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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
386+ 0.55% |
$43.5K - $52.5K
|
70.8K
$20.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
BUY
|
- |
383+ 2.18% |
$43.1K - $52.1K
|
18K
$5.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
383+ 19.91% |
$43.1K - $52.1K
|
2.31K
$666K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
379+ 2.22% |
$42.7K - $51.5K
|
17.4K
$5.03M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
376+ 1.76% |
$42.3K - $51.1K
|
21.7K
$6.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
370+ 8.29% |
$41.7K - $50.3K
|
4.83K
$1.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
368+ 0.37% |
$41.4K - $50K
|
99.7K
$28.8M
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
366+ 3.84% |
$41.2K - $49.7K
|
9.89K
$2.86M
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
364+ 3.35% |
$41K - $49.5K
|
11.2K
$3.24M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
361+ 4.57% |
$40.7K - $49.1K
|
8.26K
$2.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
361+ 5.95% |
$40.7K - $49.1K
|
6.42K
$1.85M
|
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
BUY
|
- |
351+ 4.65% |
$39.5K - $47.7K
|
7.9K
$2.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
351+ 0.29% |
$39.5K - $47.7K
|
123K
$35.6M
|
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
BUY
|
- |
350+ 1.02% |
$39.4K - $47.6K
|
34.7K
$10M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
350+ 3.26% |
$39.4K - $47.6K
|
11.1K
$3.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
349+ 5.35% |
$39.3K - $47.4K
|
6.87K
$1.98M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
348+ 0.15% |
$39.2K - $47.3K
|
238K
$68.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
348+ 2.12% |
$39.2K - $47.3K
|
16.8K
$4.84M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
347New |
$39.1K - $47.2K
|
347
$100K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
346+ 2.82% |
$39K - $47K
|
12.6K
$3.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
341+ 7.33% |
$38.4K - $46.3K
|
4.99K
$1.44M
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
340+ 21.82% |
$38.3K - $46.2K
|
1.9K
$548K
|
|
|
Aug 01, 2022
Q2 2022
|
Optas, LLC
|
BUY
|
- |
340+ 2.35% |
$38.3K - $46.2K
|
14.8K
$4.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
340+ 1.12% |
$38.3K - $46.2K
|
30.7K
$8.86M
|
|
|
Aug 05, 2022
Q2 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
335+ 5.04% |
$37.7K - $45.5K
|
6.98K
$2.01M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
335+ 11.74% |
$37.7K - $45.5K
|
3.19K
$920K
|
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
334+ 16.56% |
$37.6K - $45.4K
|
2.35K
$679K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
333+ 1.2% |
$37.5K - $45.3K
|
28.1K
$8.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
332+ 1.79% |
$37.4K - $45.1K
|
18.9K
$5.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
328+ 0.2% |
$36.9K - $44.6K
|
163K
$47M
|
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
326+ 5.56% |
$36.7K - $44.3K
|
6.19K
$1.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
326+ 4.86% |
$36.7K - $44.3K
|
7.03K
$2.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
326+ 2.65% |
$36.7K - $44.3K
|
12.6K
$3.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
323+ 1.59% |
$36.4K - $43.9K
|
20.6K
$5.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Arjuna Capital
|
BUY
|
- |
321+ 0.77% |
$36.1K - $43.6K
|
41.8K
$12.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
321+ 0.56% |
$36.1K - $43.6K
|
57.9K
$16.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
320+ 0.78% |
$36K - $43.5K
|
41.3K
$11.9M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
319+ 2.62% |
$35.9K - $43.4K
|
12.5K
$3.61M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
319+ 3.18% |
$35.9K - $43.4K
|
10.4K
$2.99M
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
318+ 0.92% |
$35.8K - $43.2K
|
35K
$10.1M
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
318New |
$35.8K - $43.2K
|
318
$91.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
316+ 0.94% |
$35.6K - $42.9K
|
34K
$9.82M
|
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
316+ 0.51% |
$35.6K - $42.9K
|
62.2K
$18M
|
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
316+ 1.43% |
$35.6K - $42.9K
|
22.5K
$6.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
316+ 8.97% |
$35.6K - $42.9K
|
3.84K
$1.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Windward Capital Management CO
|
BUY
|
- |
315+ 0.6% |
$35.5K - $42.8K
|
52.8K
$15.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
315+ 2.11% |
$35.5K - $42.8K
|
15.3K
$4.41M
|
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
314+ 3.54% |
$35.4K - $42.7K
|
9.19K
$2.65M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
BUY
|
- |
314+ 37.83% |
$35.4K - $42.7K
|
1.14K
$330K
|
|
|
Aug 05, 2022
Q2 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
314+ 1.99% |
$35.4K - $42.7K
|
16.1K
$4.65M
|