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 16, 2022
Q1 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
5.27K+ 168.4% |
$676K - $887K
|
8.39K
$2.04M
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
5.24K+ 33.32% |
$672K - $882K
|
21K
$5.1M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.21K+ 25.86% |
$669K - $878K
|
25.4K
$6.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.2K+ 10.55% |
$668K - $877K
|
54.5K
$13.3M
|
|
|
May 16, 2022
Q1 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
5.2K+ 163.76% |
$667K - $875K
|
8.37K
$2.04M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.2K+ 24.54% |
$667K - $875K
|
26.4K
$6.42M
|
|
|
May 11, 2022
Q1 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
5.19K+ 18.42% |
$665K - $874K
|
33.4K
$8.11M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.16K+ 7.25% |
$662K - $869K
|
76.3K
$18.6M
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
5.16K+ 81.69% |
$662K - $869K
|
11.5K
$2.79M
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.15K+ 6.86% |
$660K - $867K
|
80.1K
$19.5M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.11K+ 13.27% |
$655K - $860K
|
43.6K
$10.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
5.11K+ 11.57% |
$655K - $860K
|
49.2K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.11K+ 5.83% |
$655K - $860K
|
92.7K
$22.6M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.11K+ 13.27% |
$655K - $860K
|
43.6K
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5.11K+ 0.97% |
$655K - $860K
|
530K
$129M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
5.09KNew |
$653K - $858K
|
5.09K
$1.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
BUY
|
- |
5.08K+ 6.46% |
$652K - $856K
|
83.8K
$20.4M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
5.08K+ 3.03% |
$651K - $855K
|
172K
$41.9M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.05K+ 3.96% |
$648K - $851K
|
132K
$32.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.04K+ 6.09% |
$647K - $849K
|
87.8K
$21.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
4.95K+ 4.14% |
$635K - $834K
|
125K
$30.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.94K+ 8.72% |
$633K - $831K
|
61.5K
$15M
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
4.91K+ 1.9% |
$630K - $827K
|
263K
$64M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.9K+ 21.96% |
$629K - $826K
|
27.2K
$6.63M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.85K+ 45.33% |
$622K - $816K
|
15.5K
$3.78M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.82K+ 20.38% |
$619K - $812K
|
28.5K
$6.93M
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.82K+ 9.4% |
$618K - $812K
|
56.1K
$13.6M
|
|
|
May 06, 2022
Q1 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4.81K+ 7.34% |
$618K - $811K
|
70.4K
$17.1M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.8K+ 12.37% |
$616K - $809K
|
43.6K
$10.6M
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
4.79K+ 1.67% |
$614K - $806K
|
292K
$70.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Community Trust & Investment CO
|
BUY
|
- |
4.77K+ 2.6% |
$612K - $804K
|
188K
$45.8M
|
|
|
May 12, 2022
Q1 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.76K+ 5.82% |
$611K - $802K
|
86.6K
$21.1M
|
|
|
May 16, 2022
Q1 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
4.73K+ 4.37% |
$606K - $796K
|
113K
$27.5M
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
4.7K+ 5.31% |
$603K - $791K
|
93.2K
$22.7M
|
|
|
May 10, 2022
Q1 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.64K+ 45.24% |
$595K - $782K
|
14.9K
$3.62M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$595K - $781K
|
4.64K
$1.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.63K+ 11.32% |
$594K - $780K
|
45.5K
$11.1M
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.6K+ 61.11% |
$591K - $775K
|
12.1K
$2.95M
|
|
|
May 10, 2022
Q1 2022
|
Van Eck Associates Corp
|
BUY
|
- |
4.6K+ 19.8% |
$590K - $774K
|
27.8K
$6.77M
|
|
|
May 06, 2022
Q1 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
4.59K+ 12.6% |
$589K - $773K
|
41.1K
$9.99M
|
|
|
May 23, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.54K+ 0.04% |
$582K - $764K
|
12.8M
$3.1B
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
4.53K+ 2.93% |
$582K - $764K
|
159K
$38.7M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.52K+ 9.8% |
$580K - $762K
|
50.6K
$12.3M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.5K+ 12.99% |
$578K - $758K
|
39.2K
$9.53M
|
|
|
May 13, 2022
Q1 2022
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
4.5K+ 138.43% |
$577K - $758K
|
7.75K
$1.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
4.46K+ 58.84% |
$572K - $751K
|
12K
$2.93M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.42K+ 25.4% |
$567K - $745K
|
21.8K
$5.31M
|
|
|
May 12, 2022
Q1 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
4.42K+ 14.92% |
$567K - $745K
|
34K
$8.28M
|
|
|
May 06, 2022
Q1 2022
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
4.41K+ 0.25% |
$566K - $743K
|
1.75M
$425M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.39K+ 11.77% |
$563K - $739K
|
41.7K
$10.1M
|