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 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.03K+ 3.01% |
$116K - $140K
|
35.4K
$10M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.03K+ 16.66% |
$116K - $140K
|
7.19K
$2.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.02K+ 3.38% |
$115K - $138K
|
31.2K
$8.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.02K+ 8.42% |
$114K - $138K
|
13.1K
$3.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.01K+ 22.8% |
$114K - $137K
|
5.45K
$1.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 1.71% |
$114K - $137K
|
60.1K
$17M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1K+ 2.65% |
$113K - $136K
|
38.8K
$11M
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 15.38% |
$113K - $136K
|
7.5K
$2.12M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
998+ 30.09% |
$112K - $136K
|
4.32K
$1.22M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
997+ 3.28% |
$112K - $136K
|
31.4K
$8.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Coerente Capital Management
|
BUY
|
- |
995+ 2.81% |
$112K - $135K
|
36.4K
$10.3M
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
995+ 5.78% |
$112K - $135K
|
18.2K
$5.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
990+ 7.81% |
$111K - $135K
|
13.7K
$3.87M
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
990+ 7.81% |
$111K - $135K
|
13.7K
$3.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
975+ 4.21% |
$110K - $133K
|
24.1K
$6.83M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
BUY
|
- |
974+ 3.0% |
$110K - $132K
|
33.5K
$9.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
972+ 43.35% |
$109K - $132K
|
3.21K
$910K
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
967+ 10.84% |
$109K - $131K
|
9.88K
$2.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
967+ 1.89% |
$109K - $131K
|
52.2K
$14.8M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
967+ 10.84% |
$109K - $131K
|
9.88K
$2.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
965+ 3.87% |
$109K - $131K
|
25.9K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
965+ 8.55% |
$109K - $131K
|
12.3K
$3.47M
|
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
964+ 7.35% |
$109K - $131K
|
14.1K
$3.99M
|
|
|
Oct 09, 2024
Q2 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
954+ 16.77% |
$107K - $130K
|
6.64K
$1.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
950+ 4.18% |
$107K - $129K
|
23.7K
$6.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Malaga Cove Capital, LLC
|
BUY
|
- |
943+ 3.7% |
$106K - $128K
|
26.4K
$7.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
939+ 6.04% |
$106K - $128K
|
16.5K
$4.67M
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
BUY
|
- |
938+ 172.11% |
$106K - $127K
|
1.48K
$420K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
936+ 2.28% |
$105K - $127K
|
42K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
935+ 3.57% |
$105K - $127K
|
27.1K
$7.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Harvest Volatility Management LLC
|
BUY
|
- |
934+ 11.16% |
$105K - $127K
|
9.3K
$2.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
934+ 55.96% |
$105K - $127K
|
2.6K
$737K
|
|
|
Aug 10, 2022
Q2 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
933+ 44.45% |
$105K - $127K
|
3.03K
$859K
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
931+ 0.99% |
$105K - $127K
|
95.4K
$27M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
BUY
|
- |
930+ 2.77% |
$105K - $126K
|
34.5K
$9.77M
|
|
|
Jul 20, 2022
Q2 2022
|
Tfg Advisers LLC
|
BUY
|
- |
929+ 2.83% |
$105K - $126K
|
33.7K
$9.56M
|
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
927+ 7.21% |
$104K - $126K
|
13.8K
$3.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
925+ 5.57% |
$104K - $126K
|
17.5K
$4.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
923+ 1.97% |
$104K - $125K
|
47.8K
$13.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
922+ 3.51% |
$104K - $125K
|
27.2K
$7.69M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
921+ 5.41% |
$104K - $125K
|
17.9K
$5.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
915+ 2.11% |
$103K - $124K
|
44.3K
$12.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
915+ 27.92% |
$103K - $124K
|
4.19K
$1.19M
|
|
|
May 17, 2024
Q2 2022
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
905+ 0.73% |
$102K - $123K
|
125K
$35.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
900+ 2.04% |
$101K - $122K
|
44.9K
$12.7M
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
898+ 10.72% |
$101K - $122K
|
9.27K
$2.63M
|
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
898+ 23.22% |
$101K - $122K
|
4.77K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
897+ 10.65% |
$101K - $122K
|
9.32K
$2.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
896+ 11.04% |
$101K - $122K
|
9.01K
$2.55M
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
895+ 4.7% |
$101K - $122K
|
19.9K
$5.65M
|