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 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$607K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.36K+ 0.61% |
$265K - $320K
|
392K
$101M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.36K+ 13.84% |
$265K - $320K
|
19.4K
$4.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.34K+ 2.5% |
$264K - $318K
|
95.9K
$24.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
2.33K+ 14.18% |
$262K - $317K
|
18.8K
$4.83M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
2.33K+ 0.94% |
$262K - $317K
|
250K
$64.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.32K+ 106.33% |
$261K - $315K
|
4.5K
$1.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.31K+ 8.79% |
$260K - $314K
|
28.6K
$7.36M
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.31K+ 41.38% |
$260K - $314K
|
7.89K
$2.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.31K+ 8.09% |
$260K - $314K
|
30.8K
$7.94M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.29KNew |
$258K - $311K
|
2.29K
$589K
|
|
|
Aug 08, 2022
Q2 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.27K+ 41.31% |
$256K - $309K
|
7.77K
$2M
|
|
|
Jul 20, 2022
Q2 2022
|
Mcrae Capital Management Inc
|
BUY
|
- |
2.26K+ 4.77% |
$255K - $308K
|
49.8K
$12.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.24KNew |
$253K - $305K
|
2.24K
$578K
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
BUY
|
- |
2.23K+ 2.16% |
$251K - $303K
|
105K
$27.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.22KNew |
$250K - $302K
|
2.22K
$572K
|
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
2.22K+ 10.61% |
$250K - $302K
|
23.2K
$5.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2.22K+ 6.73% |
$250K - $302K
|
35.2K
$9.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.22KNew |
$250K - $302K
|
2.22K
$572K
|
|
|
Aug 15, 2022
Q2 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.21K+ 5.11% |
$248K - $300K
|
45.3K
$11.7M
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.2K+ 2.93% |
$248K - $299K
|
77.4K
$19.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
2.2K+ 1.71% |
$248K - $299K
|
131K
$33.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.19K+ 3.41% |
$247K - $298K
|
66.6K
$17.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.18K+ 30.88% |
$246K - $297K
|
9.26K
$2.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.18K+ 9.5% |
$245K - $296K
|
25.1K
$6.47M
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2.16K+ 2.53% |
$243K - $293K
|
87.5K
$22.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.15K+ 1.22% |
$242K - $292K
|
178K
$45.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.15K+ 6.97% |
$242K - $292K
|
32.9K
$8.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.14K+ 26.0% |
$241K - $290K
|
10.4K
$2.67M
|
|
|
Jul 27, 2022
Q2 2022
|
Advocate Group LLC
|
BUY
|
- |
2.13KNew |
$240K - $290K
|
2.13K
$549K
|
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
2.13K+ 6.5% |
$240K - $289K
|
34.9K
$8.98M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.12K+ 8.27% |
$239K - $289K
|
27.8K
$7.16M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.12K+ 7.91% |
$239K - $288K
|
28.9K
$7.45M
|
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.1KNew |
$237K - $286K
|
2.1K
$541K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.1K+ 3.74% |
$236K - $285K
|
58.3K
$15M
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.09K+ 7.76% |
$236K - $285K
|
29.1K
$7.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2.09KNew |
$236K - $285K
|
2.09K
$539K
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.09K+ 1.3% |
$235K - $284K
|
163K
$42M
|
|
|
Jul 20, 2022
Q2 2022
|
Nat West Group PLC
|
BUY
|
- |
2.08K+ 5.73% |
$234K - $283K
|
38.4K
$9.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.06K+ 2.31% |
$232K - $280K
|
91.4K
$23.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
2.06K+ 6.29% |
$232K - $280K
|
34.8K
$8.96M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.05K+ 3.02% |
$231K - $279K
|
70.1K
$18M
|
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.05K+ 2.04% |
$231K - $279K
|
103K
$26.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Meyer Handelman CO
|
BUY
|
- |
2.05K+ 0.84% |
$231K - $279K
|
246K
$63.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.04K+ 24.0% |
$230K - $277K
|
10.5K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.04K+ 31.24% |
$230K - $277K
|
8.57K
$2.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.03K+ 10.52% |
$229K - $276K
|
21.4K
$5.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
2.03KNew |
$228K - $275K
|
2.03K
$521K
|
|
|
Jul 13, 2022
Q2 2022
|
Fusion Capital, LLC
|
BUY
|
- |
2.02K+ 5.64% |
$228K - $275K
|
37.8K
$9.74M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2.02K+ 3.75% |
$227K - $275K
|
55.9K
$14.4M
|