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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-212- 1.19% |
$27.2K - $35.7K
|
17.5K
$4.26M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-214- 1.99% |
$27.5K - $36K
|
10.5K
$2.56M
|
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-214- 0.68% |
$27.5K - $36K
|
31.5K
$7.65M
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-215- 1.4% |
$27.6K - $36.2K
|
15.2K
$3.69M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-215- 1.97% |
$27.6K - $36.2K
|
10.7K
$2.6M
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-221- 8.78% |
$28.4K - $37.2K
|
2.3K
$558K
|
|
|
May 13, 2022
Q1 2022
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-225- 0.81% |
$28.9K - $37.9K
|
27.6K
$6.72M
|
|
|
May 16, 2022
Q1 2022
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-227- 0.19% |
$29.1K - $38.2K
|
121K
$29.3M
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-228- 6.72% |
$29.3K - $38.4K
|
3.16K
$769K
|
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-230- 0.97% |
$29.5K - $38.7K
|
23.5K
$5.71M
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
SELL
|
- |
-232- 0.78% |
$29.8K - $39.1K
|
29.5K
$7.18M
|
|
|
May 03, 2022
Q1 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-237- 2.13% |
$30.4K - $39.9K
|
10.9K
$2.64M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-240- 2.87% |
$30.8K - $40.4K
|
8.13K
$1.98M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-241- 13.63% |
$30.9K - $40.6K
|
1.53K
$371K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-241- 9.15% |
$30.9K - $40.6K
|
2.39K
$582K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-241- 2.98% |
$30.9K - $40.6K
|
7.85K
$1.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-244- 2.15% |
$31.3K - $41.1K
|
11.1K
$2.7M
|
|
|
May 04, 2022
Q1 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-244- 1.86% |
$31.3K - $41.1K
|
12.9K
$3.13M
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-250- 4.27% |
$32.1K - $42.1K
|
5.61K
$1.36M
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-250- 3.12% |
$32.1K - $42.1K
|
7.76K
$1.89M
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-251- 1.05% |
$32.2K - $42.3K
|
23.6K
$5.74M
|
|
|
Apr 13, 2022
Q1 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-254- 0.35% |
$32.6K - $42.8K
|
72.6K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-256- 0.88% |
$32.8K - $43.1K
|
28.8K
$7.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-257- 0.29% |
$33K - $43.3K
|
89.2K
$21.7M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-257- 21.71% |
$33K - $43.3K
|
927
$225K
|
|
|
May 04, 2022
Q1 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-258- 3.94% |
$33.1K - $43.5K
|
6.29K
$1.53M
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-259- 8.93% |
$33.2K - $43.6K
|
2.64K
$642K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-261- 2.37% |
$33.5K - $44K
|
10.7K
$2.61M
|
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-264- 4.75% |
$33.9K - $44.5K
|
5.29K
$1.29M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-265- 2.57% |
$34K - $44.6K
|
10K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-268- 5.66% |
$34.4K - $45.1K
|
4.47K
$1.09M
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-270- 5.74% |
$34.6K - $45.5K
|
4.44K
$1.08M
|
|
|
Apr 04, 2022
Q1 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-275- 1.19% |
$35.3K - $46.3K
|
22.8K
$5.54M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 2.34% |
$35.3K - $46.3K
|
11.5K
$2.79M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-279- 0.15% |
$35.8K - $47K
|
180K
$43.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-283- 0.14% |
$36.3K - $47.7K
|
209K
$50.9M
|
|
|
Apr 20, 2022
Q1 2022
|
Albert D Mason Inc
|
SELL
|
- |
-285- 7.82% |
$36.6K - $48K
|
3.36K
$817K
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-285- 13.95% |
$36.6K - $48K
|
1.76K
$427K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-286- 6.09% |
$36.7K - $48.2K
|
4.41K
$1.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-286- 8.64% |
$36.7K - $48.2K
|
3.03K
$736K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-289- 2.46% |
$37.1K - $48.7K
|
11.5K
$2.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-290- 0.14% |
$37.2K - $48.8K
|
214K
$52.1M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-293- 1.84% |
$37.6K - $49.4K
|
15.6K
$3.8M
|
|
|
May 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-294- 1.13% |
$37.7K - $49.5K
|
25.8K
$6.28M
|
|
|
May 10, 2022
Q1 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-296- 11.5% |
$38K - $49.9K
|
2.28K
$554K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-296- 0.57% |
$38K - $49.9K
|
51.4K
$12.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-299- 14.14% |
$38.4K - $50.4K
|
1.82K
$441K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-299- 0.72% |
$38.4K - $50.4K
|
41.3K
$10M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-299- 1.3% |
$38.4K - $50.4K
|
22.6K
$5.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
SELL
|
- |
-300- 11.88% |
$38.5K - $50.5K
|
2.23K
$541K
|