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 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
209+ 2.24% |
$23.5K - $28.4K
|
9.54K
$2.75M
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
209+ 5.66% |
$23.5K - $28.4K
|
3.9K
$1.13M
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
208+ 1.26% |
$23.4K - $28.3K
|
16.7K
$4.81M
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
207+ 5.91% |
$23.3K - $28.1K
|
3.71K
$1.07M
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
207+ 1.17% |
$23.3K - $28.1K
|
17.9K
$5.17M
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
206+ 0.53% |
$23.2K - $28K
|
39.2K
$11.3M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
206New |
$23.2K - $28K
|
206
$59.5K
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
204+ 8.65% |
$23K - $27.7K
|
2.56K
$740K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202+ 3.11% |
$22.7K - $27.5K
|
6.71K
$1.94M
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
201+ 4.51% |
$22.6K - $27.3K
|
4.66K
$1.35M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
201+ 6.46% |
$22.6K - $27.3K
|
3.31K
$956K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
201+ 1.69% |
$22.6K - $27.3K
|
12.1K
$3.49M
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
BUY
|
- |
200+ 5.45% |
$22.5K - $27.2K
|
3.87K
$1.12M
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
200+ 0.37% |
$22.5K - $27.2K
|
54.1K
$15.6M
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
200+ 8.2% |
$22.5K - $27.2K
|
2.64K
$762K
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
BUY
|
- |
200+ 0.63% |
$22.5K - $27.2K
|
32K
$9.25M
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
200+ 10.42% |
$22.5K - $27.2K
|
2.12K
$612K
|
|
Aug 01, 2022
Q2 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
200+ 0.7% |
$22.5K - $27.2K
|
28.7K
$8.28M
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
200+ 6.3% |
$22.5K - $27.2K
|
3.37K
$974K
|
|
Aug 17, 2022
Q2 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
200+ 2.62% |
$22.5K - $27.2K
|
7.83K
$2.26M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
199+ 4.75% |
$22.4K - $27K
|
4.39K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
197+ 0.83% |
$22.2K - $26.8K
|
24K
$6.93M
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
196+ 12.34% |
$22.1K - $26.6K
|
1.78K
$515K
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
194+ 1.63% |
$21.8K - $26.4K
|
12.1K
$3.49M
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
193+ 5.58% |
$21.7K - $26.2K
|
3.65K
$1.05M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
192+ 2.59% |
$21.6K - $26.1K
|
7.59K
$2.19M
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
192+ 0.51% |
$21.6K - $26.1K
|
38K
$11M
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
191+ 1.68% |
$21.5K - $26K
|
11.6K
$3.35M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
191+ 5.07% |
$21.5K - $26K
|
3.96K
$1.14M
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
190+ 1.44% |
$21.4K - $25.8K
|
13.4K
$3.87M
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
190+ 9.79% |
$21.4K - $25.8K
|
2.13K
$615K
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
189+ 0.03% |
$21.3K - $25.7K
|
693K
$200M
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
189+ 0.32% |
$21.3K - $25.7K
|
60.2K
$17.4M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
189+ 1.24% |
$21.3K - $25.7K
|
15.4K
$4.45M
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
182+ 0.33% |
$20.5K - $24.7K
|
55K
$15.9M
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
180+ 0.81% |
$20.3K - $24.5K
|
22.5K
$6.5M
|
|
Aug 15, 2022
Q2 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
180+ 3.56% |
$20.3K - $24.5K
|
5.23K
$1.51M
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
179+ 0.29% |
$20.2K - $24.3K
|
62K
$17.9M
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
177+ 0.85% |
$19.9K - $24.1K
|
20.9K
$6.03M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
BUY
|
- |
176+ 1.56% |
$19.8K - $23.9K
|
11.4K
$3.3M
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
175+ 1.75% |
$19.7K - $23.8K
|
10.2K
$2.94M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
174+ 1.37% |
$19.6K - $23.6K
|
12.8K
$3.71M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
173+ 1.0% |
$19.5K - $23.5K
|
17.5K
$5.04M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
BUY
|
- |
173+ 7.53% |
$19.5K - $23.5K
|
2.47K
$714K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
172+ 1.17% |
$19.4K - $23.4K
|
14.8K
$4.28M
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
172+ 1.52% |
$19.4K - $23.4K
|
11.5K
$3.31M
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
171+ 1.82% |
$19.3K - $23.2K
|
9.56K
$2.76M
|
|
Aug 10, 2022
Q2 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
170+ 0.54% |
$19.1K - $23.1K
|
31.7K
$9.14M
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
170+ 4.03% |
$19.1K - $23.1K
|
4.39K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
170+ 4.35% |
$19.1K - $23.1K
|
4.08K
$1.18M
|