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
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.42K+ 14.1% |
$182K - $238K
|
11.5K
$2.78M
|
|
|
May 11, 2022
Q1 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.42K+ 4.87% |
$182K - $238K
|
30.5K
$7.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.41K+ 54.77% |
$181K - $238K
|
3.99K
$970K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.41K+ 0.25% |
$181K - $238K
|
572K
$139M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.41K+ 1.9% |
$180K - $237K
|
75.2K
$18.3M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.4K+ 15.05% |
$180K - $236K
|
10.7K
$2.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 5.5% |
$179K - $235K
|
26.8K
$6.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.4K+ 2.93% |
$179K - $235K
|
49K
$11.9M
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.4K+ 7.28% |
$179K - $235K
|
20.5K
$5M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.39K+ 3.09% |
$179K - $234K
|
46.5K
$11.3M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.39K+ 0.19% |
$178K - $234K
|
745K
$181M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.39K+ 10.32% |
$178K - $233K
|
14.8K
$3.6M
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.38K+ 14.08% |
$177K - $233K
|
11.2K
$2.72M
|
|
|
May 04, 2022
Q1 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.37K+ 5.98% |
$176K - $231K
|
24.3K
$5.92M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.37K+ 5.18% |
$175K - $230K
|
27.7K
$6.74M
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.34K+ 7.4% |
$172K - $225K
|
19.4K
$4.72M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
1.34K+ 0.93% |
$172K - $225K
|
146K
$35.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.33K+ 34.9% |
$171K - $225K
|
5.15K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.33K+ 1.79% |
$171K - $224K
|
75.4K
$18.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.33K+ 4.7% |
$170K - $223K
|
29.5K
$7.17M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.32K+ 1.84% |
$170K - $223K
|
73.4K
$17.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.32K+ 6.88% |
$170K - $223K
|
20.6K
$5M
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
1.31K+ 17.31% |
$168K - $221K
|
8.88K
$2.16M
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
1.31K+ 0.77% |
$168K - $220K
|
171K
$41.5M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.31K+ 2.9% |
$168K - $220K
|
46.5K
$11.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
1.3K+ 5.1% |
$167K - $219K
|
26.8K
$6.52M
|
|
|
May 02, 2022
Q1 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.3K+ 1.91% |
$167K - $219K
|
69.5K
$16.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.3K+ 0.7% |
$167K - $219K
|
187K
$45.4M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.3K+ 14.91% |
$167K - $219K
|
10K
$2.44M
|
|
|
Jun 21, 2022
Q1 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
1.3K+ 0.9% |
$167K - $219K
|
146K
$35.4M
|
|
|
May 10, 2022
Q1 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.3K+ 0.83% |
$167K - $219K
|
158K
$38.4M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.28K+ 7.95% |
$165K - $216K
|
17.4K
$4.24M
|
|
|
Feb 14, 2023
Q1 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.28K+ 5.39% |
$165K - $216K
|
25.1K
$6.1M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.28K+ 5.82% |
$164K - $216K
|
23.3K
$5.67M
|
|
|
Jan 23, 2024
Q1 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
1.27K+ 6.04% |
$163K - $215K
|
22.4K
$5.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Ami Asset Management Corp
|
BUY
|
- |
1.27K+ 19.74% |
$163K - $214K
|
7.72K
$1.88M
|
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.26K+ 1.35% |
$162K - $213K
|
94.5K
$23M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.26K+ 48.99% |
$162K - $212K
|
3.83K
$932K
|
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
1.26K+ 5.43% |
$161K - $212K
|
24.4K
$5.94M
|
|
|
Apr 15, 2022
Q1 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.26K+ 45.96% |
$161K - $212K
|
4K
$971K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.25K+ 20.92% |
$161K - $211K
|
7.23K
$1.76M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$160K - $211K
|
1.25K
$304K
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
1.25K+ 7.86% |
$160K - $210K
|
17.1K
$4.16M
|
|
|
May 16, 2022
Q1 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.25K+ 6.95% |
$160K - $210K
|
19.2K
$4.66M
|
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.25K+ 23.9% |
$160K - $210K
|
6.46K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.24K+ 3.3% |
$159K - $209K
|
38.9K
$9.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.24K+ 2.52% |
$159K - $208K
|
50.2K
$12.2M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.23K+ 2.23% |
$157K - $206K
|
56.2K
$13.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.22K+ 38.76% |
$157K - $206K
|
4.38K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
1.22K+ 4.56% |
$157K - $205K
|
28K
$6.81M
|