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
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
2.37K
+ 7.36%
$266K - $321K
34.5K $9.77M
Aug 12, 2022 Q2 2022
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
2.36K
+ 21.41%
$266K - $321K
13.4K $3.79M
Aug 04, 2022 Q2 2022
Wealthgate Family Office, LLC

BUY
 -
2.36K
New
$266K - $321K
2.36K $668K
Aug 08, 2022 Q2 2022
Davis R M Inc

Portland, ME
BUY
 -
2.36K
+ 0.61%
$265K - $320K
392K $111M
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
2.36K
+ 13.84%
$265K - $320K
19.4K $5.48M
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.34K
+ 2.5%
$264K - $318K
95.9K $27.2M
Jul 18, 2022 Q2 2022
Field & Main Bank

BUY
 -
2.33K
+ 14.18%
$262K - $317K
18.8K $5.31M
Aug 03, 2022 Q2 2022
First National Trust CO

BUY
 -
2.33K
+ 0.94%
$262K - $317K
250K $70.9M
Aug 15, 2022 Q2 2022
Echo Street Capital Management LLC

New York, NY
BUY
 -
2.32K
+ 106.33%
$261K - $315K
4.5K $1.27M
Jul 22, 2022 Q2 2022
Hengehold Capital Management LLC

BUY
 -
2.31K
+ 8.79%
$260K - $314K
28.6K $8.1M
Aug 12, 2022 Q2 2022
Apricus Wealth, LLC

Beaufort, SC
BUY
 -
2.31K
+ 8.09%
$260K - $314K
30.8K $8.73M
Oct 13, 2022 Q2 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
2.29K
New
$258K - $311K
2.29K $648K
Aug 08, 2022 Q2 2022
Financial Strategies Group, Inc.

BUY
 -
2.27K
+ 41.31%
$256K - $309K
7.77K $2.2M
Jul 20, 2022 Q2 2022
Mcrae Capital Management Inc

BUY
 -
2.26K
+ 4.77%
$255K - $308K
49.8K $14.1M
Aug 12, 2022 Q2 2022
Mirabella Financial Services LLP

London, X0
BUY
 -
2.24K
New
$253K - $305K
2.24K $635K
Jul 25, 2022 Q2 2022
Baxter Bros Inc

BUY
 -
2.23K
+ 2.16%
$251K - $303K
105K $29.8M
Aug 09, 2022 Q2 2022
Drake & Associates, LLC

Waukesha, WI
BUY
 -
2.22K
New
$250K - $302K
2.22K $630K
Jul 15, 2022 Q2 2022
Strong Box Wealth, LLC

BUY
 -
2.22K
+ 10.61%
$250K - $302K
23.2K $6.56M
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

BUY
 -
2.22K
+ 6.73%
$250K - $302K
35.2K $9.98M
Aug 15, 2022 Q2 2022
Petrus Trust Company, Lta

Dallas, TX
BUY
 -
2.22K
New
$250K - $302K
2.22K $629K
Aug 15, 2022 Q2 2022
Kempen Capital Management N.V.

Amsterdam, P7
BUY
 -
2.21K
+ 5.11%
$248K - $300K
45.3K $12.8M
Aug 11, 2022 Q2 2022
King Wealth

Saratoga Springs, NY
BUY
 -
2.2K
+ 2.93%
$248K - $299K
77.4K $21.9M
Jul 29, 2022 Q2 2022
Callahan Advisors, LLC

BUY
 -
2.2K
+ 1.71%
$248K - $299K
131K $37.1M
Aug 10, 2022 Q2 2022
Spearhead Capital Advisors, LLC

Wellington, FL
BUY
 -
2.19K
+ 3.41%
$247K - $298K
66.6K $18.8M
Aug 15, 2022 Q2 2022
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
2.18K
+ 30.88%
$246K - $297K
9.26K $2.62M
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.18K
+ 9.5%
$245K - $296K
25.1K $7.11M
Jul 21, 2022 Q2 2022
Means Investment Co., Inc.

BUY
 -
2.16K
+ 2.53%
$243K - $293K
87.5K $24.8M
Aug 04, 2022 Q2 2022
Independent Advisor Alliance

BUY
 -
2.15K
+ 1.22%
$242K - $292K
178K $50.3M
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
2.15K
+ 6.97%
$242K - $292K
32.9K $9.33M
Aug 15, 2022 Q2 2022
Princeton Capital Management LLC

Red Bank, NJ
BUY
 -
2.14K
+ 26.0%
$241K - $290K
10.4K $2.93M
Jul 27, 2022 Q2 2022
Advocate Group LLC

BUY
 -
2.13K
New
$240K - $290K
2.13K $604K
Aug 09, 2022 Q2 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
2.13K
+ 6.5%
$240K - $289K
34.9K $9.88M
Jul 27, 2022 Q2 2022
Strateg Iq Financial Group, LLC

BUY
 -
2.12K
+ 8.27%
$239K - $289K
27.8K $7.87M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.12K
+ 7.91%
$239K - $288K
28.9K $8.19M
Jul 26, 2022 Q2 2022
Sepio Capital, LP

BUY
 -
2.1K
New
$237K - $286K
2.1K $595K
Aug 10, 2022 Q2 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
2.1K
+ 3.74%
$236K - $285K
58.3K $16.5M
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
2.09K
+ 7.76%
$236K - $285K
29.1K $8.23M
Jul 22, 2022 Q2 2022
Benchmark Financial Wealth Advisors, LLC

BUY
 -
2.09K
New
$236K - $285K
2.09K $593K
Jul 28, 2022 Q2 2022
Farmers & Merchants Investments Inc

BUY
 -
2.09K
+ 1.3%
$235K - $284K
163K $46.2M
Jul 20, 2022 Q2 2022
Nat West Group PLC

BUY
 -
2.08K
+ 5.73%
$234K - $283K
38.4K $10.9M
Aug 12, 2022 Q2 2022
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
2.06K
+ 2.31%
$232K - $280K
91.4K $25.9M
Jul 26, 2022 Q2 2022
Argi Investment Services, LLC

BUY
 -
2.06K
+ 6.29%
$232K - $280K
34.8K $9.86M
Aug 09, 2022 Q2 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
2.05K
+ 3.02%
$231K - $279K
70.1K $19.8M
Jul 01, 2022 Q2 2022
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
2.05K
+ 2.04%
$231K - $279K
103K $29.1M
Jul 15, 2022 Q2 2022
Meyer Handelman CO

BUY
 -
2.05K
+ 0.84%
$231K - $279K
246K $69.7M
Aug 15, 2022 Q2 2022
Taconic Capital Advisors LP

New York, NY
BUY
 -
2.04K
+ 24.0%
$230K - $277K
10.5K $2.98M
Aug 15, 2022 Q2 2022
Bluefin Capital Management, LLC

New York, NY
BUY
 -
2.04K
+ 31.24%
$230K - $277K
8.57K $2.43M
Aug 01, 2022 Q2 2022
Gyl Financial Synergies, LLC

BUY
 -
2.03K
+ 10.52%
$229K - $276K
21.4K $6.05M
Jul 14, 2022 Q2 2022
Xr Securities LLC

BUY
 -
2.03K
New
$228K - $275K
2.03K $573K

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