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 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-18.1K- 24.0% |
$1.84M - $2.49M
|
57.2K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-18.7K- 2.39% |
$1.91M - $2.58M
|
764K
$186M
|
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-19.1K- 76.71% |
$1.94M - $2.63M
|
5.79K
$1.41M
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-19.7K- 31.74% |
$2.01M - $2.72M
|
42.4K
$10.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20K- 2.01% |
$2.04M - $2.76M
|
975K
$237M
|
|
|
Feb 08, 2023
Q4 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-20.8K- 19.89% |
$2.12M - $2.87M
|
83.8K
$20.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-20.9K- 3.03% |
$2.14M - $2.89M
|
671K
$163M
|
|
|
Feb 14, 2023
Q4 2022
|
Eulav Asset Management
|
SELL
|
- |
-21K- 27.97% |
$2.14M - $2.89M
|
54K
$13.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Cullinan Associates Inc
|
SELL
|
- |
-21.4K- 10.97% |
$2.18M - $2.94M
|
173K
$42.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-21.4K- 2.33% |
$2.18M - $2.94M
|
895K
$218M
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.5K- 4.38% |
$2.19M - $2.96M
|
469K
$114M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-21.7K- 8.57% |
$2.21M - $2.99M
|
231K
$56.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-21.7K- 4.41% |
$2.22M - $3M
|
471K
$115M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-21.8K- 7.87% |
$2.22M - $3M
|
255K
$62M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-22.2K- 16.04% |
$2.26M - $3.05M
|
116K
$28.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-22.3K- 6.46% |
$2.27M - $3.07M
|
323K
$78.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-22.9K- 15.03% |
$2.34M - $3.16M
|
130K
$31.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23K- 34.61% |
$2.34M - $3.17M
|
43.4K
$10.6M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-23.1K- 12.1% |
$2.36M - $3.19M
|
168K
$40.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-23.2K- 19.03% |
$2.37M - $3.2M
|
98.7K
$24M
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-23.3K- 47.23% |
$2.38M - $3.22M
|
26.1K
$6.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-24.1K- 3.6% |
$2.46M - $3.33M
|
647K
$157M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 25.29% |
$2.46M - $3.33M
|
71.3K
$17.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24.2K- 7.46% |
$2.47M - $3.34M
|
300K
$73M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-24.5K- 55.56% |
$2.5M - $3.38M
|
19.6K
$4.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Greenhaven Associates Inc
|
SELL
|
- |
-25.2K- 0.52% |
$2.57M - $3.47M
|
4.8M
$1.17B
|
|
|
Feb 14, 2023
Q4 2022
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-25.4K- 7.19% |
$2.59M - $3.5M
|
328K
$79.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
SELL
|
- |
-25.6K- 64.8% |
$2.61M - $3.53M
|
13.9K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-25.7K- 45.1% |
$2.62M - $3.54M
|
31.2K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-25.7K- 5.31% |
$2.62M - $3.54M
|
459K
$112M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-26K- 62.29% |
$2.65M - $3.59M
|
15.8K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-26.1K- 1.51% |
$2.66M - $3.6M
|
1.71M
$416M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-26.3K- 1.97% |
$2.68M - $3.63M
|
1.31M
$318M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-26.3K- 42.0% |
$2.69M - $3.63M
|
36.4K
$8.85M
|
|
|
Jan 12, 2023
Q4 2022
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-28.6K- 13.7% |
$2.92M - $3.95M
|
180K
$43.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 93.62% |
$2.97M - $4.01M
|
1.98K
$482K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-29.4K- 2.02% |
$2.99M - $4.05M
|
1.42M
$346M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-29.6K- 5.58% |
$3.02M - $4.09M
|
502K
$122M
|
|
|
Feb 10, 2023
Q4 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-29.7K- 91.92% |
$3.03M - $4.09M
|
2.61K
$635K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-30K- 25.18% |
$3.06M - $4.13M
|
89.1K
$21.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-30.4K- 9.13% |
$3.09M - $4.18M
|
302K
$73.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-30.5K- 8.19% |
$3.11M - $4.2M
|
342K
$83.2M
|
|
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-30.8K- 10.59% |
$3.14M - $4.25M
|
260K
$63.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-32.2K- 27.45% |
$3.28M - $4.44M
|
85.1K
$20.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-32.4K- 6.59% |
$3.31M - $4.47M
|
460K
$112M
|
|
|
Feb 14, 2023
Q4 2022
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-32.9K- 21.01% |
$3.36M - $4.54M
|
124K
$30.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-33K- 79.63% |
$3.37M - $4.55M
|
8.45K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-33.5K- 13.27% |
$3.42M - $4.62M
|
219K
$53.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Fjarde Ap Fonden
|
SELL
|
- |
-34.1K- 6.59% |
$3.48M - $4.7M
|
484K
$118M
|
|
|
Feb 10, 2023
Q4 2022
|
Ns Partners LTD
|
SELL
|
- |
-34.3K- 14.39% |
$3.5M - $4.73M
|
204K
$49.7M
|