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
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
11KNew |
$1.41M - $1.85M
|
11K
$2.67M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10.9K+ 6.81% |
$1.4M - $1.84M
|
171K
$41.6M
|
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
10.9K+ 0.86% |
$1.39M - $1.83M
|
1.27M
$310M
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
10.8K+ 580.46% |
$1.39M - $1.82M
|
12.7K
$3.08M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.8K+ 14.09% |
$1.39M - $1.82M
|
87.5K
$21.3M
|
|
|
May 06, 2022
Q1 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.8K+ 68.94% |
$1.39M - $1.82M
|
26.5K
$6.44M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.4K+ 0.93% |
$1.34M - $1.76M
|
1.13M
$274M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
10.4K+ 2.41% |
$1.33M - $1.75M
|
443K
$108M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
10.3K+ 2.82% |
$1.32M - $1.74M
|
376K
$91.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.3K+ 1.7% |
$1.32M - $1.73M
|
615K
$150M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.2K+ 3.51% |
$1.31M - $1.73M
|
303K
$73.6M
|
|
|
May 09, 2022
Q1 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
10.2K+ 25.86% |
$1.31M - $1.72M
|
49.6K
$12.1M
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.1K+ 2.78% |
$1.3M - $1.7M
|
374K
$91.1M
|
|
|
Aug 07, 2024
Q1 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
10.1KNew |
$1.3M - $1.7M
|
10.1K
$2.46M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1K+ 9.44% |
$1.29M - $1.7M
|
117K
$28.5M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10K+ 7.43% |
$1.28M - $1.68M
|
145K
$35.2M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.9K+ 21.61% |
$1.27M - $1.67M
|
55.7K
$13.6M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.9K+ 21.61% |
$1.27M - $1.67M
|
55.7K
$13.6M
|
|
|
May 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.8K+ 35.64% |
$1.26M - $1.65M
|
37.3K
$9.07M
|
|
|
May 09, 2022
Q1 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
9.8K+ 11.3% |
$1.26M - $1.65M
|
96.5K
$23.5M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.77K+ 26.93% |
$1.25M - $1.65M
|
46K
$11.2M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.66K+ 20.7% |
$1.24M - $1.63M
|
56.3K
$13.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.61K+ 4.14% |
$1.23M - $1.62M
|
242K
$58.9M
|
|
|
May 03, 2022
Q1 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
9.52K+ 5.9% |
$1.22M - $1.6M
|
171K
$41.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Viking Fund Management LLC
|
BUY
|
- |
9.5K+ 17.59% |
$1.22M - $1.6M
|
63.5K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
9.49KNew |
$1.22M - $1.6M
|
9.49K
$2.31M
|
|
|
May 13, 2022
Q1 2022
|
Harbor Advisory Corp
|
BUY
|
- |
9.47K+ 41.44% |
$1.21M - $1.59M
|
32.3K
$7.86M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.44K+ 7.11% |
$1.21M - $1.59M
|
142K
$34.6M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.44KNew |
$1.21M - $1.59M
|
9.44K
$2.3M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.42K+ 99.93% |
$1.21M - $1.59M
|
18.8K
$4.59M
|
|
|
May 12, 2022
Q1 2022
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
9.26K+ 3.46% |
$1.19M - $1.56M
|
277K
$67.3M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.13K+ 5.51% |
$1.17M - $1.54M
|
175K
$42.5M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
9.01K+ 14.33% |
$1.16M - $1.52M
|
71.9K
$17.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
9K+ 6.26% |
$1.15M - $1.52M
|
153K
$37.2M
|
|
|
May 03, 2022
Q1 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
8.99K+ 46.83% |
$1.15M - $1.51M
|
28.2K
$6.85M
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
8.97KNew |
$1.15M - $1.51M
|
8.97K
$2.18M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8.95K+ 102.64% |
$1.15M - $1.51M
|
17.7K
$4.3M
|
|
|
May 12, 2022
Q1 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
8.94K+ 2.72% |
$1.15M - $1.51M
|
337K
$82M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
8.92K+ 5.11% |
$1.14M - $1.5M
|
184K
$44.7M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.88K+ 2.28% |
$1.14M - $1.5M
|
399K
$97.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
8.73K+ 38.57% |
$1.12M - $1.47M
|
31.4K
$7.63M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.65KNew |
$1.11M - $1.46M
|
8.65K
$2.1M
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.64K+ 50.0% |
$1.11M - $1.46M
|
25.9K
$6.31M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.62K+ 21.08% |
$1.11M - $1.45M
|
49.5K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8.57K+ 7.23% |
$1.1M - $1.44M
|
127K
$30.9M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.54K+ 33.72% |
$1.1M - $1.44M
|
33.9K
$8.24M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.53K+ 14.13% |
$1.09M - $1.44M
|
68.9K
$16.8M
|
|
|
May 16, 2022
Q1 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
8.5KNew |
$1.09M - $1.43M
|
8.5K
$2.07M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
8.39K+ 10.64% |
$1.08M - $1.41M
|
87.2K
$21.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
8.38K+ 0.91% |
$1.08M - $1.41M
|
926K
$225M
|