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 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
2.79K+ 5.82% |
$315K - $380K
|
50.8K
$12.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.79K+ 10.01% |
$314K - $379K
|
30.7K
$7.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.77K+ 6.36% |
$312K - $377K
|
46.4K
$11.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.77K+ 6.01% |
$312K - $376K
|
48.8K
$12.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
BUY
|
- |
2.76K+ 190.08% |
$311K - $375K
|
4.21K
$1.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.76K+ 18.91% |
$310K - $375K
|
17.3K
$4.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.75K+ 5.04% |
$309K - $373K
|
57.3K
$14.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.71K+ 5.82% |
$305K - $368K
|
49.2K
$12.3M
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
BUY
|
- |
2.69K+ 10.02% |
$303K - $366K
|
29.6K
$7.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.69K+ 2.98% |
$303K - $366K
|
92.9K
$23.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
2.68KNew |
$301K - $364K
|
2.68K
$668K
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
2.67K+ 19.65% |
$301K - $363K
|
16.3K
$4.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.67K+ 5.93% |
$300K - $363K
|
47.7K
$11.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
2.66K+ 3.55% |
$300K - $362K
|
77.7K
$19.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.66K+ 36.87% |
$299K - $361K
|
9.87K
$2.46M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.65K+ 70.7% |
$299K - $361K
|
6.41K
$1.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.65K+ 9.07% |
$299K - $361K
|
31.9K
$7.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.65K+ 2.67% |
$298K - $359K
|
102K
$25.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.64K+ 5.52% |
$297K - $358K
|
50.4K
$12.6M
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.63KNew |
$297K - $358K
|
2.63K
$658K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.63K+ 3.49% |
$296K - $358K
|
78K
$19.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
2.63K+ 6.43% |
$296K - $357K
|
43.5K
$10.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.58K+ 7.53% |
$291K - $351K
|
36.8K
$9.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.56K+ 6.64% |
$288K - $347K
|
41K
$10.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.53K+ 7.45% |
$285K - $344K
|
36.5K
$9.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.53K+ 1.28% |
$284K - $343K
|
199K
$49.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
2.53K+ 3.78% |
$284K - $343K
|
69.3K
$17.3M
|
|
|
Jul 01, 2022
Q2 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
2.52K+ 2.1% |
$284K - $342K
|
123K
$30.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.52K+ 2.17% |
$283K - $342K
|
118K
$29.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
2.52K+ 4.66% |
$283K - $342K
|
56.5K
$14.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
2.5K+ 1.69% |
$282K - $340K
|
150K
$37.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 8.17% |
$280K - $338K
|
32.9K
$8.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.48K+ 1.44% |
$279K - $337K
|
175K
$43.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.48K+ 3.44% |
$279K - $337K
|
74.3K
$18.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.47K+ 8.1% |
$278K - $336K
|
33K
$8.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.46K+ 86.16% |
$277K - $334K
|
5.31K
$1.33M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2.46K+ 11.94% |
$277K - $334K
|
23K
$5.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
2.45K+ 1.48% |
$276K - $333K
|
168K
$42M
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.44K+ 13.62% |
$275K - $331K
|
20.3K
$5.08M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.42K+ 4.05% |
$273K - $329K
|
62.1K
$15.5M
|
|
|
Aug 08, 2022
Q2 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$270K - $326K
|
2.4K
$599K
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.4K+ 5.2% |
$270K - $326K
|
48.5K
$12.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 31.25% |
$270K - $326K
|
10.1K
$2.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.38K+ 13.73% |
$268K - $324K
|
19.7K
$4.93M
|
|
|
Jul 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.38K+ 69.22% |
$268K - $324K
|
5.82K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.37K+ 7.36% |
$266K - $321K
|
34.5K
$8.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.36K+ 21.41% |
$266K - $321K
|
13.4K
$3.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$590K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.36K+ 0.61% |
$265K - $320K
|
392K
$97.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.36K+ 13.84% |
$265K - $320K
|
19.4K
$4.84M
|