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
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-300- 0.33% |
$38.5K - $50.5K
|
89.5K
$21.8M
|
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-300- 1.26% |
$38.5K - $50.5K
|
23.6K
$5.73M
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 5.36% |
$38.5K - $50.5K
|
5.3K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-301- 2.74% |
$38.6K - $50.7K
|
10.7K
$2.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-308- 5.7% |
$39.5K - $51.9K
|
5.1K
$1.24M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-309- 6.54% |
$39.6K - $52K
|
4.41K
$1.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-311- 9.83% |
$39.9K - $52.4K
|
2.85K
$694K
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-314- 0.32% |
$40.3K - $52.9K
|
99.1K
$24.1M
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-315- 3.54% |
$40.4K - $53.1K
|
8.59K
$2.09M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-319- 0.89% |
$40.9K - $53.7K
|
35.6K
$8.66M
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-320- 0.58% |
$41.1K - $53.9K
|
54.6K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-322- 9.05% |
$41.3K - $54.2K
|
3.24K
$787K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-322- 3.91% |
$41.3K - $54.2K
|
7.92K
$1.93M
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-325- 4.25% |
$41.7K - $54.7K
|
7.32K
$1.78M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-325- 1.53% |
$41.7K - $54.7K
|
20.9K
$5.09M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-325- 5.36% |
$41.7K - $54.7K
|
5.74K
$1.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-326- 5.25% |
$41.8K - $54.9K
|
5.89K
$1.43M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-331- 8.38% |
$42.5K - $55.8K
|
3.62K
$880K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-332- 10.16% |
$42.6K - $55.9K
|
2.94K
$714K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-332- 2.64% |
$42.6K - $55.9K
|
12.3K
$2.98M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-332- 5.06% |
$42.6K - $55.9K
|
6.23K
$1.51M
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-333- 3.69% |
$42.7K - $56.1K
|
8.7K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-334- 0.34% |
$42.9K - $56.3K
|
96.5K
$23.5M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-336- 2.2% |
$43.1K - $56.6K
|
14.9K
$3.62M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-336- 1.9% |
$43.1K - $56.6K
|
17.3K
$4.22M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-338- 0.26% |
$43.4K - $56.9K
|
128K
$31M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-338- 7.54% |
$43.4K - $56.9K
|
4.14K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-342- 7.3% |
$43.9K - $57.6K
|
4.34K
$1.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-344- 3.99% |
$44.1K - $57.9K
|
8.28K
$2.01M
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-345- 1.82% |
$44.3K - $58.1K
|
18.6K
$4.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-346Closed |
$44.4K - $58.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-350- 5.82% |
$44.9K - $59K
|
5.66K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-350- 2.99% |
$44.9K - $59K
|
11.4K
$2.76M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-352- 2.74% |
$45.2K - $59.3K
|
12.5K
$3.04M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-352- 5.7% |
$45.2K - $59.3K
|
5.82K
$1.42M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-357- 5.41% |
$45.8K - $60.1K
|
6.24K
$1.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-357- 4.72% |
$45.8K - $60.1K
|
7.21K
$1.75M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-358- 3.1% |
$45.9K - $60.3K
|
11.2K
$2.72M
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-361- 1.8% |
$46.3K - $60.8K
|
19.7K
$4.8M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-362- 11.0% |
$46.4K - $61K
|
2.93K
$712K
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 8.21% |
$46.4K - $61K
|
4.05K
$984K
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-367- 4.32% |
$47.1K - $61.8K
|
8.14K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-368- 2.1% |
$47.2K - $62K
|
17.1K
$4.17M
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-372- 1.67% |
$47.7K - $62.7K
|
21.9K
$5.32M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-374- 4.68% |
$48K - $63K
|
7.61K
$1.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-376- 2.4% |
$48.2K - $63.3K
|
15.3K
$3.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
SELL
|
- |
-376- 17.85% |
$48.2K - $63.3K
|
1.73K
$421K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-377- 2.12% |
$48.4K - $63.5K
|
17.4K
$4.22M
|
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-377- 10.26% |
$48.4K - $63.5K
|
3.3K
$802K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-379- 3.55% |
$48.6K - $63.8K
|
10.3K
$2.5M
|