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 12, 2022
Q1 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
15.6K+ 91.5% |
$2.01M - $2.64M
|
32.7K
$7.97M
|
|
|
May 16, 2022
Q1 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
15.6K+ 14.04% |
$2M - $2.63M
|
127K
$30.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
BUY
|
- |
15.5KNew |
$1.99M - $2.61M
|
15.5K
$3.78M
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
15.4K+ 3.26% |
$1.97M - $2.59M
|
486K
$118M
|
|
|
Apr 19, 2022
Q1 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.3K+ 3.68% |
$1.96M - $2.58M
|
431K
$105M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
15.2K+ 8.07% |
$1.95M - $2.56M
|
203K
$49.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
15K+ 13.82% |
$1.93M - $2.53M
|
124K
$30.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
15K+ 38.68% |
$1.92M - $2.52M
|
53.7K
$13.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
14.6KNew |
$1.87M - $2.46M
|
14.6K
$3.55M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
14.6KNew |
$1.87M - $2.45M
|
14.6K
$3.54M
|
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
14.5K+ 58.35% |
$1.86M - $2.44M
|
39.3K
$9.57M
|
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 58.69% |
$1.86M - $2.44M
|
39.2K
$9.53M
|
|
|
Apr 21, 2022
Q1 2022
|
Cullinan Associates Inc
|
BUY
|
- |
14.4K+ 9.27% |
$1.85M - $2.43M
|
170K
$41.4M
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.2K+ 402.7% |
$1.82M - $2.39M
|
17.7K
$4.31M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.1K+ 17.68% |
$1.8M - $2.37M
|
93.6K
$22.8M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
14K+ 3.73% |
$1.8M - $2.36M
|
389K
$94.7M
|
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
BUY
|
- |
13.9K+ 4.42% |
$1.78M - $2.34M
|
328K
$79.9M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
13.9K+ 116.99% |
$1.78M - $2.34M
|
25.8K
$6.27M
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
13.8K+ 11.43% |
$1.77M - $2.33M
|
135K
$32.8M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
13.7KNew |
$1.76M - $2.31M
|
13.7K
$3.34M
|
|
|
May 13, 2022
Q1 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
13.6KNew |
$1.75M - $2.29M
|
13.6K
$3.31M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
13.6K+ 16.54% |
$1.75M - $2.29M
|
95.8K
$23.3M
|
|
|
May 16, 2022
Q1 2022
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
13.5K+ 5.52% |
$1.73M - $2.28M
|
258K
$62.9M
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
BUY
|
- |
13.4K+ 8.12% |
$1.71M - $2.25M
|
178K
$43.3M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 3.77% |
$1.71M - $2.24M
|
367K
$89.2M
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.3K+ 19.75% |
$1.7M - $2.23M
|
80.4K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.2K+ 12.91% |
$1.7M - $2.23M
|
116K
$28.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
12.9KNew |
$1.66M - $2.18M
|
12.9K
$3.15M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.9K+ 14.3% |
$1.65M - $2.17M
|
103K
$25.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
12.8KNew |
$1.64M - $2.15M
|
12.8K
$3.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 8.07% |
$1.63M - $2.14M
|
170K
$41.4M
|
|
|
May 16, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
12.5KNew |
$1.61M - $2.11M
|
12.5K
$3.05M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
12.3K+ 4.6% |
$1.58M - $2.08M
|
281K
$68.4M
|
|
|
May 06, 2022
Q1 2022
|
Gam Holding Ag
|
BUY
|
- |
12.3K+ 18.4% |
$1.58M - $2.08M
|
79.4K
$19.3M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12.1K+ 16.51% |
$1.55M - $2.04M
|
85.4K
$20.8M
|
|
|
May 09, 2022
Q1 2022
|
Tredje Ap Fonden
|
BUY
|
- |
12K+ 2.54% |
$1.54M - $2.02M
|
484K
$118M
|
|
|
May 13, 2022
Q1 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
12KNew |
$1.54M - $2.02M
|
12K
$2.92M
|
|
|
May 10, 2022
Q1 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
12K+ 150.0% |
$1.54M - $2.02M
|
20K
$4.87M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
12K+ 55.27% |
$1.54M - $2.02M
|
33.7K
$8.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Everence Capital Management Inc
|
BUY
|
- |
11.9K+ 23.75% |
$1.52M - $2M
|
61.9K
$15.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
11.8K+ 14.43% |
$1.52M - $1.99M
|
93.8K
$22.8M
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11.8K+ 24.68% |
$1.51M - $1.99M
|
59.6K
$14.5M
|
|
|
May 16, 2022
Q1 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.5KNew |
$1.47M - $1.93M
|
11.5K
$2.79M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
11.5K+ 22.22% |
$1.47M - $1.93M
|
63K
$15.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
11.5KNew |
$1.47M - $1.93M
|
11.5K
$2.79M
|
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
11.4K+ 13.81% |
$1.46M - $1.91M
|
93.6K
$22.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
11.4K+ 7.76% |
$1.46M - $1.91M
|
158K
$38.4M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
11.3KNew |
$1.45M - $1.9M
|
11.3K
$2.74M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
11K+ 12.32% |
$1.41M - $1.85M
|
100K
$24.4M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
11K+ 4.64% |
$1.41M - $1.85M
|
248K
$60.3M
|