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
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.44KClosed |
$441K - $579K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.54K- 76.63% |
$454K - $596K
|
1.08K
$260K
|
|
|
May 12, 2022
Q1 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.56KClosed |
$457K - $600K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.56KClosed |
$457K - $600K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hosking Partners LLP
|
SELL
|
- |
-3.6K- 2.26% |
$461K - $606K
|
155K
$37.4M
|
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.6KClosed |
$462K - $606K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.64KClosed |
$467K - $613K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.73KClosed |
$478K - $628K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-3.76K- 2.15% |
$483K - $634K
|
171K
$41.3M
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.78K- 0.89% |
$485K - $637K
|
420K
$101M
|
|
|
May 16, 2022
Q1 2022
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-3.8K- 9.52% |
$488K - $640K
|
36.1K
$8.69M
|
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.8K- 0.89% |
$488K - $640K
|
421K
$101M
|
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.81KClosed |
$489K - $642K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.84K- 51.43% |
$493K - $647K
|
3.63K
$874K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.85K- 31.14% |
$493K - $648K
|
8.51K
$2.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.85K- 67.64% |
$494K - $648K
|
1.84K
$444K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.88K- 24.91% |
$497K - $653K
|
11.7K
$2.81M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.9K- 4.5% |
$500K - $657K
|
82.7K
$19.9M
|
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3.9KClosed |
$501K - $657K
|
0
$0
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.91K- 1.35% |
$502K - $658K
|
285K
$68.7M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.96K- 1.83% |
$508K - $667K
|
212K
$51.1M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.97K- 1.98% |
$509K - $669K
|
197K
$47.4M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.98K- 42.84% |
$510K - $670K
|
5.31K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.99KClosed |
$512K - $672K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-4KClosed |
$513K - $674K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.01K- 4.24% |
$514K - $675K
|
90.4K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4.03K- 6.98% |
$517K - $679K
|
53.7K
$12.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-4.04K- 27.25% |
$518K - $680K
|
10.8K
$2.59M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.05K- 12.45% |
$519K - $681K
|
28.4K
$6.85M
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-4.05K- 0.81% |
$519K - $682K
|
495K
$119M
|
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4.06K- 1.95% |
$521K - $685K
|
205K
$49.3M
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4.1K- 25.23% |
$526K - $691K
|
12.2K
$2.93M
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.11K- 7.64% |
$527K - $691K
|
49.6K
$11.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.16K- 54.74% |
$534K - $701K
|
3.44K
$829K
|
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.17K- 4.8% |
$535K - $702K
|
82.7K
$19.9M
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.17K- 31.86% |
$535K - $702K
|
8.92K
$2.15M
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.21KClosed |
$540K - $709K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-4.23K- 13.18% |
$542K - $712K
|
27.8K
$6.7M
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.25K- 37.69% |
$545K - $715K
|
7.02K
$1.69M
|
|
|
May 04, 2022
Q1 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-4.27K- 3.98% |
$547K - $719K
|
103K
$24.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.28K- 36.55% |
$550K - $721K
|
7.44K
$1.79M
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 42.81% |
$554K - $727K
|
5.77K
$1.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.33KClosed |
$555K - $729K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.36K- 99.91% |
$559K - $734K
|
4
$963
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-4.43K- 5.24% |
$568K - $745K
|
80K
$19.3M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4.48K- 6.63% |
$575K - $754K
|
63.1K
$15.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$576K - $757K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.5K- 12.88% |
$577K - $758K
|
30.4K
$7.33M
|
|
|
May 10, 2022
Q1 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-4.5K- 70.3% |
$577K - $758K
|
1.9K
$458K
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-4.51KClosed |
$578K - $759K
|
0
$0
|