Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 09, 2022 Q1 2022
Wilkinson Global Asset Management LLC

BUY
 -
4.34K
+ 0.75%
$557K - $731K
582K $142M
Apr 22, 2022 Q1 2022
Kg&L Capital Management,Llc

BUY
 -
4.34K
+ 8.61%
$557K - $731K
54.8K $13.3M
May 13, 2022 Q1 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.34K
+ 13.55%
$557K - $731K
36.4K $8.85M
May 10, 2022 Q1 2022
New Square Capital LLC

BUY
 -
4.34K
+ 14.74%
$557K - $731K
33.8K $8.21M
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

BUY
 -
4.33K
+ 13.92%
$556K - $730K
35.5K $8.63M
Apr 20, 2022 Q1 2022
Boston Trust Walden Corp

BUY
 -
4.33K
+ 0.39%
$555K - $729K
1.11M $270M
Sep 04, 2024 Q1 2022
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

Warsaw, R9
BUY
 -
4.32K
+ 11.68%
$554K - $728K
41.3K $10.1M
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

BUY
 -
4.32K
+ 7.69%
$554K - $727K
60.4K $14.7M
Apr 25, 2022 Q1 2022
Wood Trust Financial Corp

BUY
 -
4.29K
+ 6.95%
$550K - $722K
66K $16.1M
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
4.27K
+ 3.55%
$547K - $719K
124K $30.3M
May 13, 2022 Q1 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
4.22K
+ 264.45%
$541K - $710K
5.81K $1.41M
Apr 27, 2022 Q1 2022
Lee Danner & Bass Inc

BUY
 -
4.2K
+ 16.78%
$539K - $707K
29.2K $7.11M
May 02, 2022 Q1 2022
Heritage Investors Management Corp

BUY
 -
4.17K
+ 1.94%
$535K - $702K
219K $53.2M
Apr 25, 2022 Q1 2022
Tobam

BUY
 -
4.17K
+ 139.34%
$535K - $702K
7.16K $1.74M
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
4.16K
+ 4.49%
$534K - $701K
96.9K $23.6M
Apr 29, 2022 Q1 2022
North Star Asset Management Inc

BUY
 -
4.14K
+ 8.32%
$531K - $697K
53.9K $13.1M
May 10, 2022 Q1 2022
Dohj, LLC

Seattle, WA
BUY
 -
4.14K
+ 85.48%
$531K - $697K
8.98K $2.18M
May 02, 2022 Q1 2022
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
4.14K
+ 1.01%
$531K - $697K
413K $101M
May 13, 2022 Q1 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
4.14K
+ 18.77%
$531K - $697K
26.2K $6.37M
May 05, 2022 Q1 2022
Financial Sense Advisors, Inc.

BUY
 -
4.11K
New
$528K - $693K
4.11K $1M
May 12, 2022 Q1 2022
Jump Financial, LLC

Chicago, IL
BUY
 -
4.11K
+ 95.54%
$528K - $693K
8.42K $2.05M
May 16, 2022 Q1 2022
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
4.06K
+ 5.9%
$521K - $684K
72.8K $17.7M
May 16, 2022 Q1 2022
Longfellow Investment Management CO LLC

Boston, MA
BUY
 -
4.05K
+ 40.03%
$520K - $683K
14.2K $3.45M
Apr 14, 2022 Q1 2022
Sabal Trust CO

BUY
 -
4.01K
+ 1.61%
$515K - $676K
253K $61.5M
May 10, 2022 Q1 2022
Stokes Capital Advisors, LLC

BUY
 -
4.01K
+ 10.6%
$514K - $675K
41.8K $10.2M
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

BUY
 -
3.99K
+ 19.15%
$512K - $672K
24.8K $6.04M
May 04, 2022 Q1 2022
Blue Chip Partners, Inc.

BUY
 -
3.99K
+ 2.61%
$512K - $672K
157K $38.2M
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
3.99K
+ 19.46%
$512K - $672K
24.5K $5.96M
Apr 29, 2022 Q1 2022
Sather Financial Group Inc

BUY
 -
3.97K
+ 86.54%
$510K - $669K
8.57K $2.08M
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
3.97K
+ 7.5%
$510K - $669K
57K $13.9M
Apr 11, 2022 Q1 2022
Allied Investment Advisors, LLC

BUY
 -
3.95K
+ 7.04%
$507K - $666K
60.1K $14.6M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
3.95K
+ 25.96%
$507K - $665K
19.2K $4.66M
May 16, 2022 Q1 2022
Altium Wealth Management LLC

BUY
 -
3.95K
+ 6.78%
$507K - $665K
62.2K $15.1M
May 19, 2022 Q1 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
3.87K
+ 12.17%
$497K - $652K
35.7K $8.68M
May 05, 2022 Q1 2022
Noesis Capital Mangement Corp

BUY
 -
3.87K
+ 2.92%
$496K - $651K
136K $33.2M
May 10, 2022 Q1 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.85K
New
$494K - $649K
3.85K $937K
May 13, 2022 Q1 2022
Allie Family Office LLC

BUY
 -
3.85K
New
$494K - $648K
3.85K $937K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
3.85K
+ 13.7%
$494K - $648K
31.9K $7.77M
May 16, 2022 Q1 2022
Strategic Global Advisors, LLC

Newport Beach, CA
BUY
 -
3.85K
+ 4.96%
$493K - $648K
81.5K $19.8M
May 12, 2022 Q1 2022
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
3.84K
+ 5.54%
$493K - $647K
73.1K $17.8M
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

BUY
 -
3.82K
+ 19.72%
$490K - $644K
23.2K $5.65M
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
3.8K
+ 0.62%
$488K - $640K
612K $149M
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
3.78K
+ 3.89%
$485K - $637K
101K $24.6M
May 13, 2022 Q1 2022
E Rn Financial, LLC

BUY
 -
3.77K
New
$484K - $635K
3.77K $918K
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
3.77K
+ 1.17%
$483K - $634K
326K $79.2M
Apr 21, 2022 Q1 2022
Palisade Asset Management, LLC

BUY
 -
3.75K
+ 5.22%
$482K - $632K
75.7K $18.4M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.74K
+ 0.84%
$480K - $630K
447K $109M
Apr 11, 2022 Q1 2022
Veriti Management LLC

BUY
 -
3.73K
+ 8.21%
$479K - $629K
49.2K $12M
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

BUY
 -
3.7K
+ 2.52%
$475K - $623K
150K $36.6M

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