7K- 2.76% |
$1.09M - $1.48M
|
377K
$107M
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-11.1K- 2.21% |
$1.13M - $1.53M
|
491K
$139M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.2K- 1.67% |
$1.14M - $1.54M
|
657K
$186M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-11.2K- 2.84% |
$1.14M - $1.55M
|
383K
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-11.3K- 57.66% |
$1.16M - $1.56M
|
8.33K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-11.5K- 81.89% |
$1.17M - $1.58M
|
2.54K
$720K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-11.6K- 33.56% |
$1.18M - $1.59M
|
22.9K
$6.48M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 32.43% |
$1.19M - $1.61M
|
24.3K
$6.88M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-11.8K- 84.53% |
$1.2M - $1.63M
|
2.16K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-11.9K- 2.98% |
$1.22M - $1.64M
|
389K
$110M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-12K- 45.96% |
$1.22M - $1.65M
|
14.1K
$3.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-12K- 30.23% |
$1.22M - $1.65M
|
27.7K
$7.84M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
SELL
|
- |
-12.1K- 1.61% |
$1.23M - $1.66M
|
740K
$210M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-12.1K- 33.61% |
$1.24M - $1.67M
|
23.9K
$6.78M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.3KClosed |
$1.26M - $1.7M
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12.3K- 15.58% |
$1.26M - $1.7M
|
66.8K
$18.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$217M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$217M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$217M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13K- 65.37% |
$1.32M - $1.79M
|
6.87K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-13K- 17.76% |
$1.32M - $1.79M
|
60K
$17M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13.1K- 32.09% |
$1.34M - $1.81M
|
27.7K
$7.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-13.1K- 66.47% |
$1.34M - $1.81M
|
6.63K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 13.43% |
$1.35M - $1.82M
|
85.1K
$24.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-13.3K- 13.37% |
$1.36M - $1.84M
|
86.3K
$24.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-13.6K- 80.48% |
$1.39M - $1.87M
|
3.3K
$934K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-13.7K- 19.89% |
$1.4M - $1.89M
|
55.2K
$15.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-13.7K- 5.06% |
$1.4M - $1.89M
|
257K
$72.9M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.1K- 5.72% |
$1.44M - $1.94M
|
232K
$65.7M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-14.5K- 60.62% |
$1.47M - $1.99M
|
9.39K
$2.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-14.7K- 3.94% |
$1.5M - $2.03M
|
359K
$102M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-14.8KClosed |
$1.51M - $2.04M
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-14.9K- 1.06% |
$1.52M - $2.06M
|
1.4M
$395M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15K- 88.54% |
$1.53M - $2.07M
|
1.94K
$550K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.2K- 61.4% |
$1.55M - $2.09M
|
9.53K
$2.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-15.2K- 99.54% |
$1.55M - $2.1M
|
70
$19.8K
|