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 26, 2023 Q1 2022
Ashburton (Jersey) LTD

St Helier, Y9
SELL
 -
-1.37K
- 1.23%
$176K - $231K
110K $26.8M
Apr 28, 2022 Q1 2022
Acas, LLC

SELL
 -
-1.38K
Closed
$177K - $232K
0 $0
May 16, 2022 Q1 2022
Graham Capital Wealth Management, LLC

Washington D.C., DC
SELL
 -
-1.38K
Closed
$177K - $232K
0 $0
May 12, 2022 Q1 2022
Van Leeuwen & Company, LLC

Princeton, NJ
SELL
 -
-1.38K
Closed
$177K - $233K
0 $0
May 13, 2022 Q1 2022
Pekin Hardy Strauss, Inc.

SELL
 -
-1.39K
- 5.36%
$178K - $234K
24.5K $5.96M
May 09, 2022 Q1 2022
Keb Asset Management, LLC

Springfield, IL
SELL
 -
-1.39K
- 29.75%
$178K - $234K
3.28K $797K
May 05, 2022 Q1 2022
North Rock Partners, LLC

SELL
 -
-1.39K
- 4.86%
$179K - $234K
27.3K $6.63M
Aug 12, 2022 Q1 2022
Warwick Investment Management, Inc.

SELL
 -
-1.39K
Closed
$179K - $235K
0 $0
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-1.4K
- 3.18%
$179K - $235K
42.6K $10.3M
May 09, 2022 Q1 2022
Gw Henssler & Associates LTD

SELL
 -
-1.4K
Closed
$179K - $235K
0 $0
May 04, 2022 Q1 2022
Southern Capital Advisors, LLC

SELL
 -
-1.41K
Closed
$181K - $237K
0 $0
May 05, 2022 Q1 2022
Daniels&Tansey,Llp

SELL
 -
-1.41K
Closed
$181K - $237K
0 $0
Apr 28, 2022 Q1 2022
Keystone Financial Planning, Inc.

SELL
 -
-1.41K
Closed
$181K - $238K
0 $0
Apr 15, 2022 Q1 2022
Valtinson Bruner Financial Planning LLC

SELL
 -
-1.41K
Closed
$181K - $238K
0 $0
May 09, 2022 Q1 2022
Dentgroup LLC

SELL
 -
-1.42K
Closed
$182K - $239K
0 $0
Apr 20, 2022 Q1 2022
Rezny Wealth Management, Inc.

SELL
 -
-1.43K
Closed
$183K - $240K
0 $0
Apr 08, 2022 Q1 2022
Burns J W & CO Inc

SELL
 -
-1.43K
- 1.76%
$184K - $241K
80K $19.5M
May 13, 2022 Q1 2022
Rench Wealth Management, Inc.

Denton, TX
SELL
 -
-1.43K
- 2.61%
$184K - $241K
53.4K $13M
May 04, 2022 Q1 2022
Fortress Wealth Management, Inc.

SELL
 -
-1.44K
Closed
$184K - $242K
0 $0
Apr 12, 2022 Q1 2022
Ht Partners LLC

SELL
 -
-1.46K
Closed
$187K - $246K
0 $0
May 11, 2022 Q1 2022
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-1.47K
- 1.52%
$189K - $248K
95K $23.1M
May 05, 2022 Q1 2022
West Wealth Group, LLC

SELL
 -
-1.47K
Closed
$189K - $248K
0 $0
Apr 11, 2022 Q1 2022
Sage Capital Advisors,Llc

SELL
 -
-1.48K
Closed
$189K - $249K
0 $0
May 24, 2022 Q1 2022
Chelsea Counsel CO

SELL
 -
-1.49K
- 33.69%
$191K - $251K
2.93K $713K
May 10, 2022 Q1 2022
Intrust Bank Na

Wichita, KS
SELL
 -
-1.49K
- 3.53%
$191K - $251K
40.8K $9.93M
May 12, 2022 Q1 2022
Morse Asset Management, Inc

Darien, CT
SELL
 -
-1.49K
Closed
$192K - $252K
0 $0
May 02, 2022 Q1 2022
Security National Bank Of Sioux City Iowa

Sioux City, IA
SELL
 -
-1.5K
- 41.3%
$192K - $253K
2.13K $518K
May 11, 2022 Q1 2022
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-1.5K
- 0.71%
$192K - $253K
209K $50.9M
Apr 29, 2022 Q1 2022
First Bank & Trust

SELL
 -
-1.51K
- 21.88%
$193K - $254K
5.39K $1.31M
May 16, 2022 Q1 2022
Williams Jones Wealth Management, Llc.

New York, NY
SELL
 -
-1.52K
- 0.25%
$195K - $256K
612K $149M
May 13, 2022 Q1 2022
Ontario Teachers Pension Plan Board

Toronto, A6
SELL
 -
-1.53K
Closed
$196K - $257K
0 $0
May 04, 2022 Q1 2022
Crescent Grove Advisors, LLC

SELL
 -
-1.53K
- 12.97%
$196K - $258K
10.3K $2.5M
Apr 12, 2022 Q1 2022
Jcic Asset Management Inc.

Toronto, A6
SELL
 -
-1.55K
- 1.82%
$198K - $260K
83.6K $20.3M
May 03, 2022 Q1 2022
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-1.55K
Closed
$199K - $261K
0 $0
May 12, 2022 Q1 2022
Sns Financial Group, LLC

SELL
 -
-1.55K
- 27.81%
$199K - $261K
4.02K $978K
Apr 25, 2022 Q1 2022
Violich Capital Management, Inc.

SELL
 -
-1.56K
- 5.28%
$200K - $262K
27.9K $6.78M
May 06, 2022 Q1 2022
Aspiriant, LLC

SELL
 -
-1.56K
- 6.3%
$200K - $262K
23.2K $5.63M
May 03, 2022 Q1 2022
Corbyn Investment Management Inc

SELL
 -
-1.56K
Closed
$200K - $262K
0 $0
Apr 26, 2022 Q1 2022
Cherrydale Wealth Management, LLC

SELL
 -
-1.56K
Closed
$201K - $263K
0 $0
Apr 05, 2022 Q1 2022
Pacer Advisors, Inc.

Malvern, PA
SELL
 -
-1.58K
- 1.03%
$203K - $266K
152K $36.9M
May 16, 2022 Q1 2022
Horiko Capital Management LLC

New York, NY
SELL
 -
-1.6K
Closed
$205K - $270K
0 $0
May 02, 2022 Q1 2022
Montis Financial, LLC

SELL
 -
-1.61K
- 30.31%
$206K - $270K
3.69K $898K
May 16, 2022 Q1 2022
Disciplined Growth Investors Inc

Minneapolis, MN
SELL
 -
-1.61K
Closed
$207K - $271K
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-1.64K
Closed
$210K - $275K
0 $0
May 16, 2022 Q1 2022
Algert Global LLC

San Francisco, CA
SELL
 -
-1.64K
Closed
$211K - $276K
0 $0
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-1.65K
- 4.88%
$211K - $278K
32.1K $7.81M
May 16, 2022 Q1 2022
Petrus Trust Company, Lta

Dallas, TX
SELL
 -
-1.65K
Closed
$212K - $278K
0 $0
May 11, 2022 Q1 2022
Lokken Investment Group LLC

SELL
 -
-1.66K
Closed
$212K - $279K
0 $0
Apr 25, 2022 Q1 2022
Dmg Group, LLC

Birmingham, AL
SELL
 -
-1.66K
- 18.44%
$212K - $279K
7.32K $1.78M

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