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
Jul 13, 2022 Q1 2022
Crown Wealth Group, LLC

BUY
 -
2.36K
New
$303K - $398K
2.36K $569K
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
2.36K
+ 6.03%
$303K - $398K
41.5K $10M
Apr 15, 2022 Q1 2022
Columbia Trust CO 01012016

BUY
 -
2.36K
+ 10.89%
$302K - $397K
24K $5.77M
Apr 27, 2022 Q1 2022
Deroy & Devereaux Private Investment Counsel Inc

BUY
 -
2.35K
+ 1.39%
$302K - $396K
171K $41.2M
May 04, 2022 Q1 2022
Financial Advisory Service, Inc.

BUY
 -
2.34K
+ 15.94%
$300K - $394K
17K $4.1M
Apr 27, 2022 Q1 2022
Long Run Wealth Advisors, LLC

BUY
 -
2.33K
+ 12.29%
$299K - $393K
21.3K $5.14M
Apr 15, 2022 Q1 2022
Mizuho Securities Co. Ltd.

BUY
 -
2.33K
+ 457.96%
$299K - $393K
2.84K $684K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2.33K
+ 11.71%
$299K - $393K
22.2K $5.36M
May 06, 2022 Q1 2022
Klingman & Associates, LLC

BUY
 -
2.31K
+ 20.88%
$297K - $390K
13.4K $3.23M
Apr 12, 2022 Q1 2022
Hya Advisors, Inc

BUY
 -
2.3K
+ 48.71%
$295K - $387K
7.01K $1.69M
May 16, 2022 Q1 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
2.28K
+ 3.03%
$292K - $384K
77.5K $18.7M
Apr 08, 2022 Q1 2022
American National Bank

BUY
 -
2.28K
+ 5.69%
$292K - $384K
42.3K $10.2M
May 16, 2022 Q1 2022
Ardent Capital Management, Inc.

Cincinnati, OH
BUY
 -
2.27K
+ 2.94%
$291K - $382K
79.4K $19.1M
May 16, 2022 Q1 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
2.26K
+ 6.36%
$290K - $381K
37.8K $9.1M
Apr 26, 2022 Q1 2022
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.26K
+ 4.07%
$290K - $381K
57.8K $13.9M
May 11, 2022 Q1 2022
Long Road Investment Counsel, LLC

BUY
 -
2.23K
New
$286K - $376K
2.23K $538K
May 16, 2022 Q1 2022
Bramshill Investments, LLC

Naples, FL
BUY
 -
2.23K
+ 40.65%
$286K - $375K
7.71K $1.86M
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

BUY
 -
2.23K
+ 29.78%
$286K - $375K
9.7K $2.34M
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
BUY
 -
2.23K
+ 12.5%
$286K - $375K
20K $4.83M
Apr 29, 2022 Q1 2022
Brightworth

BUY
 -
2.22K
+ 8.53%
$285K - $374K
28.2K $6.8M
May 04, 2022 Q1 2022
Northeast Investment Management

BUY
 -
2.22K
+ 1.03%
$284K - $373K
217K $52.2M
Apr 27, 2022 Q1 2022
Argi Investment Services, LLC

BUY
 -
2.21K
+ 7.22%
$283K - $372K
32.8K $7.89M
Jun 17, 2024 Q1 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2.2K
+ 19.18%
$282K - $370K
13.7K $3.29M
Apr 28, 2022 Q1 2022
Tru Independence LLC

BUY
 -
2.2K
+ 8.02%
$282K - $370K
29.6K $7.13M
Apr 27, 2022 Q1 2022
Boyar Asset Management Inc.

New York, NY
BUY
 -
2.2K
+ 3.7%
$282K - $370K
61.7K $14.8M
May 12, 2022 Q1 2022
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
2.19K
+ 6.15%
$281K - $369K
37.8K $9.11M
May 16, 2022 Q1 2022
New England Asset Management Inc

Farmington, CT
BUY
 -
2.17K
+ 2.25%
$278K - $366K
98.6K $23.7M
May 10, 2022 Q1 2022
Wealth Advisors Of Iowa, LLC

BUY
 -
2.17K
New
$278K - $365K
2.17K $522K
Apr 19, 2022 Q1 2022
Hixon Zuercher, LLC

BUY
 -
2.16K
+ 7.71%
$277K - $364K
30.2K $7.27M
Apr 13, 2022 Q1 2022
Raub Brock Capital Management LP

BUY
 -
2.16K
+ 59.68%
$277K - $364K
5.78K $1.39M
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.16K
+ 15.99%
$276K - $363K
15.6K $3.77M
Apr 12, 2022 Q1 2022
Dividend Assets Capital, LLC

BUY
 -
2.15K
+ 12.29%
$276K - $362K
19.7K $4.73M
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.13K
+ 2.55%
$274K - $359K
85.8K $20.7M
Aug 19, 2022 Q1 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
2.13K
+ 9.38%
$273K - $358K
24.8K $5.97M
Apr 25, 2022 Q1 2022
Sugarloaf Wealth Management, LLC

BUY
 -
2.12K
+ 13.4%
$271K - $356K
17.9K $4.31M
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
2.12K
+ 1.25%
$271K - $356K
172K $41.4M
Apr 21, 2022 Q1 2022
Mcrae Capital Management Inc

BUY
 -
2.11K
+ 4.64%
$270K - $355K
47.5K $11.4M
May 16, 2022 Q1 2022
Raymond James Trust Co. Of Nh

BUY
 -
2.1K
New
$269K - $353K
2.1K $505K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
2.09K
+ 29.83%
$268K - $352K
9.1K $2.19M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
2.09K
+ 6.86%
$268K - $352K
32.5K $7.84M
May 10, 2022 Q1 2022
Agf Investments LLC

Boston, MA
BUY
 -
2.08K
+ 107.96%
$266K - $350K
4K $963K
May 04, 2022 Q1 2022
Adviser Investments LLC

BUY
 -
2.05K
+ 2.28%
$263K - $346K
91.9K $22.1M
Apr 22, 2022 Q1 2022
Wipfli Financial Advisors Llc,

BUY
 -
2.05K
New
$263K - $345K
2.05K $494K
May 09, 2022 Q1 2022
First Long Island Investors, LLC

BUY
 -
2.04K
+ 1.77%
$262K - $344K
117K $28.3M
Apr 26, 2022 Q1 2022
Narwhal Capital Management

BUY
 -
2.04K
+ 1.46%
$262K - $344K
142K $34.1M
May 06, 2022 Q1 2022
Motco

BUY
 -
2.04K
+ 1.75%
$261K - $343K
119K $28.6M
Apr 21, 2022 Q1 2022
Waddell & Associates, LLC

BUY
 -
2.02K
+ 23.56%
$259K - $341K
10.6K $2.55M
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

BUY
 -
2.02K
+ 77.66%
$259K - $340K
4.62K $1.11M
Apr 06, 2022 Q1 2022
Martin Capital Partners, LLC

BUY
 -
2.02K
+ 4.38%
$259K - $340K
48K $11.6M

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