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 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
4.95K
$1.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.07% |
$128 - $168
|
1.39K
$337K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.87K
$1.43M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.22K
$1.27M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
1+ 0.04% |
$128 - $168
|
2.31K
$561K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.03% |
$128 - $168
|
3.26K
$792K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.08% |
$128 - $168
|
1.2K
$291K
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
16.8K
$4.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $168
|
2.39K
$582K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
11.6K
$2.83M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
8.67K
$2.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 1.0% |
$128 - $168
|
101
$24.6K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$128 - $168
|
1.43K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$128 - $168
|
1.55K
$376K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$128 - $168
|
38.2K
$9.3M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.37K
$1.31M
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 5.88% |
$128 - $168
|
18
$4.38K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$128 - $168
|
995
$242K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1- 0.99% |
$128 - $168
|
100
$24.3K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.06% |
$128 - $168
|
1.56K
$379K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2Closed |
$257 - $337
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3- 0.1% |
$385 - $505
|
2.92K
$711K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.02% |
$385 - $505
|
14.3K
$3.48M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3- 0.03% |
$385 - $505
|
8.92K
$2.17M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.07% |
$513 - $674
|
5.74K
$1.4M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5- 0.1% |
$642 - $842
|
4.88K
$1.19M
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5- 0.02% |
$642 - $842
|
21.2K
$5.15M
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6- 26.09% |
$770 - $1.01K
|
17
$4.13K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.04% |
$770 - $1.01K
|
16.9K
$4.11M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7- 0.06% |
$898 - $1.18K
|
11.9K
$2.9M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 7.22% |
$898 - $1.18K
|
90
$21.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.31% |
$1.03K - $1.35K
|
2.54K
$619K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
SELL
|
- |
-8- 0.11% |
$1.03K - $1.35K
|
7.44K
$1.81M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-8- 0.09% |
$1.03K - $1.35K
|
8.44K
$2.05M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-8- 0.47% |
$1.03K - $1.35K
|
1.68K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.42% |
$1.03K - $1.35K
|
1.9K
$461K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-9- 4.31% |
$1.15K - $1.52K
|
200
$48.6K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-9- 0.11% |
$1.15K - $1.52K
|
7.88K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10- 2.36% |
$1.28K - $1.68K
|
413
$100K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10- 0.04% |
$1.28K - $1.68K
|
23.7K
$5.76M
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-10- 0.23% |
$1.28K - $1.68K
|
4.27K
$1.04M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.1% |
$1.41K - $1.85K
|
10.9K
$2.65M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-11- 0.33% |
$1.41K - $1.85K
|
3.33K
$808K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11- 0.13% |
$1.41K - $1.85K
|
8.36K
$2.03M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-13- 0.53% |
$1.67K - $2.19K
|
2.43K
$591K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 0.08% |
$1.67K - $2.19K
|
15.8K
$3.83M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-13- 0.41% |
$1.67K - $2.19K
|
3.19K
$776K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13- 0.23% |
$1.67K - $2.19K
|
5.75K
$1.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-13- 0.06% |
$1.67K - $2.19K
|
22.6K
$5.5M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-14- 0.17% |
$1.8K - $2.36K
|
8.11K
$1.97M
|