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 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-491- 1.61% |
$63K - $82.7K
|
30K
$7.29M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-493- 7.21% |
$63.3K - $83K
|
6.35K
$1.54M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-495- 1.05% |
$63.5K - $83.4K
|
46.8K
$11.4M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-496- 0.41% |
$63.6K - $83.5K
|
119K
$29M
|
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-497- 6.95% |
$63.8K - $83.7K
|
6.65K
$1.62M
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-498- 5.46% |
$63.9K - $83.9K
|
8.62K
$2.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-498- 12.57% |
$63.9K - $83.9K
|
3.46K
$842K
|
|
|
May 10, 2022
Q1 2022
|
Ar Asset Management Inc
|
SELL
|
- |
-500- 0.73% |
$64.2K - $84.2K
|
67.5K
$16.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-501- 1.77% |
$64.3K - $84.4K
|
27.9K
$6.77M
|
|
|
Apr 25, 2022
Q1 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-502- 2.47% |
$64.4K - $84.6K
|
19.8K
$4.81M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-508- 1.05% |
$65.2K - $85.6K
|
48K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-511- 2.18% |
$65.6K - $86.1K
|
22.9K
$5.58M
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-517- 13.52% |
$66.3K - $87.1K
|
3.31K
$804K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-519- 1.28% |
$66.6K - $87.4K
|
39.9K
$9.71M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-525- 2.21% |
$67.4K - $88.4K
|
23.2K
$5.65M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-529- 0.88% |
$67.9K - $89.1K
|
59.5K
$14.5M
|
|
|
May 02, 2022
Q1 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-531- 17.5% |
$68.1K - $89.4K
|
2.5K
$609K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-531- 3.47% |
$68.1K - $89.4K
|
14.8K
$3.59M
|
|
|
May 04, 2022
Q1 2022
|
Bfsg, LLC
|
SELL
|
- |
-534- 2.05% |
$68.5K - $89.9K
|
25.5K
$6.19M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-535- 2.45% |
$68.6K - $90.1K
|
21.3K
$5.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-535- 1.5% |
$68.6K - $90.1K
|
35.2K
$8.56M
|
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-536- 0.51% |
$68.8K - $90.3K
|
104K
$25.2M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-539- 6.86% |
$69.2K - $90.8K
|
7.32K
$1.78M
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-540- 2.05% |
$69.3K - $91K
|
25.8K
$6.28M
|
|
|
May 13, 2022
Q1 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-542- 15.76% |
$69.5K - $91.3K
|
2.9K
$704K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-544- 5.19% |
$69.8K - $91.6K
|
9.95K
$2.42M
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-546- 15.48% |
$70.1K - $92K
|
2.98K
$725K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-547- 4.74% |
$70.2K - $92.1K
|
11K
$2.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-547- 8.09% |
$70.2K - $92.1K
|
6.21K
$1.51M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-548- 3.14% |
$70.3K - $92.3K
|
16.9K
$4.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-550- 7.0% |
$70.6K - $92.6K
|
7.3K
$1.78M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-550- 8.13% |
$70.6K - $92.6K
|
6.22K
$1.51M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-550- 7.54% |
$70.6K - $92.6K
|
6.74K
$1.64M
|
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-561- 2.55% |
$72K - $94.5K
|
21.4K
$5.21M
|
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-562- 3.6% |
$72.1K - $94.7K
|
15K
$3.66M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-563- 2.56% |
$72.2K - $94.8K
|
21.4K
$5.2M
|
|
|
May 16, 2022
Q1 2022
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-568- 3.89% |
$72.9K - $95.7K
|
14K
$3.42M
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-571- 7.97% |
$73.3K - $96.2K
|
6.6K
$1.6M
|
|
|
May 13, 2022
Q1 2022
|
Holistic Financial Partners
|
SELL
|
- |
-575- 4.23% |
$73.8K - $96.9K
|
13K
$3.17M
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-577- 8.08% |
$74K - $97.2K
|
6.57K
$1.6M
|
|
|
May 03, 2022
Q1 2022
|
Nat West Group PLC
|
SELL
|
- |
-578- 1.57% |
$74.2K - $97.4K
|
36.3K
$8.83M
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-581- 1.61% |
$74.5K - $97.9K
|
35.5K
$8.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-581- 1.41% |
$74.5K - $97.9K
|
40.6K
$9.87M
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-581- 26.39% |
$74.5K - $97.9K
|
1.62K
$394K
|
|
|
May 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-588- 0.75% |
$75.4K - $99K
|
78K
$19M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-589- 15.59% |
$75.6K - $99.2K
|
3.19K
$776K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-591- 3.26% |
$75.8K - $99.5K
|
17.5K
$4.27M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-592- 0.49% |
$76K - $99.7K
|
120K
$29.1M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-598- 3.29% |
$76.7K - $101K
|
17.6K
$4.28M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-600- 11.8% |
$77K - $101K
|
4.49K
$1.09M
|