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 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.66K+ 8.0% |
$341K - $447K
|
35.8K
$8.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.66K+ 5.06% |
$341K - $447K
|
55.1K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.65KNew |
$341K - $447K
|
2.65K
$639K
|
|
|
May 02, 2022
Q1 2022
|
Account Management LLC
|
BUY
|
- |
2.65K+ 9.31% |
$340K - $446K
|
31.1K
$7.5M
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.64K+ 57.82% |
$338K - $444K
|
7.19K
$1.73M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.63K+ 113.78% |
$337K - $442K
|
4.93K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.62K+ 10.75% |
$336K - $441K
|
27K
$6.5M
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.62K+ 25.96% |
$336K - $441K
|
12.7K
$3.06M
|
|
|
May 04, 2022
Q1 2022
|
Versor Investments LP
|
BUY
|
- |
2.6K+ 65.0% |
$334K - $438K
|
6.6K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.6KNew |
$334K - $438K
|
2.6K
$626K
|
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
2.6K+ 2.7% |
$333K - $438K
|
98.9K
$23.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.59K+ 18.23% |
$333K - $437K
|
16.8K
$4.05M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.59K+ 7.15% |
$332K - $436K
|
38.8K
$9.34M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.59K+ 78.43% |
$332K - $436K
|
5.88K
$1.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.58K+ 2.04% |
$331K - $434K
|
129K
$31.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2.57K+ 2.04% |
$330K - $434K
|
129K
$31.1M
|
|
|
May 13, 2022
Q1 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
2.55K+ 8.06% |
$327K - $430K
|
34.2K
$8.24M
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.54K+ 6.84% |
$326K - $428K
|
39.7K
$9.56M
|
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
2.54K+ 39.59% |
$326K - $428K
|
8.96K
$2.16M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.53K+ 5.97% |
$325K - $427K
|
44.9K
$10.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
BUY
|
- |
2.53K+ 0.43% |
$325K - $426K
|
598K
$144M
|
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.53K+ 31.63% |
$325K - $426K
|
10.5K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.53K+ 3.37% |
$325K - $426K
|
77.6K
$18.7M
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.53K+ 4.39% |
$324K - $426K
|
60.1K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
2.53K+ 0.51% |
$324K - $425K
|
497K
$120M
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.52K+ 56.11% |
$323K - $424K
|
7K
$1.69M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.52K+ 2.56% |
$323K - $424K
|
101K
$24.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
2.51K+ 9.74% |
$322K - $423K
|
28.3K
$6.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.51KNew |
$322K - $422K
|
2.51K
$604K
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.51K+ 4.43% |
$322K - $422K
|
59.1K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.51K+ 10.36% |
$322K - $422K
|
26.7K
$6.43M
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.5KNew |
$321K - $421K
|
2.5K
$602K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.49K+ 3.69% |
$319K - $419K
|
69.8K
$16.8M
|
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.47K+ 0.9% |
$317K - $417K
|
277K
$66.6M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.45K+ 2.95% |
$315K - $413K
|
85.8K
$20.7M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.45K+ 0.8% |
$315K - $413K
|
308K
$74.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.44K+ 4.95% |
$314K - $412K
|
51.8K
$12.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.43K+ 6.57% |
$312K - $410K
|
39.5K
$9.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
2.43K+ 22.28% |
$312K - $410K
|
13.4K
$3.22M
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
2.43KNew |
$312K - $409K
|
2.43K
$586K
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.42K+ 6.7% |
$310K - $407K
|
38.5K
$9.27M
|
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 13.31% |
$310K - $407K
|
20.5K
$4.95M
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.41K+ 13.12% |
$309K - $406K
|
20.8K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.41K+ 1.12% |
$309K - $406K
|
217K
$52.4M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.4K+ 6.21% |
$307K - $403K
|
41K
$9.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 2.48% |
$306K - $402K
|
98.5K
$23.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.39K+ 6.55% |
$306K - $402K
|
38.9K
$9.36M
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
2.38K+ 21.84% |
$305K - $400K
|
13.3K
$3.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.37K+ 11.55% |
$304K - $400K
|
22.9K
$5.52M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.37K+ 0.75% |
$304K - $399K
|
317K
$76.3M
|