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 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.37K+ 4.57% |
$1.07M - $1.41M
|
191K
$46.6M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
8.33K+ 12.74% |
$1.07M - $1.4M
|
73.7K
$17.9M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
8.32K+ 4.62% |
$1.07M - $1.4M
|
188K
$45.8M
|
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
8.29K+ 6.51% |
$1.06M - $1.4M
|
136K
$33M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.19K+ 8.83% |
$1.05M - $1.38M
|
101K
$24.6M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
8.1K+ 1.76% |
$1.04M - $1.36M
|
468K
$114M
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
8.09K+ 32.52% |
$1.04M - $1.36M
|
32.9K
$8.01M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
8.04K+ 16.88% |
$1.03M - $1.35M
|
55.7K
$13.6M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.93K+ 46.7% |
$1.02M - $1.34M
|
24.9K
$6.06M
|
|
|
May 03, 2022
Q1 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7.92K+ 6.99% |
$1.02M - $1.33M
|
121K
$29.5M
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
7.83K+ 501.28% |
$1M - $1.32M
|
9.39K
$2.28M
|
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
7.78K+ 2.09% |
$998K - $1.31M
|
380K
$92.4M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.69KNew |
$986K - $1.3M
|
7.69K
$1.87M
|
|
|
May 16, 2022
Q1 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
7.68K+ 60.94% |
$985K - $1.29M
|
20.3K
$4.93M
|
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.67K+ 410.54% |
$984K - $1.29M
|
9.54K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
7.67K+ 465.98% |
$984K - $1.29M
|
9.32K
$2.27M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.82M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.82M
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.82M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7.44K+ 14.0% |
$955K - $1.25M
|
60.6K
$14.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
7.43K+ 4.24% |
$953K - $1.25M
|
183K
$44.4M
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
7.36K+ 69.5% |
$945K - $1.24M
|
18K
$4.37M
|
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7.33K+ 12.94% |
$940K - $1.23M
|
63.9K
$15.6M
|
|
|
May 16, 2022
Q1 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
7.3K+ 56.5% |
$937K - $1.23M
|
20.2K
$4.92M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7.3K+ 28.23% |
$936K - $1.23M
|
33.2K
$8.07M
|
|
|
Apr 28, 2022
Q1 2022
|
Schroders Is LTD
|
BUY
|
- |
7.22KNew |
$927K - $1.22M
|
7.22K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
7.21K+ 27.78% |
$925K - $1.21M
|
33.2K
$8.07M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
7.21K+ 5.76% |
$925K - $1.21M
|
132K
$32.2M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.17K+ 0.18% |
$920K - $1.21M
|
4.02M
$978M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.96K+ 10.55% |
$892K - $1.17M
|
72.9K
$17.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
6.89K+ 3.43% |
$884K - $1.16M
|
207K
$50.5M
|
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.84K+ 322.9% |
$877K - $1.15M
|
8.96K
$2.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.83K+ 5.45% |
$877K - $1.15M
|
132K
$32.2M
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
BUY
|
- |
6.82K+ 16.66% |
$875K - $1.15M
|
47.8K
$11.6M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.75K+ 64.16% |
$866K - $1.14M
|
17.3K
$4.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.72K+ 4.35% |
$862K - $1.13M
|
161K
$39.2M
|
|
|
May 13, 2022
Q1 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
6.71K+ 515.92% |
$861K - $1.13M
|
8.01K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
6.63K+ 16.92% |
$850K - $1.12M
|
45.8K
$11.1M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.61K+ 3.89% |
$848K - $1.11M
|
177K
$43M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
6.6K+ 12.55% |
$847K - $1.11M
|
59.2K
$14.4M
|
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.6K+ 111.35% |
$847K - $1.11M
|
12.5K
$3.05M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6.6K+ 19.56% |
$847K - $1.11M
|
40.4K
$9.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
6.57KNew |
$843K - $1.11M
|
6.57K
$1.6M
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 131.31% |
$842K - $1.1M
|
11.6K
$2.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
6.55K+ 4.22% |
$840K - $1.1M
|
162K
$39.4M
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.49K+ 9.87% |
$833K - $1.09M
|
72.3K
$17.6M
|
|
|
May 18, 2022
Q1 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
6.4K+ 23.08% |
$821K - $1.08M
|
34.1K
$8.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
6.39K+ 24.75% |
$820K - $1.08M
|
32.2K
$7.84M
|
|
|
Jan 17, 2024
Q1 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6.38K+ 4.49% |
$819K - $1.08M
|
149K
$36.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.38K+ 10.31% |
$819K - $1.07M
|
68.3K
$16.6M
|