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 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-381- 7.33% |
$48.9K - $64.2K
|
4.82K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-381- 1.71% |
$48.9K - $64.2K
|
21.9K
$5.33M
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-386- 5.28% |
$49.5K - $65K
|
6.92K
$1.68M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-390Closed |
$50K - $65.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-391- 6.07% |
$50.2K - $65.9K
|
6.05K
$1.47M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-392- 0.66% |
$50.3K - $66K
|
59.4K
$14.4M
|
|
|
May 12, 2022
Q1 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-395- 3.53% |
$50.7K - $66.5K
|
10.8K
$2.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-398- 0.88% |
$51.1K - $67K
|
44.9K
$10.9M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-399- 6.17% |
$51.2K - $67.2K
|
6.06K
$1.47M
|
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 2.32% |
$51.3K - $67.4K
|
16.9K
$4.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
SELL
|
- |
-400- 1.74% |
$51.3K - $67.4K
|
22.6K
$5.49M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-404- 0.39% |
$51.8K - $68K
|
102K
$24.9M
|
|
|
May 02, 2022
Q1 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-406- 0.84% |
$52.1K - $68.4K
|
47.9K
$11.6M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-406- 4.69% |
$52.1K - $68.4K
|
8.25K
$2.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-407- 11.56% |
$52.2K - $68.6K
|
3.12K
$757K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-407- 2.26% |
$52.2K - $68.6K
|
17.6K
$4.28M
|
|
|
Apr 13, 2022
Q1 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-409- 9.92% |
$52.5K - $68.9K
|
3.71K
$903K
|
|
|
May 03, 2022
Q1 2022
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-412- 0.41% |
$52.9K - $69.4K
|
98.9K
$24M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-414- 19.28% |
$53.1K - $69.7K
|
1.73K
$421K
|
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-417Closed |
$53.5K - $70.2K
|
0
$0
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-420- 8.2% |
$53.9K - $70.7K
|
4.7K
$1.14M
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-421- 0.14% |
$54K - $70.9K
|
294K
$71.4M
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-422- 9.0% |
$54.1K - $71.1K
|
4.27K
$1.04M
|
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-430- 1.87% |
$55.2K - $72.4K
|
22.6K
$5.5M
|
|
|
May 05, 2022
Q1 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-430- 1.35% |
$55.2K - $72.4K
|
31.5K
$7.66M
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-432- 2.87% |
$55.4K - $72.8K
|
14.6K
$3.55M
|
|
|
May 05, 2022
Q1 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-433- 0.72% |
$55.6K - $72.9K
|
59.4K
$14.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-435- 7.05% |
$55.8K - $73.3K
|
5.74K
$1.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-435- 1.43% |
$55.8K - $73.3K
|
30.1K
$7.31M
|
|
|
May 03, 2022
Q1 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-436- 2.54% |
$55.9K - $73.4K
|
16.7K
$4.06M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-438- 4.68% |
$56.2K - $73.8K
|
8.92K
$2.17M
|
|
|
May 03, 2022
Q1 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-440- 3.44% |
$56.5K - $74.1K
|
12.4K
$3.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-441- 16.24% |
$56.6K - $74.3K
|
2.28K
$553K
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-441- 4.13% |
$56.6K - $74.3K
|
10.2K
$2.49M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-445- 4.79% |
$57.1K - $75K
|
8.84K
$2.15M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-450- 8.08% |
$57.7K - $75.8K
|
5.12K
$1.24M
|
|
|
Sep 18, 2023
Q1 2022
|
Washington Capital Management Inc
|
SELL
|
- |
-450- 3.01% |
$57.7K - $75.8K
|
14.5K
$3.53M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-451- 2.34% |
$57.9K - $76K
|
18.8K
$4.57M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-452- 2.53% |
$58K - $76.1K
|
17.4K
$4.24M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-454- 5.0% |
$58.2K - $76.5K
|
8.63K
$2.1M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-454- 1.31% |
$58.2K - $76.5K
|
34.2K
$8.33M
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-454- 5.0% |
$58.2K - $76.5K
|
8.63K
$2.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-463- 11.91% |
$59.4K - $78K
|
3.43K
$833K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-465- 4.64% |
$59.7K - $78.3K
|
9.55K
$2.32M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-469- 1.57% |
$60.2K - $79K
|
29.4K
$7.15M
|
|
|
May 11, 2022
Q1 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-469- 3.55% |
$60.2K - $79K
|
12.7K
$3.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-472- 22.33% |
$60.6K - $79.5K
|
1.64K
$399K
|
|
|
Apr 22, 2022
Q1 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-475- 3.92% |
$60.9K - $80K
|
11.6K
$2.83M
|
|
|
Nov 16, 2023
Q1 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-477- 70.77% |
$61.2K - $80.3K
|
197
$47.9K
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-486- 4.96% |
$62.4K - $81.9K
|
9.31K
$2.26M
|