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 10, 2022
Q1 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
32+ 0.08% |
$4.11K - $5.39K
|
41.6K
$10.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
31+ 33.33% |
$3.98K - $5.22K
|
124
$30.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
31+ 1.4% |
$3.98K - $5.22K
|
2.25K
$547K
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
31+ 0.25% |
$3.98K - $5.22K
|
12.2K
$2.97M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
31+ 0.12% |
$3.98K - $5.22K
|
25.2K
$6.12M
|
|
|
May 11, 2022
Q1 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
31+ 0.11% |
$3.98K - $5.22K
|
28.5K
$6.94M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
31+ 0.43% |
$3.98K - $5.22K
|
7.21K
$1.75M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
29+ 1.94% |
$3.72K - $4.88K
|
1.53K
$371K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
29+ 2.68% |
$3.72K - $4.88K
|
1.11K
$270K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 1.29% |
$3.72K - $4.88K
|
2.28K
$555K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
28+ 0.77% |
$3.59K - $4.72K
|
3.67K
$893K
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
27+ 0.59% |
$3.46K - $4.55K
|
4.58K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27+ 0.74% |
$3.46K - $4.55K
|
3.7K
$898K
|
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
26+ 0.1% |
$3.34K - $4.38K
|
27.2K
$6.61M
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.08% |
$3.34K - $4.38K
|
33K
$8.02M
|
|
|
May 02, 2022
Q1 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
25+ 0.05% |
$3.21K - $4.21K
|
54.8K
$13.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
25+ 0.33% |
$3.21K - $4.21K
|
7.7K
$1.87M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
25+ 0.17% |
$3.21K - $4.21K
|
14.9K
$3.63M
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
24+ 0.38% |
$3.08K - $4.04K
|
6.37K
$1.55M
|
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
BUY
|
- |
21+ 0.57% |
$2.69K - $3.54K
|
3.74K
$908K
|
|
|
May 13, 2022
Q1 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
21+ 0.69% |
$2.69K - $3.54K
|
3.05K
$742K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
20+ 0.66% |
$2.57K - $3.37K
|
3.06K
$743K
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
20+ 0.12% |
$2.57K - $3.37K
|
16.4K
$3.99M
|
|
|
May 02, 2022
Q1 2022
|
5th Street Advisors, LLC
|
BUY
|
- |
20+ 0.36% |
$2.57K - $3.37K
|
5.52K
$1.34M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
BUY
|
- |
19+ 0.66% |
$2.44K - $3.2K
|
2.89K
$702K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
19+ 12.58% |
$2.44K - $3.2K
|
170
$41.3K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
18+ 1.04% |
$2.31K - $3.03K
|
1.76K
$427K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
18+ 2.22% |
$2.31K - $3.03K
|
830
$202K
|
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
18+ 0.35% |
$2.31K - $3.03K
|
5.22K
$1.27M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
17+ 0.68% |
$2.18K - $2.86K
|
2.53K
$614K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
16+ 0.08% |
$2.05K - $2.7K
|
20.8K
$5.05M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
16+ 0.08% |
$2.05K - $2.7K
|
20.6K
$5.01M
|
|
|
May 16, 2022
Q1 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
16+ 0.63% |
$2.05K - $2.7K
|
2.55K
$621K
|
|
|
May 13, 2022
Q1 2022
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
15+ 0.22% |
$1.92K - $2.53K
|
6.78K
$1.65M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
BUY
|
- |
15+ 0.63% |
$1.92K - $2.53K
|
2.41K
$585K
|
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.89% |
$1.92K - $2.53K
|
1.7K
$414K
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
14+ 0.33% |
$1.8K - $2.36K
|
4.32K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Sawyer & Company, Inc
|
BUY
|
- |
14+ 0.07% |
$1.8K - $2.36K
|
20.6K
$5M
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.27% |
$1.8K - $2.36K
|
5.16K
$1.25M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.49% |
$1.8K - $2.36K
|
2.88K
$699K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.32% |
$1.8K - $2.36K
|
4.45K
$1.08M
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
14+ 0.6% |
$1.8K - $2.36K
|
2.33K
$567K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
13+ 0.19% |
$1.67K - $2.19K
|
6.95K
$1.69M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11+ 0.25% |
$1.41K - $1.85K
|
4.42K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
11+ 0.34% |
$1.41K - $1.85K
|
3.23K
$785K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.71% |
$1.41K - $1.85K
|
1.57K
$381K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
11+ 0.47% |
$1.41K - $1.85K
|
2.37K
$577K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
10+ 0.4% |
$1.28K - $1.68K
|
2.52K
$612K
|
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
10+ 0.61% |
$1.28K - $1.68K
|
1.66K
$403K
|
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
10+ 0.55% |
$1.28K - $1.68K
|
1.84K
$446K
|