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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
13.5KNew |
$1.37M - $1.86M
|
13.5K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
13.4KNew |
$1.37M - $1.85M
|
13.4K
$3.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.2K+ 39.22% |
$1.35M - $1.83M
|
47K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
13.2KNew |
$1.35M - $1.82M
|
13.2K
$3.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
13.2K+ 36.91% |
$1.34M - $1.82M
|
48.9K
$11.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
13.1KNew |
$1.33M - $1.8M
|
13.1K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
13K+ 7.6% |
$1.33M - $1.8M
|
184K
$44.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
13K+ 8.5% |
$1.33M - $1.79M
|
166K
$40.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
12.9K+ 75.07% |
$1.32M - $1.78M
|
30.1K
$7.33M
|
|
|
Feb 02, 2023
Q4 2022
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
12.7K+ 2.34% |
$1.3M - $1.75M
|
556K
$135M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
12.7K+ 76.23% |
$1.3M - $1.75M
|
29.4K
$7.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
12.7K+ 25.37% |
$1.29M - $1.75M
|
62.7K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
12.7KNew |
$1.29M - $1.75M
|
12.7K
$3.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
12.6K+ 17.86% |
$1.29M - $1.74M
|
83.3K
$20.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.5K+ 19.7% |
$1.27M - $1.72M
|
75.7K
$18.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
12.5K+ 167.87% |
$1.27M - $1.72M
|
19.9K
$4.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
12.4K+ 39.24% |
$1.27M - $1.71M
|
44.1K
$10.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Cooke & Bieler LP
|
BUY
|
- |
12.3K+ 1.85% |
$1.26M - $1.7M
|
680K
$166M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
12.3K+ 1.63% |
$1.25M - $1.7M
|
766K
$186M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.2K+ 31.46% |
$1.25M - $1.69M
|
51.2K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
12K+ 2.81% |
$1.22M - $1.65M
|
439K
$107M
|
|
|
Jan 30, 2023
Q4 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
12K+ 3.08% |
$1.22M - $1.65M
|
401K
$97.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
12K+ 7.02% |
$1.22M - $1.65M
|
182K
$44.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
BUY
|
- |
11.9K+ 34.29% |
$1.22M - $1.65M
|
46.7K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$1.21M - $1.64M
|
11.9K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
11.8KNew |
$1.2M - $1.63M
|
11.8K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
11.8KNew |
$1.2M - $1.63M
|
11.8K
$2.87M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.8K+ 37.48% |
$1.2M - $1.62M
|
43.1K
$10.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
11.7K+ 484.6% |
$1.19M - $1.61M
|
14.1K
$3.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
11.6K+ 6.53% |
$1.18M - $1.6M
|
189K
$46M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
BUY
|
- |
11.3K+ 71.28% |
$1.16M - $1.56M
|
27.2K
$6.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.3K+ 7.31% |
$1.15M - $1.56M
|
166K
$40.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
11.2K+ 8.48% |
$1.14M - $1.54M
|
143K
$34.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
11.1K+ 79.22% |
$1.13M - $1.53M
|
25.1K
$6.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11.1K+ 2.57% |
$1.13M - $1.52M
|
442K
$107M
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11KNew |
$1.12M - $1.52M
|
11K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
11KNew |
$1.12M - $1.51M
|
11K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
10.9K+ 337.05% |
$1.12M - $1.51M
|
14.2K
$3.45M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
10.9KNew |
$1.11M - $1.5M
|
10.9K
$2.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.7KNew |
$1.09M - $1.48M
|
10.7K
$2.61M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
10.7K+ 6.62% |
$1.09M - $1.48M
|
173K
$42M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
10.7K+ 112.6% |
$1.09M - $1.47M
|
20.1K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.6K+ 0.31% |
$1.08M - $1.46M
|
3.4M
$828M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.6K+ 4.63% |
$1.08M - $1.45M
|
238K
$58M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
BUY
|
- |
10.5K+ 25.69% |
$1.07M - $1.45M
|
51.4K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.5K+ 5.65% |
$1.07M - $1.45M
|
196K
$47.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
10.5K+ 27.05% |
$1.07M - $1.45M
|
49.3K
$12M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.5K+ 94.26% |
$1.07M - $1.44M
|
21.6K
$5.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
10.4KNew |
$1.06M - $1.43M
|
10.4K
$2.53M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4K+ 15.06% |
$1.06M - $1.43M
|
79.4K
$19.3M
|