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
|
Gfg Capital, LLC
|
SELL
|
- |
-11.3K- 57.66% |
$1.16M - $1.56M
|
8.33K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-11.5K- 81.89% |
$1.17M - $1.58M
|
2.54K
$618K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-11.6K- 33.56% |
$1.18M - $1.59M
|
22.9K
$5.57M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 32.43% |
$1.19M - $1.61M
|
24.3K
$5.91M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-11.8K- 84.53% |
$1.2M - $1.63M
|
2.16K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-11.9K- 2.98% |
$1.22M - $1.64M
|
389K
$94.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-12K- 45.96% |
$1.22M - $1.65M
|
14.1K
$3.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-12K- 30.23% |
$1.22M - $1.65M
|
27.7K
$6.74M
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
SELL
|
- |
-12.1K- 1.61% |
$1.23M - $1.66M
|
740K
$180M
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-12.1K- 33.61% |
$1.24M - $1.67M
|
23.9K
$5.82M
|
|
|
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
$16.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$186M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$186M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12.4K- 1.59% |
$1.26M - $1.71M
|
766K
$186M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13K- 65.37% |
$1.32M - $1.79M
|
6.87K
$1.67M
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-13K- 17.76% |
$1.32M - $1.79M
|
60K
$14.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13.1K- 32.09% |
$1.34M - $1.81M
|
27.7K
$6.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-13.1K- 66.47% |
$1.34M - $1.81M
|
6.63K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-13.2K- 13.43% |
$1.35M - $1.82M
|
85.1K
$20.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-13.3K- 13.37% |
$1.36M - $1.84M
|
86.3K
$21M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
SELL
|
- |
-13.6K- 80.48% |
$1.39M - $1.87M
|
3.3K
$802K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-13.7K- 19.89% |
$1.4M - $1.89M
|
55.2K
$13.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-13.7K- 5.06% |
$1.4M - $1.89M
|
257K
$62.6M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-14.1K- 5.72% |
$1.44M - $1.94M
|
232K
$56.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-14.5K- 60.62% |
$1.47M - $1.99M
|
9.39K
$2.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-14.7K- 3.94% |
$1.5M - $2.03M
|
359K
$87.4M
|
|
|
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
$339M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-15K- 88.54% |
$1.53M - $2.07M
|
1.94K
$472K
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-15.2K- 61.4% |
$1.55M - $2.09M
|
9.53K
$2.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-15.2K- 99.54% |
$1.55M - $2.1M
|
70
$17K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-15.2K- 10.74% |
$1.55M - $2.1M
|
127K
$30.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-15.4K- 23.39% |
$1.57M - $2.12M
|
50.4K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-15.4K- 2.92% |
$1.57M - $2.13M
|
513K
$125M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-15.7K- 58.08% |
$1.6M - $2.16M
|
11.3K
$2.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 58.27% |
$1.6M - $2.17M
|
11.3K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-16K- 36.38% |
$1.63M - $2.21M
|
28K
$6.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-16K- 65.62% |
$1.64M - $2.21M
|
8.41K
$2.05M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.5K- 2.3% |
$1.68M - $2.27M
|
702K
$171M
|
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-16.5K- 77.0% |
$1.68M - $2.28M
|
4.93K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-16.6K- 0.9% |
$1.7M - $2.29M
|
1.84M
$447M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-16.7K- 2.34% |
$1.7M - $2.3M
|
699K
$170M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-17K- 15.6% |
$1.73M - $2.34M
|
91.9K
$22.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-17.3K- 8.98% |
$1.77M - $2.39M
|
176K
$42.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Matthew 25 Management Corp
|
SELL
|
- |
-17.5K- 16.67% |
$1.78M - $2.41M
|
87.5K
$21.3M
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-17.6K- 70.37% |
$1.79M - $2.42M
|
7.4K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-17.8K- 1.29% |
$1.81M - $2.45M
|
1.36M
$330M
|
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-17.9K- 37.62% |
$1.83M - $2.47M
|
29.7K
$7.23M
|