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 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.7K+ 2.18% |
$474K - $623K
|
173K
$42.1M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.68K+ 2.05% |
$472K - $620K
|
183K
$44.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.67K+ 41.44% |
$471K - $618K
|
12.5K
$3.05M
|
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
3.67KNew |
$471K - $618K
|
3.67K
$892K
|
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.63K+ 12.82% |
$466K - $612K
|
32K
$7.77M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.62K+ 7.6% |
$464K - $609K
|
51.2K
$12.5M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.61K+ 7.87% |
$464K - $609K
|
49.5K
$12.1M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
3.61K+ 3.83% |
$463K - $607K
|
97.8K
$23.8M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.59K+ 9.44% |
$461K - $605K
|
41.6K
$10.1M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.58K+ 1.07% |
$460K - $603K
|
338K
$82.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.57K+ 2.67% |
$458K - $601K
|
137K
$33.4M
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
3.57K+ 7.76% |
$458K - $601K
|
49.6K
$12.1M
|
|
|
May 16, 2022
Q1 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.55K+ 98.8% |
$456K - $598K
|
7.15K
$1.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.55K+ 35.21% |
$455K - $598K
|
13.6K
$3.31M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.55K+ 3.82% |
$455K - $597K
|
96.3K
$23.4M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.53K+ 1451.44% |
$453K - $594K
|
3.77K
$917K
|
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
3.52K+ 6.03% |
$451K - $592K
|
61.8K
$15M
|
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
3.52K+ 2.36% |
$451K - $592K
|
152K
$37.1M
|
|
|
May 04, 2022
Q1 2022
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
3.5K+ 1.72% |
$449K - $590K
|
207K
$50.3M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
3.5K+ 31.3% |
$449K - $589K
|
14.7K
$3.57M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.49K+ 7.94% |
$447K - $587K
|
47.4K
$11.5M
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.46K+ 3.98% |
$443K - $582K
|
90.2K
$22M
|
|
|
May 13, 2022
Q1 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.45K+ 1.45% |
$442K - $581K
|
241K
$58.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Markets Cayman LP
|
BUY
|
- |
3.44K+ 33.38% |
$441K - $579K
|
13.7K
$3.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.42K+ 29.5% |
$439K - $577K
|
15K
$3.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
3.42K+ 0.5% |
$439K - $576K
|
693K
$169M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
3.41K+ 157.53% |
$438K - $575K
|
5.58K
$1.36M
|
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.41K+ 71.81% |
$437K - $574K
|
8.15K
$1.98M
|
|
|
May 12, 2022
Q1 2022
|
Amica Mutual Insurance CO
|
BUY
|
- |
3.37K+ 3.16% |
$432K - $568K
|
110K
$26.7M
|
|
|
May 16, 2022
Q1 2022
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
3.37K+ 1.05% |
$432K - $567K
|
324K
$78.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
3.36K+ 4.1% |
$431K - $566K
|
85.3K
$20.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.35K+ 16.8% |
$430K - $565K
|
23.3K
$5.67M
|
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.35K+ 22.62% |
$430K - $564K
|
18.2K
$4.42M
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.35K+ 101.73% |
$430K - $564K
|
6.64K
$1.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.35K+ 50.89% |
$429K - $564K
|
9.92K
$2.41M
|
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
BUY
|
- |
3.33K+ 0.46% |
$427K - $561K
|
729K
$177M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.32K+ 6.41% |
$426K - $560K
|
55.1K
$13.4M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
3.31K+ 69.25% |
$424K - $557K
|
8.08K
$1.97M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.3K+ 6.38% |
$424K - $556K
|
55.1K
$13.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
3.28K+ 2.91% |
$421K - $553K
|
116K
$28.3M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.27K+ 1.26% |
$420K - $551K
|
262K
$63.8M
|
|
|
May 11, 2022
Q1 2022
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.27K+ 0.54% |
$420K - $551K
|
610K
$148M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
BUY
|
- |
3.25K+ 86.72% |
$417K - $548K
|
7K
$1.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.24K+ 28.95% |
$415K - $545K
|
14.4K
$3.51M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
3.24KNew |
$415K - $545K
|
3.24K
$787K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
3.24K+ 8.6% |
$415K - $545K
|
40.9K
$9.94M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
3.23K+ 10.66% |
$414K - $544K
|
33.5K
$8.16M
|
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
3.22K+ 49.85% |
$414K - $543K
|
9.69K
$2.36M
|
|
|
May 10, 2022
Q1 2022
|
Oak Thistle LLC
|
BUY
|
- |
3.22KNew |
$413K - $542K
|
3.22K
$783K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.22K+ 6.99% |
$413K - $542K
|
49.3K
$12M
|