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 |
|---|---|---|---|---|---|---|---|
|
Jun 06, 2022
Q1 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-8.26K- 11.08% |
$1.06M - $1.39M
|
66.3K
$16.1M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.4K- 4.0% |
$1.08M - $1.41M
|
201K
$49M
|
|
|
Apr 18, 2022
Q1 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-8.48K- 59.68% |
$1.09M - $1.43M
|
5.73K
$1.39M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-8.55K- 90.79% |
$1.1M - $1.44M
|
867
$211K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.6K- 26.99% |
$1.1M - $1.45M
|
23.3K
$5.66M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8.68K- 66.44% |
$1.11M - $1.46M
|
4.38K
$1.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-8.7KClosed |
$1.12M - $1.47M
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-8.71K- 25.69% |
$1.12M - $1.47M
|
25.2K
$6.13M
|
|
|
May 12, 2022
Q1 2022
|
Arjuna Capital
|
SELL
|
- |
-8.73K- 17.4% |
$1.12M - $1.47M
|
41.4K
$10.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.77K- 9.63% |
$1.13M - $1.48M
|
82.3K
$20M
|
|
|
Apr 27, 2022
Q1 2022
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-8.78K- 71.01% |
$1.13M - $1.48M
|
3.58K
$872K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-8.85KClosed |
$1.14M - $1.49M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.99K- 49.18% |
$1.15M - $1.51M
|
9.29K
$2.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-8.99K- 39.18% |
$1.15M - $1.51M
|
14K
$3.4M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.02K- 2.21% |
$1.16M - $1.52M
|
399K
$97M
|
|
|
May 16, 2022
Q1 2022
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-9.05KClosed |
$1.16M - $1.52M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-9.18KClosed |
$1.18M - $1.55M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ns Partners LTD
|
SELL
|
- |
-9.2K- 3.83% |
$1.18M - $1.55M
|
231K
$56.2M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-9.21K- 95.49% |
$1.18M - $1.55M
|
435
$106K
|
|
|
Aug 05, 2022
Q1 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-9.23KClosed |
$1.18M - $1.55M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-9.33K- 28.46% |
$1.2M - $1.57M
|
23.4K
$5.7M
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-9.33K- 5.97% |
$1.2M - $1.57M
|
147K
$35.8M
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-9.42KClosed |
$1.21M - $1.59M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.55K- 23.31% |
$1.22M - $1.61M
|
31.4K
$7.64M
|
|
|
May 13, 2022
Q1 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-9.6K- 1.8% |
$1.23M - $1.62M
|
524K
$128M
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-9.67K- 10.52% |
$1.24M - $1.63M
|
82.2K
$20M
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-9.9K- 27.35% |
$1.27M - $1.67M
|
26.3K
$6.4M
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9.98K- 2.39% |
$1.28M - $1.68M
|
408K
$99.2M
|
|
|
May 16, 2022
Q1 2022
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-10K- 29.18% |
$1.28M - $1.68M
|
24.3K
$5.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$1.28M - $1.69M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-10K- 11.56% |
$1.28M - $1.69M
|
76.6K
$18.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Center Star Asset Management, LLC
|
SELL
|
- |
-10.2K- 75.38% |
$1.31M - $1.72M
|
3.33K
$810K
|
|
|
May 10, 2022
Q1 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-10.3K- 42.48% |
$1.32M - $1.73M
|
13.9K
$3.38M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 2.69% |
$1.33M - $1.75M
|
376K
$91.5M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-10.4K- 21.89% |
$1.34M - $1.76M
|
37.2K
$9.05M
|
|
|
May 16, 2022
Q1 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-10.5K- 48.44% |
$1.34M - $1.77M
|
11.2K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-10.5K- 8.85% |
$1.34M - $1.77M
|
108K
$26.3M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.5K- 9.43% |
$1.35M - $1.77M
|
101K
$24.5M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10.6K- 0.85% |
$1.36M - $1.78M
|
1.24M
$302M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 0.23% |
$1.36M - $1.78M
|
4.51M
$1.1B
|
|
|
Apr 01, 2022
Q1 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-10.7K- 5.86% |
$1.37M - $1.8M
|
172K
$41.8M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-10.8K- 21.13% |
$1.38M - $1.81M
|
40.2K
$9.78M
|
|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-10.8K- 56.55% |
$1.39M - $1.82M
|
8.31K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 3.59% |
$1.4M - $1.83M
|
292K
$71.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.9K- 13.6% |
$1.4M - $1.84M
|
69.4K
$16.9M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-11K- 12.99% |
$1.41M - $1.85M
|
73.5K
$17.9M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11K- 4.83% |
$1.41M - $1.85M
|
217K
$52.8M
|
|
|
May 16, 2022
Q1 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-11K- 2.72% |
$1.41M - $1.86M
|
394K
$95.9M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-11.1K- 82.99% |
$1.42M - $1.87M
|
2.27K
$553K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11.3K- 68.51% |
$1.45M - $1.91M
|
5.21K
$1.27M
|