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 05, 2022
Q1 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-6.33K- 5.56% |
$811K - $1.07M
|
107K
$25.9M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-6.34KClosed |
$813K - $1.07M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.36K- 47.07% |
$816K - $1.07M
|
7.15K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.39K- 23.38% |
$819K - $1.08M
|
20.9K
$5.04M
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-6.4K- 81.01% |
$821K - $1.08M
|
1.5K
$361K
|
|
May 13, 2022
Q1 2022
|
Barings LLC
|
SELL
|
- |
-6.4K- 23.28% |
$821K - $1.08M
|
21.1K
$5.08M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.44K- 2.4% |
$826K - $1.08M
|
262K
$63.2M
|
|
May 06, 2022
Q1 2022
|
Weil Company, Inc.
|
SELL
|
- |
-6.48K- 22.7% |
$832K - $1.09M
|
22.1K
$5.32M
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.57K- 2.28% |
$842K - $1.11M
|
281K
$67.8M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-6.6KClosed |
$847K - $1.11M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-6.66K- 0.27% |
$854K - $1.12M
|
2.43M
$585M
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.66K- 1.64% |
$855K - $1.12M
|
400K
$96.3M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-6.67K- 5.23% |
$856K - $1.12M
|
121K
$29.1M
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-6.74K- 31.91% |
$865K - $1.14M
|
14.4K
$3.46M
|
|
Apr 20, 2022
Q1 2022
|
Qv Investors Inc.
|
SELL
|
- |
-6.78K- 12.4% |
$870K - $1.14M
|
47.9K
$11.5M
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-6.8K- 2.01% |
$872K - $1.14M
|
332K
$79.9M
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.86K- 42.21% |
$881K - $1.16M
|
9.4K
$2.26M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.87K- 17.23% |
$881K - $1.16M
|
33K
$7.95M
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-6.91KClosed |
$887K - $1.16M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-6.96K- 36.31% |
$893K - $1.17M
|
12.2K
$2.94M
|
|
May 10, 2022
Q1 2022
|
Eulav Asset Management
|
SELL
|
- |
-7K- 7.37% |
$898K - $1.18M
|
88K
$21.2M
|
|
May 12, 2022
Q1 2022
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-7KClosed |
$898K - $1.18M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-7.04KClosed |
$903K - $1.19M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-7.05K- 40.73% |
$904K - $1.19M
|
10.3K
$2.47M
|
|
May 13, 2022
Q1 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-7.05K- 10.08% |
$905K - $1.19M
|
62.9K
$15.2M
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.09K- 9.93% |
$910K - $1.19M
|
64.3K
$15.5M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-7.19K- 27.95% |
$923K - $1.21M
|
18.5K
$4.47M
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7.22K- 6.52% |
$926K - $1.22M
|
103K
$24.9M
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-7.22KClosed |
$926K - $1.22M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-7.3K- 29.18% |
$936K - $1.23M
|
17.7K
$4.27M
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.36K- 9.51% |
$944K - $1.24M
|
70K
$16.9M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$948K - $1.24M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
SELL
|
- |
-7.47K- 0.91% |
$959K - $1.26M
|
811K
$195M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.54K- 23.06% |
$968K - $1.27M
|
25.2K
$6.06M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-7.55K- 0.33% |
$968K - $1.27M
|
2.29M
$550M
|
|
May 16, 2022
Q1 2022
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-7.6K- 2.88% |
$975K - $1.28M
|
256K
$61.7M
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-7.6KClosed |
$975K - $1.28M
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-7.62KClosed |
$978K - $1.28M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.68K- 1.43% |
$985K - $1.29M
|
529K
$127M
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-7.69K- 8.06% |
$987K - $1.3M
|
87.8K
$21.1M
|
|
May 16, 2022
Q1 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.77K- 17.09% |
$997K - $1.31M
|
37.7K
$9.08M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.83K- 37.29% |
$1M - $1.32M
|
13.2K
$3.17M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-7.85K- 18.52% |
$1.01M - $1.32M
|
34.5K
$8.31M
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.85K- 7.44% |
$1.01M - $1.32M
|
97.7K
$23.5M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-7.91K- 9.88% |
$1.01M - $1.33M
|
72.2K
$17.4M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-7.93K- 24.12% |
$1.02M - $1.34M
|
24.9K
$6.01M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-8.02K- 17.94% |
$1.03M - $1.35M
|
36.7K
$8.84M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.05K- 23.2% |
$1.03M - $1.36M
|
26.7K
$6.42M
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
SELL
|
- |
-8.07K- 1.07% |
$1.03M - $1.36M
|
745K
$179M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.11K- 17.19% |
$1.04M - $1.37M
|
39K
$9.4M
|