Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 12, 2022 Q2 2022
My Legacy Advisors, LLC

BUY
 -
749
+ 8.66%
$84.3K - $102K
9.4K $2.35M
Aug 15, 2022 Q2 2022
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
748
+ 11.38%
$84.2K - $102K
7.32K $1.83M
Jul 28, 2022 Q2 2022
Leavell Investment Management, Inc.

BUY
 -
747
+ 0.84%
$84.1K - $102K
90K $22.5M
Jul 29, 2022 Q2 2022
Hudson Value Partners, LLC

BUY
 -
747
+ 3.04%
$84.1K - $102K
25.3K $6.33M
Aug 10, 2022 Q2 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
740
+ 0.76%
$83.3K - $101K
98.5K $24.6M
Jul 25, 2022 Q2 2022
Strs Ohio

BUY
 -
739
+ 0.05%
$83.2K - $100K
1.51M $376M
Jul 29, 2022 Q2 2022
Kiley Juergens Wealth Management, LLC

BUY
 -
739
+ 6.44%
$83.2K - $100K
12.2K $3.05M
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
736
+ 4.42%
$82.9K - $100K
17.4K $4.34M
Jul 06, 2022 Q2 2022
Trust CO

BUY
 -
731
+ 6.65%
$82.3K - $99.4K
11.7K $2.93M
Jul 19, 2022 Q2 2022
Family Capital Trust CO

BUY
 -
730
+ 1.3%
$82.2K - $99.2K
57.1K $14.3M
Jul 18, 2022 Q2 2022
Montz Harcus Wealth Management LLC

BUY
 -
722
+ 11.49%
$81.3K - $98.1K
7K $1.75M
Aug 10, 2022 Q2 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
717
+ 2.02%
$80.7K - $97.4K
36.3K $9.06M
Jul 29, 2022 Q2 2022
Sea Bridge Investment Advisors LLC

BUY
 -
716
+ 2.5%
$80.6K - $97.3K
29.4K $7.34M
Aug 03, 2022 Q2 2022
Murphy Pohlad Asset Management LLC

BUY
 -
715
+ 26.24%
$80.5K - $97.2K
3.44K $859K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
714
+ 5.38%
$80.4K - $97K
14K $3.49M
Jul 28, 2022 Q2 2022
Baker Tilly Wealth Management, LLC

BUY
 -
713
+ 2.38%
$80.3K - $96.9K
30.7K $7.66M
Aug 25, 2022 Q2 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
710
+ 13.81%
$80K - $96.5K
5.85K $1.46M
Jul 22, 2022 Q2 2022
Signature Wealth Management Partners, LLC

BUY
 -
707
+ 3.42%
$79.6K - $96.1K
21.4K $5.33M
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
704
+ 4.46%
$79.3K - $95.7K
16.5K $4.12M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
701
+ 7.07%
$78.9K - $95.3K
10.6K $2.65M
Aug 10, 2022 Q2 2022
Hamilton Capital, LLC

Columbus, OH
BUY
 -
701
+ 16.03%
$78.9K - $95.3K
5.07K $1.27M
Jul 15, 2022 Q2 2022
Cordasco Financial Network

BUY
 -
700
+ 84.03%
$78.8K - $95.1K
1.53K $383K
Aug 16, 2022 Q2 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
700
+ 37.65%
$78.8K - $95.1K
2.56K $639K
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
699
+ 3.92%
$78.7K - $95K
18.5K $4.63M
Jul 25, 2022 Q2 2022
Meritage Portfolio Management

BUY
 -
698
+ 1.3%
$78.6K - $94.9K
54.4K $13.6M
Jul 26, 2022 Q2 2022
Sky Oak Wealth, LLC

BUY
 -
697
+ 2.65%
$78.5K - $94.7K
27K $6.75M
Jul 26, 2022 Q2 2022
Bill Few Associates, Inc.

BUY
 -
693
+ 2.2%
$78K - $94.2K
32.3K $8.06M
Jul 28, 2022 Q2 2022
Wfa Of San Diego, LLC

BUY
 -
687
New
$77.4K - $93.4K
687 $172K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
683
+ 1.88%
$76.9K - $92.8K
37K $9.25M
Aug 30, 2022 Q2 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
682
+ 8.73%
$76.8K - $92.7K
8.5K $2.12M
Jul 22, 2022 Q2 2022
Pacifica Partners Inc.

BUY
 -
676
+ 3.28%
$76.1K - $91.9K
21.3K $5.32M
Jul 06, 2022 Q2 2022
Bard Financial Services, Inc.

BUY
 -
675
+ 1.17%
$76K - $91.7K
58.5K $14.6M
Aug 08, 2022 Q2 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
668
+ 0.33%
$75.2K - $90.8K
204K $51M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
667
+ 10.53%
$75.1K - $90.7K
7K $1.75M
Jul 14, 2022 Q2 2022
Ballast, Inc.

BUY
 -
657
+ 5.68%
$74K - $89.3K
12.2K $3.05M
Aug 12, 2022 Q2 2022
Pya Waltman Capital, LLC

Knoxville, TN
BUY
 -
653
+ 27.6%
$73.5K - $88.7K
3.02K $754K
Jul 15, 2022 Q2 2022
York Bridge Wealth Partners, LLC

BUY
 -
651
+ 2.48%
$73.3K - $88.5K
27K $6.73M
Aug 03, 2022 Q2 2022
Benin Management Corp

BUY
 -
650
+ 4.62%
$73.2K - $88.3K
14.7K $3.67M
Aug 02, 2023 Q2 2022
Hudson Canyon Capital Management

New York, NY
BUY
 -
650
+ 4.51%
$73.2K - $88.3K
15.1K $3.76M
Oct 12, 2023 Q2 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
650
+ 12.69%
$73.2K - $88.3K
5.77K $1.44M
Aug 09, 2022 Q2 2022
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
649
+ 7.86%
$73.1K - $88.2K
8.91K $2.23M
Aug 15, 2022 Q2 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
647
+ 22.59%
$72.9K - $87.9K
3.51K $877K
Aug 04, 2022 Q2 2022
Platform Technology Partners

BUY
 -
641
+ 2.64%
$72.2K - $87.1K
24.9K $6.22M
Aug 05, 2022 Q2 2022
Gamble Jones Investment Counsel

BUY
 -
641
+ 1.48%
$72.2K - $87.1K
44K $11M
Jul 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

BUY
 -
639
+ 0.71%
$72K - $86.8K
91K $22.7M
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
638
+ 6.76%
$71.8K - $86.7K
10.1K $2.52M
Jul 25, 2022 Q2 2022
Parisi Gray Wealth Management

BUY
 -
637
+ 2.55%
$71.7K - $86.6K
25.6K $6.4M
Jul 15, 2022 Q2 2022
Capital City Trust CO

BUY
 -
634
+ 16.47%
$71.4K - $86.2K
4.48K $1.12M
Aug 12, 2022 Q2 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
632
+ 3.22%
$71.2K - $85.9K
20.3K $5.07M

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