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 26, 2022
Q1 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.67K- 0.68% |
$215K - $282K
|
246K
$59.9M
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1.68K- 3.81% |
$215K - $282K
|
42.3K
$10.3M
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.68KClosed |
$215K - $282K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.68KClosed |
$216K - $283K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-1.69K- 1.35% |
$217K - $285K
|
123K
$30M
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$218K - $286K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.7K- 12.88% |
$218K - $286K
|
11.5K
$2.8M
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.71K- 0.13% |
$219K - $287K
|
1.36M
$331M
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.75K- 6.28% |
$224K - $294K
|
26.1K
$6.34M
|
|
May 16, 2022
Q1 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 1.36% |
$224K - $294K
|
127K
$30.8M
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-1.76KClosed |
$225K - $296K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.76K- 28.48% |
$226K - $296K
|
4.42K
$1.07M
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.77K- 25.09% |
$227K - $298K
|
5.29K
$1.29M
|
|
May 02, 2022
Q1 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-1.79K- 46.24% |
$229K - $301K
|
2.08K
$505K
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-1.79K- 6.1% |
$230K - $302K
|
27.6K
$6.71M
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.8K- 5.71% |
$231K - $303K
|
29.7K
$7.23M
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.81K- 0.48% |
$232K - $305K
|
372K
$90.4M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.83K- 7.96% |
$235K - $309K
|
21.2K
$5.15M
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.84K- 5.41% |
$236K - $310K
|
32.2K
$7.82M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.84K- 12.19% |
$236K - $310K
|
13.3K
$3.23M
|
|
May 16, 2022
Q1 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-1.84K- 1.07% |
$236K - $310K
|
170K
$41.3M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.85K- 8.54% |
$237K - $311K
|
19.8K
$4.81M
|
|
May 12, 2022
Q1 2022
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 5.68% |
$237K - $311K
|
30.7K
$7.47M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.85K- 2.85% |
$238K - $312K
|
63.1K
$15.3M
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1.86KClosed |
$239K - $313K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.86K- 9.06% |
$239K - $313K
|
18.7K
$4.54M
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.87K- 6.48% |
$240K - $314K
|
26.9K
$6.55M
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.87K- 61.45% |
$240K - $315K
|
1.17K
$285K
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-1.89K- 43.36% |
$242K - $318K
|
2.46K
$599K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-1.9K- 0.83% |
$244K - $321K
|
227K
$55.2M
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1.91K- 6.22% |
$245K - $322K
|
28.8K
$7M
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.91K- 9.58% |
$245K - $322K
|
18K
$4.38M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.92K- 0.63% |
$246K - $323K
|
300K
$72.9M
|
|
May 09, 2022
Q1 2022
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.92K- 3.73% |
$246K - $323K
|
49.5K
$12M
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.92K- 22.42% |
$246K - $323K
|
6.64K
$1.62M
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.92K- 0.93% |
$246K - $324K
|
204K
$49.7M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.94K- 36.06% |
$249K - $326K
|
3.44K
$835K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.94K- 9.81% |
$249K - $327K
|
17.8K
$4.33M
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.95K- 11.3% |
$250K - $328K
|
15.3K
$3.72M
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.95K- 17.18% |
$250K - $328K
|
9.39K
$2.28M
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.95K- 9.08% |
$250K - $328K
|
19.5K
$4.75M
|
|
May 11, 2022
Q1 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-1.95K- 2.91% |
$251K - $329K
|
65.2K
$15.9M
|
|
Apr 22, 2022
Q1 2022
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.96KClosed |
$252K - $330K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.96K- 11.9% |
$252K - $330K
|
14.5K
$3.53M
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.96K- 0.64% |
$252K - $331K
|
305K
$74.2M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-1.97K- 1.89% |
$252K - $331K
|
102K
$24.9M
|
|
May 06, 2022
Q1 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.97K- 30.73% |
$253K - $332K
|
4.45K
$1.08M
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1.97K- 8.31% |
$253K - $332K
|
21.8K
$5.3M
|
|
Apr 21, 2022
Q1 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.98K- 13.17% |
$254K - $334K
|
13.1K
$3.17M
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1.99K- 4.39% |
$256K - $336K
|
43.4K
$10.5M
|