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 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
196+ 2.29% |
$25.1K - $33K
|
8.76K
$2.13M
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
195+ 4.88% |
$25K - $32.8K
|
4.19K
$1.02M
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
195+ 5.75% |
$25K - $32.8K
|
3.59K
$872K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
194+ 0.5% |
$24.9K - $32.7K
|
38.9K
$9.45M
|
|
Apr 13, 2022
Q1 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
192+ 2.13% |
$24.6K - $32.3K
|
9.19K
$2.23M
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
BUY
|
- |
192+ 0.87% |
$24.6K - $32.3K
|
22.2K
$5.4M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
191+ 5.95% |
$24.5K - $32.2K
|
3.4K
$826K
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
190+ 0.47% |
$24.4K - $32K
|
40.3K
$9.8M
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
190New |
$24.4K - $32K
|
190
$46.2K
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
189+ 0.58% |
$24.2K - $31.8K
|
32.8K
$7.98M
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
187+ 1.12% |
$24K - $31.5K
|
16.8K
$4.1M
|
|
Apr 04, 2022
Q1 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
185+ 0.5% |
$23.7K - $31.2K
|
36.9K
$8.98M
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
184+ 2.17% |
$23.6K - $31K
|
8.67K
$2.11M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
183+ 0.9% |
$23.5K - $30.8K
|
20.5K
$4.99M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
183+ 3.62% |
$23.5K - $30.8K
|
5.24K
$1.27M
|
|
Apr 28, 2022
Q1 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
181+ 0.61% |
$23.2K - $30.5K
|
29.7K
$7.22M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
180+ 2.46% |
$23.1K - $30.3K
|
7.5K
$1.82M
|
|
May 09, 2022
Q1 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
180+ 9.53% |
$23.1K - $30.3K
|
2.07K
$503K
|
|
Apr 29, 2022
Q1 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
179+ 0.3% |
$23K - $30.2K
|
60.4K
$14.7M
|
|
Apr 29, 2022
Q1 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
179+ 4.99% |
$23K - $30.2K
|
3.77K
$915K
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
175+ 0.88% |
$22.5K - $29.5K
|
20.1K
$4.9M
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
172+ 11.27% |
$22.1K - $29K
|
1.7K
$413K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
172+ 1.02% |
$22.1K - $29K
|
17.1K
$4.16M
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
172+ 7.97% |
$22.1K - $29K
|
2.33K
$566K
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
172+ 3.35% |
$22.1K - $29K
|
5.31K
$1.29M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
171+ 1.4% |
$21.9K - $28.8K
|
12.4K
$3.02M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
171+ 3.2% |
$21.9K - $28.8K
|
5.52K
$1.34M
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
170+ 9.0% |
$21.8K - $28.6K
|
2.06K
$500K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
170+ 0.88% |
$21.8K - $28.6K
|
19.5K
$4.75M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
169+ 3.36% |
$21.7K - $28.5K
|
5.19K
$1.26M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
169+ 4.05% |
$21.7K - $28.5K
|
4.34K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
167+ 3.24% |
$21.4K - $28.1K
|
5.32K
$1.29M
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
166+ 2.48% |
$21.3K - $28K
|
6.87K
$1.67M
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
165+ 1.47% |
$21.2K - $27.8K
|
11.4K
$2.77M
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
165+ 0.21% |
$21.2K - $27.8K
|
79.2K
$19.2M
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
164+ 9.34% |
$21K - $27.6K
|
1.92K
$467K
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
BUY
|
- |
160+ 0.25% |
$20.5K - $27K
|
62.9K
$15.3M
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
160+ 0.46% |
$20.5K - $27K
|
34.7K
$8.43M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
160+ 4.13% |
$20.5K - $27K
|
4.03K
$980K
|
|
May 16, 2022
Q1 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
159+ 1.38% |
$20.4K - $26.8K
|
11.7K
$2.84M
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
158+ 2.52% |
$20.3K - $26.6K
|
6.43K
$1.56M
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
157+ 5.61% |
$20.1K - $26.4K
|
2.96K
$719K
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
157+ 4.04% |
$20.1K - $26.4K
|
4.05K
$983K
|
|
Apr 19, 2022
Q1 2022
|
Ayrshire Capital Management LLC
|
BUY
|
- |
156+ 1.76% |
$20K - $26.3K
|
9.03K
$2.19M
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
156+ 118.18% |
$20K - $26.3K
|
288
$70K
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
155+ 1.19% |
$19.9K - $26.1K
|
13.2K
$3.22M
|
|
May 12, 2022
Q1 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
155+ 0.39% |
$19.9K - $26.1K
|
40.3K
$9.8M
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
154+ 0.71% |
$19.8K - $25.9K
|
22K
$5.34M
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
154New |
$19.8K - $25.9K
|
154
$37.4K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
153+ 2.68% |
$19.6K - $25.8K
|
5.87K
$1.43M
|