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 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
629+ 12.42% |
$70.8K - $85.5K
|
5.7K
$1.42M
|
|
|
Sep 14, 2022
Q2 2022
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
629+ 30.31% |
$70.8K - $85.5K
|
2.7K
$675K
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
625+ 12.53% |
$70.4K - $84.9K
|
5.61K
$1.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
625+ 3.62% |
$70.4K - $84.9K
|
17.9K
$4.47M
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
624+ 7.6% |
$70.3K - $84.8K
|
8.84K
$2.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
624+ 7.59% |
$70.3K - $84.8K
|
8.84K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
611+ 2.67% |
$68.8K - $83K
|
23.5K
$5.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
610+ 4.17% |
$68.7K - $82.9K
|
15.2K
$3.81M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
608+ 2.93% |
$68.5K - $82.6K
|
21.4K
$5.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
605+ 6.76% |
$68.1K - $82.2K
|
9.56K
$2.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
605+ 1.22% |
$68.1K - $82.2K
|
50.1K
$12.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
602+ 12.32% |
$67.8K - $81.8K
|
5.49K
$1.37M
|
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
600+ 2.17% |
$67.6K - $81.5K
|
28.3K
$7.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
600+ 1.51% |
$67.6K - $81.5K
|
40.4K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
600+ 9.64% |
$67.6K - $81.5K
|
6.82K
$1.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
595+ 2.64% |
$67K - $80.9K
|
23.1K
$5.77M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
594+ 25.8% |
$66.9K - $80.7K
|
2.9K
$723K
|
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
593+ 0.94% |
$66.8K - $80.6K
|
63.9K
$16M
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
590+ 1.24% |
$66.4K - $80.2K
|
48.3K
$12.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
589+ 18.85% |
$66.3K - $80.1K
|
3.71K
$927K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
589+ 0.49% |
$66.3K - $80.1K
|
122K
$30.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
586+ 12.31% |
$66K - $79.6K
|
5.35K
$1.34M
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
584+ 2.53% |
$65.8K - $79.4K
|
23.7K
$5.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
583+ 3.29% |
$65.7K - $79.2K
|
18.3K
$4.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
581+ 14.66% |
$65.4K - $79K
|
4.55K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
580+ 0.83% |
$65.3K - $78.8K
|
70.5K
$17.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
580+ 3.71% |
$65.3K - $78.8K
|
16.2K
$4.05M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
574+ 6.58% |
$64.6K - $78K
|
9.29K
$2.32M
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
573+ 2.47% |
$64.5K - $77.9K
|
23.8K
$5.93M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
573+ 17.51% |
$64.5K - $77.9K
|
3.85K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
572+ 7.21% |
$64.4K - $77.7K
|
8.5K
$2.12M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
571+ 5.12% |
$64.3K - $77.6K
|
11.7K
$2.93M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
567New |
$63.8K - $77.1K
|
567
$142K
|
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
566+ 5.37% |
$63.7K - $76.9K
|
11.1K
$2.78M
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
565+ 32.19% |
$63.6K - $76.8K
|
2.32K
$580K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
560+ 0.79% |
$63.1K - $76.1K
|
71.8K
$17.9M
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
558+ 3.19% |
$62.8K - $75.8K
|
18K
$4.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
553+ 4.56% |
$62.3K - $75.2K
|
12.7K
$3.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
552+ 10.6% |
$62.2K - $75K
|
5.76K
$1.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
551+ 7.37% |
$62K - $74.9K
|
8.02K
$2M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
550+ 33.72% |
$61.9K - $74.8K
|
2.18K
$545K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
550+ 58.32% |
$61.9K - $74.8K
|
1.49K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
550+ 4.3% |
$61.9K - $74.8K
|
13.3K
$3.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
547+ 3.94% |
$61.6K - $74.3K
|
14.4K
$3.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
546+ 0.68% |
$61.5K - $74.2K
|
80.5K
$20.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
541+ 12.13% |
$60.9K - $73.5K
|
5K
$1.25M
|
|
|
Jul 12, 2022
Q2 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
537+ 1.37% |
$60.5K - $73K
|
39.7K
$9.92M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
537+ 11.08% |
$60.5K - $73K
|
5.38K
$1.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
534+ 0.67% |
$60.1K - $72.6K
|
80.5K
$20.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
532+ 1.76% |
$59.9K - $72.3K
|
30.7K
$7.66M
|