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 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

BUY
 -
639
+ 0.71%
$72K - $86.8K
91K $26.3M
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
638
+ 6.76%
$71.8K - $86.7K
10.1K $2.91M
Jul 25, 2022 Q2 2022
Parisi Gray Wealth Management

BUY
 -
637
+ 2.55%
$71.7K - $86.6K
25.6K $7.4M
Jul 15, 2022 Q2 2022
Capital City Trust CO

BUY
 -
634
+ 16.47%
$71.4K - $86.2K
4.48K $1.29M
Aug 12, 2022 Q2 2022
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
632
+ 3.22%
$71.2K - $85.9K
20.3K $5.86M
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
629
+ 12.42%
$70.8K - $85.5K
5.7K $1.64M
Sep 14, 2022 Q2 2022
Tandem Investment Advisors, Inc.

Charleston, SC
BUY
 -
629
+ 30.31%
$70.8K - $85.5K
2.7K $781K
Jul 14, 2022 Q2 2022
First Bancorp, Inc

BUY
 -
625
+ 12.53%
$70.4K - $84.9K
5.61K $1.62M
Aug 15, 2022 Q2 2022
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
625
+ 3.62%
$70.4K - $84.9K
17.9K $5.16M
Jul 08, 2022 Q2 2022
Richard P Slaughter Associates Inc

BUY
 -
624
+ 7.6%
$70.3K - $84.8K
8.84K $2.55M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
611
+ 2.67%
$68.8K - $83K
23.5K $6.78M
Aug 09, 2022 Q2 2022
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
610
+ 4.17%
$68.7K - $82.9K
15.2K $4.4M
Jul 18, 2022 Q2 2022
Abacus Planning Group, Inc.

BUY
 -
608
+ 2.93%
$68.5K - $82.6K
21.4K $6.17M
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
605
+ 6.76%
$68.1K - $82.2K
9.56K $2.76M
Aug 05, 2022 Q2 2022
Schulhoff & CO Inc

BUY
 -
605
+ 1.22%
$68.1K - $82.2K
50.1K $14.5M
Aug 08, 2022 Q2 2022
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
602
+ 12.32%
$67.8K - $81.8K
5.49K $1.58M
Aug 03, 2022 Q2 2022
Athena Investment Management

BUY
 -
600
+ 2.17%
$67.6K - $81.5K
28.3K $8.16M
Aug 12, 2022 Q2 2022
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
600
+ 1.51%
$67.6K - $81.5K
40.4K $11.7M
Aug 11, 2022 Q2 2022
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
600
+ 9.64%
$67.6K - $81.5K
6.82K $1.97M
Aug 12, 2022 Q2 2022
Mystic Asset Management, Inc.

Warwick, RI
BUY
 -
595
+ 2.64%
$67K - $80.9K
23.1K $6.67M
Aug 03, 2022 Q2 2022
Salomon & Ludwin, LLC

BUY
 -
594
+ 25.8%
$66.9K - $80.7K
2.9K $836K
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

BUY
 -
593
+ 0.94%
$66.8K - $80.6K
63.9K $18.4M
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
590
+ 1.24%
$66.4K - $80.2K
48.3K $13.9M
Aug 05, 2022 Q2 2022
Hourglass Capital, LLC

BUY
 -
589
+ 18.85%
$66.3K - $80.1K
3.71K $1.07M
Aug 11, 2022 Q2 2022
Advisor Partners LLC

Walnut Creek, CA
BUY
 -
589
+ 0.49%
$66.3K - $80.1K
122K $35.1M
Jul 11, 2022 Q2 2022
Tpg Financial Advisors, LLC

BUY
 -
586
+ 12.31%
$66K - $79.6K
5.35K $1.54M
Jul 11, 2022 Q2 2022
Roberts Wealth Advisors, LLC

BUY
 -
584
+ 2.53%
$65.8K - $79.4K
23.7K $6.84M
Aug 12, 2022 Q2 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
583
+ 3.29%
$65.7K - $79.2K
18.3K $5.28M
Aug 02, 2022 Q2 2022
Requisite Capital Management, LLC

BUY
 -
581
+ 14.66%
$65.4K - $79K
4.55K $1.31M
Jul 19, 2022 Q2 2022
Griffin Asset Management, Inc.

BUY
 -
580
+ 0.83%
$65.3K - $78.8K
70.5K $20.4M
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
580
+ 3.71%
$65.3K - $78.8K
16.2K $4.68M
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
574
+ 6.58%
$64.6K - $78K
9.29K $2.68M
Aug 24, 2022 Q2 2022
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
573
+ 2.47%
$64.5K - $77.9K
23.8K $6.86M
May 03, 2023 Q2 2022
Kilter Howling LLC

Boulder, CO
BUY
 -
573
+ 17.51%
$64.5K - $77.9K
3.85K $1.11M
Aug 12, 2022 Q2 2022
Capital Management Associates

New York, NY
BUY
 -
572
+ 7.21%
$64.4K - $77.7K
8.5K $2.45M
Aug 16, 2022 Q2 2022
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
571
+ 5.12%
$64.3K - $77.6K
11.7K $3.39M
Jul 06, 2022 Q2 2022
Marshall & Sullivan Inc

BUY
 -
567
New
$63.8K - $77.1K
567 $164K
Jul 11, 2022 Q2 2022
Mjp Associates Inc

BUY
 -
566
+ 5.37%
$63.7K - $76.9K
11.1K $3.21M
Jul 11, 2022 Q2 2022
S.C. Financial Services, Inc.

BUY
 -
565
+ 32.19%
$63.6K - $76.8K
2.32K $670K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
560
+ 0.79%
$63.1K - $76.1K
71.8K $20.7M
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
558
+ 3.19%
$62.8K - $75.8K
18K $5.2M
Feb 13, 2025 Q2 2022
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
558
+ 3.16%
$62.8K - $75.8K
18.2K $5.26M
Aug 02, 2022 Q2 2022
Summit Wealth & Retirement Planning, Inc.

BUY
 -
553
+ 4.56%
$62.3K - $75.2K
12.7K $3.66M
Aug 09, 2022 Q2 2022
Rational Advisors LLC

Huntington, NY
BUY
 -
552
+ 10.6%
$62.2K - $75K
5.76K $1.66M
Jul 25, 2022 Q2 2022
Proffitt & Goodson Inc

BUY
 -
551
+ 7.37%
$62K - $74.9K
8.02K $2.32M
Jul 26, 2022 Q2 2022
Prw Wealth Management LLC

BUY
 -
550
+ 33.72%
$61.9K - $74.8K
2.18K $630K
Aug 09, 2022 Q2 2022
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
550
+ 58.32%
$61.9K - $74.8K
1.49K $431K
Aug 12, 2022 Q2 2022
Insight Inv LLC

El Segundo, CA
BUY
 -
550
+ 4.3%
$61.9K - $74.8K
13.3K $3.85M
Jul 20, 2022 Q2 2022
Byrne Asset Management LLC

BUY
 -
547
+ 3.94%
$61.6K - $74.3K
14.4K $4.16M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM