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 27, 2022 Q2 2022
Founders Financial Securities LLC

BUY
 -
531
+ 7.03%
$59.8K - $72.2K
8.08K $2.02M
Jul 26, 2022 Q2 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
530
+ 7.09%
$59.7K - $72K
8.01K $2M
Aug 15, 2022 Q2 2022
Winning Points Advisors, LLC

Boca Raton, FL
BUY
 -
527
+ 1.83%
$59.3K - $71.6K
29.3K $7.32M
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
524
+ 4.49%
$59K - $71.2K
12.2K $3.04M
Aug 12, 2022 Q2 2022
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
524
+ 5.87%
$59K - $71.2K
9.45K $2.36M
Aug 09, 2022 Q2 2022
South Street Advisors LLC

New York, NY
BUY
 -
520
+ 5.56%
$58.6K - $70.7K
9.88K $2.47M
Aug 05, 2022 Q2 2022
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
519
+ 0.5%
$58.4K - $70.5K
104K $26M
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
512
+ 2.12%
$57.7K - $69.6K
24.7K $6.16M
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
512
+ 2.09%
$57.7K - $69.6K
25K $6.24M
Jul 22, 2022 Q2 2022
Everett Harris & CO

BUY
 -
511
+ 2.74%
$57.5K - $69.5K
19.1K $4.78M
Jul 21, 2022 Q2 2022
Mitchell Sinkler & Starr

BUY
 -
510
+ 0.53%
$57.4K - $69.3K
96.9K $24.2M
Jul 13, 2022 Q2 2022
Rda Financial Network

BUY
 -
508
+ 2.08%
$57.2K - $69K
24.9K $6.23M
Jul 21, 2022 Q2 2022
Beacon Investment Advisory Services, Inc.

BUY
 -
501
+ 0.17%
$56.4K - $68.1K
300K $75.1M
Aug 10, 2022 Q2 2022
Level Financial Advisors, Inc.

BUY
 -
500
+ 30.21%
$56.3K - $68K
2.16K $538K
Jul 19, 2022 Q2 2022
Somerville Kurt F

BUY
 -
500
+ 29.14%
$56.3K - $68K
2.22K $554K
Aug 12, 2022 Q2 2022
Wasatch Advisors Inc

Salt Lake City, UT
BUY
 -
500
+ 1.46%
$56.3K - $68K
34.7K $8.67M
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
BUY
 -
500
+ 1.06%
$56.3K - $68K
47.8K $11.9M
Aug 01, 2022 Q2 2022
Phoenix Wealth Advisors

BUY
 -
499
+ 2.31%
$56.2K - $67.8K
22.1K $5.52M
Aug 10, 2022 Q2 2022
Roanoke Asset Management Corp

Jersey City, NJ
BUY
 -
499
+ 1.93%
$56.2K - $67.8K
26.3K $6.58M
Aug 01, 2022 Q2 2022
Sage Private Wealth Group, LLC

BUY
 -
498
+ 12.66%
$56.1K - $67.7K
4.43K $1.11M
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
494
+ 4.42%
$55.6K - $67.1K
11.7K $2.92M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
493
+ 9.18%
$55.5K - $67K
5.86K $1.46M
Aug 03, 2022 Q2 2022
Keystone Financial Services

BUY
 -
493
+ 7.5%
$55.5K - $67K
7.06K $1.76M
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
490
+ 0.39%
$55.2K - $66.6K
125K $31.1M
Jul 25, 2022 Q2 2022
Ellsworth Advisors, LLC

BUY
 -
489
+ 19.5%
$55.1K - $66.5K
3K $749K
Aug 08, 2022 Q2 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
482
+ 7.01%
$54.3K - $65.5K
7.35K $1.84M
Jul 28, 2022 Q2 2022
Sanford Advisory Services, LLC

BUY
 -
480
+ 14.78%
$54.1K - $65.2K
3.73K $931K
Jul 27, 2022 Q2 2022
Curated Wealth Partners LLC

BUY
 -
479
+ 12.02%
$53.9K - $65.1K
4.46K $1.11M
Aug 02, 2022 Q2 2022
Triumph Capital Management

BUY
 -
477
+ 6.63%
$53.7K - $64.8K
7.67K $1.92M
Jul 13, 2022 Q2 2022
Traverso Chambers Private Wealth Management, LLC

BUY
 -
475
+ 5.48%
$53.5K - $64.6K
9.14K $2.28M
Jul 22, 2022 Q2 2022
Asset Planning Services Inc

BUY
 -
475
+ 1.03%
$53.5K - $64.6K
46.6K $11.6M
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

BUY
 -
473
+ 0.94%
$53.3K - $64.3K
50.7K $12.7M
Jul 25, 2022 Q2 2022
Measured Wealth Private Client Group, LLC

BUY
 -
472
+ 11.67%
$53.2K - $64.1K
4.52K $1.13M
Jul 20, 2022 Q2 2022
Nadler Financial Group, Inc.

BUY
 -
470
+ 9.35%
$52.9K - $63.9K
5.5K $1.37M
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
467
+ 5.95%
$52.6K - $63.5K
8.32K $2.08M
Jul 07, 2022 Q2 2022
Peoples Financial Services Corp.

BUY
 -
465
+ 2.43%
$52.4K - $63.2K
19.6K $4.9M
Aug 15, 2022 Q2 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
465
+ 28.95%
$52.4K - $63.2K
2.07K $517K
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

BUY
 -
464
+ 2.59%
$52.3K - $63.1K
18.4K $4.6M
Jul 19, 2022 Q2 2022
Nikulski Financial, Inc.

BUY
 -
460
+ 1.56%
$51.8K - $62.5K
30K $7.49M
Aug 02, 2022 Q2 2022
Investment Management Of Virginia LLC

BUY
 -
460
+ 0.86%
$51.8K - $62.5K
53.7K $13.4M
Aug 10, 2022 Q2 2022
Inspire Advisors, LLC

Meridian, ID
BUY
 -
460
+ 25.67%
$51.8K - $62.5K
2.25K $563K
Aug 15, 2022 Q2 2022
Hotaling Investment Management, LLC

Wayne, PA
BUY
 -
459
+ 6.16%
$51.7K - $62.4K
7.91K $1.98M
Aug 10, 2022 Q2 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
458
+ 0.27%
$51.6K - $62.2K
173K $43.2M
Jul 15, 2022 Q2 2022
Moseley Investment Management Inc

BUY
 -
453
+ 2.96%
$51K - $61.6K
15.7K $3.93M
Aug 11, 2022 Q2 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
BUY
 -
452
+ 18.4%
$50.9K - $61.4K
2.91K $727K
Jul 20, 2022 Q2 2022
Donald L. Hagan, LLC

BUY
 -
451
+ 6.73%
$50.8K - $61.3K
7.16K $1.79M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
450
+ 1.24%
$50.7K - $61.2K
36.7K $9.18M
Aug 15, 2022 Q2 2022
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
448
+ 2.2%
$50.4K - $60.9K
20.8K $5.2M
Aug 11, 2022 Q2 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
447
+ 4.32%
$50.3K - $60.8K
10.8K $2.7M

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