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
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.16K+ 6.4% |
$131K - $158K
|
19.3K
$4.82M
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.16K+ 4.51% |
$130K - $157K
|
26.8K
$6.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.15K+ 2.38% |
$130K - $156K
|
49.5K
$12.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.15K+ 1.46% |
$130K - $156K
|
79.7K
$19.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.15K+ 2.15% |
$129K - $156K
|
54.5K
$13.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.15K+ 4.33% |
$129K - $156K
|
27.6K
$6.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.14K+ 0.57% |
$128K - $155K
|
201K
$50.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.14K+ 2.79% |
$128K - $155K
|
42K
$10.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.13K+ 0.05% |
$128K - $154K
|
2.36M
$589M
|
|
|
Jul 20, 2022
Q2 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.13K+ 4.2% |
$127K - $154K
|
28.1K
$7.01M
|
|
|
Jul 19, 2022
Q2 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.13K+ 0.7% |
$127K - $153K
|
162K
$40.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.13K+ 27.1% |
$127K - $153K
|
5.29K
$1.32M
|
|
|
Jul 11, 2022
Q2 2022
|
Avondale Wealth Management
|
BUY
|
- |
1.13K+ 30.0% |
$127K - $153K
|
4.88K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.12K+ 4.45% |
$126K - $152K
|
26.3K
$6.57M
|
|
|
Aug 05, 2022
Q2 2022
|
Marco Investment Management LLC
|
BUY
|
- |
1.12K+ 0.63% |
$126K - $152K
|
179K
$44.7M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.12K+ 2.86% |
$126K - $152K
|
40.2K
$10M
|
|
|
Dec 30, 2022
Q2 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.12K+ 5.23% |
$126K - $152K
|
22.4K
$5.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
BUY
|
- |
1.11K+ 2.89% |
$125K - $151K
|
39.5K
$9.87M
|
|
|
Jul 18, 2022
Q2 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
1.11K+ 9.62% |
$125K - $151K
|
12.6K
$3.15M
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
BUY
|
- |
1.11K+ 0.78% |
$124K - $150K
|
143K
$35.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.1K+ 22.57% |
$124K - $150K
|
6K
$1.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 5.17% |
$124K - $150K
|
22.4K
$5.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.1K+ 1.57% |
$124K - $150K
|
71.3K
$17.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.1K+ 4.64% |
$124K - $149K
|
24.8K
$6.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
BUY
|
- |
1.1K+ 1.18% |
$124K - $149K
|
94.3K
$23.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
1.1K+ 6.33% |
$124K - $149K
|
18.4K
$4.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 5.57% |
$124K - $149K
|
20.8K
$5.19M
|
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
BUY
|
- |
1.09K+ 1.96% |
$122K - $148K
|
56.4K
$14.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.08K+ 1.31% |
$122K - $147K
|
83.8K
$20.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.08K+ 3.41% |
$121K - $146K
|
32.6K
$8.15M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.08K+ 3.78% |
$121K - $146K
|
29.5K
$7.37M
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.07K+ 3.64% |
$121K - $146K
|
30.6K
$7.64M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.07K+ 4.45% |
$120K - $145K
|
25.1K
$6.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.07K+ 1.12% |
$120K - $145K
|
96.7K
$24.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.07K+ 0.77% |
$120K - $145K
|
139K
$34.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 3.97% |
$120K - $145K
|
27.9K
$6.96M
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.06K+ 4.89% |
$120K - $144K
|
22.8K
$5.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.06K+ 3.79% |
$119K - $144K
|
29.1K
$7.26M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.06K+ 2.96% |
$119K - $144K
|
36.7K
$9.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.06K+ 4.32% |
$119K - $143K
|
25.5K
$6.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.05K+ 4.88% |
$118K - $143K
|
22.6K
$5.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.05K+ 0.26% |
$118K - $143K
|
410K
$102M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
1.04K+ 1.44% |
$117K - $142K
|
73.6K
$18.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.03K+ 7.22% |
$116K - $141K
|
15.4K
$3.84M
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.03K+ 11.89% |
$116K - $140K
|
9.72K
$2.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 3.01% |
$116K - $140K
|
35.4K
$8.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.03K+ 16.66% |
$116K - $140K
|
7.19K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.02K+ 3.38% |
$115K - $138K
|
31.2K
$7.79M
|
|
|
Aug 11, 2022
Q2 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.02K+ 8.42% |
$114K - $138K
|
13.1K
$3.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.01K+ 22.8% |
$114K - $137K
|
5.45K
$1.36M
|