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 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
501+ 9.29% |
$64.3K - $84.4K
|
5.89K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
501+ 6.98% |
$64.3K - $84.4K
|
7.68K
$1.87M
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
501+ 25.61% |
$64.3K - $84.4K
|
2.46K
$597K
|
|
Apr 19, 2022
Q1 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
500+ 0.88% |
$64.2K - $84.2K
|
57.1K
$13.9M
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
500+ 6.4% |
$64.2K - $84.2K
|
8.31K
$2.02M
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
498+ 2.7% |
$63.9K - $83.9K
|
19K
$4.61M
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
BUY
|
- |
498+ 3.57% |
$63.9K - $83.9K
|
14.4K
$3.51M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
497+ 15.07% |
$63.8K - $83.7K
|
3.8K
$923K
|
|
Apr 08, 2022
Q1 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
492+ 18.52% |
$63.1K - $82.9K
|
3.15K
$765K
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
BUY
|
- |
492+ 17.72% |
$63.1K - $82.9K
|
3.27K
$795K
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
492+ 0.18% |
$63.1K - $82.9K
|
275K
$66.9M
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
BUY
|
- |
490+ 29.38% |
$62.9K - $82.5K
|
2.16K
$525K
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
490+ 3.28% |
$62.9K - $82.5K
|
15.4K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
BUY
|
- |
487+ 0.12% |
$62.5K - $82K
|
404K
$98.2M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
486+ 5.04% |
$62.4K - $81.9K
|
10.1K
$2.46M
|
|
May 09, 2022
Q1 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
485+ 1.72% |
$62.2K - $81.7K
|
28.7K
$6.97M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
485+ 23.53% |
$62.2K - $81.7K
|
2.55K
$619K
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
484+ 1.86% |
$62.1K - $81.5K
|
26.5K
$6.44M
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
481+ 7.17% |
$61.7K - $81K
|
7.19K
$1.75M
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
477+ 5.66% |
$61.2K - $80.3K
|
8.91K
$2.17M
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 14.49% |
$60.9K - $80K
|
3.75K
$913K
|
|
May 09, 2022
Q1 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
473+ 24.99% |
$60.7K - $79.7K
|
2.37K
$575K
|
|
May 09, 2022
Q1 2022
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
471+ 0.18% |
$60.4K - $79.3K
|
255K
$62M
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
465+ 0.48% |
$59.7K - $78.3K
|
96.4K
$23.4M
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
465+ 2.47% |
$59.7K - $78.3K
|
19.3K
$4.7M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
463New |
$59.4K - $78K
|
463
$113K
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
462+ 2.23% |
$59.3K - $77.8K
|
21.2K
$5.15M
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
462+ 7.62% |
$59.3K - $77.8K
|
6.53K
$1.59M
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
460+ 6.09% |
$59K - $77.5K
|
8.02K
$1.95M
|
|
Apr 12, 2022
Q1 2022
|
Sara Bay Financial
|
BUY
|
- |
458+ 0.71% |
$58.8K - $77.1K
|
65.1K
$15.8M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
BUY
|
- |
458+ 3.22% |
$58.8K - $77.1K
|
14.7K
$3.57M
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
453+ 3.8% |
$58.1K - $76.3K
|
12.4K
$3.01M
|
|
May 10, 2022
Q1 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
452+ 14.0% |
$58K - $76.1K
|
3.68K
$895K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
452+ 5.29% |
$58K - $76.1K
|
8.99K
$2.19M
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
451+ 3.45% |
$57.9K - $76K
|
13.5K
$3.28M
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
450+ 5.31% |
$57.7K - $75.8K
|
8.93K
$2.17M
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
449+ 4.54% |
$57.6K - $75.6K
|
10.3K
$2.51M
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
448+ 1.09% |
$57.5K - $75.5K
|
41.4K
$10.1M
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
446+ 0.78% |
$57.2K - $75.1K
|
58K
$14.1M
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
445+ 1.04% |
$57.1K - $75K
|
43.4K
$10.5M
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
441+ 3.69% |
$56.6K - $74.3K
|
12.4K
$3.01M
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
439+ 3.6% |
$56.3K - $73.9K
|
12.6K
$3.07M
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
436+ 2.13% |
$55.9K - $73.4K
|
20.9K
$5.08M
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
435+ 1.62% |
$55.8K - $73.3K
|
27.3K
$6.64M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
434+ 6.54% |
$55.7K - $73.1K
|
7.07K
$1.72M
|
|
Apr 26, 2022
Q1 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
433+ 0.43% |
$55.6K - $72.9K
|
101K
$24.5M
|
|
May 09, 2022
Q1 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
428New |
$54.9K - $72.1K
|
428
$104K
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
426+ 3.66% |
$54.7K - $71.8K
|
12.1K
$2.93M
|
|
Oct 04, 2023
Q1 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
426+ 1.66% |
$54.7K - $71.8K
|
26.1K
$6.34M
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
425+ 3.12% |
$54.5K - $71.6K
|
14K
$3.41M
|