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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.57K+ 8.36% |
$515K - $621K
|
59.2K
$16.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Security National Bank
|
BUY
|
- |
4.57K+ 16.77% |
$514K - $621K
|
31.8K
$9M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.56K+ 18.1% |
$513K - $619K
|
29.7K
$8.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
4.54KNew |
$511K - $616K
|
4.54K
$1.28M
|
|
|
Jul 28, 2022
Q2 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.49K+ 13.92% |
$505K - $610K
|
36.7K
$10.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48K+ 5.41% |
$504K - $609K
|
87.2K
$24.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.46K+ 4.27% |
$502K - $606K
|
109K
$30.8M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.44KNew |
$500K - $604K
|
4.44K
$1.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.4K+ 24.44% |
$496K - $598K
|
22.4K
$6.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.33K+ 4.67% |
$487K - $588K
|
97K
$27.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.32K+ 34.84% |
$486K - $586K
|
16.7K
$4.73M
|
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
4.31KNew |
$486K - $586K
|
4.31K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.3KNew |
$485K - $585K
|
4.3K
$1.22M
|
|
|
Feb 04, 2025
Q2 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
4.3KNew |
$484K - $585K
|
4.3K
$1.22M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.27K+ 1.52% |
$480K - $580K
|
286K
$80.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.26K+ 6.69% |
$480K - $579K
|
68K
$19.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
4.25K+ 30.01% |
$479K - $578K
|
18.4K
$5.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.25K+ 3.73% |
$478K - $577K
|
118K
$33.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.21K+ 20.11% |
$474K - $572K
|
25.1K
$7.12M
|
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.18K+ 1.12% |
$471K - $568K
|
379K
$107M
|
|
|
Aug 01, 2022
Q2 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.16K+ 1.69% |
$469K - $566K
|
250K
$70.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.16K+ 35.2% |
$468K - $565K
|
16K
$4.52M
|
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.12K+ 10.13% |
$464K - $560K
|
44.8K
$12.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.12K+ 11.56% |
$464K - $560K
|
39.8K
$11.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.12K+ 5.7% |
$463K - $559K
|
76.3K
$21.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
4.1K+ 38.3% |
$462K - $557K
|
14.8K
$4.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
4.07K+ 7.15% |
$458K - $553K
|
61K
$17.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.06KNew |
$457K - $552K
|
4.06K
$1.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.05K+ 7.83% |
$456K - $550K
|
55.8K
$15.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.04KNew |
$454K - $548K
|
4.04K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
4.01KNew |
$451K - $544K
|
4.01K
$1.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 13.33% |
$450K - $544K
|
34K
$9.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Patient Capital Management, LLC
Baltimore, MD |
BUY
|
- |
4K+ 11.08% |
$450K - $544K
|
40.1K
$11.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.99K+ 25.06% |
$449K - $542K
|
19.9K
$5.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
3.97K+ 4.82% |
$447K - $540K
|
86.4K
$24.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
3.97K+ 42.32% |
$446K - $539K
|
13.3K
$3.78M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.94K+ 11.89% |
$444K - $536K
|
37.1K
$10.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3.93K+ 12.82% |
$442K - $534K
|
34.5K
$9.78M
|
|
|
Jul 15, 2022
Q2 2022
|
Galibier Capital Management Ltd.
|
BUY
|
- |
3.9K+ 57.15% |
$440K - $531K
|
10.7K
$3.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.87KNew |
$435K - $525K
|
3.87K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.82K+ 6.93% |
$430K - $519K
|
58.9K
$16.7M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.81K+ 1.74% |
$429K - $517K
|
222K
$62.9M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.8K+ 6.55% |
$428K - $517K
|
61.9K
$17.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.77K+ 2.22% |
$424K - $512K
|
174K
$49.2M
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
3.76K+ 11.13% |
$423K - $511K
|
37.5K
$10.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
3.75K+ 3.66% |
$422K - $509K
|
106K
$30.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.74K+ 6.23% |
$422K - $509K
|
63.9K
$18.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.74K+ 53.12% |
$421K - $508K
|
10.8K
$3.05M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.73K+ 4.23% |
$420K - $507K
|
91.9K
$26M
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.73K+ 1.8% |
$420K - $507K
|
211K
$59.8M
|