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 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-2K- 10.81% |
$257K - $337K
|
16.5K
$4.01M
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-2KClosed |
$257K - $337K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-2.01K- 20.62% |
$257K - $338K
|
7.73K
$1.88M
|
|
May 11, 2022
Q1 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-2.01K- 10.99% |
$258K - $338K
|
16.3K
$3.95M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-2.03K- 4.85% |
$260K - $341K
|
39.8K
$9.67M
|
|
Apr 26, 2022
Q1 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.03K- 37.72% |
$260K - $342K
|
3.35K
$815K
|
|
Apr 14, 2022
Q1 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-2.05K- 4.18% |
$263K - $345K
|
46.9K
$11.4M
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.05K- 1.97% |
$264K - $346K
|
102K
$24.8M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.07KClosed |
$265K - $348K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brooktree Capital Management
|
SELL
|
- |
-2.1K- 15.61% |
$269K - $354K
|
11.4K
$2.76M
|
|
May 16, 2022
Q1 2022
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.1K- 2.57% |
$269K - $354K
|
79.7K
$19.4M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.15K- 17.85% |
$276K - $363K
|
9.91K
$2.41M
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-2.21K- 4.78% |
$283K - $372K
|
44K
$10.7M
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.21K- 2.45% |
$284K - $373K
|
88.2K
$21.4M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.22K- 5.57% |
$285K - $374K
|
37.6K
$9.14M
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-2.23K- 7.06% |
$286K - $376K
|
29.4K
$7.14M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 3.3% |
$292K - $384K
|
66.8K
$16.2M
|
|
May 16, 2022
Q1 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.3K- 28.64% |
$296K - $388K
|
5.74K
$1.4M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 3.16% |
$298K - $391K
|
71.2K
$17.3M
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.32K- 12.02% |
$298K - $391K
|
17K
$4.13M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.35K- 7.8% |
$301K - $395K
|
27.7K
$6.74M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.36K- 11.59% |
$302K - $397K
|
18K
$4.37M
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-2.38K- 1.37% |
$305K - $400K
|
171K
$41.5M
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-2.39KClosed |
$307K - $402K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-2.4K- 9.71% |
$308K - $404K
|
22.3K
$5.43M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.41K- 18.8% |
$309K - $405K
|
10.4K
$2.53M
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2.41K- 34.86% |
$309K - $406K
|
4.5K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.42K- 22.12% |
$310K - $408K
|
8.52K
$2.07M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-2.43KClosed |
$312K - $409K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.45K- 2.45% |
$314K - $412K
|
97.4K
$23.7M
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.45K- 2.71% |
$315K - $413K
|
88K
$21.4M
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2.45K- 1.76% |
$315K - $413K
|
137K
$33.3M
|
|
May 06, 2022
Q1 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-2.46K- 2.21% |
$315K - $414K
|
108K
$26.4M
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.46K- 10.77% |
$316K - $414K
|
20.4K
$4.96M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 16.62% |
$317K - $416K
|
12.4K
$3.02M
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.48KClosed |
$318K - $417K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-2.5KClosed |
$321K - $421K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-2.5K- 1.66% |
$321K - $421K
|
148K
$35.9M
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51KClosed |
$322K - $423K
|
0
$0
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.52K- 60.73% |
$323K - $425K
|
1.63K
$396K
|
|
Apr 29, 2022
Q1 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2.53K- 2.36% |
$324K - $426K
|
104K
$25.4M
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-2.53KClosed |
$325K - $427K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.54K- 22.13% |
$325K - $427K
|
8.92K
$2.17M
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 7.55% |
$326K - $428K
|
31.1K
$7.57M
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.54K- 1.54% |
$326K - $428K
|
162K
$39.5M
|
|
May 13, 2022
Q1 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-2.55K- 1.15% |
$327K - $430K
|
218K
$53.1M
|
|
May 11, 2022
Q1 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.56K- 4.54% |
$328K - $431K
|
53.9K
$13.1M
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.57KClosed |
$329K - $432K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.58KClosed |
$330K - $434K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59K- 10.16% |
$333K - $437K
|
22.9K
$5.58M
|