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 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
BUY
|
- |
1.22K+ 1.14% |
$156K - $205K
|
108K
$26.2M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.21KNew |
$155K - $204K
|
1.21K
$295K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.21K+ 5.6% |
$155K - $204K
|
22.8K
$5.55M
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.21K+ 31.11% |
$155K - $204K
|
5.1K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 9.0% |
$154K - $202K
|
14.5K
$3.53M
|
|
|
Apr 12, 2022
Q1 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
1.19K+ 30.93% |
$153K - $200K
|
5.04K
$1.23M
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.18K+ 3.07% |
$152K - $199K
|
39.6K
$9.64M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.18K+ 5.26% |
$152K - $199K
|
23.7K
$5.75M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.18K+ 8.87% |
$151K - $199K
|
14.5K
$3.52M
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.18K+ 3.55% |
$151K - $198K
|
34.3K
$8.34M
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.17K+ 44.86% |
$150K - $197K
|
3.78K
$918K
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.17K+ 0.68% |
$150K - $197K
|
173K
$42.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.16K+ 30.67% |
$149K - $196K
|
4.96K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.16K+ 16.54% |
$149K - $196K
|
8.2K
$1.99M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 4.06% |
$149K - $196K
|
29.8K
$7.24M
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.16K+ 20.33% |
$149K - $195K
|
6.87K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.14K+ 2.43% |
$147K - $193K
|
48.3K
$11.7M
|
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.14K+ 5.83% |
$146K - $192K
|
20.6K
$5.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.14K+ 4.9% |
$146K - $191K
|
24.3K
$5.91M
|
|
|
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.14K+ 3.03% |
$146K - $191K
|
38.6K
$9.39M
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.84% |
$145K - $191K
|
40.9K
$9.95M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.13K+ 28.36% |
$145K - $190K
|
5.12K
$1.24M
|
|
|
May 06, 2022
Q1 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.13K+ 2.39% |
$144K - $190K
|
48.3K
$11.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
1.12K+ 10.76% |
$144K - $189K
|
11.6K
$2.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.12K+ 4.87% |
$144K - $189K
|
24.2K
$5.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
BUY
|
- |
1.12K+ 6.39% |
$144K - $188K
|
18.6K
$4.53M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.12K+ 2.96% |
$144K - $188K
|
39K
$9.48M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 1.0% |
$143K - $188K
|
113K
$27.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1.12K+ 3.43% |
$143K - $188K
|
33.7K
$8.19M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.12K+ 3.03% |
$143K - $188K
|
38K
$9.23M
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 54.51% |
$143K - $187K
|
3.16K
$767K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
1.11K+ 10.68% |
$143K - $187K
|
11.5K
$2.8M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.11K+ 18.84% |
$142K - $187K
|
6.99K
$1.7M
|
|
|
Apr 05, 2022
Q1 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.1K+ 1.59% |
$141K - $185K
|
70.4K
$17.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.1K+ 10.57% |
$141K - $185K
|
11.5K
$2.79M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.09K+ 5.9% |
$140K - $184K
|
19.6K
$4.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.09K+ 3.69% |
$140K - $184K
|
30.6K
$7.45M
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
1.09K+ 11.6% |
$140K - $183K
|
10.5K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.07K+ 12.19% |
$137K - $180K
|
9.84K
$2.39M
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
1.07K+ 5.13% |
$137K - $180K
|
21.9K
$5.32M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.07K+ 1.9% |
$137K - $180K
|
57.2K
$13.9M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
1.06K+ 1.62% |
$136K - $179K
|
66.8K
$16.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.06K+ 4.59% |
$136K - $179K
|
24.2K
$5.88M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.06K+ 1.4% |
$136K - $178K
|
76.9K
$18.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 62.51% |
$136K - $178K
|
2.75K
$668K
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.05K+ 4.46% |
$135K - $177K
|
24.6K
$5.98M
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 6.56% |
$135K - $177K
|
17K
$4.14M
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
1.05K+ 2.97% |
$135K - $177K
|
36.4K
$8.86M
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.05K+ 20.83% |
$134K - $176K
|
6.06K
$1.47M
|
|
|
May 11, 2022
Q1 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.04K+ 10.88% |
$134K - $176K
|
10.6K
$2.59M
|