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 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
153+ 1.37% |
$19.6K - $25.8K
|
11.3K
$2.75M
|
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
151+ 0.66% |
$19.4K - $25.4K
|
23.1K
$5.62M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
151+ 1.49% |
$19.4K - $25.4K
|
10.3K
$2.49M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Consulate, Inc
|
BUY
|
- |
150+ 2.76% |
$19.2K - $25.3K
|
5.59K
$1.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
150New |
$19.2K - $25.3K
|
150
$36.5K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
150+ 0.3% |
$19.2K - $25.3K
|
50.8K
$12.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Baxter Bros Inc
|
BUY
|
- |
148+ 0.14% |
$19K - $24.9K
|
103K
$25.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
147+ 2.36% |
$18.9K - $24.8K
|
6.38K
$1.55M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
147+ 3.21% |
$18.9K - $24.8K
|
4.73K
$1.15M
|
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
147+ 9.02% |
$18.9K - $24.8K
|
1.78K
$432K
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
146+ 0.39% |
$18.7K - $24.6K
|
37.8K
$9.2M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
146+ 4.59% |
$18.7K - $24.6K
|
3.32K
$808K
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
145+ 2.9% |
$18.6K - $24.4K
|
5.14K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
144+ 1.88% |
$18.5K - $24.3K
|
7.8K
$1.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Claris Advisors, LLC
|
BUY
|
- |
142+ 6.14% |
$18.2K - $23.9K
|
2.45K
$596K
|
|
|
Apr 28, 2022
Q1 2022
|
Ubp Investment Advisors Sa
|
BUY
|
- |
142+ 0.62% |
$18.2K - $23.9K
|
23K
$5.6M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
142+ 1.71% |
$18.2K - $23.9K
|
8.47K
$2.06M
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
141+ 3.97% |
$18.1K - $23.8K
|
3.7K
$898K
|
|
|
Apr 29, 2022
Q1 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
140+ 0.87% |
$18K - $23.6K
|
16.2K
$3.95M
|
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
140+ 5.21% |
$18K - $23.6K
|
2.83K
$687K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
140+ 0.32% |
$18K - $23.6K
|
43.8K
$10.6M
|
|
|
May 13, 2022
Q1 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
139+ 0.9% |
$17.8K - $23.4K
|
15.7K
$3.81M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
136+ 0.6% |
$17.4K - $22.9K
|
22.9K
$5.57M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
135+ 0.42% |
$17.3K - $22.7K
|
32.4K
$7.87M
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
135+ 0.3% |
$17.3K - $22.7K
|
45K
$10.9M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
135+ 7.92% |
$17.3K - $22.7K
|
1.84K
$447K
|
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
134+ 2.9% |
$17.2K - $22.6K
|
4.76K
$1.16M
|
|
|
Apr 27, 2022
Q1 2022
|
Shaker Investments LLC
|
BUY
|
- |
133+ 1.65% |
$17.1K - $22.4K
|
8.17K
$1.99M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
133+ 0.1% |
$17.1K - $22.4K
|
138K
$33.6M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
132+ 1.16% |
$16.9K - $22.2K
|
11.5K
$2.81M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
130+ 8.31% |
$16.7K - $21.9K
|
1.69K
$412K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
130+ 4.78% |
$16.7K - $21.9K
|
2.85K
$693K
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
130+ 1.55% |
$16.7K - $21.9K
|
8.51K
$2.07M
|
|
|
Apr 15, 2022
Q1 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
129+ 0.31% |
$16.6K - $21.7K
|
42.4K
$10.3M
|
|
|
May 02, 2022
Q1 2022
|
Trust Investment Advisors
|
BUY
|
- |
129+ 1.28% |
$16.6K - $21.7K
|
10.2K
$2.47M
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
129+ 1.4% |
$16.6K - $21.7K
|
9.37K
$2.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
129+ 1.76% |
$16.6K - $21.7K
|
7.45K
$1.81M
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
128+ 1.95% |
$16.4K - $21.6K
|
6.7K
$1.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
127+ 0.38% |
$16.3K - $21.4K
|
33.2K
$8.07M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
127+ 4.1% |
$16.3K - $21.4K
|
3.22K
$783K
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
127+ 5.15% |
$16.3K - $21.4K
|
2.6K
$631K
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
126+ 1.19% |
$16.2K - $21.2K
|
10.7K
$2.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
126+ 0.41% |
$16.2K - $21.2K
|
30.6K
$7.43M
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
125+ 0.55% |
$16K - $21.1K
|
22.7K
$5.51M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 0.03% |
$16K - $21.1K
|
401K
$97.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
122+ 1.5% |
$15.7K - $20.5K
|
8.23K
$2M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
122+ 2.33% |
$15.7K - $20.5K
|
5.36K
$1.3M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
121+ 0.22% |
$15.5K - $20.4K
|
56.4K
$13.7M
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
120+ 0.76% |
$15.4K - $20.2K
|
16K
$3.89M
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
120+ 26.67% |
$15.4K - $20.2K
|
570
$139K
|