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 12, 2022
Q1 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
55+ 0.46% |
$7.06K - $9.26K
|
12.1K
$2.93M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
54+ 0.26% |
$6.93K - $9.1K
|
20.7K
$5.03M
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
54+ 0.11% |
$6.93K - $9.1K
|
47.7K
$11.6M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
53+ 0.85% |
$6.8K - $8.93K
|
6.29K
$1.53M
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
52+ 1.85% |
$6.67K - $8.76K
|
2.86K
$696K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 0.7% |
$6.67K - $8.76K
|
7.52K
$1.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 0.57% |
$6.54K - $8.59K
|
8.97K
$2.18M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
51+ 3.17% |
$6.54K - $8.59K
|
1.66K
$404K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
51+ 0.54% |
$6.54K - $8.59K
|
9.53K
$2.32M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
50+ 2.39% |
$6.42K - $8.42K
|
2.14K
$521K
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
50+ 0.82% |
$6.42K - $8.42K
|
6.16K
$1.5M
|
|
|
May 16, 2022
Q1 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
50+ 0.68% |
$6.42K - $8.42K
|
7.41K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
48+ 0.24% |
$6.16K - $8.09K
|
20.2K
$4.9M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
48+ 0.38% |
$6.16K - $8.09K
|
12.8K
$3.1M
|
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
47+ 2.04% |
$6.03K - $7.92K
|
2.36K
$573K
|
|
|
Apr 20, 2022
Q1 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
47+ 0.06% |
$6.03K - $7.92K
|
78K
$19M
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
46+ 1.14% |
$5.9K - $7.75K
|
4.08K
$991K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
46+ 0.53% |
$5.9K - $7.75K
|
8.7K
$2.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45+ 1.13% |
$5.77K - $7.58K
|
4.04K
$983K
|
|
|
Apr 26, 2022
Q1 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
45+ 0.24% |
$5.77K - $7.58K
|
19.1K
$4.64M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
45+ 0.04% |
$5.77K - $7.58K
|
128K
$31.1M
|
|
|
May 06, 2022
Q1 2022
|
White Pine Investment CO
|
BUY
|
- |
45+ 0.11% |
$5.77K - $7.58K
|
40.3K
$9.81M
|
|
|
May 13, 2022
Q1 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
45+ 0.17% |
$5.77K - $7.58K
|
26.2K
$6.38M
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
45+ 0.6% |
$5.77K - $7.58K
|
7.49K
$1.82M
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
45+ 2.45% |
$5.77K - $7.58K
|
1.89K
$458K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
44+ 0.2% |
$5.65K - $7.41K
|
21.8K
$5.3M
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
44+ 1.95% |
$5.65K - $7.41K
|
2.3K
$560K
|
|
|
Dec 19, 2024
Q1 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
44+ 1.0% |
$5.65K - $7.41K
|
4.44K
$1.08M
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
43+ 0.19% |
$5.52K - $7.24K
|
22.7K
$5.52M
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
42+ 1.05% |
$5.39K - $7.07K
|
4.05K
$985K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
41+ 5.47% |
$5.26K - $6.91K
|
791
$192K
|
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
41+ 0.66% |
$5.26K - $6.91K
|
6.28K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
41+ 0.32% |
$5.26K - $6.91K
|
12.8K
$3.12M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
41+ 0.29% |
$5.26K - $6.91K
|
14.3K
$3.48M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
40+ 0.09% |
$5.13K - $6.74K
|
44.4K
$10.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
40+ 1.19% |
$5.13K - $6.74K
|
3.41K
$830K
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
39+ 2.27% |
$5K - $6.57K
|
1.76K
$427K
|
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
37+ 1.35% |
$4.75K - $6.23K
|
2.79K
$677K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
37+ 2.02% |
$4.75K - $6.23K
|
1.87K
$455K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
37+ 6.98% |
$4.75K - $6.23K
|
567
$138K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36+ 0.41% |
$4.62K - $6.06K
|
8.72K
$2.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
36+ 2.12% |
$4.62K - $6.06K
|
1.74K
$423K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
36+ 0.66% |
$4.62K - $6.06K
|
5.53K
$1.34M
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
BUY
|
- |
35+ 0.96% |
$4.49K - $5.9K
|
3.67K
$893K
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
35New |
$4.49K - $5.9K
|
35
$8.51K
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
35+ 2.16% |
$4.49K - $5.9K
|
1.66K
$403K
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
35+ 16.28% |
$4.49K - $5.9K
|
250
$60.8K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
34+ 0.29% |
$4.36K - $5.73K
|
11.9K
$2.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
33+ 1.3% |
$4.23K - $5.56K
|
2.58K
$626K
|
|
|
Apr 26, 2022
Q1 2022
|
Harrington Investments, Inc
|
BUY
|
- |
33+ 0.84% |
$4.23K - $5.56K
|
3.98K
$966K
|