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 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.21K+ 72.18% |
$412K - $541K
|
7.67K
$1.85M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.21K+ 2.68% |
$411K - $540K
|
123K
$29.6M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.2K+ 10.74% |
$411K - $539K
|
33K
$7.95M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
3.19K+ 5.09% |
$409K - $537K
|
65.8K
$15.8M
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.15K+ 9.31% |
$404K - $530K
|
37K
$8.91M
|
|
Apr 20, 2022
Q1 2022
|
Essex LLC
|
BUY
|
- |
3.13K+ 10.29% |
$402K - $528K
|
33.6K
$8.08M
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.13K+ 43.38% |
$401K - $527K
|
10.3K
$2.49M
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
3.1K+ 4.46% |
$397K - $522K
|
72.5K
$17.5M
|
|
Apr 26, 2022
Q1 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.09K+ 8.21% |
$396K - $520K
|
40.7K
$9.8M
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.08K+ 8.77% |
$396K - $519K
|
38.2K
$9.21M
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
3.08K+ 42.43% |
$396K - $519K
|
10.4K
$2.49M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.08K+ 0.78% |
$395K - $518K
|
399K
$96.2M
|
|
May 10, 2022
Q1 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.07K+ 1.37% |
$394K - $517K
|
228K
$54.9M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
3.05K+ 4.98% |
$392K - $514K
|
64.4K
$15.5M
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.05K+ 1.37% |
$391K - $513K
|
226K
$54.4M
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.04K+ 18.85% |
$390K - $511K
|
19.1K
$4.61M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.03K+ 34.58% |
$389K - $511K
|
11.8K
$2.84M
|
|
May 11, 2022
Q1 2022
|
Fosun International LTD
|
BUY
|
- |
3.03K+ 17.4% |
$389K - $510K
|
20.4K
$4.92M
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.02K+ 7.95% |
$388K - $509K
|
41.1K
$9.89M
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.01K+ 12.98% |
$386K - $506K
|
26.1K
$6.3M
|
|
May 10, 2022
Q1 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
3K+ 20.57% |
$385K - $505K
|
17.6K
$4.24M
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
2.99K+ 34.26% |
$383K - $503K
|
11.7K
$2.82M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
2.99K+ 3.25% |
$383K - $503K
|
94.8K
$22.8M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.97K+ 8.95% |
$381K - $501K
|
36.2K
$8.71M
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
BUY
|
- |
2.97K+ 13.61% |
$381K - $500K
|
24.8K
$5.97M
|
|
May 16, 2022
Q1 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
2.96K+ 21.03% |
$379K - $498K
|
17K
$4.1M
|
|
May 16, 2022
Q1 2022
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
2.95K+ 224.24% |
$379K - $497K
|
4.27K
$1.03M
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.93KNew |
$375K - $493K
|
2.93K
$705K
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
2.92K+ 26.56% |
$374K - $491K
|
13.9K
$3.35M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
2.91K+ 4.32% |
$374K - $491K
|
70.3K
$16.9M
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
2.91K+ 21.52% |
$373K - $490K
|
16.4K
$3.96M
|
|
May 16, 2022
Q1 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
2.91K+ 173.01% |
$373K - $490K
|
4.59K
$1.11M
|
|
May 13, 2022
Q1 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.88KNew |
$370K - $485K
|
2.88K
$694K
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.88K+ 3.33% |
$370K - $485K
|
89.4K
$21.5M
|
|
May 13, 2022
Q1 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.88K+ 5.91% |
$369K - $485K
|
51.6K
$12.4M
|
|
May 03, 2022
Q1 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.87K+ 1.52% |
$368K - $484K
|
192K
$46.3M
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.87K+ 16.48% |
$368K - $484K
|
20.3K
$4.89M
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.86K+ 12.81% |
$367K - $481K
|
25.2K
$6.06M
|
|
Apr 11, 2022
Q1 2022
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.86K+ 5.28% |
$367K - $481K
|
57K
$13.7M
|
|
May 11, 2022
Q1 2022
|
Rock Creek Group, LP
|
BUY
|
- |
2.83K+ 58.05% |
$363K - $476K
|
7.7K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.82K+ 1.69% |
$361K - $474K
|
169K
$40.8M
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
BUY
|
- |
2.81K+ 50.23% |
$361K - $474K
|
8.41K
$2.03M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 0.88% |
$355K - $467K
|
318K
$76.7M
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.77K+ 5.22% |
$355K - $466K
|
55.9K
$13.5M
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.75K+ 19.02% |
$353K - $464K
|
17.2K
$4.15M
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2.75K+ 2.98% |
$352K - $462K
|
94.7K
$22.8M
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.69K+ 1.25% |
$345K - $453K
|
218K
$52.6M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.69K+ 1.48% |
$345K - $453K
|
185K
$44.5M
|
|
Apr 12, 2022
Q1 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.69K+ 4.0% |
$345K - $453K
|
69.9K
$16.8M
|
|
May 10, 2022
Q1 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2.68K+ 1.12% |
$344K - $452K
|
243K
$58.5M
|