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 12, 2022
Q2 2022
|
Diversified Trust CO
|
BUY
|
- |
3.24K+ 3.23% |
$365K - $441K
|
104K
$29.3M
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.23K+ 8.4% |
$364K - $439K
|
41.7K
$11.8M
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.21K+ 16.49% |
$361K - $436K
|
22.7K
$6.42M
|
|
Aug 15, 2022
Q2 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.21K+ 7.96% |
$361K - $436K
|
43.5K
$12.3M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.2K+ 84.73% |
$360K - $434K
|
6.97K
$1.97M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.19K+ 1276.4% |
$359K - $434K
|
3.44K
$974K
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
3.19K+ 4.21% |
$359K - $433K
|
78.8K
$22.3M
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.18K+ 29.35% |
$359K - $433K
|
14K
$3.97M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.16K+ 138.32% |
$355K - $429K
|
5.44K
$1.54M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
BUY
|
- |
3.15K+ 11.16% |
$354K - $428K
|
31.4K
$8.88M
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
3.14KNew |
$353K - $426K
|
3.14K
$888K
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 11.88% |
$353K - $426K
|
29.5K
$8.35M
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
3.13K+ 10.41% |
$352K - $425K
|
33.2K
$9.4M
|
|
Jul 25, 2022
Q2 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
3.12K+ 1.83% |
$352K - $424K
|
174K
$49.3M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.12K+ 3.48% |
$351K - $423K
|
92.6K
$26.2M
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.1K+ 106.09% |
$349K - $422K
|
6.03K
$1.71M
|
|
Aug 11, 2022
Q2 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.1K+ 3.89% |
$349K - $421K
|
82.8K
$23.4M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.1K+ 172.8% |
$349K - $421K
|
4.89K
$1.39M
|
|
Aug 05, 2022
Q2 2022
|
Riverwater Partners LLC
|
BUY
|
- |
3.09KNew |
$348K - $421K
|
3.09K
$876K
|
|
Jul 27, 2022
Q2 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
3.05K+ 11.3% |
$343K - $415K
|
30K
$8.51M
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.05K+ 4.68% |
$343K - $414K
|
68.1K
$19.3M
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
3.04K+ 3.46% |
$342K - $413K
|
90.8K
$25.7M
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.02K+ 2.2% |
$341K - $411K
|
140K
$39.7M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
3K+ 34.4% |
$338K - $408K
|
11.7K
$3.32M
|
|
Aug 05, 2022
Q2 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
3K+ 25.0% |
$338K - $408K
|
15K
$4.25M
|
|
Aug 15, 2022
Q2 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
3K+ 14.29% |
$338K - $408K
|
24K
$6.8M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.99K+ 6.66% |
$337K - $407K
|
47.9K
$13.6M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 5.34% |
$335K - $404K
|
58.7K
$16.6M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 5.34% |
$335K - $404K
|
58.7K
$16.6M
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.98KNew |
$335K - $404K
|
2.98K
$842K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.97K+ 8.75% |
$334K - $403K
|
36.8K
$10.4M
|
|
Aug 02, 2022
Q2 2022
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.96K+ 1.9% |
$334K - $403K
|
159K
$45M
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.96K+ 181.11% |
$334K - $403K
|
4.6K
$1.3M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.96K+ 7.88% |
$333K - $402K
|
40.6K
$11.5M
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
2.95K+ 8.88% |
$332K - $401K
|
36.1K
$10.2M
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2.94K+ 23.99% |
$331K - $400K
|
15.2K
$4.31M
|
|
Jul 18, 2022
Q2 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
2.93K+ 4.74% |
$330K - $398K
|
64.8K
$18.3M
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.93KNew |
$330K - $398K
|
2.93K
$829K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.89K+ 7.23% |
$325K - $393K
|
42.8K
$12.1M
|
|
Aug 15, 2022
Q2 2022
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
2.89K+ 7.07% |
$325K - $392K
|
43.7K
$12.4M
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.88KNew |
$324K - $392K
|
2.88K
$816K
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88K+ 11.11% |
$324K - $391K
|
28.8K
$8.16M
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.87K+ 8.55% |
$323K - $390K
|
36.4K
$10.3M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.86K+ 25.83% |
$322K - $388K
|
13.9K
$3.94M
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
2.85K+ 14.7% |
$321K - $388K
|
22.3K
$6.31M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.85K+ 28.27% |
$321K - $388K
|
12.9K
$3.67M
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.85K+ 4.09% |
$321K - $388K
|
72.7K
$20.6M
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.85KNew |
$320K - $387K
|
2.85K
$806K
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.84K+ 7.31% |
$320K - $386K
|
41.7K
$11.8M
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
2.84K+ 5.19% |
$319K - $386K
|
57.5K
$16.3M
|