Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 22, 2022 Q2 2022
Capital Investment Counsel, Inc

BUY
 -
3.72K
+ 130.75%
$418K - $505K
6.56K $1.81M
Aug 10, 2022 Q2 2022
Sfe Investment Counsel

Los Angeles, CA
BUY
 -
3.71K
+ 5.27%
$418K - $504K
74.1K $20.5M
Aug 15, 2022 Q2 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
3.71K
+ 51.4%
$418K - $504K
10.9K $3.02M
May 23, 2024 Q2 2022
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
3.7K
+ 5.03%
$417K - $503K
77.2K $21.4M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
3.69K
+ 67.02%
$416K - $502K
9.2K $2.54M
Jul 22, 2022 Q2 2022
Kcs Wealth Advisory

BUY
 -
3.68K
+ 24.92%
$414K - $500K
18.5K $5.1M
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
3.65K
+ 6.3%
$411K - $496K
61.6K $17M
Jul 15, 2022 Q2 2022
Pds Planning, Inc

BUY
 -
3.65K
+ 12.9%
$411K - $496K
32K $8.84M
Aug 04, 2022 Q2 2022
Becker Capital Management Inc

BUY
 -
3.65K
+ 0.9%
$411K - $496K
408K $113M
Aug 02, 2022 Q2 2022
Advisor Os, LLC

BUY
 -
3.64K
+ 55.18%
$410K - $495K
10.2K $2.83M
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

BUY
 -
3.63K
+ 32.71%
$409K - $493K
14.7K $4.07M
Jul 20, 2022 Q2 2022
Segment Wealth Management, LLC

BUY
 -
3.62K
+ 5.02%
$408K - $492K
75.7K $20.9M
Aug 10, 2022 Q2 2022
Perpetual Investment Management LTD

Sydney, C3
BUY
 -
3.61K
+ 31.74%
$407K - $491K
15K $4.15M
Aug 15, 2022 Q2 2022
Hi Line Capital Management, LLC

Watertown, SD
BUY
 -
3.6K
+ 2.76%
$405K - $489K
134K $37.1M
Aug 15, 2022 Q2 2022
Private Capital Management, LLC

Naples, FL
BUY
 -
3.59K
New
$405K - $488K
3.59K $994K
Jul 29, 2022 Q2 2022
Albion Financial Group

BUY
 -
3.58K
+ 2.81%
$403K - $487K
131K $36.3M
Oct 20, 2022 Q2 2022
Sterling Investment Counsel, LLC

BUY
 -
3.56K
+ 52.08%
$401K - $484K
10.4K $2.88M
Aug 05, 2022 Q2 2022
Stokes Family Office, LLC

BUY
 -
3.56K
+ 6.47%
$401K - $484K
58.6K $16.2M
Aug 11, 2022 Q2 2022
Morse Asset Management, Inc

Darien, CT
BUY
 -
3.55K
New
$399K - $482K
3.55K $981K
Aug 15, 2022 Q2 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
3.52K
+ 39.29%
$396K - $478K
12.5K $3.45M
Aug 12, 2022 Q2 2022
Claro Advisors LLC

Boston, MA
BUY
 -
3.49K
+ 13.48%
$393K - $475K
29.4K $8.13M
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

BUY
 -
3.45K
+ 202.59%
$388K - $468K
5.15K $1.42M
Aug 01, 2022 Q2 2022
Sage Mountain Advisors LLC

BUY
 -
3.44K
+ 32.5%
$388K - $468K
14K $3.88M
Jul 22, 2022 Q2 2022
Wood Trust Financial Corp

BUY
 -
3.44K
+ 5.21%
$387K - $468K
69.5K $19.2M
Aug 01, 2022 Q2 2022
Busey Wealth Management

BUY
 -
3.42K
+ 1.45%
$385K - $464K
239K $66.2M
Aug 12, 2022 Q2 2022
Weitz Investment Management, Inc.

Omaha, NE
BUY
 -
3.4K
+ 20.48%
$383K - $462K
20K $5.53M
Jul 27, 2022 Q2 2022
Mandatum Life Insurance CO LTD

BUY
 -
3.4K
+ 9.29%
$383K - $462K
40K $11.1M
Jul 22, 2022 Q2 2022
Trust CO Of Virginia

BUY
 -
3.39K
+ 3.57%
$382K - $461K
98.2K $27.2M
Jul 13, 2022 Q2 2022
Stillwater Capital Advisors, LLC

BUY
 -
3.38K
+ 2.78%
$381K - $460K
125K $34.6M
Jul 26, 2022 Q2 2022
Meridian Wealth Advisors, LLC

BUY
 -
3.37K
+ 7.71%
$379K - $457K
47K $13M
Aug 15, 2022 Q2 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
3.34K
+ 17.61%
$376K - $454K
22.3K $6.17M
Jul 28, 2022 Q2 2022
True North Advisors, LLC

BUY
 -
3.33K
+ 22.89%
$375K - $453K
17.9K $4.95M
Aug 03, 2022 Q2 2022
Fulcrum Capital LLC

BUY
 -
3.33K
+ 5.91%
$375K - $453K
59.7K $16.5M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
3.33K
+ 0.63%
$375K - $452K
533K $147M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
3.31K
+ 1.71%
$373K - $450K
197K $54.5M
Aug 15, 2022 Q2 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
3.31K
+ 56.83%
$373K - $450K
9.13K $2.52M
Aug 03, 2022 Q2 2022
Unison Asset Management LLC

BUY
 -
3.3K
+ 10.12%
$372K - $449K
35.9K $9.94M
Aug 11, 2022 Q2 2022
Axs Investments LLC

Port Chester, NY
BUY
 -
3.3K
+ 36.01%
$372K - $449K
12.5K $3.45M
Aug 08, 2022 Q2 2022
Vantage Financial Partners Ltd., Inc.

BUY
 -
3.3K
+ 48.72%
$372K - $449K
10.1K $2.79M
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
3.3K
+ 0.97%
$371K - $448K
342K $94.5M
Aug 12, 2022 Q2 2022
Summit X, LLC

Chesterfield, MO
BUY
 -
3.28K
+ 28.57%
$369K - $446K
14.8K $4.08M
Jul 25, 2022 Q2 2022
Foster Group, Inc.

BUY
 -
3.27K
+ 105.73%
$368K - $444K
6.35K $1.76M
Aug 01, 2022 Q2 2022
Empirical Finance, LLC

BUY
 -
3.26K
+ 5.6%
$368K - $444K
61.6K $17M
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3.25K
+ 3.33%
$366K - $441K
101K $27.9M
Jul 19, 2022 Q2 2022
Jgp Wealth Management, LLC

BUY
 -
3.25K
+ 4.98%
$366K - $441K
68.5K $18.9M
Oct 03, 2022 Q2 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.25K
+ 13.96%
$366K - $441K
26.5K $7.33M
Jul 12, 2022 Q2 2022
Diversified Trust CO

BUY
 -
3.24K
+ 3.23%
$365K - $441K
104K $28.7M
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
3.23K
+ 8.4%
$364K - $439K
41.7K $11.5M
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
3.21K
+ 16.49%
$361K - $436K
22.7K $6.27M

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