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 21, 2022
Q1 2022
|
Benin Management Corp
|
BUY
|
- |
250+ 1.81% |
$32.1K - $42.1K
|
14.1K
$3.42M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
250+ 1.12% |
$32.1K - $42.1K
|
22.5K
$5.47M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
249+ 1.0% |
$31.9K - $41.9K
|
25.2K
$6.12M
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
249+ 0.87% |
$31.9K - $41.9K
|
28.9K
$7.02M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
248+ 5.24% |
$31.8K - $41.8K
|
4.98K
$1.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
247+ 4.75% |
$31.7K - $41.6K
|
5.45K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
246+ 1.19% |
$31.6K - $41.4K
|
20.9K
$5.08M
|
|
|
May 11, 2022
Q1 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
245+ 4.36% |
$31.4K - $41.3K
|
5.86K
$1.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
245+ 3.89% |
$31.4K - $41.3K
|
6.55K
$1.59M
|
|
|
May 16, 2022
Q1 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
245+ 2.69% |
$31.4K - $41.3K
|
9.36K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Security Asset Management
|
BUY
|
- |
243+ 0.32% |
$31.2K - $40.9K
|
75.2K
$18.3M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
243+ 3.99% |
$31.2K - $40.9K
|
6.33K
$1.54M
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
240+ 2.28% |
$30.8K - $40.4K
|
10.8K
$2.61M
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
237+ 4.65% |
$30.4K - $39.9K
|
5.33K
$1.3M
|
|
|
May 06, 2022
Q1 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
235+ 13.6% |
$30.2K - $39.6K
|
1.96K
$477K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
233+ 1.1% |
$29.9K - $39.2K
|
21.4K
$5.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
232+ 7.48% |
$29.8K - $39.1K
|
3.33K
$810K
|
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
231+ 11.07% |
$29.6K - $38.9K
|
2.32K
$564K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
BUY
|
- |
229+ 0.16% |
$29.4K - $38.6K
|
143K
$34.7M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
229+ 0.75% |
$29.4K - $38.6K
|
30.9K
$7.51M
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
228+ 7.21% |
$29.3K - $38.4K
|
3.39K
$824K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
227+ 13.88% |
$29.1K - $38.2K
|
1.86K
$453K
|
|
|
May 06, 2022
Q1 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
227+ 1.84% |
$29.1K - $38.2K
|
12.6K
$3.05M
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
226+ 4.73% |
$29K - $38.1K
|
5.01K
$1.22M
|
|
|
Apr 08, 2022
Q1 2022
|
Corsicana & Co.
|
BUY
|
- |
225+ 2.98% |
$28.9K - $37.9K
|
7.77K
$1.89M
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
225+ 0.47% |
$28.9K - $37.9K
|
48.5K
$11.8M
|
|
|
May 10, 2022
Q1 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
225+ 4.72% |
$28.9K - $37.9K
|
4.99K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
223+ 10.1% |
$28.6K - $37.6K
|
2.43K
$591K
|
|
|
May 06, 2022
Q1 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
223+ 0.26% |
$28.6K - $37.6K
|
85.9K
$20.9M
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
220+ 0.52% |
$28.2K - $37.1K
|
42.9K
$10.4M
|
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
219+ 6.33% |
$28.1K - $36.9K
|
3.68K
$894K
|
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
217+ 3.24% |
$27.8K - $36.6K
|
6.91K
$1.68M
|
|
|
Apr 20, 2022
Q1 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
217+ 2.99% |
$27.8K - $36.6K
|
7.47K
$1.82M
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
217+ 15.09% |
$27.8K - $36.6K
|
1.66K
$402K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
216+ 2.2% |
$27.7K - $36.4K
|
10.1K
$2.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
214+ 1.48% |
$27.5K - $36K
|
14.7K
$3.56M
|
|
|
Apr 27, 2022
Q1 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
210+ 3.96% |
$26.9K - $35.4K
|
5.51K
$1.34M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
207+ 3.31% |
$26.6K - $34.9K
|
6.46K
$1.57M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
205+ 14.38% |
$26.3K - $34.5K
|
1.63K
$397K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
203+ 11.15% |
$26K - $34.2K
|
2.02K
$492K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
202+ 11.58% |
$25.9K - $34K
|
1.95K
$473K
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
200+ 8.34% |
$25.7K - $33.7K
|
2.6K
$632K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
200+ 60.42% |
$25.7K - $33.7K
|
531
$129K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
200+ 1.27% |
$25.7K - $33.7K
|
15.9K
$3.87M
|
|
|
May 10, 2022
Q1 2022
|
Bull Street Advisors, LLC
|
BUY
|
- |
200+ 1.27% |
$25.7K - $33.7K
|
15.9K
$3.86M
|
|
|
Apr 11, 2022
Q1 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200+ 0.46% |
$25.7K - $33.7K
|
44K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$25.7K - $33.7K
|
200
$48.6K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
200+ 4.91% |
$25.7K - $33.7K
|
4.28K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
BUY
|
- |
196+ 4.23% |
$25.1K - $33K
|
4.83K
$1.17M
|
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
196+ 0.5% |
$25.1K - $33K
|
39.1K
$9.5M
|