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 11, 2022
Q1 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
420+ 0.35% |
$53.9K - $70.7K
|
120K
$29.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
415+ 44.82% |
$53.2K - $69.9K
|
1.34K
$326K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
415+ 0.77% |
$53.2K - $69.9K
|
54.6K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
413+ 1.88% |
$53K - $69.6K
|
22.4K
$5.43M
|
|
|
May 16, 2022
Q1 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
413+ 5.85% |
$53K - $69.6K
|
7.48K
$1.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
410+ 2.2% |
$52.6K - $69.1K
|
19K
$4.63M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
410+ 1.05% |
$52.6K - $69.1K
|
39.4K
$9.59M
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
409+ 0.5% |
$52.5K - $68.9K
|
82.5K
$20.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
409+ 1.9% |
$52.5K - $68.9K
|
21.9K
$5.33M
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
406+ 1.03% |
$52.1K - $68.4K
|
39.8K
$9.68M
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
406+ 0.87% |
$52.1K - $68.4K
|
47.3K
$11.5M
|
|
|
May 12, 2022
Q1 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
405+ 25.2% |
$52K - $68.2K
|
2.01K
$489K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
402+ 39.18% |
$51.6K - $67.7K
|
1.43K
$347K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
401+ 9.89% |
$51.4K - $67.5K
|
4.46K
$1.08M
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
400+ 6.46% |
$51.3K - $67.4K
|
6.6K
$1.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
398+ 10.34% |
$51.1K - $67K
|
4.25K
$1.03M
|
|
|
May 06, 2022
Q1 2022
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
398+ 11.31% |
$51.1K - $67K
|
3.92K
$953K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
398+ 3.28% |
$51.1K - $67K
|
12.5K
$3.05M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
398+ 8.87% |
$51.1K - $67K
|
4.89K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
398New |
$51.1K - $67K
|
398
$96.8K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
398+ 1.7% |
$51.1K - $67K
|
23.8K
$5.79M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
397+ 1.96% |
$50.9K - $66.9K
|
20.6K
$5.01M
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
BUY
|
- |
395+ 3.0% |
$50.7K - $66.5K
|
13.6K
$3.3M
|
|
|
May 06, 2022
Q1 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
393+ 1.53% |
$50.4K - $66.2K
|
26.1K
$6.35M
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
BUY
|
- |
393+ 1.23% |
$50.4K - $66.2K
|
32.4K
$7.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
393+ 25.39% |
$50.4K - $66.2K
|
1.94K
$472K
|
|
|
May 02, 2022
Q1 2022
|
Congress Park Capital LLC
|
BUY
|
- |
392+ 1.32% |
$50.3K - $66K
|
30.1K
$7.33M
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
392+ 28.02% |
$50.3K - $66K
|
1.79K
$435K
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
390+ 1.96% |
$50K - $65.7K
|
20.3K
$4.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
390+ 1.71% |
$50K - $65.7K
|
23.2K
$5.63M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
388+ 10.6% |
$49.8K - $65.4K
|
4.05K
$984K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
386+ 1.61% |
$49.5K - $65K
|
24.3K
$5.92M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
384+ 4.88% |
$49.3K - $64.7K
|
8.26K
$2.01M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
383+ 9.21% |
$49.1K - $64.5K
|
4.54K
$1.1M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
382+ 22.17% |
$49K - $64.3K
|
2.11K
$512K
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
381+ 0.46% |
$48.9K - $64.2K
|
82.4K
$20M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
380+ 1.46% |
$48.8K - $64K
|
26.4K
$6.42M
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
380New |
$48.8K - $64K
|
380
$92.4K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
379+ 24.53% |
$48.6K - $63.8K
|
1.92K
$468K
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
379+ 15.32% |
$48.6K - $63.8K
|
2.85K
$694K
|
|
|
May 02, 2022
Q1 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
375+ 0.16% |
$48.1K - $63.2K
|
235K
$57.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
375+ 3.37% |
$48.1K - $63.2K
|
11.5K
$2.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
372+ 0.57% |
$47.7K - $62.7K
|
65.2K
$15.9M
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
371+ 1.84% |
$47.6K - $62.5K
|
20.6K
$5M
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
368+ 1.66% |
$47.2K - $62K
|
22.5K
$5.46M
|
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
BUY
|
- |
366+ 1.52% |
$47K - $61.6K
|
24.4K
$5.93M
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
361+ 0.97% |
$46.3K - $60.8K
|
37.7K
$9.17M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
358+ 7.12% |
$45.9K - $60.3K
|
5.39K
$1.31M
|
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
356+ 1.71% |
$45.7K - $60K
|
21.2K
$5.16M
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
354+ 0.64% |
$45.4K - $59.6K
|
56.1K
$13.6M
|