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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.5K+ 94.26% |
$1.07M - $1.44M
|
21.6K
$6.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
10.4KNew |
$1.06M - $1.43M
|
10.4K
$2.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.4K+ 15.06% |
$1.06M - $1.43M
|
79.4K
$22.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.3K+ 32.83% |
$1.05M - $1.42M
|
41.6K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
10.2K+ 3390.33% |
$1.04M - $1.4M
|
10.5K
$2.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
10.1K+ 45.0% |
$1.03M - $1.4M
|
32.7K
$9.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 0.21% |
$1.03M - $1.39M
|
4.76M
$1.35B
|
|
|
Feb 07, 2025
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 0.21% |
$1.03M - $1.39M
|
4.76M
$1.35B
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$1.03M - $1.39M
|
10.1K
$2.86M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
10K+ 27.86% |
$1.02M - $1.38M
|
45.9K
$13M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.99K+ 20.87% |
$1.02M - $1.38M
|
57.8K
$16.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
9.93K+ 4.87% |
$1.01M - $1.37M
|
214K
$60.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
9.87KNew |
$1.01M - $1.36M
|
9.87K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.8K+ 7.76% |
$1M - $1.35M
|
136K
$38.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.74K+ 4.63% |
$993K - $1.34M
|
220K
$62.4M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
9.66KNew |
$985K - $1.33M
|
9.66K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9.65K+ 38.95% |
$984K - $1.33M
|
34.4K
$9.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.65K+ 7.52% |
$984K - $1.33M
|
138K
$39.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
9.65K+ 11.94% |
$984K - $1.33M
|
90.5K
$25.6M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.61K+ 105.61% |
$980K - $1.32M
|
18.7K
$5.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9.58K+ 33.23% |
$977K - $1.32M
|
38.4K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
9.58K+ 15.18% |
$977K - $1.32M
|
72.7K
$20.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
9.5K+ 11.69% |
$969K - $1.31M
|
90.8K
$25.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.48K+ 56.74% |
$967K - $1.31M
|
26.2K
$7.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.47K+ 9.73% |
$966K - $1.31M
|
107K
$30.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
9.46K+ 23.07% |
$965K - $1.3M
|
50.5K
$14.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
9.34K+ 1.0% |
$952K - $1.29M
|
940K
$266M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.33K+ 23.93% |
$951K - $1.29M
|
48.3K
$13.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
9.26KNew |
$944K - $1.28M
|
9.26K
$2.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
9.2K+ 1050.0% |
$938K - $1.27M
|
10.1K
$2.85M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
9.19KNew |
$937K - $1.27M
|
9.19K
$2.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.15K+ 9.29% |
$933K - $1.26M
|
108K
$30.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9.15KNew |
$933K - $1.26M
|
9.15K
$2.59M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9.07K+ 1.2% |
$925K - $1.25M
|
766K
$217M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.07K+ 66.2% |
$924K - $1.25M
|
22.8K
$6.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
9.05K+ 3.84% |
$923K - $1.25M
|
245K
$69.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.99K+ 8.76% |
$917K - $1.24M
|
112K
$31.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
8.93KNew |
$910K - $1.23M
|
8.93K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.89K+ 31.54% |
$907K - $1.23M
|
37.1K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
8.89K+ 9.4% |
$906K - $1.23M
|
103K
$29.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.69K+ 26.97% |
$886K - $1.2M
|
40.9K
$11.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
8.65K+ 105.2% |
$882K - $1.19M
|
16.9K
$4.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.64K+ 182.67% |
$881K - $1.19M
|
13.4K
$3.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.6K+ 7.66% |
$876K - $1.18M
|
121K
$34.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
8.53KNew |
$869K - $1.18M
|
8.53K
$2.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.52K+ 5.16% |
$869K - $1.17M
|
174K
$49.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
8.47K+ 2.81% |
$863K - $1.17M
|
310K
$87.7M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.41K+ 36.15% |
$857K - $1.16M
|
31.7K
$8.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.41K+ 2.61% |
$857K - $1.16M
|
330K
$93.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.33KNew |
$849K - $1.15M
|
8.33K
$2.36M
|