Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6.49K+ 17.24% |
$731K - $882K
|
44.2K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.48K+ 20.16% |
$729K - $880K
|
38.6K
$9.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.47K+ 2.67% |
$728K - $879K
|
248K
$61.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.46K+ 194.31% |
$727K - $878K
|
9.78K
$2.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
6.45KNew |
$726K - $877K
|
6.45K
$1.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
6.45K+ 15.29% |
$726K - $876K
|
48.6K
$12.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.44K+ 6.17% |
$725K - $875K
|
111K
$27.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.42K+ 7.46% |
$723K - $873K
|
92.4K
$23M
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
6.39K+ 7.74% |
$719K - $868K
|
89K
$22.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.38K+ 14.64% |
$719K - $868K
|
50K
$12.4M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.38K+ 14.64% |
$719K - $868K
|
50K
$12.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6.37K+ 11.79% |
$717K - $865K
|
60.4K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.37K+ 17.5% |
$717K - $865K
|
42.7K
$10.6M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.34K+ 4.46% |
$713K - $861K
|
149K
$36.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
- |
6.28KNew |
$707K - $853K
|
6.28K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.26K+ 89.16% |
$705K - $851K
|
13.3K
$3.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
6.25K+ 4.92% |
$704K - $850K
|
133K
$33.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
6.23K+ 19.81% |
$701K - $846K
|
37.6K
$9.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6.22K+ 26.79% |
$700K - $845K
|
29.4K
$7.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.22K+ 24.5% |
$700K - $845K
|
31.6K
$7.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
6.21KNew |
$699K - $844K
|
6.21K
$1.54M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
6.19K+ 3.94% |
$697K - $841K
|
163K
$40.5M
|
|
|
Oct 04, 2023
Q2 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
6.16K+ 23.65% |
$694K - $837K
|
32.2K
$8.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
6.16KNew |
$694K - $837K
|
6.16K
$1.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.15K+ 19.25% |
$693K - $836K
|
38.1K
$9.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.13K+ 6.51% |
$690K - $833K
|
100K
$24.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.1K+ 3.7% |
$686K - $828K
|
171K
$42.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
6.09K+ 17.76% |
$686K - $828K
|
40.4K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
6.09K+ 3.81% |
$685K - $827K
|
166K
$41.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.07K+ 6.01% |
$683K - $825K
|
107K
$26.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
6.06K+ 188.04% |
$682K - $823K
|
9.28K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.04K+ 15.22% |
$681K - $821K
|
45.7K
$11.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.03K+ 48.66% |
$679K - $819K
|
18.4K
$4.58M
|
|
|
Apr 24, 2024
Q2 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
6.01K+ 33.11% |
$677K - $817K
|
24.2K
$6.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5.97K+ 43.82% |
$672K - $811K
|
19.6K
$4.87M
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
5.96K+ 16.81% |
$671K - $810K
|
41.4K
$10.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
5.95K+ 272.99% |
$670K - $809K
|
8.14K
$2.02M
|
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
5.93K+ 13.82% |
$668K - $806K
|
48.9K
$12.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
5.9K+ 0.48% |
$664K - $801K
|
1.25M
$310M
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.88K+ 1.0% |
$663K - $800K
|
597K
$148M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.88K+ 14.95% |
$662K - $799K
|
45.2K
$11.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Stewart & Patten CO LLC
|
BUY
|
- |
5.85K+ 2.86% |
$659K - $795K
|
211K
$52.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
5.84K+ 6.39% |
$658K - $794K
|
97.4K
$24.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.82K+ 1.89% |
$655K - $791K
|
313K
$77.9M
|
|
|
Jul 08, 2022
Q2 2022
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 41.55% |
$653K - $788K
|
19.8K
$4.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.8KNew |
$653K - $788K
|
5.8K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.63K+ 13.49% |
$633K - $764K
|
47.3K
$11.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
5.62KNew |
$633K - $763K
|
5.62K
$1.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
5.55K+ 22.85% |
$625K - $755K
|
29.9K
$7.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.54K+ 96.45% |
$623K - $752K
|
11.3K
$2.8M
|