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 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.56K+ 5.5% |
$201K - $263K
|
30K
$7.29M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.56K+ 1.52% |
$200K - $263K
|
104K
$25.3M
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.56KNew |
$200K - $263K
|
1.56K
$379K
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$200K - $262K
|
1.56K
$379K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.56K+ 2.78% |
$200K - $262K
|
57.6K
$14M
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.56KNew |
$200K - $262K
|
1.56K
$378K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.56K+ 3.97% |
$200K - $262K
|
40.7K
$9.9M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.55K+ 4.51% |
$198K - $260K
|
35.8K
$8.7M
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.55K+ 4.86% |
$198K - $260K
|
33.3K
$8.11M
|
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.54K+ 7.71% |
$198K - $260K
|
21.6K
$5.24M
|
|
|
May 16, 2022
Q1 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1.54K+ 0.64% |
$198K - $260K
|
241K
$58.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.53K+ 2.09% |
$197K - $258K
|
75K
$18.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
1.53K+ 2.88% |
$197K - $258K
|
54.8K
$13.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.53K+ 5.83% |
$196K - $258K
|
27.8K
$6.76M
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.53K+ 0.76% |
$196K - $257K
|
202K
$49.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.52K+ 3.71% |
$195K - $257K
|
42.6K
$10.4M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
1.52K+ 0.84% |
$195K - $256K
|
182K
$44.2M
|
|
|
May 12, 2022
Q1 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.52K+ 39.45% |
$194K - $255K
|
5.36K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.51K+ 0.21% |
$194K - $255K
|
725K
$176M
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.51K+ 85.97% |
$194K - $255K
|
3.27K
$796K
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$194K - $254K
|
1.51K
$367K
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Planning Services Inc
|
BUY
|
- |
1.5K+ 3.36% |
$192K - $253K
|
46.2K
$11.2M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.5K+ 6.2% |
$192K - $253K
|
25.7K
$6.25M
|
|
|
May 16, 2022
Q1 2022
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
- |
1.5KNew |
$192K - $253K
|
1.5K
$365K
|
|
|
Apr 14, 2022
Q1 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
1.5K+ 10.83% |
$192K - $252K
|
15.3K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
1.5K+ 1.75% |
$192K - $252K
|
86.8K
$21.1M
|
|
|
May 12, 2022
Q1 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.49K+ 23.2% |
$192K - $251K
|
7.93K
$1.93M
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.49K+ 2.46% |
$191K - $251K
|
61.9K
$15.1M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.49K+ 9.73% |
$191K - $250K
|
16.8K
$4.08M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.48K+ 3.22% |
$190K - $250K
|
47.5K
$11.6M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 1.46% |
$190K - $249K
|
103K
$24.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.48K+ 9.15% |
$189K - $248K
|
17.6K
$4.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.47K+ 72.63% |
$189K - $248K
|
3.49K
$850K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.47K+ 2.6% |
$189K - $248K
|
58.1K
$14.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
1.47K+ 21.33% |
$188K - $247K
|
8.35K
$2.03M
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.46K+ 0.41% |
$188K - $247K
|
355K
$86.3M
|
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.46K+ 29.24% |
$187K - $246K
|
6.45K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.46K+ 0.68% |
$187K - $246K
|
215K
$52.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Matrix Trust CO
|
BUY
|
- |
1.45KNew |
$186K - $245K
|
1.45K
$353K
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.45K+ 2.64% |
$185K - $243K
|
56.2K
$13.7M
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.44K+ 23.64% |
$185K - $243K
|
7.55K
$1.84M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.44K+ 2.77% |
$184K - $242K
|
53.3K
$13M
|
|
|
May 16, 2022
Q1 2022
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
1.43K+ 1.11% |
$184K - $241K
|
130K
$31.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Cardinal Capital Management
|
BUY
|
- |
1.43K+ 2.85% |
$183K - $241K
|
51.6K
$12.5M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 13.28% |
$183K - $240K
|
12.2K
$2.96M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.43K+ 5.36% |
$183K - $240K
|
28K
$6.81M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.42K+ 4.55% |
$183K - $240K
|
32.7K
$7.96M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.42K+ 7.35% |
$182K - $239K
|
20.7K
$5.04M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
1.42K+ 25.9% |
$182K - $239K
|
6.89K
$1.68M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42K+ 12.92% |
$182K - $239K
|
12.4K
$3.01M
|