Purchases and Sales Made in Q4 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Putnam Investments LLC

Boston, MA
BUY
 -
19.1K
+ 0.7%
$1.95M - $2.63M
2.73M $664M
Feb 10, 2023 Q4 2022
Argent Trust CO

Nashville, TN
BUY
 -
19.1K
+ 7.64%
$1.94M - $2.63M
269K $65.4M
Feb 07, 2023 Q4 2022
Gibson Wealth Advisors LLC

Tyler, TX
BUY
 -
18.7K
New
$1.91M - $2.58M
18.7K $4.56M
Feb 10, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
18.7K
+ 0.9%
$1.91M - $2.58M
2.11M $513M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
18.7K
New
$1.91M - $2.58M
18.7K $4.55M
Feb 03, 2023 Q4 2022
Cannell & Co.

New York, NY
BUY
 -
18.5K
+ 17.36%
$1.89M - $2.56M
125K $30.5M
Feb 06, 2023 Q4 2022
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
18.5K
+ 7.07%
$1.89M - $2.55M
280K $68.1M
Feb 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
BUY
 -
18.3K
+ 4.54%
$1.87M - $2.52M
421K $102M
Jan 19, 2023 Q4 2022
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

BUY
 -
18.3K
+ 7.62%
$1.87M - $2.52M
258K $62.9M
Jan 11, 2023 Q4 2022
Foundations Investment Advisors, LLC

BUY
 -
18.2K
+ 104.75%
$1.86M - $2.51M
35.6K $8.66M
Jan 31, 2023 Q4 2022
F

BUY
 -
17.7K
New
$1.81M - $2.44M
17.7K $4.31M
Feb 14, 2023 Q4 2022
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
17.3K
New
$1.77M - $2.39M
17.3K $4.21M
Nov 13, 2023 Q4 2022
Hancock Whitney Corp

BUY
 -
17.2K
+ 9.36%
$1.76M - $2.38M
201K $49M
Feb 09, 2023 Q4 2022
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
17.2K
New
$1.75M - $2.37M
17.2K $4.18M
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
17.1K
+ 7.51%
$1.74M - $2.35M
244K $59.5M
Feb 13, 2023 Q4 2022
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
17K
New
$1.74M - $2.35M
17K $4.15M
Feb 08, 2023 Q4 2022
River Street Advisors LLC

Aurora, IL
BUY
 -
16.9K
New
$1.72M - $2.33M
16.9K $4.11M
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
16.8K
New
$1.72M - $2.32M
16.8K $4.1M
Feb 06, 2023 Q4 2022
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
16.8K
+ 123.51%
$1.71M - $2.32M
30.4K $7.4M
Feb 06, 2023 Q4 2022
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
16.8K
New
$1.71M - $2.32M
16.8K $4.09M
Jan 27, 2023 Q4 2022
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
16.8K
+ 77.4%
$1.71M - $2.31M
38.5K $9.36M
Feb 15, 2023 Q4 2022
Bradley Mark J.

BUY
 -
16.7K
New
$1.7M - $2.3M
16.7K $4.06M
Feb 13, 2023 Q4 2022
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
16.7K
New
$1.7M - $2.3M
16.7K $4.05M
Jul 18, 2023 Q4 2022
First County Bank /Ct/

Stamford, CT
BUY
 -
16.5K
New
$1.69M - $2.28M
16.5K $4.02M
Feb 10, 2023 Q4 2022
Assetmark, Inc

BUY
 -
16.3K
+ 20.54%
$1.67M - $2.25M
95.9K $23.3M
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
16.3K
New
$1.66M - $2.25M
16.3K $3.97M
Feb 14, 2023 Q4 2022
Ifm Investors Pty LTD

BUY
 -
16.3K
+ 3.21%
$1.66M - $2.25M
523K $127M
Jan 09, 2023 Q4 2022
Yousif Capital Management, LLC

BUY
 -
16.2K
+ 3.36%
$1.66M - $2.24M
500K $122M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
16.2K
+ 16.07%
$1.65M - $2.23M
117K $28.4M
Sep 08, 2023 Q4 2022
Dcm Advisors, LLC

New York, NY
BUY
 -
16K
+ 59.45%
$1.63M - $2.2M
42.8K $10.4M
Oct 19, 2023 Q4 2022
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
15.6K
New
$1.59M - $2.14M
15.6K $3.79M
Mar 06, 2023 Q4 2022
Birmingham Capital Management CO Inc/Al

Birmingham, AL
BUY
 -
15.4K
New
$1.57M - $2.13M
15.4K $3.75M
Feb 06, 2023 Q4 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
15.1K
+ 2.26%
$1.54M - $2.09M
684K $166M
Feb 02, 2023 Q4 2022
Copperwynd Financial, LLC

BUY
 -
15.1K
+ 287.01%
$1.53M - $2.07M
20.3K $4.94M
Feb 14, 2023 Q4 2022
Hudson Bay Capital Management LP

Greenwich, CT
BUY
 -
15K
+ 18.75%
$1.53M - $2.07M
95K $23.1M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
15K
+ 10.41%
$1.53M - $2.06M
159K $38.6M
Jan 30, 2023 Q4 2022
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
14.9K
New
$1.52M - $2.06M
14.9K $3.63M
Aug 26, 2024 Q4 2022
Centennial Bank/Ar/

Conway, AR
BUY
 -
14.9K
New
$1.52M - $2.05M
14.9K $3.62M
Feb 14, 2023 Q4 2022
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
14.7K
+ 12.2%
$1.5M - $2.03M
136K $33M
Feb 14, 2023 Q4 2022
Pdt Partners, LLC

New York, NY
BUY
 -
14.5K
New
$1.48M - $2M
14.5K $3.53M
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
14.5K
+ 9.21%
$1.48M - $2M
172K $41.8M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
14.4K
+ 7.38%
$1.47M - $1.98M
209K $50.9M
Apr 10, 2023 Q4 2022
Brady Family Wealth, LLC

Saint Louis, MO
BUY
 -
14.4K
New
$1.46M - $1.98M
14.4K $3.49M
Feb 10, 2023 Q4 2022
Ws Portfolio Advisory, LLC

Snoqualmie Pass, WA
BUY
 -
14.3K
New
$1.45M - $1.97M
14.3K $3.47M
Jan 20, 2023 Q4 2022
Davenport & CO LLC

BUY
 -
14.1K
+ 1.11%
$1.43M - $1.94M
1.28M $310M
Feb 14, 2023 Q4 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
13.8K
+ 524.94%
$1.41M - $1.91M
16.5K $4.01M
Feb 13, 2023 Q4 2022
Cibc Private Wealth Group, LLC

BUY
 -
13.7K
+ 0.41%
$1.4M - $1.89M
3.37M $821M
Feb 14, 2023 Q4 2022
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
13.6K
New
$1.39M - $1.87M
13.6K $3.31M
Feb 09, 2023 Q4 2022
Holowesko Partners Ltd.

Nassau, C5
BUY
 -
13.5K
+ 17.93%
$1.38M - $1.86M
88.8K $21.6M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM