Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 09, 2022 Q1 2022
Summitry LLC

Foster City, CA
SELL
 -
-1.23K
- 39.86%
$158K - $207K
1.85K $451K
May 06, 2022 Q1 2022
Integrity Financial Corp

SELL
 -
-1.23K
- 32.72%
$158K - $207K
2.53K $615K
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-1.23K
- 6.09%
$158K - $207K
19K $4.61M
May 13, 2022 Q1 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-1.23K
- 3.75%
$158K - $207K
31.5K $7.67M
May 13, 2022 Q1 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-1.24K
- 43.93%
$158K - $208K
1.58K $383K
May 04, 2022 Q1 2022
Martin & CO Inc

Knoxville, TN
SELL
 -
-1.24K
- 7.01%
$159K - $208K
16.4K $3.99M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-1.24K
- 18.52%
$159K - $209K
5.45K $1.33M
May 06, 2022 Q1 2022
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-1.25K
- 3.67%
$160K - $210K
32.7K $7.95M
Apr 13, 2022 Q1 2022
Bard Financial Services, Inc.

SELL
 -
-1.25K
- 2.12%
$160K - $211K
57.8K $14.1M
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

SELL
 -
-1.25K
Closed
$160K - $211K
0 $0
May 27, 2022 Q1 2022
Wealth Trust Asset Management, LLC

Destin, FL
SELL
 -
-1.25K
- 7.34%
$161K - $211K
15.8K $3.85M
Apr 29, 2022 Q1 2022
Gibson Capital, LLC

Wexford, PA
SELL
 -
-1.27K
Closed
$163K - $213K
0 $0
Apr 19, 2022 Q1 2022
Mountain Pacific Investment Advisers Inc

SELL
 -
-1.27K
- 4.07%
$163K - $214K
30K $7.29M
Apr 22, 2022 Q1 2022
Monte Financial Group, LLC

SELL
 -
-1.28K
- 11.17%
$164K - $215K
10.1K $2.46M
Apr 25, 2022 Q1 2022
Brickley Wealth Management

SELL
 -
-1.28K
Closed
$164K - $215K
0 $0
May 16, 2022 Q1 2022
Integrated Investment Consultants, LLC

SELL
 -
-1.28K
- 6.42%
$164K - $216K
18.7K $4.54M
May 11, 2022 Q1 2022
Neirg Wealth Management, LLC

SELL
 -
-1.28K
- 3.6%
$164K - $216K
34.3K $8.34M
Apr 14, 2022 Q1 2022
Flower City Capital

SELL
 -
-1.28K
Closed
$164K - $216K
0 $0
Apr 19, 2022 Q1 2022
Baskin Financial Services Inc.

SELL
 -
-1.28K
- 0.51%
$164K - $216K
249K $60.6M
May 16, 2022 Q1 2022
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-1.29K
Closed
$165K - $216K
0 $0
May 09, 2022 Q1 2022
Mycio Wealth Partners, LLC

SELL
 -
-1.29K
Closed
$165K - $217K
0 $0
May 05, 2022 Q1 2022
Jackson Wealth Management, LLC

SELL
 -
-1.29K
Closed
$165K - $217K
0 $0
May 06, 2022 Q1 2022
Sicart Associates LLC

SELL
 -
-1.29K
- 42.43%
$166K - $217K
1.75K $426K
May 16, 2022 Q1 2022
Truvvo Partners LLC

New York, NY
SELL
 -
-1.29K
Closed
$166K - $217K
0 $0
Apr 22, 2022 Q1 2022
Benchmark Financial Wealth Advisors, LLC

SELL
 -
-1.29K
Closed
$166K - $218K
0 $0
May 02, 2022 Q1 2022
Altfest L J & CO Inc

SELL
 -
-1.3K
- 4.79%
$167K - $219K
25.8K $6.27M
May 11, 2022 Q1 2022
Flossbach Von Storch Ag

Cologne, 2M
SELL
 -
-1.3K
Closed
$167K - $219K
0 $0
May 10, 2022 Q1 2022
Teramo Advisors, LLC

Naples, FL
SELL
 -
-1.3K
Closed
$167K - $219K
0 $0
Apr 27, 2022 Q1 2022
Epiq Partners, LLC

SELL
 -
-1.3K
Closed
$167K - $219K
0 $0
May 13, 2022 Q1 2022
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-1.31K
Closed
$167K - $220K
0 $0
Apr 18, 2022 Q1 2022
Capital Market Strategies LLC

SELL
 -
-1.31K
Closed
$168K - $220K
0 $0
May 04, 2022 Q1 2022
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-1.31K
Closed
$168K - $220K
0 $0
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-1.31K
- 9.1%
$169K - $221K
13.1K $3.19M
May 09, 2022 Q1 2022
Cypress Capital Management LLC (Wy)

SELL
 -
-1.33K
- 30.19%
$171K - $224K
3.08K $748K
May 11, 2022 Q1 2022
State Of Tennessee, Treasury Department

Nashville, TN
SELL
 -
-1.33K
- 0.09%
$171K - $224K
1.41M $343M
Apr 25, 2022 Q1 2022
Detalus Advisors, LLC

SELL
 -
-1.33K
Closed
$171K - $224K
0 $0
Apr 21, 2022 Q1 2022
Retirement Capital Strategies

SELL
 -
-1.34K
Closed
$172K - $225K
0 $0
May 16, 2022 Q1 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-1.34K
- 17.72%
$172K - $226K
6.22K $1.51M
Apr 12, 2022 Q1 2022
First Affirmative Financial Network

SELL
 -
-1.34K
Closed
$172K - $226K
0 $0
Apr 22, 2022 Q1 2022
Bristlecone Advisors, LLC

SELL
 -
-1.35K
- 3.38%
$173K - $227K
38.5K $9.36M
Apr 14, 2022 Q1 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-1.35K
- 11.63%
$173K - $227K
10.2K $2.49M
Apr 26, 2022 Q1 2022
Arrow Financial Corp

SELL
 -
-1.36K
- 2.27%
$174K - $228K
58.4K $14.2M
May 16, 2022 Q1 2022
Blue Barn Wealth, LLC

SELL
 -
-1.36K
Closed
$174K - $228K
0 $0
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-1.36K
- 16.7%
$174K - $228K
6.76K $1.64M
May 09, 2022 Q1 2022
Sepio Capital, LP

SELL
 -
-1.36K
Closed
$175K - $229K
0 $0
Apr 21, 2022 Q1 2022
Peterson Wealth Advisors, LLC

SELL
 -
-1.36K
Closed
$175K - $230K
0 $0
Apr 18, 2022 Q1 2022
Waller Financial Planning Group, Inc

SELL
 -
-1.37K
Closed
$175K - $230K
0 $0
May 13, 2022 Q1 2022
State Of Wyoming

Cheyenne, WY
SELL
 -
-1.37K
- 17.73%
$175K - $230K
6.34K $1.54M
Apr 27, 2022 Q1 2022
Key F Inancial Inc

SELL
 -
-1.37K
- 7.76%
$176K - $231K
16.3K $3.97M

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