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 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
872+ 3.37% |
$98.2K - $119K
|
26.7K
$6.68M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
872+ 16.27% |
$98.2K - $119K
|
6.23K
$1.56M
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
870+ 2.85% |
$98K - $118K
|
31.4K
$7.85M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
869+ 6.97% |
$97.9K - $118K
|
13.3K
$3.33M
|
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
869+ 3.28% |
$97.9K - $118K
|
27.4K
$6.84M
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
866+ 1.03% |
$97.5K - $118K
|
84.6K
$21.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
866+ 56.79% |
$97.5K - $118K
|
2.39K
$597K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
866+ 12.81% |
$97.5K - $118K
|
7.63K
$1.91M
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
863+ 19.48% |
$97.2K - $117K
|
5.29K
$1.32M
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
863+ 2.64% |
$97.2K - $117K
|
33.6K
$8.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
857+ 0.7% |
$96.5K - $116K
|
124K
$31M
|
|
|
Jul 28, 2022
Q2 2022
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
856+ 39.5% |
$96.4K - $116K
|
3.02K
$755K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
847+ 48.87% |
$95.4K - $115K
|
2.58K
$644K
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
845+ 4.3% |
$95.2K - $115K
|
20.5K
$5.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
834+ 9.27% |
$93.9K - $113K
|
9.83K
$2.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
830+ 8.84% |
$93.5K - $113K
|
10.2K
$2.55M
|
|
|
Jul 26, 2022
Q2 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
825+ 4.6% |
$92.9K - $112K
|
18.8K
$4.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
822+ 9.38% |
$92.6K - $112K
|
9.58K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
822+ 0.57% |
$92.6K - $112K
|
145K
$36.3M
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
821+ 2.22% |
$92.5K - $112K
|
37.8K
$9.43M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
821+ 1.58% |
$92.5K - $112K
|
52.7K
$13.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Woodstock Corp
|
BUY
|
- |
819+ 1.26% |
$92.2K - $111K
|
65.8K
$16.4M
|
|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
813+ 1.47% |
$91.6K - $110K
|
56.2K
$14M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
813+ 18.15% |
$91.6K - $110K
|
5.29K
$1.32M
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
810+ 34.91% |
$91.2K - $110K
|
3.13K
$782K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
810+ 1.96% |
$91.2K - $110K
|
42.2K
$10.6M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
809+ 5.72% |
$91.1K - $110K
|
15K
$3.74M
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
806+ 5.49% |
$90.8K - $110K
|
15.5K
$3.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
805+ 21.95% |
$90.7K - $109K
|
4.47K
$1.12M
|
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
804+ 1.84% |
$90.5K - $109K
|
44.5K
$11.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
803+ 10.85% |
$90.4K - $109K
|
8.21K
$2.05M
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
800+ 11.27% |
$90.1K - $109K
|
7.9K
$1.97M
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
800+ 14.69% |
$90.1K - $109K
|
6.25K
$1.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Cardinal Capital Management
|
BUY
|
- |
800+ 1.55% |
$90.1K - $109K
|
52.4K
$13.1M
|
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
800+ 0.67% |
$90.1K - $109K
|
120K
$30.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
793+ 1.87% |
$89.3K - $108K
|
43.2K
$10.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
787+ 23.09% |
$88.6K - $107K
|
4.2K
$1.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
785+ 1.11% |
$88.4K - $107K
|
71.4K
$17.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
782+ 2.99% |
$88.1K - $106K
|
26.9K
$6.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
781+ 6.44% |
$87.9K - $106K
|
12.9K
$3.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
780+ 2.8% |
$87.8K - $106K
|
28.6K
$7.15M
|
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
767+ 1.45% |
$86.4K - $104K
|
53.6K
$13.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
767+ 1.31% |
$86.4K - $104K
|
59.1K
$14.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
765+ 1.09% |
$86.1K - $104K
|
71.1K
$17.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
765+ 2.73% |
$86.1K - $104K
|
28.8K
$7.18M
|
|
|
Aug 05, 2022
Q2 2022
|
Ns Partners LTD
|
BUY
|
- |
762+ 0.33% |
$85.8K - $104K
|
232K
$57.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
756+ 3.25% |
$85.1K - $103K
|
24K
$5.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
756+ 5.21% |
$85.1K - $103K
|
15.3K
$3.82M
|
|
|
Aug 01, 2022
Q2 2022
|
Wisconsin Capital Management LLC
|
BUY
|
- |
754+ 2.66% |
$84.9K - $102K
|
29.1K
$7.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
754+ 6.46% |
$84.9K - $102K
|
12.4K
$3.1M
|