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 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-734- 5.74% |
$94.2K - $124K
|
12.1K
$2.93M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-740- 22.64% |
$94.9K - $125K
|
2.53K
$615K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-747- 0.7% |
$95.8K - $126K
|
106K
$25.7M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-747- 2.71% |
$95.8K - $126K
|
26.8K
$6.52M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-749- 24.72% |
$96.1K - $126K
|
2.28K
$555K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-750- 24.45% |
$96.2K - $126K
|
2.32K
$564K
|
|
|
Apr 29, 2022
Q1 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-750- 4.77% |
$96.2K - $126K
|
15K
$3.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-760- 6.33% |
$97.5K - $128K
|
11.2K
$2.73M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-760- 9.15% |
$97.5K - $128K
|
7.55K
$1.84M
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-760- 3.78% |
$97.5K - $128K
|
19.3K
$4.7M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-761- 5.1% |
$97.6K - $128K
|
14.1K
$3.44M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-764- 4.07% |
$98K - $129K
|
18K
$4.38M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-767- 11.74% |
$98.4K - $129K
|
5.77K
$1.4M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-772- 5.31% |
$99K - $130K
|
13.8K
$3.35M
|
|
|
May 05, 2022
Q1 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-778- 2.37% |
$99.8K - $131K
|
32.1K
$7.8M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-796- 4.83% |
$102K - $134K
|
15.7K
$3.82M
|
|
|
Jun 15, 2022
Q1 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-796- 1.33% |
$102K - $134K
|
58.9K
$14.3M
|
|
|
May 04, 2022
Q1 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-798- 25.02% |
$102K - $134K
|
2.39K
$582K
|
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-805- 26.21% |
$103K - $136K
|
2.27K
$551K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-811- 33.81% |
$104K - $137K
|
1.59K
$386K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-812- 1.37% |
$104K - $137K
|
58.5K
$14.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-821- 1.75% |
$105K - $138K
|
46.2K
$11.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-828- 0.47% |
$106K - $139K
|
176K
$42.8M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-829- 0.45% |
$106K - $140K
|
185K
$45M
|
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-830- 14.96% |
$106K - $140K
|
4.72K
$1.15M
|
|
|
May 12, 2022
Q1 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-835- 2.66% |
$107K - $141K
|
30.6K
$7.43M
|
|
|
May 09, 2022
Q1 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-838- 1.04% |
$108K - $141K
|
79.9K
$19.4M
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-849- 6.97% |
$109K - $143K
|
11.3K
$2.75M
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
SELL
|
- |
-850- 0.98% |
$109K - $143K
|
86.3K
$21M
|
|
|
Apr 21, 2022
Q1 2022
|
Strs Ohio
|
SELL
|
- |
-853- 0.06% |
$109K - $144K
|
1.5M
$366M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-861- 2.65% |
$110K - $145K
|
31.6K
$7.69M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-867- 36.05% |
$111K - $146K
|
1.54K
$374K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-880- 6.07% |
$113K - $148K
|
13.6K
$3.31M
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
SELL
|
- |
-885- 3.19% |
$114K - $149K
|
26.9K
$6.53M
|
|
|
May 09, 2022
Q1 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-900- 2.21% |
$115K - $152K
|
39.8K
$9.69M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-901- 3.58% |
$116K - $152K
|
24.3K
$5.91M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-909- 9.58% |
$117K - $153K
|
8.58K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-913- 0.87% |
$117K - $154K
|
104K
$25.4M
|
|
|
May 16, 2022
Q1 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-913- 2.92% |
$117K - $154K
|
30.3K
$7.38M
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-919Closed |
$118K - $155K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-924- 2.75% |
$119K - $156K
|
32.7K
$7.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-924- 18.78% |
$119K - $156K
|
4K
$972K
|
|
|
May 05, 2022
Q1 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-926- 1.64% |
$119K - $156K
|
55.5K
$13.5M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-926- 2.49% |
$119K - $156K
|
36.3K
$8.82M
|
|
|
May 04, 2022
Q1 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-931- 2.97% |
$119K - $157K
|
30.5K
$7.41M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-950Closed |
$122K - $160K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-959- 3.7% |
$123K - $162K
|
25K
$6.07M
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-971- 50.42% |
$125K - $164K
|
955
$232K
|
|
|
Apr 27, 2022
Q1 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-975- 34.87% |
$125K - $164K
|
1.82K
$443K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-978- 64.22% |
$125K - $165K
|
545
$133K
|