Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 10, 2022 Q1 2022
Trust Asset Management LLC

Houston, TX
BUY
 -
923
+ 3.19%
$118K - $155K
29.9K $7.26M
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
921
+ 4.2%
$118K - $155K
22.9K $5.56M
Apr 05, 2022 Q1 2022
Byrne Asset Management LLC

BUY
 -
920
+ 7.11%
$118K - $155K
13.9K $3.37M
May 09, 2022 Q1 2022
Signal Point Asset Management, LLC

BUY
 -
920
+ 13.18%
$118K - $155K
7.9K $1.92M
May 02, 2022 Q1 2022
Parsons Capital Management Inc

BUY
 -
916
+ 0.65%
$118K - $154K
142K $34.4M
Apr 29, 2022 Q1 2022
Financial Strategies Group, Inc.

BUY
 -
916
+ 19.98%
$118K - $154K
5.5K $1.34M
Apr 20, 2022 Q1 2022
Sigma Investment Counselors Inc

BUY
 -
915
+ 1.5%
$117K - $154K
61.8K $15M
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
913
+ 6.08%
$117K - $154K
15.9K $3.88M
May 16, 2022 Q1 2022
Guardian Capital Advisors LP

Toronto, A6
BUY
 -
913
+ 0.83%
$117K - $154K
111K $27.1M
May 13, 2022 Q1 2022
Pointe Capital Management LLC

BUY
 -
910
+ 7.41%
$117K - $153K
13.2K $3.21M
May 13, 2022 Q1 2022
Connolly Sarah T.

Boston, MA
BUY
 -
906
+ 3.96%
$116K - $153K
23.8K $5.79M
May 16, 2022 Q1 2022
L2 Asset Management, LLC

Wayland, MA
BUY
 -
892
+ 13.49%
$114K - $150K
7.51K $1.82M
Apr 19, 2022 Q1 2022
Revolve Wealth Partners, LLC

BUY
 -
889
+ 11.04%
$114K - $150K
8.94K $2.17M
Aug 13, 2024 Q1 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
887
+ 3.3%
$114K - $149K
27.8K $6.76M
May 09, 2022 Q1 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
886
+ 9.09%
$114K - $149K
10.6K $2.58M
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
884
New
$113K - $149K
884 $215K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
881
+ 5.37%
$113K - $148K
17.3K $4.21M
Apr 20, 2022 Q1 2022
Monarch Capital Management Inc

BUY
 -
880
+ 2.71%
$113K - $148K
33.3K $8.1M
May 12, 2022 Q1 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
877
+ 4.84%
$113K - $148K
19K $4.62M
Apr 27, 2022 Q1 2022
Garland Capital Management Inc

BUY
 -
875
+ 1.84%
$112K - $147K
48.5K $11.8M
May 06, 2022 Q1 2022
Accuvest Global Advisors

Provo, UT
BUY
 -
875
+ 20.67%
$112K - $147K
5.11K $1.24M
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

BUY
 -
871
+ 34.05%
$112K - $147K
3.43K $834K
May 16, 2022 Q1 2022
Concorde Financial Corp

Dallas, TX
BUY
 -
865
+ 2.83%
$111K - $146K
31.4K $7.64M
Apr 25, 2022 Q1 2022
Pfg Private Wealth Management, LLC

BUY
 -
863
+ 948.35%
$111K - $145K
954 $232K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
861
+ 95.03%
$110K - $145K
1.77K $430K
May 05, 2022 Q1 2022
626 Financial, LLC

BUY
 -
857
+ 6.4%
$110K - $144K
14.2K $3.46M
May 16, 2022 Q1 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
853
+ 1.14%
$109K - $144K
75.4K $18.3M
May 16, 2022 Q1 2022
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
851
+ 8.35%
$109K - $143K
11K $2.68M
Apr 05, 2022 Q1 2022
Modus Advisors, LLC

BUY
 -
850
+ 4.14%
$109K - $143K
21.4K $5.2M
May 12, 2022 Q1 2022
Peak Asset Management, LLC

Louisville, CO
BUY
 -
848
+ 1.0%
$109K - $143K
85.8K $20.9M
May 05, 2022 Q1 2022
1 St Source Bank

BUY
 -
841
+ 1.07%
$108K - $142K
79.3K $19.3M
May 13, 2022 Q1 2022
Mc Gowan Group Asset Management, Inc.

Dallas, TX
BUY
 -
840
+ 55.56%
$108K - $141K
2.35K $572K
Apr 05, 2022 Q1 2022
Fulton Bank, N.A.

BUY
 -
839
+ 2.04%
$108K - $141K
41.9K $10.2M
Apr 22, 2022 Q1 2022
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
835
+ 1.3%
$107K - $141K
65.1K $15.8M
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
830
+ 5.29%
$106K - $140K
16.5K $4.02M
May 02, 2022 Q1 2022
Personal Cfo Solutions, LLC

BUY
 -
830
+ 10.94%
$106K - $140K
8.42K $2.05M
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
829
+ 8.07%
$106K - $140K
11.1K $2.7M
May 16, 2022 Q1 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
828
+ 11.7%
$106K - $139K
7.91K $1.92M
May 05, 2022 Q1 2022
Fulcrum Capital LLC

BUY
 -
825
+ 1.49%
$106K - $139K
56.3K $13.7M
Apr 26, 2022 Q1 2022
Arlington Financial Advisors, LLC

BUY
 -
821
+ 3.18%
$105K - $138K
26.7K $6.48M
May 04, 2022 Q1 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
821
+ 7.94%
$105K - $138K
11.2K $2.71M
Apr 27, 2022 Q1 2022
Schnieders Capital Management LLC

BUY
 -
820
+ 1.23%
$105K - $138K
67.4K $16.4M
May 16, 2022 Q1 2022
Independent Family Office, LLC

BUY
 -
817
+ 26.31%
$105K - $138K
3.92K $954K
May 13, 2022 Q1 2022
Kore Private Wealth LLC

New York, NY
BUY
 -
815
+ 2.76%
$105K - $137K
30.3K $7.38M
May 13, 2022 Q1 2022
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
815
+ 26.21%
$105K - $137K
3.93K $954K
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

BUY
 -
814
+ 57.0%
$104K - $137K
2.24K $545K
Apr 28, 2022 Q1 2022
Hillsdale Investment Management Inc.

Toronto, A6
BUY
 -
813
+ 132.2%
$104K - $137K
1.43K $347K
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
812
+ 2.88%
$104K - $137K
29K $7.05M
May 16, 2022 Q1 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
803
+ 14.09%
$103K - $135K
6.5K $1.58M

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