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
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.54K- 3.23% |
$583K - $765K
|
136K
$32.8M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 73.71% |
$586K - $769K
|
1.63K
$392K
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.58K- 61.62% |
$587K - $771K
|
2.85K
$686K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-4.64K- 2.55% |
$595K - $781K
|
177K
$42.7M
|
|
Apr 29, 2022
Q1 2022
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-4.64K- 3.1% |
$596K - $782K
|
145K
$35M
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-4.68K- 49.11% |
$600K - $788K
|
4.85K
$1.17M
|
|
Apr 29, 2022
Q1 2022
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-4.73KClosed |
$606K - $796K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-4.73K- 32.3% |
$607K - $797K
|
9.92K
$2.39M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.74K- 5.22% |
$608K - $799K
|
86.1K
$20.7M
|
|
Apr 22, 2022
Q1 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.83K- 7.18% |
$619K - $813K
|
62.3K
$15M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.83K- 10.05% |
$620K - $814K
|
43.3K
$10.4M
|
|
May 16, 2022
Q1 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.93K- 16.37% |
$632K - $830K
|
25.2K
$6.06M
|
|
Jun 14, 2024
Q1 2022
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.94K- 16.27% |
$634K - $832K
|
25.4K
$6.12M
|
|
May 16, 2022
Q1 2022
|
Odey Holdings LTD
London, X0 |
SELL
|
- |
-4.94KClosed |
$634K - $832K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-4.97KClosed |
$637K - $836K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.01K- 45.09% |
$642K - $843K
|
6.1K
$1.47M
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.1K- 25.59% |
$654K - $858K
|
14.8K
$3.57M
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
SELL
|
- |
-5.11K- 71.94% |
$655K - $860K
|
1.99K
$480K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.11K- 16.82% |
$656K - $861K
|
25.3K
$6.09M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.19K- 2.36% |
$666K - $874K
|
215K
$51.8M
|
|
May 11, 2022
Q1 2022
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-5.19KClosed |
$666K - $874K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-5.24K- 64.17% |
$672K - $882K
|
2.92K
$704K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.25K- 4.78% |
$673K - $883K
|
104K
$25.1M
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.28K- 60.21% |
$678K - $890K
|
3.49K
$841K
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-5.29KClosed |
$678K - $890K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.3K- 8.0% |
$680K - $893K
|
61K
$14.7M
|
|
Apr 28, 2022
Q1 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-5.33K- 0.18% |
$684K - $898K
|
3M
$721M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5.35K- 2.2% |
$686K - $901K
|
238K
$57.2M
|
|
May 02, 2022
Q1 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-5.35K- 7.46% |
$686K - $901K
|
66.4K
$16M
|
|
May 13, 2022
Q1 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-5.42K- 33.38% |
$695K - $912K
|
10.8K
$2.6M
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-5.44K- 32.18% |
$698K - $917K
|
11.5K
$2.76M
|
|
May 13, 2022
Q1 2022
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-5.48K- 11.84% |
$703K - $924K
|
40.8K
$9.83M
|
|
May 13, 2022
Q1 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.48K- 30.36% |
$704K - $924K
|
12.6K
$3.03M
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-5.51K- 19.29% |
$706K - $927K
|
23K
$5.55M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.56K- 17.51% |
$713K - $936K
|
26.2K
$6.31M
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.58K- 2.41% |
$716K - $940K
|
226K
$54.5M
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5.59K- 76.66% |
$717K - $941K
|
1.7K
$410K
|
|
May 10, 2022
Q1 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-5.6KClosed |
$718K - $943K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.6K- 0.98% |
$719K - $944K
|
564K
$136M
|
|
May 02, 2022
Q1 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-5.66KClosed |
$726K - $954K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-5.72K- 37.46% |
$733K - $963K
|
9.55K
$2.3M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.84K- 49.66% |
$749K - $983K
|
5.92K
$1.43M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.89K- 52.32% |
$756K - $993K
|
5.37K
$1.29M
|
|
May 10, 2022
Q1 2022
|
Core Alternative Capital
|
SELL
|
- |
-5.95K- 8.63% |
$764K - $1M
|
63K
$15.2M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-5.97K- 3.52% |
$766K - $1.01M
|
164K
$39.4M
|
|
May 05, 2022
Q1 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-6K- 17.29% |
$770K - $1.01M
|
28.7K
$6.91M
|
|
May 11, 2022
Q1 2022
|
Westwood Wealth Management
|
SELL
|
- |
-6.02K- 38.86% |
$772K - $1.01M
|
9.47K
$2.28M
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6.02K- 74.91% |
$773K - $1.01M
|
2.02K
$486K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6.11K- 3.29% |
$783K - $1.03M
|
180K
$43.3M
|
|
May 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-6.12K- 71.26% |
$786K - $1.03M
|
2.47K
$595K
|