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 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
10+ 0.43% |
$1.28K - $1.68K
|
2.35K
$571K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
10+ 0.66% |
$1.28K - $1.68K
|
1.52K
$369K
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
9+ 0.02% |
$1.15K - $1.52K
|
46.4K
$11.3M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9+ 0.13% |
$1.15K - $1.52K
|
7.13K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
9+ 0.26% |
$1.15K - $1.52K
|
3.51K
$852K
|
|
|
May 09, 2022
Q1 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
9+ 0.41% |
$1.15K - $1.52K
|
2.19K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
9+ 0.03% |
$1.15K - $1.52K
|
26.4K
$6.43M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9+ 0.68% |
$1.15K - $1.52K
|
1.33K
$322K
|
|
|
Apr 26, 2022
Q1 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
7+ 0.27% |
$898 - $1.18K
|
2.63K
$638K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.47% |
$898 - $1.18K
|
1.49K
$361K
|
|
|
May 11, 2022
Q1 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
7+ 0.3% |
$898 - $1.18K
|
2.32K
$564K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
6+ 0.36% |
$770 - $1.01K
|
1.69K
$412K
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.34% |
$770 - $1.01K
|
1.77K
$429K
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6+ 0.35% |
$770 - $1.01K
|
1.73K
$421K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
6+ 0.2% |
$770 - $1.01K
|
2.96K
$720K
|
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
6+ 0.07% |
$770 - $1.01K
|
8.29K
$2.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5+ 0.05% |
$642 - $842
|
10.7K
$2.59M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
5+ 0.05% |
$642 - $842
|
10.9K
$2.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
5+ 1.34% |
$642 - $842
|
379
$92.1K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5+ 0.02% |
$642 - $842
|
27.1K
$6.58M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.18% |
$642 - $842
|
2.72K
$661K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.47% |
$642 - $842
|
1.07K
$261K
|
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
BUY
|
- |
4+ 0.11% |
$513 - $674
|
3.7K
$899K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
4+ 0.09% |
$513 - $674
|
4.26K
$1.04M
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4+ 0.1% |
$513 - $674
|
4.05K
$983K
|
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.22% |
$513 - $674
|
1.82K
$442K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.39% |
$513 - $674
|
1.04K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4+ 0.04% |
$513 - $674
|
11.3K
$2.74M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4+ 0.11% |
$513 - $674
|
3.81K
$927K
|
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.01% |
$385 - $505
|
31.5K
$7.66M
|
|
|
May 11, 2022
Q1 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3+ 0.01% |
$385 - $505
|
29.2K
$7.1M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.13% |
$385 - $505
|
2.36K
$574K
|
|
|
May 16, 2022
Q1 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.07% |
$385 - $505
|
4.05K
$985K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
3+ 0.42% |
$385 - $505
|
713
$173K
|
|
|
Apr 14, 2022
Q1 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
2+ 0.0% |
$257 - $337
|
97.9K
$23.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2+ 0.79% |
$257 - $337
|
256
$62.2K
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2+ 0.0% |
$257 - $337
|
123K
$30M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$257 - $337
|
2.3K
$558K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
2+ 0.1% |
$257 - $337
|
2.04K
$495K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.04% |
$257 - $337
|
5.09K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.29% |
$257 - $337
|
681
$166K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.05% |
$257 - $337
|
4.11K
$1M
|
|
|
May 16, 2022
Q1 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$257 - $337
|
6.87K
$1.67M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.08% |
$257 - $337
|
2.45K
$595K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$257 - $337
|
2.82K
$685K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1+ 0.32% |
$128 - $168
|
310
$75.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$128 - $168
|
2.89K
$703K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$128 - $168
|
389
$94.6K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.64% |
$128 - $168
|
158
$38.4K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$128 - $168
|
702
$171K
|