Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.32K+ 54.87% |
$810K - $1.06M
|
17.8K
$4.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.32KNew |
$810K - $1.06M
|
6.32K
$1.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
6.3K+ 21.53% |
$808K - $1.06M
|
35.6K
$8.65M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.3K+ 25.22% |
$808K - $1.06M
|
31.3K
$7.61M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
6.27K+ 4.12% |
$804K - $1.06M
|
158K
$38.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
6.25K+ 99.9% |
$802K - $1.05M
|
12.5K
$3.04M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
6.24K+ 20.75% |
$800K - $1.05M
|
36.3K
$8.83M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.23K+ 104.35% |
$800K - $1.05M
|
12.2K
$2.97M
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6.21K+ 16.67% |
$797K - $1.05M
|
43.5K
$10.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.16K+ 11.01% |
$790K - $1.04M
|
62.1K
$15.1M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
6.16K+ 19.36% |
$790K - $1.04M
|
38K
$9.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
6.13KNew |
$786K - $1.03M
|
6.13K
$1.49M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
6.13K+ 15.75% |
$786K - $1.03M
|
45K
$10.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
6.12KNew |
$785K - $1.03M
|
6.12K
$1.49M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.12K+ 7.27% |
$785K - $1.03M
|
90.3K
$22M
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5.97K+ 42.13% |
$766K - $1.01M
|
20.1K
$4.9M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.93K+ 23.14% |
$761K - $999K
|
31.5K
$7.67M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
5.91K+ 11.27% |
$758K - $995K
|
58.3K
$14.2M
|
|
|
Apr 20, 2022
Q1 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
5.84K+ 262.57% |
$749K - $983K
|
8.06K
$1.96M
|
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.83K+ 22.34% |
$747K - $981K
|
31.9K
$7.76M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.82K+ 1.16% |
$747K - $981K
|
506K
$123M
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.77K+ 15.23% |
$740K - $972K
|
43.7K
$10.6M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.77K+ 28.69% |
$740K - $971K
|
25.9K
$6.29M
|
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
BUY
|
- |
5.72K+ 9.65% |
$734K - $964K
|
65K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72K+ 293.43% |
$733K - $963K
|
7.66K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.68K+ 3.02% |
$729K - $957K
|
194K
$47.1M
|
|
|
May 02, 2022
Q1 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
5.67K+ 7.19% |
$728K - $955K
|
84.5K
$20.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
5.67KNew |
$727K - $955K
|
5.67K
$1.38M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
5.65K+ 5.22% |
$725K - $952K
|
114K
$27.7M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
5.65K+ 16.83% |
$724K - $951K
|
39.2K
$9.53M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.6K+ 100.02% |
$718K - $942K
|
11.2K
$2.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
5.59K+ 6.38% |
$717K - $942K
|
93.2K
$22.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
5.59K+ 24.77% |
$717K - $941K
|
28.1K
$6.85M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.59K+ 17.73% |
$717K - $941K
|
37.1K
$9.02M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5.57K+ 1.38% |
$714K - $938K
|
409K
$99.5M
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
5.55K+ 2.54% |
$712K - $934K
|
224K
$54.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.54K+ 8.25% |
$711K - $933K
|
72.7K
$17.7M
|
|
|
May 12, 2022
Q1 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
5.5K+ 9.63% |
$706K - $926K
|
62.6K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5.48K+ 33.71% |
$703K - $923K
|
21.7K
$5.29M
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
5.46K+ 84.73% |
$701K - $920K
|
11.9K
$2.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
5.45K+ 8.18% |
$700K - $919K
|
72.1K
$17.5M
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
5.45KNew |
$699K - $917K
|
5.45K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.42K+ 5.88% |
$696K - $913K
|
97.7K
$23.8M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.41K+ 11.83% |
$694K - $911K
|
51.1K
$12.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Unigestion Holding Sa
|
BUY
|
- |
5.41K+ 1.84% |
$694K - $911K
|
300K
$73M
|
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
5.39K+ 24.79% |
$692K - $908K
|
27.1K
$6.6M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.33K+ 8.19% |
$684K - $898K
|
70.4K
$17.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.3K+ 32.24% |
$680K - $892K
|
21.7K
$5.29M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.29K+ 8.44% |
$679K - $892K
|
68K
$16.6M
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
5.28K+ 5.72% |
$677K - $889K
|
97.6K
$23.7M
|