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 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
352+ 27.27% |
$45.2K - $59.3K
|
1.64K
$399K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
351+ 1.12% |
$45K - $59.1K
|
31.8K
$7.73M
|
|
|
Aug 12, 2022
Q1 2022
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
350+ 3.66% |
$44.9K - $59K
|
9.9K
$2.41M
|
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
349+ 15.38% |
$44.8K - $58.8K
|
2.62K
$637K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
346+ 10.1% |
$44.4K - $58.3K
|
3.77K
$917K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
346+ 1.0% |
$44.4K - $58.3K
|
34.8K
$8.46M
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
346New |
$44.4K - $58.3K
|
346
$84.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
345+ 3.01% |
$44.3K - $58.1K
|
11.8K
$2.87M
|
|
|
May 16, 2022
Q1 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
345+ 1.15% |
$44.3K - $58.1K
|
30.4K
$7.39M
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
340+ 10.73% |
$43.6K - $57.3K
|
3.51K
$853K
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
340+ 1.63% |
$43.6K - $57.3K
|
21.1K
$5.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
339+ 1.31% |
$43.5K - $57.1K
|
26.3K
$6.39M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
339+ 1.75% |
$43.5K - $57.1K
|
19.7K
$4.79M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
337+ 3.23% |
$43.2K - $56.8K
|
10.8K
$2.62M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
335+ 8.72% |
$43K - $56.4K
|
4.18K
$1.02M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
334+ 0.23% |
$42.9K - $56.3K
|
143K
$34.7M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
332+ 1.25% |
$42.6K - $55.9K
|
26.9K
$6.54M
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
332+ 10.2% |
$42.6K - $55.9K
|
3.59K
$872K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
331+ 1.31% |
$42.5K - $55.8K
|
25.7K
$6.24M
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
330+ 3.74% |
$42.3K - $55.6K
|
9.15K
$2.23M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
330+ 6.97% |
$42.3K - $55.6K
|
5.07K
$1.23M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
326+ 3.38% |
$41.8K - $54.9K
|
9.96K
$2.42M
|
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
325+ 9.22% |
$41.7K - $54.7K
|
3.85K
$936K
|
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
324+ 8.5% |
$41.6K - $54.6K
|
4.14K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
324+ 10.7% |
$41.6K - $54.6K
|
3.35K
$815K
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
BUY
|
- |
321+ 4.71% |
$41.2K - $54.1K
|
7.13K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
BUY
|
- |
320+ 2.02% |
$41.1K - $53.9K
|
16.2K
$3.93M
|
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
320+ 4.99% |
$41.1K - $53.9K
|
6.74K
$1.64M
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
319+ 1.79% |
$40.9K - $53.7K
|
18.1K
$4.41M
|
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.35% |
$40.9K - $53.7K
|
91.3K
$22.2M
|
|
|
Apr 04, 2022
Q1 2022
|
Claret Asset Management Corp
|
BUY
|
- |
317+ 10.59% |
$40.7K - $53.4K
|
3.31K
$805K
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
317+ 1.21% |
$40.7K - $53.4K
|
26.5K
$6.43M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
317+ 0.53% |
$40.7K - $53.4K
|
59.8K
$14.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
316+ 1.01% |
$40.5K - $53.2K
|
31.6K
$7.68M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
BUY
|
- |
315+ 5.65% |
$40.4K - $53.1K
|
5.89K
$1.43M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
314+ 6.66% |
$40.3K - $52.9K
|
5.03K
$1.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
312+ 0.27% |
$40K - $52.6K
|
116K
$28.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
311+ 1.0% |
$39.9K - $52.4K
|
31.4K
$7.62M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
311+ 0.92% |
$39.9K - $52.4K
|
34.2K
$8.31M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
311+ 2.52% |
$39.9K - $52.4K
|
12.7K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
311+ 20.12% |
$39.9K - $52.4K
|
1.86K
$451K
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
311+ 0.16% |
$39.9K - $52.4K
|
198K
$48.1M
|
|
|
May 13, 2022
Q1 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
310+ 1.15% |
$39.8K - $52.2K
|
27.3K
$6.64M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
310+ 4.33% |
$39.8K - $52.2K
|
7.47K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
307+ 0.84% |
$39.4K - $51.7K
|
36.9K
$8.97M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
303+ 0.28% |
$38.9K - $51K
|
110K
$26.8M
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
303+ 18.39% |
$38.9K - $51K
|
1.95K
$474K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
303+ 1.09% |
$38.9K - $51K
|
28K
$6.81M
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
302+ 1.42% |
$38.7K - $50.9K
|
21.5K
$5.23M
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
302+ 2.63% |
$38.7K - $50.9K
|
11.8K
$2.86M
|