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 |
---|---|---|---|---|---|---|---|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
366+ 3.84% |
$41.2K - $49.7K
|
9.89K
$2.47M
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
364+ 3.35% |
$41K - $49.5K
|
11.2K
$2.81M
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
361+ 4.57% |
$40.7K - $49.1K
|
8.26K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
361+ 5.95% |
$40.7K - $49.1K
|
6.42K
$1.6M
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
351+ 4.65% |
$39.5K - $47.7K
|
7.9K
$1.97M
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
351+ 0.29% |
$39.5K - $47.7K
|
123K
$30.8M
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
350+ 1.02% |
$39.4K - $47.6K
|
34.7K
$8.66M
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
350+ 3.26% |
$39.4K - $47.6K
|
11.1K
$2.77M
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
349+ 5.35% |
$39.3K - $47.4K
|
6.87K
$1.72M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
348+ 0.15% |
$39.2K - $47.3K
|
238K
$59.5M
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
348+ 2.12% |
$39.2K - $47.3K
|
16.8K
$4.19M
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
347New |
$39.1K - $47.2K
|
347
$86.7K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
346+ 2.82% |
$39K - $47K
|
12.6K
$3.15M
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
341+ 7.33% |
$38.4K - $46.3K
|
4.99K
$1.25M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
340+ 21.82% |
$38.3K - $46.2K
|
1.9K
$474K
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
340+ 2.35% |
$38.3K - $46.2K
|
14.8K
$3.69M
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
340+ 1.12% |
$38.3K - $46.2K
|
30.7K
$7.66M
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
335+ 5.04% |
$37.7K - $45.5K
|
6.98K
$1.74M
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
335+ 11.74% |
$37.7K - $45.5K
|
3.19K
$796K
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
334+ 16.56% |
$37.6K - $45.4K
|
2.35K
$587K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
333+ 1.2% |
$37.5K - $45.3K
|
28.1K
$7.02M
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
332+ 1.79% |
$37.4K - $45.1K
|
18.9K
$4.72M
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
328+ 0.2% |
$36.9K - $44.6K
|
163K
$40.7M
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
326+ 5.56% |
$36.7K - $44.3K
|
6.19K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
326+ 4.86% |
$36.7K - $44.3K
|
7.03K
$1.76M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
326+ 2.65% |
$36.7K - $44.3K
|
12.6K
$3.16M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
323+ 1.59% |
$36.4K - $43.9K
|
20.6K
$5.15M
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
321+ 0.77% |
$36.1K - $43.6K
|
41.8K
$10.4M
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
321+ 0.56% |
$36.1K - $43.6K
|
57.9K
$14.5M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
320+ 0.78% |
$36K - $43.5K
|
41.3K
$10.3M
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
319+ 2.62% |
$35.9K - $43.4K
|
12.5K
$3.12M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
319+ 3.18% |
$35.9K - $43.4K
|
10.4K
$2.59M
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
318+ 0.92% |
$35.8K - $43.2K
|
35K
$8.75M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
318New |
$35.8K - $43.2K
|
318
$79.4K
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
316+ 0.94% |
$35.6K - $42.9K
|
34K
$8.49M
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
316+ 0.51% |
$35.6K - $42.9K
|
62.2K
$15.5M
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
316+ 1.43% |
$35.6K - $42.9K
|
22.5K
$5.62M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
316+ 8.97% |
$35.6K - $42.9K
|
3.84K
$959K
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
315+ 0.6% |
$35.5K - $42.8K
|
52.8K
$13.2M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
315+ 2.11% |
$35.5K - $42.8K
|
15.3K
$3.81M
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
314+ 3.54% |
$35.4K - $42.7K
|
9.19K
$2.29M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
314+ 37.83% |
$35.4K - $42.7K
|
1.14K
$286K
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
314+ 1.99% |
$35.4K - $42.7K
|
16.1K
$4.02M
|
|
Aug 09, 2022
Q2 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
312+ 14.57% |
$35.1K - $42.4K
|
2.45K
$613K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
311+ 1.47% |
$35K - $42.3K
|
21.5K
$5.37M
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
311+ 1.78% |
$35K - $42.3K
|
17.8K
$4.44M
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
310+ 2.74% |
$34.9K - $42.1K
|
11.6K
$2.91M
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
310+ 0.59% |
$34.9K - $42.1K
|
53.1K
$13.3M
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
307+ 4.69% |
$34.6K - $41.7K
|
6.86K
$1.71M
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
306+ 5.19% |
$34.5K - $41.6K
|
6.2K
$1.55M
|