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 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
21.8KNew |
$2.8M - $3.67M
|
21.8K
$5.3M
|
|
May 10, 2022
Q1 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
21.6K+ 6.03% |
$2.77M - $3.63M
|
379K
$92.3M
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
21.5KNew |
$2.76M - $3.63M
|
21.5K
$5.24M
|
|
May 03, 2022
Q1 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
21.3K+ 82.38% |
$2.74M - $3.59M
|
47.2K
$11.5M
|
|
May 12, 2022
Q1 2022
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
21.3K+ 17.16% |
$2.73M - $3.58M
|
145K
$35.3M
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
21.1K+ 117.51% |
$2.71M - $3.55M
|
39.1K
$9.5M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
21K+ 26.94% |
$2.69M - $3.54M
|
98.9K
$24.1M
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
BUY
|
- |
20.7K+ 6.27% |
$2.66M - $3.49M
|
351K
$85.5M
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
20.6K+ 18.67% |
$2.64M - $3.47M
|
131K
$31.8M
|
|
Apr 25, 2022
Q1 2022
|
Security National Bank
|
BUY
|
- |
20.6K+ 308.9% |
$2.64M - $3.47M
|
27.2K
$6.63M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
20.4K+ 3.04% |
$2.61M - $3.43M
|
690K
$168M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
20.4K+ 3.04% |
$2.61M - $3.43M
|
690K
$168M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
20.1K+ 0.84% |
$2.58M - $3.39M
|
2.41M
$585M
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20K+ 18.3% |
$2.56M - $3.37M
|
129K
$31.4M
|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
BUY
|
- |
19.8K+ 23.9% |
$2.54M - $3.33M
|
102K
$24.9M
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.7K+ 25.63% |
$2.52M - $3.31M
|
96.4K
$23.5M
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
19.7K+ 9.5% |
$2.52M - $3.31M
|
227K
$55.1M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
19.7K+ 107.08% |
$2.52M - $3.31M
|
38K
$9.25M
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
19.6K+ 108.62% |
$2.51M - $3.3M
|
37.6K
$9.15M
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
19.5K+ 1054.29% |
$2.51M - $3.29M
|
21.4K
$5.2M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
19.4K+ 4.47% |
$2.49M - $3.27M
|
454K
$110M
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
19.4K+ 12.41% |
$2.48M - $3.26M
|
175K
$42.7M
|
|
May 13, 2022
Q1 2022
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
19K+ 18.72% |
$2.44M - $3.2M
|
121K
$29.3M
|
|
May 16, 2022
Q1 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
18.9K+ 34.51% |
$2.43M - $3.19M
|
73.8K
$17.9M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
18.9K+ 2.03% |
$2.42M - $3.18M
|
949K
$231M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7K+ 9.78% |
$2.4M - $3.15M
|
210K
$51.1M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.6K+ 5.23% |
$2.39M - $3.14M
|
375K
$91.2M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.2K+ 3.9% |
$2.33M - $3.06M
|
484K
$118M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.1K+ 6.75% |
$2.32M - $3.05M
|
286K
$69.7M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
18.1K+ 6.63% |
$2.32M - $3.05M
|
291K
$70.7M
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
18KNew |
$2.31M - $3.03M
|
18K
$4.38M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
17.9KNew |
$2.3M - $3.02M
|
17.9K
$4.37M
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
17.8K+ 45.55% |
$2.29M - $3M
|
57K
$13.9M
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
17.6K+ 0.5% |
$2.26M - $2.97M
|
3.53M
$858M
|
|
May 13, 2022
Q1 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
17.4K+ 139.26% |
$2.23M - $2.93M
|
29.9K
$7.27M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17.1K+ 16.38% |
$2.2M - $2.89M
|
122K
$29.6M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.1K+ 191.84% |
$2.19M - $2.88M
|
26K
$6.32M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.1K+ 5.99% |
$2.19M - $2.87M
|
302K
$73.5M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.6K+ 43.89% |
$2.13M - $2.8M
|
54.5K
$13.3M
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
16.6K+ 29.98% |
$2.13M - $2.8M
|
72K
$17.5M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.4K+ 12.96% |
$2.1M - $2.76M
|
143K
$34.8M
|
|
Apr 14, 2022
Q1 2022
|
Addenda Capital Inc.
|
BUY
|
- |
16.2K+ 16.57% |
$2.08M - $2.73M
|
114K
$27.8M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
16.2K+ 7.59% |
$2.07M - $2.72M
|
229K
$55.8M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 7.01% |
$2.07M - $2.72M
|
246K
$59.9M
|
|
May 13, 2022
Q1 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
16K+ 867.08% |
$2.05M - $2.69M
|
17.8K
$4.34M
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
16K+ 13.07% |
$2.05M - $2.69M
|
138K
$33.6M
|
|
Apr 20, 2022
Q1 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
15.9K+ 296.54% |
$2.04M - $2.68M
|
21.3K
$5.18M
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
15.8K+ 2.21% |
$2.03M - $2.66M
|
731K
$178M
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
BUY
|
- |
15.8K+ 4.73% |
$2.02M - $2.65M
|
349K
$84.8M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.7K+ 5.62% |
$2.02M - $2.65M
|
296K
$71.9M
|