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 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
204+ 8.65% |
$23K - $27.7K
|
2.56K
$640K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202+ 3.11% |
$22.7K - $27.5K
|
6.71K
$1.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
201+ 4.51% |
$22.6K - $27.3K
|
4.66K
$1.16M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 6.46% |
$22.6K - $27.3K
|
3.31K
$827K
|
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
201+ 1.69% |
$22.6K - $27.3K
|
12.1K
$3.02M
|
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
200+ 5.45% |
$22.5K - $27.2K
|
3.87K
$967K
|
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 0.37% |
$22.5K - $27.2K
|
54.1K
$13.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
200+ 8.2% |
$22.5K - $27.2K
|
2.64K
$659K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
200+ 0.63% |
$22.5K - $27.2K
|
32K
$8M
|
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
200+ 10.42% |
$22.5K - $27.2K
|
2.12K
$530K
|
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 0.7% |
$22.5K - $27.2K
|
28.7K
$7.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 6.3% |
$22.5K - $27.2K
|
3.37K
$843K
|
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
200+ 2.62% |
$22.5K - $27.2K
|
7.83K
$1.96M
|
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
199+ 4.75% |
$22.4K - $27K
|
4.39K
$1.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
197+ 0.83% |
$22.2K - $26.8K
|
24K
$5.99M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
196+ 12.34% |
$22.1K - $26.6K
|
1.78K
$446K
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
194+ 1.63% |
$21.8K - $26.4K
|
12.1K
$3.02M
|
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
193+ 5.58% |
$21.7K - $26.2K
|
3.65K
$912K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
192+ 2.59% |
$21.6K - $26.1K
|
7.59K
$1.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
192+ 0.51% |
$21.6K - $26.1K
|
38K
$9.49M
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
191+ 1.68% |
$21.5K - $26K
|
11.6K
$2.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
191+ 5.07% |
$21.5K - $26K
|
3.96K
$989K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
190+ 1.44% |
$21.4K - $25.8K
|
13.4K
$3.35M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
190+ 9.79% |
$21.4K - $25.8K
|
2.13K
$532K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
189+ 0.03% |
$21.3K - $25.7K
|
693K
$173M
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
189+ 0.32% |
$21.3K - $25.7K
|
60.2K
$15M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
189+ 1.24% |
$21.3K - $25.7K
|
15.4K
$3.85M
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
182+ 0.33% |
$20.5K - $24.7K
|
55K
$13.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
180+ 0.81% |
$20.3K - $24.5K
|
22.5K
$5.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
180+ 3.56% |
$20.3K - $24.5K
|
5.23K
$1.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
179+ 0.29% |
$20.2K - $24.3K
|
62K
$15.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
177+ 0.85% |
$19.9K - $24.1K
|
20.9K
$5.22M
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
176+ 1.56% |
$19.8K - $23.9K
|
11.4K
$2.86M
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
175+ 1.75% |
$19.7K - $23.8K
|
10.2K
$2.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
174+ 1.37% |
$19.6K - $23.6K
|
12.8K
$3.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
173+ 1.0% |
$19.5K - $23.5K
|
17.5K
$4.36M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
173+ 7.53% |
$19.5K - $23.5K
|
2.47K
$617K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 1.17% |
$19.4K - $23.4K
|
14.8K
$3.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
172+ 1.52% |
$19.4K - $23.4K
|
11.5K
$2.86M
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
171+ 1.82% |
$19.3K - $23.2K
|
9.56K
$2.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
170+ 0.54% |
$19.1K - $23.1K
|
31.7K
$7.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
170+ 4.03% |
$19.1K - $23.1K
|
4.39K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
170+ 4.35% |
$19.1K - $23.1K
|
4.08K
$1.02M
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
168+ 0.7% |
$18.9K - $22.8K
|
24.3K
$6.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
168+ 0.78% |
$18.9K - $22.8K
|
21.6K
$5.39M
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
165+ 0.73% |
$18.6K - $22.4K
|
22.8K
$5.69M
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
165+ 1.26% |
$18.6K - $22.4K
|
13.2K
$3.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
165+ 0.82% |
$18.6K - $22.4K
|
20.4K
$5.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
165+ 6.36% |
$18.6K - $22.4K
|
2.76K
$689K
|
|
|
Aug 09, 2022
Q2 2022
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
164+ 0.82% |
$18.5K - $22.3K
|
20.2K
$5.05M
|