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 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.04K+ 1.2% |
$134K - $176K
|
87.8K
$21.3M
|
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.04K+ 2.53% |
$134K - $176K
|
42.2K
$10.3M
|
|
|
May 09, 2022
Q1 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.04K+ 2.18% |
$134K - $176K
|
48.8K
$11.9M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.04K+ 16.12% |
$134K - $175K
|
7.5K
$1.82M
|
|
|
May 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.04K+ 41.84% |
$133K - $175K
|
3.51K
$854K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.03K+ 8.87% |
$133K - $174K
|
12.7K
$3.08M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.03K+ 8.87% |
$133K - $174K
|
12.7K
$3.08M
|
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 43.33% |
$132K - $173K
|
3.41K
$828K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.02K+ 9.46% |
$131K - $172K
|
11.8K
$2.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
1.02K+ 6.48% |
$131K - $172K
|
16.8K
$4.08M
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.02K+ 17.92% |
$131K - $172K
|
6.71K
$1.63M
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.02K+ 0.46% |
$131K - $171K
|
220K
$53.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Goodwin Daniel L
|
BUY
|
- |
1.02K+ 3.74% |
$131K - $171K
|
28.3K
$6.87M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.02K+ 11.21% |
$130K - $171K
|
10.1K
$2.45M
|
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 47.08% |
$130K - $171K
|
3.17K
$772K
|
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
1.01K+ 0.99% |
$130K - $171K
|
103K
$25.1M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1K+ 3.05% |
$129K - $169K
|
33.9K
$8.25M
|
|
|
Apr 21, 2022
Q1 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 18.18% |
$128K - $168K
|
6.5K
$1.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1K+ 65.79% |
$128K - $168K
|
2.52K
$613K
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
1K+ 1000.0% |
$128K - $168K
|
1.1K
$267K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1K+ 3.69% |
$128K - $168K
|
28.1K
$6.83M
|
|
|
May 16, 2022
Q1 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1K+ 5.0% |
$128K - $168K
|
21K
$5.11M
|
|
|
May 02, 2022
Q1 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1K+ 0.9% |
$128K - $168K
|
113K
$27.4M
|
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
1K+ 13.74% |
$128K - $168K
|
8.28K
$2.01M
|
|
|
May 09, 2022
Q1 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
996+ 5.75% |
$128K - $168K
|
18.3K
$4.45M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
989+ 5.63% |
$127K - $167K
|
18.6K
$4.51M
|
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
BUY
|
- |
986+ 5.4% |
$127K - $166K
|
19.2K
$4.68M
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
986+ 4.66% |
$127K - $166K
|
22.1K
$5.38M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
985+ 1.86% |
$126K - $166K
|
54K
$13.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
984+ 9.76% |
$126K - $166K
|
11.1K
$2.69M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
982+ 3.15% |
$126K - $165K
|
32.1K
$7.81M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
975+ 55.43% |
$125K - $164K
|
2.73K
$665K
|
|
|
May 13, 2022
Q1 2022
|
Community Bank Of Raymore
|
BUY
|
- |
975+ 1.05% |
$125K - $164K
|
93.4K
$22.7M
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
974+ 9.45% |
$125K - $164K
|
11.3K
$2.74M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
967+ 3.14% |
$124K - $163K
|
31.7K
$7.72M
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
962+ 21.14% |
$123K - $162K
|
5.51K
$1.34M
|
|
|
Apr 25, 2022
Q1 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
959+ 4.4% |
$123K - $162K
|
22.8K
$5.53M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
959+ 1.4% |
$123K - $162K
|
69.3K
$16.9M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
956+ 20.08% |
$123K - $161K
|
5.72K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
952+ 11.54% |
$122K - $160K
|
9.2K
$2.24M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
949+ 34.89% |
$122K - $160K
|
3.67K
$892K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
946+ 5.72% |
$121K - $159K
|
17.5K
$4.25M
|
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
BUY
|
- |
945+ 11.92% |
$121K - $159K
|
8.87K
$2.16M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
945+ 5.04% |
$121K - $159K
|
19.7K
$4.79M
|
|
|
May 13, 2022
Q1 2022
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
945+ 5.92% |
$121K - $159K
|
16.9K
$4.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
945+ 4.08% |
$121K - $159K
|
24.1K
$5.87M
|
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
944+ 2.03% |
$121K - $159K
|
47.4K
$11.5M
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
943New |
$121K - $159K
|
943
$229K
|
|
|
Aug 02, 2023
Q1 2022
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
930+ 6.9% |
$119K - $157K
|
14.4K
$3.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
923New |
$118K - $155K
|
923
$224K
|