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 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.54K+ 96.45% |
$623K - $752K
|
11.3K
$2.82M
|
|
|
Jul 29, 2022
Q2 2022
|
Pariax, LLC
|
BUY
|
- |
5.51K+ 12.68% |
$620K - $749K
|
49K
$12.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5.37K+ 1.95% |
$605K - $730K
|
280K
$70.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.33K+ 6.23% |
$600K - $724K
|
90.9K
$22.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
5.31K+ 4.48% |
$598K - $722K
|
124K
$31M
|
|
|
Aug 15, 2022
Q2 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
5.3KNew |
$597K - $720K
|
5.3K
$1.32M
|
|
|
Aug 10, 2022
Q2 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
5.3K+ 1.28% |
$597K - $720K
|
419K
$105M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.25K+ 1.43% |
$591K - $713K
|
372K
$93M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.24K+ 252.02% |
$590K - $712K
|
7.32K
$1.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
5.19K+ 13.63% |
$584K - $705K
|
43.2K
$10.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5.18K+ 1.81% |
$583K - $704K
|
291K
$72.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
5.1K+ 12.91% |
$574K - $693K
|
44.6K
$11.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
BUY
|
- |
5.07K+ 2.97% |
$571K - $689K
|
176K
$43.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.06K+ 2.35% |
$570K - $688K
|
220K
$55M
|
|
|
Jul 28, 2022
Q2 2022
|
Skylands Capital, LLC
|
BUY
|
- |
5K+ 7.63% |
$563K - $680K
|
70.6K
$17.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
5K+ 25.43% |
$563K - $679K
|
24.6K
$6.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
4.99KNew |
$561K - $678K
|
4.99K
$1.25M
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
4.97K+ 7.35% |
$560K - $676K
|
72.6K
$18.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
4.95K+ 2.89% |
$558K - $673K
|
176K
$44M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.94K+ 8.15% |
$557K - $672K
|
65.5K
$16.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.91K+ 1.55% |
$553K - $667K
|
322K
$80.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.9K+ 179.47% |
$552K - $666K
|
7.64K
$1.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.89K+ 95.79% |
$551K - $665K
|
10K
$2.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.89K+ 17.64% |
$551K - $665K
|
32.6K
$8.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.88K+ 20.89% |
$550K - $663K
|
28.2K
$7.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.84K+ 123.88% |
$545K - $658K
|
8.75K
$2.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
4.84K+ 8.17% |
$545K - $658K
|
64K
$16M
|
|
|
Jul 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
4.84K+ 9.83% |
$545K - $657K
|
54K
$13.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Villere St Denis J & CO LLC
|
BUY
|
- |
4.84K+ 2.99% |
$544K - $657K
|
167K
$41.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.83K+ 8.44% |
$543K - $656K
|
62K
$15.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
BUY
|
- |
4.79K+ 6.61% |
$540K - $651K
|
77.3K
$19.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.79K+ 2.1% |
$539K - $651K
|
233K
$58.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.78K+ 3.59% |
$538K - $650K
|
138K
$34.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
BUY
|
- |
4.77K+ 0.52% |
$538K - $649K
|
915K
$229M
|
|
|
Jul 27, 2022
Q2 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
4.76K+ 3.92% |
$536K - $646K
|
126K
$31.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.75K+ 6.09% |
$535K - $646K
|
82.8K
$20.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.75K+ 119.4% |
$534K - $645K
|
8.72K
$2.18M
|
|
|
Aug 16, 2022
Q2 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.7K+ 6.45% |
$529K - $639K
|
77.5K
$19.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.69K+ 23.09% |
$528K - $637K
|
25K
$6.24M
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
BUY
|
- |
4.68K+ 4.73% |
$527K - $636K
|
104K
$25.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Chicago Trust CO Na
|
BUY
|
- |
4.67K+ 13.47% |
$526K - $635K
|
39.4K
$9.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.64K+ 18.53% |
$522K - $630K
|
29.7K
$7.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
4.62K+ 1.21% |
$520K - $628K
|
388K
$96.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.6K+ 17.58% |
$518K - $625K
|
30.8K
$7.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.59K+ 3.47% |
$517K - $624K
|
137K
$34.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
4.59K+ 2.88% |
$516K - $623K
|
164K
$40.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.58K+ 12.26% |
$515K - $622K
|
41.9K
$10.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.57K+ 8.36% |
$515K - $621K
|
59.2K
$14.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
4.57K+ 16.77% |
$514K - $621K
|
31.8K
$7.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.56K+ 18.1% |
$513K - $619K
|
29.7K
$7.43M
|