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 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.62K- 4.89% |
$336K - $441K
|
51K
$12.3M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.64K- 1.5% |
$339K - $445K
|
173K
$41.7M
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 10.28% |
$341K - $448K
|
23.2K
$5.59M
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-2.67K- 27.17% |
$343K - $450K
|
7.16K
$1.73M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-2.69K- 38.07% |
$345K - $453K
|
4.37K
$1.05M
|
|
Apr 29, 2022
Q1 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-2.7KClosed |
$346K - $454K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.72KClosed |
$348K - $457K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.73KClosed |
$350K - $460K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.75K- 55.76% |
$353K - $463K
|
2.18K
$525K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.8K- 11.06% |
$359K - $472K
|
22.5K
$5.42M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.81K- 2.9% |
$361K - $474K
|
94.2K
$22.7M
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.83K- 20.68% |
$363K - $476K
|
10.8K
$2.61M
|
|
May 13, 2022
Q1 2022
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-2.83K- 16.44% |
$363K - $477K
|
14.4K
$3.46M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.84K- 2.23% |
$364K - $478K
|
124K
$29.9M
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2.84K- 2.67% |
$365K - $479K
|
104K
$24.9M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.85K- 10.19% |
$365K - $479K
|
25.1K
$6.04M
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-2.85K- 16.94% |
$365K - $480K
|
14K
$3.36M
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-2.86K- 10.99% |
$367K - $482K
|
23.2K
$5.58M
|
|
May 13, 2022
Q1 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.87K- 0.99% |
$368K - $483K
|
288K
$69.3M
|
|
May 12, 2022
Q1 2022
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-2.89K- 1.36% |
$371K - $487K
|
209K
$50.3M
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.9K- 4.2% |
$372K - $489K
|
66.1K
$15.9M
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.93KClosed |
$376K - $494K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.97KClosed |
$381K - $500K
|
0
$0
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.97K- 2.05% |
$381K - $500K
|
142K
$34.2M
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-2.97KClosed |
$381K - $500K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.97K- 43.14% |
$381K - $500K
|
3.91K
$943K
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3K- 3.65% |
$385K - $505K
|
79K
$19M
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-3K- 18.88% |
$385K - $506K
|
12.9K
$3.11M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.07K- 22.76% |
$393K - $516K
|
10.4K
$2.51M
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.08K- 0.96% |
$395K - $518K
|
318K
$76.5M
|
|
May 16, 2022
Q1 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-3.09K- 36.1% |
$396K - $520K
|
5.47K
$1.32M
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.11K- 4.26% |
$398K - $523K
|
69.8K
$16.8M
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-3.15K- 17.79% |
$404K - $530K
|
14.6K
$3.51M
|
|
May 16, 2022
Q1 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-3.19K- 2.0% |
$409K - $537K
|
156K
$37.6M
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.2KClosed |
$410K - $539K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.22K- 62.46% |
$413K - $542K
|
1.94K
$466K
|
|
Apr 28, 2022
Q1 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-3.25KClosed |
$417K - $547K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.25K- 13.41% |
$417K - $547K
|
21K
$5.05M
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.26K- 31.9% |
$418K - $549K
|
6.96K
$1.68M
|
|
May 03, 2022
Q1 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.3K- 1.33% |
$424K - $556K
|
246K
$59.2M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.31K- 12.82% |
$425K - $558K
|
22.5K
$5.43M
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-3.32K- 45.97% |
$426K - $560K
|
3.91K
$941K
|
|
May 12, 2022
Q1 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.33K- 20.67% |
$427K - $561K
|
12.8K
$3.08M
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 10.15% |
$428K - $562K
|
29.5K
$7.11M
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.35K- 10.98% |
$429K - $563K
|
27.1K
$6.53M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.36K- 2.0% |
$431K - $566K
|
165K
$39.7M
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.37KClosed |
$433K - $568K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-3.38K- 53.27% |
$433K - $569K
|
2.96K
$713K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 2.74% |
$440K - $577K
|
122K
$29.3M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.44K- 4.82% |
$441K - $579K
|
67.9K
$16.3M
|