Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 9.07% |
$130K - $157K
|
11.6K
$3.36M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 0.36% |
$130K - $157K
|
324K
$94M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.16K- 1.13% |
$131K - $158K
|
102K
$29.5M
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.16K- 3.69% |
$131K - $158K
|
30.4K
$8.81M
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.16KClosed |
$131K - $158K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.19K- 6.68% |
$134K - $162K
|
16.6K
$4.82M
|
|
Jul 20, 2022
Q2 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-1.2K- 2.46% |
$135K - $162K
|
47.3K
$13.7M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.2K- 2.69% |
$135K - $162K
|
43.2K
$12.5M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 0.9% |
$135K - $163K
|
131K
$38.1M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.2K- 2.53% |
$135K - $163K
|
46.2K
$13.4M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.21K- 26.08% |
$136K - $164K
|
3.42K
$990K
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.21K- 7.41% |
$136K - $164K
|
15.1K
$4.37M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.21K- 1.24% |
$136K - $164K
|
96.2K
$27.9M
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.21K- 5.37% |
$136K - $165K
|
21.3K
$6.19M
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-1.24K- 0.66% |
$139K - $168K
|
186K
$53.8M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 6.06% |
$140K - $169K
|
19.3K
$5.6M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.25K- 0.51% |
$141K - $170K
|
244K
$70.6M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.25K- 2.27% |
$141K - $170K
|
53.9K
$15.6M
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-1.26K- 0.99% |
$142K - $171K
|
127K
$36.7M
|
|
May 26, 2023
Q2 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-1.26K- 1.15% |
$142K - $171K
|
109K
$31.5M
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.26K- 4.73% |
$142K - $172K
|
25.5K
$7.38M
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.27K- 6.53% |
$143K - $173K
|
18.2K
$5.29M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.28K- 60.57% |
$144K - $173K
|
830
$241K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.28K- 3.27% |
$144K - $174K
|
37.9K
$11M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.29K- 6.78% |
$145K - $175K
|
17.7K
$5.14M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.3K- 3.4% |
$147K - $177K
|
36.9K
$10.7M
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-1.31K- 0.98% |
$147K - $177K
|
132K
$38.2M
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-1.36K- 2.74% |
$153K - $185K
|
48.2K
$14M
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-1.36K- 1.72% |
$153K - $185K
|
77.9K
$22.6M
|
|
Aug 10, 2022
Q2 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-1.37K- 5.93% |
$154K - $186K
|
21.7K
$6.28M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.37K- 1.43% |
$154K - $186K
|
94.5K
$27.4M
|
|
Aug 10, 2022
Q2 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.37K- 0.66% |
$155K - $186K
|
207K
$59.9M
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.37K- 13.94% |
$155K - $186K
|
8.47K
$2.46M
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-1.38K- 11.25% |
$156K - $188K
|
10.9K
$3.16M
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.38K- 34.63% |
$156K - $188K
|
2.61K
$757K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.39K- 26.35% |
$156K - $188K
|
3.87K
$1.12M
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.39K- 14.31% |
$156K - $189K
|
8.32K
$2.41M
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-1.42K- 13.52% |
$159K - $192K
|
9.05K
$2.62M
|
|
Jul 15, 2022
Q2 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-1.43K- 8.48% |
$161K - $194K
|
15.4K
$4.47M
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
SELL
|
- |
-1.43K- 12.23% |
$161K - $195K
|
10.3K
$2.98M
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.44K- 5.6% |
$162K - $196K
|
24.3K
$7.03M
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-1.44K- 5.59% |
$162K - $196K
|
24.3K
$7.06M
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.46K- 3.44% |
$165K - $199K
|
41.1K
$11.9M
|
|
Aug 08, 2022
Q2 2022
|
Weybosset Research & Management LLC
|
SELL
|
- |
-1.47KClosed |
$165K - $199K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-1.47K- 5.81% |
$165K - $199K
|
23.8K
$6.89M
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.47K- 18.95% |
$166K - $200K
|
6.29K
$1.82M
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
SELL
|
- |
-1.47K- 27.73% |
$166K - $200K
|
3.83K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.47K- 2.12% |
$166K - $200K
|
68K
$19.7M
|
|
Aug 15, 2022
Q2 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.48KClosed |
$167K - $201K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.49KClosed |
$167K - $202K
|
0
$0
|