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
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
587+ 5.19% |
$75.3K - $98.9K
|
11.9K
$2.89M
|
|
Apr 08, 2022
Q1 2022
|
Nexus Investment Management Ulc
|
BUY
|
- |
585+ 0.23% |
$75.1K - $98.5K
|
259K
$63M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
584+ 17.57% |
$74.9K - $98.4K
|
3.91K
$950K
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
582+ 2.25% |
$74.7K - $98K
|
26.4K
$6.42M
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
578+ 10.95% |
$74.2K - $97.4K
|
5.86K
$1.42M
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
576+ 1.05% |
$73.9K - $97K
|
55.4K
$13.5M
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
576+ 4430.77% |
$73.9K - $97K
|
589
$143K
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
576+ 1.9% |
$73.9K - $97K
|
30.9K
$7.51M
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
572+ 4.89% |
$73.4K - $96.3K
|
12.3K
$2.98M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
568+ 19.65% |
$72.9K - $95.7K
|
3.46K
$841K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
565+ 2.09% |
$72.5K - $95.2K
|
27.6K
$6.71M
|
|
Apr 14, 2022
Q1 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
564+ 1.97% |
$72.4K - $95K
|
29.2K
$7.11M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
563+ 0.69% |
$72.2K - $94.8K
|
82.4K
$20M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
562+ 11.43% |
$72.1K - $94.7K
|
5.48K
$1.33M
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
561+ 0.68% |
$72K - $94.5K
|
82.7K
$20.1M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
561+ 2.97% |
$72K - $94.5K
|
19.5K
$4.73M
|
|
Apr 20, 2022
Q1 2022
|
Baugh & Associates, LLC
|
BUY
|
- |
560+ 1.57% |
$71.8K - $94.3K
|
36.3K
$8.83M
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
557+ 1.5% |
$71.5K - $93.8K
|
37.7K
$9.16M
|
|
Jun 28, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
556+ 51.48% |
$71.3K - $93.7K
|
1.64K
$398K
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
556+ 2.78% |
$71.3K - $93.7K
|
20.6K
$5M
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
555New |
$71.2K - $93.5K
|
555
$135K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
554+ 2.89% |
$71.1K - $93.3K
|
19.7K
$4.79M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
551+ 28.97% |
$70.7K - $92.8K
|
2.45K
$596K
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
551+ 5.05% |
$70.7K - $92.8K
|
11.5K
$2.79M
|
|
Jun 02, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
550+ 10.4% |
$70.6K - $92.6K
|
5.84K
$1.42M
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
550+ 10.64% |
$70.6K - $92.6K
|
5.72K
$1.39M
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
549+ 33.41% |
$70.4K - $92.5K
|
2.19K
$533K
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
549+ 20.12% |
$70.4K - $92.5K
|
3.28K
$797K
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
541+ 15.46% |
$69.4K - $91.1K
|
4.04K
$982K
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
540+ 3.78% |
$69.3K - $91K
|
14.8K
$3.6M
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
536+ 1.62% |
$68.8K - $90.3K
|
33.6K
$8.18M
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
533+ 2.25% |
$68.4K - $89.8K
|
24.3K
$5.9M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
532+ 0.91% |
$68.3K - $89.6K
|
59.1K
$14.4M
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
529+ 8.11% |
$67.9K - $89.1K
|
7.05K
$1.71M
|
|
May 06, 2022
Q1 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
529+ 21.15% |
$67.9K - $89.1K
|
3.03K
$737K
|
|
May 02, 2022
Q1 2022
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
528+ 1.63% |
$67.7K - $88.9K
|
33K
$8.02M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
528+ 2.0% |
$67.7K - $88.9K
|
26.9K
$6.55M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
523+ 5.75% |
$67.1K - $88.1K
|
9.62K
$2.34M
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
523+ 0.56% |
$67.1K - $88.1K
|
94.3K
$22.9M
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
519+ 0.83% |
$66.6K - $87.4K
|
63.3K
$15.4M
|
|
May 11, 2022
Q1 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
519+ 4.63% |
$66.6K - $87.4K
|
11.7K
$2.85M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
519+ 17.27% |
$66.6K - $87.4K
|
3.52K
$857K
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
518+ 1.76% |
$66.5K - $87.3K
|
29.9K
$7.27M
|
|
Apr 29, 2022
Q1 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
516+ 7.49% |
$66.2K - $86.9K
|
7.4K
$1.8M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
516+ 7.49% |
$66.2K - $86.9K
|
7.4K
$1.8M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
516+ 21.82% |
$66.2K - $86.9K
|
2.88K
$700K
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
511+ 0.21% |
$65.6K - $86.1K
|
244K
$59.4M
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
509+ 6.61% |
$65.3K - $85.7K
|
8.21K
$2M
|
|
May 09, 2022
Q1 2022
|
Humankind Investments LLC
|
BUY
|
- |
504+ 9.71% |
$64.7K - $84.9K
|
5.69K
$1.38M
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
503+ 4.09% |
$64.5K - $84.7K
|
12.8K
$3.11M
|