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 03, 2022
Q2 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
546+ 0.68% |
$61.5K - $74.2K
|
80.5K
$23.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
541+ 12.13% |
$60.9K - $73.5K
|
5K
$1.44M
|
|
|
Jul 12, 2022
Q2 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
537+ 1.37% |
$60.5K - $73K
|
39.7K
$11.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
537+ 11.08% |
$60.5K - $73K
|
5.38K
$1.55M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
534+ 0.67% |
$60.1K - $72.6K
|
80.5K
$23.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
532+ 1.76% |
$59.9K - $72.3K
|
30.7K
$8.86M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
531+ 7.03% |
$59.8K - $72.2K
|
8.08K
$2.33M
|
|
|
Jul 26, 2022
Q2 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
530+ 7.09% |
$59.7K - $72K
|
8.01K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
527+ 1.83% |
$59.3K - $71.6K
|
29.3K
$8.46M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
524+ 4.49% |
$59K - $71.2K
|
12.2K
$3.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
524+ 5.87% |
$59K - $71.2K
|
9.45K
$2.73M
|
|
|
Aug 09, 2022
Q2 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
520+ 5.56% |
$58.6K - $70.7K
|
9.88K
$2.85M
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
519+ 0.5% |
$58.4K - $70.5K
|
104K
$30M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
512+ 2.12% |
$57.7K - $69.6K
|
24.7K
$7.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
512+ 2.09% |
$57.7K - $69.6K
|
25K
$7.22M
|
|
|
Jul 22, 2022
Q2 2022
|
Everett Harris & CO
|
BUY
|
- |
511+ 2.74% |
$57.5K - $69.5K
|
19.1K
$5.53M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
510+ 1.16% |
$57.4K - $69.3K
|
44.3K
$12.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
510+ 0.53% |
$57.4K - $69.3K
|
96.9K
$28M
|
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
508+ 2.08% |
$57.2K - $69K
|
24.9K
$7.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
501+ 0.17% |
$56.4K - $68.1K
|
300K
$86.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
500+ 30.21% |
$56.3K - $68K
|
2.16K
$622K
|
|
|
Jul 19, 2022
Q2 2022
|
Somerville Kurt F
|
BUY
|
- |
500+ 29.14% |
$56.3K - $68K
|
2.22K
$640K
|
|
|
Aug 12, 2022
Q2 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
500+ 1.46% |
$56.3K - $68K
|
34.7K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
500+ 1.06% |
$56.3K - $68K
|
47.8K
$13.8M
|
|
|
Feb 05, 2025
Q2 2022
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
500+ 16.67% |
$56.3K - $68K
|
3.5K
$1.01M
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
499+ 2.31% |
$56.2K - $67.8K
|
22.1K
$6.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
499+ 1.93% |
$56.2K - $67.8K
|
26.3K
$7.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
498+ 12.66% |
$56.1K - $67.7K
|
4.43K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
494+ 4.42% |
$55.6K - $67.1K
|
11.7K
$3.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
493+ 9.18% |
$55.5K - $67K
|
5.86K
$1.69M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
493+ 7.5% |
$55.5K - $67K
|
7.06K
$2.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
490+ 0.39% |
$55.2K - $66.6K
|
125K
$36M
|
|
|
Jul 25, 2022
Q2 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
489+ 19.5% |
$55.1K - $66.5K
|
3K
$865K
|
|
|
Aug 08, 2022
Q2 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
482+ 7.01% |
$54.3K - $65.5K
|
7.35K
$2.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
480+ 14.78% |
$54.1K - $65.2K
|
3.73K
$1.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
479+ 12.02% |
$53.9K - $65.1K
|
4.46K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
477+ 6.63% |
$53.7K - $64.8K
|
7.67K
$2.22M
|
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
475+ 5.48% |
$53.5K - $64.6K
|
9.14K
$2.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Asset Planning Services Inc
|
BUY
|
- |
475+ 1.03% |
$53.5K - $64.6K
|
46.6K
$13.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
473+ 0.94% |
$53.3K - $64.3K
|
50.7K
$14.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
472+ 11.67% |
$53.2K - $64.1K
|
4.52K
$1.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
470+ 9.35% |
$52.9K - $63.9K
|
5.5K
$1.59M
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
467+ 5.95% |
$52.6K - $63.5K
|
8.32K
$2.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
465+ 2.43% |
$52.4K - $63.2K
|
19.6K
$5.66M
|
|
|
Aug 15, 2022
Q2 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
465+ 28.95% |
$52.4K - $63.2K
|
2.07K
$598K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
464+ 2.59% |
$52.3K - $63.1K
|
18.4K
$5.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
460+ 1.56% |
$51.8K - $62.5K
|
30K
$8.65M
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
460+ 0.86% |
$51.8K - $62.5K
|
53.7K
$15.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
460+ 25.67% |
$51.8K - $62.5K
|
2.25K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
459+ 6.16% |
$51.7K - $62.4K
|
7.91K
$2.28M
|