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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-35- 1.09% |
$4.49K - $5.9K
|
3.16K
$769K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-36- 1.56% |
$4.62K - $6.06K
|
2.27K
$553K
|
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-37- 0.29% |
$4.75K - $6.23K
|
12.8K
$3.12M
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-38- 0.17% |
$4.88K - $6.4K
|
22.2K
$5.39M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-39- 1.13% |
$5K - $6.57K
|
3.41K
$829K
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-40- 0.08% |
$5.13K - $6.74K
|
52.4K
$12.7M
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-40- 0.18% |
$5.13K - $6.74K
|
22.6K
$5.5M
|
|
|
May 11, 2022
Q1 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-40- 0.01% |
$5.13K - $6.74K
|
383K
$93M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-40- 0.17% |
$5.13K - $6.74K
|
23.3K
$5.66M
|
|
|
May 16, 2022
Q1 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-40- 0.25% |
$5.13K - $6.74K
|
15.8K
$3.84M
|
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-40- 2.41% |
$5.13K - $6.74K
|
1.62K
$393K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-41- 1.72% |
$5.26K - $6.91K
|
2.34K
$568K
|
|
|
Apr 11, 2022
Q1 2022
|
Trh Financial, LLC
|
SELL
|
- |
-42- 1.32% |
$5.39K - $7.07K
|
3.14K
$764K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-44- 1.24% |
$5.65K - $7.41K
|
3.5K
$850K
|
|
|
Apr 14, 2022
Q1 2022
|
Dock Street Asset Management Inc
|
SELL
|
- |
-45- 1.66% |
$5.77K - $7.58K
|
2.67K
$649K
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-45- 23.08% |
$5.77K - $7.58K
|
150
$36.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-46- 0.92% |
$5.9K - $7.75K
|
4.96K
$1.21M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-46- 0.54% |
$5.9K - $7.75K
|
8.43K
$2.05M
|
|
|
May 02, 2022
Q1 2022
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-47- 0.03% |
$6.03K - $7.92K
|
164K
$39.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-47- 0.37% |
$6.03K - $7.92K
|
12.7K
$3.09M
|
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.41% |
$6.42K - $8.42K
|
12.1K
$2.93M
|
|
|
May 20, 2022
Q1 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 0.72% |
$6.42K - $8.42K
|
6.85K
$1.67M
|
|
|
May 02, 2022
Q1 2022
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-50- 0.82% |
$6.42K - $8.42K
|
6.08K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-50- 1.36% |
$6.42K - $8.42K
|
3.63K
$883K
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-50- 0.48% |
$6.42K - $8.42K
|
10.4K
$2.54M
|
|
|
May 13, 2022
Q1 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-50- 2.0% |
$6.42K - $8.42K
|
2.45K
$596K
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-52- 8.11% |
$6.67K - $8.76K
|
589
$143K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-53- 1.01% |
$6.8K - $8.93K
|
5.19K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-54- 0.58% |
$6.93K - $9.1K
|
9.21K
$2.24M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-56- 2.38% |
$7.18K - $9.43K
|
2.3K
$559K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-56- 1.09% |
$7.18K - $9.43K
|
5.1K
$1.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-57- 1.46% |
$7.31K - $9.6K
|
3.85K
$936K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-58- 8.76% |
$7.44K - $9.77K
|
604
$147K
|
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-58- 0.08% |
$7.44K - $9.77K
|
70.8K
$17.2M
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-58- 0.27% |
$7.44K - $9.77K
|
21.7K
$5.28M
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-58- 6.02% |
$7.44K - $9.77K
|
906
$220K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-59- 0.41% |
$7.57K - $9.94K
|
14.4K
$3.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-60- 3.65% |
$7.7K - $10.1K
|
1.59K
$386K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-60- 1.04% |
$7.7K - $10.1K
|
5.72K
$1.39M
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.68% |
$7.7K - $10.1K
|
8.77K
$2.13M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-61- 1.45% |
$7.83K - $10.3K
|
4.16K
$1.01M
|
|
|
May 12, 2022
Q1 2022
|
Middleton & CO Inc
|
SELL
|
- |
-62- 0.05% |
$7.95K - $10.4K
|
128K
$31.1M
|
|
|
May 10, 2022
Q1 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-62- 0.41% |
$7.95K - $10.4K
|
15K
$3.65M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-64- 0.28% |
$8.21K - $10.8K
|
22.5K
$5.46M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-65- 39.39% |
$8.34K - $10.9K
|
100
$24.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-67- 0.37% |
$8.6K - $11.3K
|
18K
$4.36M
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-69- 1.12% |
$8.85K - $11.6K
|
6.1K
$1.48M
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-69- 4.34% |
$8.85K - $11.6K
|
1.52K
$370K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-69- 1.17% |
$8.85K - $11.6K
|
5.85K
$1.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-70- 3.35% |
$8.98K - $11.8K
|
2.02K
$491K
|