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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
2.01KNew |
$258K - $339K
|
2.01K
$485K
|
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
2.01K+ 30.69% |
$258K - $338K
|
8.55K
$2.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
BUY
|
- |
2K+ 28.57% |
$257K - $337K
|
9K
$2.17M
|
|
|
Apr 22, 2022
Q1 2022
|
Guardian Investment Management
|
BUY
|
- |
2K+ 12.01% |
$257K - $337K
|
18.7K
$4.49M
|
|
|
May 16, 2022
Q1 2022
|
Harbor Advisors LLC
|
BUY
|
- |
2K+ 8.28% |
$257K - $337K
|
26.1K
$6.3M
|
|
|
May 11, 2022
Q1 2022
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
2K+ 11.45% |
$257K - $337K
|
19.5K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
2K+ 20.0% |
$257K - $337K
|
12K
$2.89M
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2K+ 5.68% |
$256K - $336K
|
37.2K
$8.95M
|
|
|
Apr 27, 2022
Q1 2022
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.98K+ 27.26% |
$253K - $333K
|
9.22K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.97K+ 25.28% |
$252K - $331K
|
9.75K
$2.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.96K+ 14.2% |
$252K - $331K
|
15.8K
$3.8M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.96K+ 3.93% |
$252K - $331K
|
52K
$12.5M
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.96K+ 27.2% |
$251K - $330K
|
9.17K
$2.21M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.95K+ 1.48% |
$250K - $328K
|
133K
$32.1M
|
|
|
May 02, 2022
Q1 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 10.2% |
$249K - $327K
|
21K
$5.06M
|
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
1.94K+ 22.5% |
$249K - $326K
|
10.5K
$2.54M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.93K+ 4.17% |
$247K - $325K
|
48.2K
$11.6M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.93K+ 1.93% |
$247K - $325K
|
102K
$24.6M
|
|
|
May 06, 2022
Q1 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.92K+ 84.13% |
$247K - $324K
|
4.21K
$1.01M
|
|
|
Apr 22, 2022
Q1 2022
|
Vantage Investment Partners, LLC
|
BUY
|
- |
1.92K+ 0.71% |
$246K - $323K
|
272K
$65.4M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
1.92K+ 6.89% |
$246K - $323K
|
29.7K
$7.16M
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.92K+ 26.37% |
$246K - $323K
|
9.18K
$2.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.91K+ 15.11% |
$245K - $322K
|
14.6K
$3.51M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.9K+ 7.19% |
$244K - $320K
|
28.4K
$6.83M
|
|
|
May 05, 2022
Q1 2022
|
Skylands Capital, LLC
|
BUY
|
- |
1.9K+ 2.99% |
$244K - $320K
|
65.6K
$15.8M
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.87K+ 28.77% |
$240K - $315K
|
8.38K
$2.02M
|
|
|
May 05, 2022
Q1 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
BUY
|
- |
1.87KNew |
$239K - $314K
|
1.87K
$449K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
1.86K+ 12.05% |
$239K - $314K
|
17.3K
$4.18M
|
|
|
May 16, 2022
Q1 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.86K+ 80.75% |
$239K - $314K
|
4.17K
$1M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.86K+ 2.13% |
$238K - $313K
|
89K
$21.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.85K+ 15.4% |
$238K - $312K
|
13.9K
$3.34M
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.85K+ 57.65% |
$237K - $312K
|
5.06K
$1.22M
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.85K+ 56.18% |
$237K - $312K
|
5.14K
$1.24M
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.84K+ 7.27% |
$237K - $311K
|
27.2K
$6.55M
|
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.84K+ 2.53% |
$236K - $310K
|
74.7K
$18M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.84K+ 1.56% |
$236K - $310K
|
120K
$28.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
1.83K+ 12.58% |
$235K - $309K
|
16.4K
$3.95M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.83K+ 5.98% |
$235K - $309K
|
32.5K
$7.82M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.83K+ 8.1% |
$235K - $308K
|
24.4K
$5.88M
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.81K+ 30.24% |
$233K - $306K
|
7.81K
$1.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Wright Investors Service Inc
|
BUY
|
- |
1.81K+ 2.85% |
$232K - $305K
|
65.4K
$15.7M
|
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.81K+ 17.49% |
$232K - $304K
|
12.1K
$2.92M
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.8K+ 36.19% |
$231K - $303K
|
6.77K
$1.63M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.79K+ 7.13% |
$230K - $302K
|
27K
$6.5M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.79K+ 88.81% |
$230K - $302K
|
3.81K
$919K
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.79K+ 0.8% |
$230K - $302K
|
227K
$54.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.79KNew |
$230K - $302K
|
1.79K
$432K
|
|
|
May 13, 2022
Q1 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
1.78KNew |
$229K - $300K
|
1.78K
$429K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.78K+ 15.35% |
$228K - $300K
|
13.4K
$3.22M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.78K+ 0.9% |
$228K - $299K
|
198K
$47.7M
|