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 03, 2022 Q1 2022
Bordeaux Wealth Advisors LLC

BUY
 -
801
+ 14.23%
$103K - $135K
6.43K $1.56M
May 05, 2022 Q1 2022
Univest Financial Corp

BUY
 -
801
+ 1.96%
$103K - $135K
41.6K $10.1M
Apr 19, 2022 Q1 2022
Denali Advisors LLC

BUY
 -
800
+ 12.7%
$103K - $135K
7.1K $1.73M
Apr 13, 2022 Q1 2022
Carret Asset Management, LLC

BUY
 -
799
+ 0.49%
$103K - $135K
164K $39.8M
May 06, 2022 Q1 2022
Stiles Financial Services Inc

BUY
 -
795
+ 19.29%
$102K - $134K
4.92K $1.2M
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

BUY
 -
794
+ 3.86%
$102K - $134K
21.3K $5.19M
May 05, 2022 Q1 2022
Cahaba Wealth Management, Inc.

BUY
 -
790
+ 30.73%
$101K - $133K
3.36K $817K
May 02, 2022 Q1 2022
Main Street Investment Advisors LLC

BUY
 -
787
+ 0.71%
$101K - $133K
111K $27.1M
May 09, 2022 Q1 2022
Opseu Pension Plan Trust Fund

Toronto, A6
BUY
 -
786
+ 3.62%
$101K - $132K
22.5K $5.47M
May 11, 2022 Q1 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
786
+ 5.68%
$101K - $132K
14.6K $3.56M
May 06, 2022 Q1 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
782
+ 2.12%
$100K - $132K
37.7K $9.15M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
776
+ 6.75%
$99.6K - $131K
12.3K $2.98M
Apr 28, 2022 Q1 2022
Single Point Partners, LLC

BUY
 -
773
+ 14.19%
$99.2K - $130K
6.22K $1.51M
Apr 19, 2022 Q1 2022
Bedel Financial Consulting, Inc.

BUY
 -
772
+ 2.48%
$99K - $130K
31.9K $7.76M
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

BUY
 -
771
+ 4.06%
$98.9K - $130K
19.7K $4.8M
May 05, 2022 Q1 2022
Spectrum Management Group, LLC

BUY
 -
768
+ 1.31%
$98.5K - $129K
59.2K $14.4M
Apr 29, 2022 Q1 2022
Total Clarity Wealth Management, Inc.

BUY
 -
767
+ 7.48%
$98.4K - $129K
11K $2.68M
May 10, 2022 Q1 2022
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
767
+ 1.75%
$98.4K - $129K
44.5K $10.8M
Apr 25, 2022 Q1 2022
Plimoth Trust CO LLC

BUY
 -
766
+ 1.2%
$98.3K - $129K
64.8K $15.7M
May 25, 2022 Q1 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
763
+ 8.25%
$97.9K - $129K
10K $2.43M
Apr 08, 2022 Q1 2022
First National Bank Of South Miami

BUY
 -
758
+ 6.68%
$97.3K - $128K
12.1K $2.94M
Apr 14, 2022 Q1 2022
Atlas Brown,Inc.

BUY
 -
755
+ 2.79%
$96.9K - $127K
27.8K $6.77M
May 05, 2022 Q1 2022
Osborne Partners Capital Management, LLC

BUY
 -
753
+ 0.6%
$96.6K - $127K
126K $30.6M
May 02, 2022 Q1 2022
Integral Investment Advisors, Inc.

BUY
 -
751
+ 14.86%
$96.4K - $126K
5.81K $1.41M
Apr 12, 2022 Q1 2022
Avondale Wealth Management

BUY
 -
750
+ 25.0%
$96.2K - $126K
3.75K $912K
May 04, 2022 Q1 2022
Boyer & Corporon Wealth Management, LLC

Overland Park, KS
BUY
 -
747
+ 1.44%
$95.8K - $126K
52.5K $12.8M
Apr 28, 2022 Q1 2022
Ahl Investment Management, Inc.

BUY
 -
740
+ 2.33%
$94.9K - $125K
32.5K $7.91M
May 02, 2022 Q1 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
737
+ 4.59%
$94.6K - $124K
16.8K $4.09M
May 11, 2022 Q1 2022
New World Advisors LLC

Hingham, MA
BUY
 -
735
+ 38.95%
$94.3K - $124K
2.62K $637K
May 16, 2022 Q1 2022
Fairhaven Wealth Management, LLC

BUY
 -
734
+ 2.94%
$94.2K - $124K
25.7K $6.24M
May 03, 2022 Q1 2022
Guyasuta Investment Advisors Inc

BUY
 -
733
+ 1.69%
$94K - $123K
44K $10.7M
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
733
+ 1.68%
$94K - $123K
44.4K $10.8M
May 06, 2022 Q1 2022
Hamel Associates, Inc.

BUY
 -
732
+ 1.45%
$93.9K - $123K
51.2K $12.5M
Apr 12, 2022 Q1 2022
Ipswich Investment Management Co., Inc.

BUY
 -
722
+ 1.4%
$92.6K - $122K
52.4K $12.7M
May 16, 2022 Q1 2022
1776 Wealth LLC

BUY
 -
720
+ 33.16%
$92.4K - $121K
2.89K $703K
May 10, 2022 Q1 2022
Westchester Capital Management, Inc.

Omaha, NE
BUY
 -
713
+ 0.75%
$91.5K - $120K
95.6K $23.2M
May 16, 2022 Q1 2022
Blue Edge Capital, LLC

Richmond, VA
BUY
 -
712
+ 4.56%
$91.3K - $120K
16.3K $3.97M
Apr 27, 2022 Q1 2022
Bank Of Stockton

BUY
 -
705
+ 2.93%
$90.5K - $119K
24.8K $6.02M
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

BUY
 -
701
New
$89.9K - $118K
701 $170K
Apr 29, 2022 Q1 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
700
+ 2000.0%
$89.8K - $118K
735 $179K
Apr 25, 2022 Q1 2022
Hudson Capital Management LLC

BUY
 -
697
+ 3.46%
$89.4K - $117K
20.8K $5.07M
Apr 18, 2022 Q1 2022
Wealth Alliance Advisory Group, LLC

BUY
 -
696
+ 8.61%
$89.3K - $117K
8.78K $2.14M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
694
+ 2.98%
$89K - $117K
24K $5.83M
Apr 22, 2022 Q1 2022
Brave Asset Management Inc

BUY
 -
692
+ 1.57%
$88.8K - $117K
44.7K $10.9M
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
692
+ 1.23%
$88.8K - $117K
57.1K $13.9M
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
BUY
 -
692
+ 17.49%
$88.8K - $117K
4.65K $1.13M
May 11, 2022 Q1 2022
Princeton Capital Management LLC

Red Bank, NJ
BUY
 -
690
+ 9.17%
$88.5K - $116K
8.22K $2M
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
688
+ 4.31%
$88.3K - $116K
16.7K $4.05M
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

BUY
 -
683
+ 3.11%
$87.6K - $115K
22.7K $5.51M

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