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 01, 2022
Q2 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.33K+ 7.51% |
$150K - $181K
|
19K
$4.75M
|
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.33K+ 1.47% |
$149K - $180K
|
91.3K
$22.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.32K+ 23.16% |
$149K - $180K
|
7.03K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.32K+ 3.12% |
$149K - $179K
|
43.7K
$10.9M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.31K+ 3.36% |
$148K - $179K
|
40.4K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.31K+ 1.21% |
$148K - $178K
|
109K
$27.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.3K+ 9.84% |
$146K - $177K
|
14.5K
$3.62M
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.3K+ 1.32% |
$146K - $177K
|
99.9K
$24.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.3K+ 17.19% |
$146K - $176K
|
8.85K
$2.21M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.3K+ 15.93% |
$146K - $176K
|
9.45K
$2.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
1.3K+ 1.37% |
$146K - $176K
|
96K
$24M
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
BUY
|
- |
1.28K+ 5.99% |
$144K - $174K
|
22.7K
$5.66M
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.28K+ 3.05% |
$144K - $174K
|
43.2K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.28K+ 3.89% |
$144K - $174K
|
34.2K
$8.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Walter Public Investments Inc.
Westmount, Z4 |
BUY
|
- |
1.28K+ 1.62% |
$144K - $174K
|
80.2K
$20M
|
|
|
Aug 12, 2022
Q2 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
1.28K+ 27.92% |
$144K - $173K
|
5.84K
$1.46M
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 10.04% |
$143K - $172K
|
13.9K
$3.47M
|
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.26K+ 8.57% |
$142K - $172K
|
16K
$4M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 1.58% |
$142K - $172K
|
81.4K
$20.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.26K+ 7.18% |
$142K - $172K
|
18.9K
$4.71M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.26K+ 10.02% |
$142K - $171K
|
13.8K
$3.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.26K+ 8.04% |
$141K - $171K
|
16.9K
$4.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Sfmg, LLC
|
BUY
|
- |
1.25K+ 8.9% |
$141K - $170K
|
15.3K
$3.83M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.25K+ 3.14% |
$141K - $170K
|
41K
$10.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.21K+ 2.36% |
$137K - $165K
|
52.7K
$13.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.21K+ 4.99% |
$137K - $165K
|
25.5K
$6.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
1.21K+ 5.66% |
$137K - $165K
|
22.7K
$5.66M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.21K+ 0.93% |
$136K - $165K
|
131K
$32.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.21K+ 1.91% |
$136K - $164K
|
64.2K
$16M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.21KNew |
$136K - $164K
|
1.21K
$301K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$136K - $164K
|
1.21K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.21K+ 10.78% |
$136K - $164K
|
12.4K
$3.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
1.2K+ 7.32% |
$136K - $164K
|
17.7K
$4.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
BUY
|
- |
1.2K+ 2.99% |
$135K - $163K
|
41.4K
$10.3M
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.2K+ 162.99% |
$135K - $163K
|
1.93K
$483K
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.2K+ 4.0% |
$135K - $162K
|
31.1K
$7.76M
|
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
BUY
|
- |
1.19K+ 2.12% |
$134K - $162K
|
57.6K
$14.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.91% |
$134K - $162K
|
63.3K
$15.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.18K+ 1.97% |
$133K - $160K
|
61K
$15.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.18K+ 4.53% |
$132K - $160K
|
27.2K
$6.78M
|
|
|
Jul 20, 2022
Q2 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.18K+ 3.75% |
$132K - $160K
|
32.5K
$8.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.17K+ 12.28% |
$132K - $159K
|
10.7K
$2.68M
|
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.17K+ 4.67% |
$132K - $159K
|
26.3K
$6.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.17K+ 26.5% |
$132K - $159K
|
5.59K
$1.4M
|
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.17K+ 35.76% |
$132K - $159K
|
4.44K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.17K+ 20.63% |
$132K - $159K
|
6.84K
$1.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.17K+ 3.08% |
$132K - $159K
|
39.1K
$9.77M
|
|
|
Aug 12, 2022
Q2 2022
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.16K+ 39.81% |
$131K - $158K
|
4.09K
$1.02M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.16K+ 4.89% |
$131K - $158K
|
25K
$6.23M
|
|
|
Jan 17, 2024
Q2 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
1.16K+ 0.78% |
$131K - $158K
|
150K
$37.4M
|