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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
681+ 3.12% |
$87.4K - $115K
|
22.5K
$5.48M
|
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
BUY
|
- |
681+ 1.86% |
$87.4K - $115K
|
37.3K
$9.06M
|
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
681+ 3.69% |
$87.4K - $115K
|
19.1K
$4.65M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
676+ 11.6% |
$86.7K - $114K
|
6.5K
$1.58M
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
676+ 5.37% |
$86.7K - $114K
|
13.3K
$3.23M
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
674+ 1.31% |
$86.5K - $114K
|
51.9K
$12.6M
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
674+ 10.33% |
$86.5K - $114K
|
7.2K
$1.75M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
671+ 1.75% |
$86.1K - $113K
|
39.1K
$9.5M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
670+ 25.31% |
$86K - $113K
|
3.32K
$806K
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
668+ 73.89% |
$85.7K - $113K
|
1.57K
$382K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
666+ 1.6% |
$85.4K - $112K
|
42.3K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
664+ 3.38% |
$85.2K - $112K
|
20.3K
$4.94M
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
663+ 16.37% |
$85.1K - $112K
|
4.71K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
662+ 2.68% |
$84.9K - $112K
|
25.3K
$6.16M
|
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
661+ 48.35% |
$84.8K - $111K
|
2.03K
$493K
|
|
|
Apr 28, 2022
Q1 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
661+ 0.28% |
$84.8K - $111K
|
234K
$56.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
660+ 8.19% |
$84.7K - $111K
|
8.72K
$2.12M
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
658+ 19.67% |
$84.4K - $111K
|
4K
$973K
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
655+ 4.38% |
$84K - $110K
|
15.6K
$3.79M
|
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
654+ 15.93% |
$83.9K - $110K
|
4.76K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
654+ 5.53% |
$83.9K - $110K
|
12.5K
$3.03M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
648+ 3.91% |
$83.1K - $109K
|
17.2K
$4.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Tamar Securities, LLC
|
BUY
|
- |
647+ 34.75% |
$83K - $109K
|
2.51K
$610K
|
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
BUY
|
- |
646+ 6.36% |
$82.9K - $109K
|
10.8K
$2.63M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
643+ 0.75% |
$82.5K - $108K
|
86.2K
$21M
|
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
642+ 5.11% |
$82.4K - $108K
|
13.2K
$3.21M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
639+ 3.38% |
$82K - $108K
|
19.6K
$4.76M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
638+ 6.79% |
$81.9K - $107K
|
10K
$2.44M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
635+ 8.33% |
$81.5K - $107K
|
8.26K
$2.01M
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
634+ 13.33% |
$81.3K - $107K
|
5.39K
$1.31M
|
|
|
Apr 22, 2022
Q1 2022
|
Coerente Capital Management
|
BUY
|
- |
632+ 1.81% |
$81.1K - $106K
|
35.5K
$8.62M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
628+ 0.71% |
$80.6K - $106K
|
88.7K
$21.6M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
BUY
|
- |
627+ 6.41% |
$80.4K - $106K
|
10.4K
$2.53M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
626+ 6.02% |
$80.3K - $105K
|
11K
$2.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Fcf Advisors LLC
|
BUY
|
- |
620+ 2.68% |
$79.5K - $104K
|
23.8K
$5.78M
|
|
|
May 16, 2022
Q1 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
620+ 20.46% |
$79.5K - $104K
|
3.65K
$887K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
617+ 23.08% |
$79.2K - $104K
|
3.29K
$800K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
617+ 3.94% |
$79.2K - $104K
|
16.3K
$3.96M
|
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
605+ 1.43% |
$77.6K - $102K
|
43.1K
$10.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
603+ 5.21% |
$77.4K - $102K
|
12.2K
$2.96M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
603+ 0.36% |
$77.4K - $102K
|
168K
$40.7M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
603+ 4.26% |
$77.4K - $102K
|
14.8K
$3.59M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
600+ 22.46% |
$77K - $101K
|
3.27K
$796K
|
|
|
Apr 21, 2022
Q1 2022
|
Financial Management Network Inc
|
BUY
|
- |
597+ 11.46% |
$76.6K - $101K
|
5.81K
$1.41M
|
|
|
Mar 28, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
597+ 5.73% |
$76.6K - $101K
|
11K
$2.68M
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
596+ 1.53% |
$76.5K - $100K
|
39.6K
$9.63M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
BUY
|
- |
595+ 2.93% |
$76.3K - $100K
|
20.9K
$5.09M
|
|
|
Aug 28, 2024
Q1 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
589+ 0.97% |
$75.6K - $99.2K
|
61.2K
$14.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
588+ 32.79% |
$75.4K - $99K
|
2.38K
$579K
|
|
|
Apr 28, 2022
Q1 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
587+ 2.36% |
$75.3K - $98.9K
|
25.5K
$6.19M
|