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 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
BUY
|
- |
1.5K+ 1.88% |
$169K - $204K
|
81.5K
$20.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$169K - $204K
|
1.5K
$375K
|
|
|
Aug 15, 2022
Q2 2022
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.5K+ 7.14% |
$169K - $204K
|
22.5K
$5.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.5K+ 401.07% |
$169K - $204K
|
1.87K
$468K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.5K+ 2.77% |
$169K - $203K
|
55.5K
$13.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.5K+ 9.11% |
$168K - $203K
|
17.9K
$4.47M
|
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.49K+ 18.49% |
$168K - $203K
|
9.57K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
1.49K+ 2.61% |
$168K - $203K
|
58.8K
$14.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.49K+ 28.86% |
$168K - $202K
|
6.65K
$1.66M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.49K+ 2.65% |
$168K - $202K
|
57.6K
$14.4M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.49K+ 13.23% |
$167K - $202K
|
12.7K
$3.18M
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.49K+ 0.27% |
$167K - $202K
|
546K
$136M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.48K+ 2.22% |
$167K - $201K
|
68.3K
$17M
|
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.48K+ 3.32% |
$166K - $201K
|
46K
$11.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.48K+ 25.05% |
$166K - $200K
|
7.36K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.47K+ 93.4% |
$166K - $200K
|
3.05K
$761K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.47K+ 5.19% |
$166K - $200K
|
29.8K
$7.45M
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
1.47K+ 4.51% |
$165K - $199K
|
33.9K
$8.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.46K+ 7.62% |
$164K - $198K
|
20.6K
$5.15M
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.46K+ 152.62% |
$164K - $198K
|
2.41K
$602K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.44K+ 4.07% |
$163K - $196K
|
36.9K
$9.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.44K+ 23.64% |
$162K - $195K
|
7.51K
$1.88M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.43K+ 9.63% |
$161K - $194K
|
16.2K
$4.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
1.43K+ 33.58% |
$161K - $194K
|
5.67K
$1.42M
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.43K+ 9.56% |
$160K - $194K
|
16.3K
$4.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.42K+ 14.84% |
$160K - $193K
|
11K
$2.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.42K+ 6.3% |
$160K - $193K
|
23.9K
$5.98M
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.41K+ 3.14% |
$159K - $192K
|
46.3K
$11.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.41K+ 0.77% |
$159K - $192K
|
186K
$46.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.41K+ 2.34% |
$159K - $191K
|
61.5K
$15.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.4K+ 1.2% |
$158K - $190K
|
118K
$29.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.4K+ 2.94% |
$157K - $190K
|
48.9K
$12.2M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.39K+ 14.47% |
$157K - $189K
|
11K
$2.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.39K+ 4.27% |
$157K - $189K
|
34K
$8.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
BUY
|
- |
1.39K+ 1.98% |
$157K - $189K
|
71.7K
$17.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.39K+ 3.26% |
$157K - $189K
|
44K
$11M
|
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.38K+ 2.92% |
$155K - $187K
|
48.6K
$12.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.37K+ 6.85% |
$154K - $186K
|
21.4K
$5.34M
|
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
1.37K+ 18.32% |
$154K - $186K
|
8.84K
$2.21M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.37K+ 4.2% |
$154K - $186K
|
33.9K
$8.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.37K+ 11.13% |
$154K - $186K
|
13.6K
$3.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.36K+ 18.94% |
$153K - $185K
|
8.55K
$2.14M
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.36K+ 3.09% |
$153K - $185K
|
45.4K
$11.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 7.06% |
$152K - $184K
|
20.5K
$5.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.35K+ 24.51% |
$152K - $184K
|
6.86K
$1.71M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.35K+ 1.34% |
$152K - $183K
|
102K
$25.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.35K+ 24.61% |
$152K - $183K
|
6.83K
$1.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.35K+ 5.01% |
$152K - $183K
|
28.2K
$7.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.35K+ 2.1% |
$151K - $183K
|
65.3K
$16.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
1.34K+ 3.29% |
$151K - $182K
|
42K
$10.5M
|