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 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.02K+ 9.32% |
$227K - $274K
|
23.7K
$6.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2.01K+ 1.79% |
$227K - $273K
|
114K
$29.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.01K+ 0.69% |
$226K - $273K
|
294K
$75.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
2K+ 6.8% |
$225K - $272K
|
31.4K
$8.09M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2K+ 5.05% |
$225K - $272K
|
41.6K
$10.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
2K+ 69.44% |
$225K - $272K
|
4.88K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2KNew |
$225K - $272K
|
2K
$515K
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.99K+ 19.13% |
$224K - $270K
|
12.4K
$3.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.99K+ 9.66% |
$224K - $270K
|
22.6K
$5.81M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 3.64% |
$223K - $270K
|
56.4K
$14.5M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 3.43% |
$223K - $269K
|
59.7K
$15.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.97K+ 33.94% |
$222K - $268K
|
7.79K
$2M
|
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
1.97KNew |
$222K - $268K
|
1.97K
$507K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.97K+ 11.48% |
$222K - $267K
|
19.1K
$4.92M
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.96K+ 2.01% |
$221K - $267K
|
99.8K
$25.7M
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.95K+ 12.65% |
$220K - $266K
|
17.4K
$4.48M
|
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.95K+ 18.2% |
$219K - $265K
|
12.6K
$3.25M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.94K+ 83.05% |
$218K - $263K
|
4.27K
$1.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.93K+ 21.93% |
$217K - $262K
|
10.7K
$2.76M
|
|
|
Jul 25, 2022
Q2 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.92K+ 4.62% |
$217K - $261K
|
43.5K
$11.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.92K+ 10.66% |
$216K - $261K
|
19.9K
$5.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.9K+ 49.9% |
$214K - $259K
|
5.72K
$1.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.89K+ 3.9% |
$212K - $256K
|
50.2K
$12.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.87K+ 12.15% |
$211K - $255K
|
17.3K
$4.45M
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.87K+ 4.19% |
$210K - $254K
|
46.4K
$11.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
1.86KNew |
$210K - $253K
|
1.86K
$479K
|
|
|
Aug 11, 2022
Q2 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 3.54% |
$210K - $253K
|
54.4K
$14M
|
|
|
Jul 18, 2022
Q2 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.86KNew |
$210K - $253K
|
1.86K
$479K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.85K+ 5.03% |
$209K - $252K
|
38.7K
$9.97M
|
|
|
Aug 05, 2022
Q2 2022
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.85K+ 11.38% |
$208K - $252K
|
18.1K
$4.66M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 11.76% |
$207K - $250K
|
17.5K
$4.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.83KNew |
$206K - $249K
|
1.83K
$472K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.83KNew |
$206K - $248K
|
1.83K
$470K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.83K+ 77.07% |
$206K - $248K
|
4.19K
$1.08M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.82K+ 6.13% |
$205K - $248K
|
31.5K
$8.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.82K+ 3.83% |
$204K - $247K
|
49.1K
$12.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Brave Asset Management Inc
|
BUY
|
- |
1.81K+ 4.04% |
$204K - $246K
|
46.5K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.8K+ 7.86% |
$203K - $245K
|
24.7K
$6.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.8K+ 7196.0% |
$203K - $245K
|
1.82K
$469K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.8K+ 0.29% |
$202K - $244K
|
614K
$158M
|
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.8KNew |
$202K - $244K
|
1.8K
$463K
|
|
|
Aug 10, 2022
Q2 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.79KNew |
$201K - $243K
|
1.79K
$460K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.79KNew |
$201K - $243K
|
1.79K
$460K
|
|
|
Jul 26, 2022
Q2 2022
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.78K+ 14.07% |
$201K - $242K
|
14.5K
$3.72M
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.78K+ 25.83% |
$201K - $242K
|
8.69K
$2.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
1.78K+ 5.52% |
$200K - $242K
|
34K
$8.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.78K+ 16.67% |
$200K - $242K
|
12.4K
$3.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.78K+ 4.58% |
$200K - $241K
|
40.6K
$10.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1.77K+ 1.0% |
$199K - $240K
|
178K
$45.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
1.76K+ 6.01% |
$198K - $239K
|
31K
$7.98M
|