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 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
163+ 0.42% |
$18.4K - $22.2K
|
39.2K
$9.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
162+ 1.06% |
$18.2K - $22K
|
15.5K
$3.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Delta Capital Management LLC
|
BUY
|
- |
160+ 0.58% |
$18K - $21.7K
|
28K
$6.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
160+ 0.88% |
$18K - $21.7K
|
18.4K
$4.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
160+ 0.44% |
$18K - $21.7K
|
36.3K
$9.07M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
158+ 3.71% |
$17.8K - $21.5K
|
4.42K
$1.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
157+ 0.9% |
$17.7K - $21.3K
|
17.7K
$4.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
155+ 2.24% |
$17.5K - $21.1K
|
7.07K
$1.76M
|
|
|
Jul 25, 2022
Q2 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
155+ 2.14% |
$17.5K - $21.1K
|
7.39K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
155+ 0.73% |
$17.5K - $21.1K
|
21.3K
$5.32M
|
|
|
Sep 18, 2023
Q2 2022
|
Washington Capital Management Inc
|
BUY
|
- |
155+ 1.07% |
$17.5K - $21.1K
|
14.7K
$3.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
154+ 3.11% |
$17.3K - $20.9K
|
5.11K
$1.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
154+ 2.82% |
$17.3K - $20.9K
|
5.61K
$1.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
150+ 5.77% |
$16.9K - $20.4K
|
2.75K
$686K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
150+ 0.5% |
$16.9K - $20.4K
|
29.9K
$7.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
150+ 0.94% |
$16.9K - $20.4K
|
16.1K
$4.02M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
150+ 11.2% |
$16.9K - $20.4K
|
1.49K
$372K
|
|
|
Jul 22, 2022
Q2 2022
|
Trust Investment Advisors
|
BUY
|
- |
149+ 1.46% |
$16.8K - $20.3K
|
10.3K
$2.58M
|
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
147+ 1.11% |
$16.6K - $20K
|
13.4K
$3.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
147+ 3.67% |
$16.6K - $20K
|
4.15K
$1.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
146+ 2.17% |
$16.4K - $19.8K
|
6.88K
$1.72M
|
|
|
Jul 08, 2022
Q2 2022
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
145+ 4.84% |
$16.3K - $19.7K
|
3.14K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
145+ 3.77% |
$16.3K - $19.7K
|
4K
$998K
|
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
144+ 0.17% |
$16.2K - $19.6K
|
82.6K
$20.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
144+ 7.0% |
$16.2K - $19.6K
|
2.2K
$550K
|
|
|
Aug 09, 2022
Q2 2022
|
S&Co Inc
Boston, MA |
BUY
|
- |
144+ 0.58% |
$16.2K - $19.6K
|
24.8K
$6.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
144+ 2.51% |
$16.2K - $19.6K
|
5.89K
$1.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
BUY
|
- |
141+ 8.11% |
$15.9K - $19.2K
|
1.88K
$469K
|
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
141+ 0.55% |
$15.9K - $19.2K
|
26K
$6.48M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
141+ 0.72% |
$15.9K - $19.2K
|
19.7K
$4.93M
|
|
|
Jul 21, 2022
Q2 2022
|
Lathrop Investment Management Corp
|
BUY
|
- |
140+ 5.86% |
$15.8K - $19K
|
2.53K
$632K
|
|
|
Aug 09, 2022
Q2 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
140+ 0.6% |
$15.8K - $19K
|
23.4K
$5.85M
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
139+ 1.28% |
$15.7K - $18.9K
|
11K
$2.76M
|
|
|
Aug 15, 2022
Q2 2022
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
139+ 1.78% |
$15.7K - $18.9K
|
7.94K
$1.98M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
138+ 0.86% |
$15.5K - $18.8K
|
16.1K
$4.03M
|
|
|
Jul 21, 2022
Q2 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
135+ 1.63% |
$15.2K - $18.3K
|
8.42K
$2.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
134+ 14.46% |
$15.1K - $18.2K
|
1.06K
$265K
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
BUY
|
- |
133+ 1.37% |
$15K - $18.1K
|
9.82K
$2.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
133+ 1.22% |
$15K - $18.1K
|
11.1K
$2.77M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
132+ 0.49% |
$14.9K - $17.9K
|
27.3K
$6.83M
|
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
132+ 0.49% |
$14.9K - $17.9K
|
27.1K
$6.76M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
130+ 3.53% |
$14.6K - $17.7K
|
3.81K
$952K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
129+ 2.84% |
$14.5K - $17.5K
|
4.68K
$1.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
129+ 0.35% |
$14.5K - $17.5K
|
37.1K
$9.27M
|
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
127+ 2.39% |
$14.3K - $17.3K
|
5.45K
$1.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
126+ 0.83% |
$14.2K - $17.1K
|
15.3K
$3.82M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
125+ 2.0% |
$14.1K - $17K
|
6.37K
$1.59M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
124+ 4.22% |
$14K - $16.9K
|
3.06K
$764K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
124+ 1.15% |
$14K - $16.9K
|
10.9K
$2.73M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
124+ 5.4% |
$14K - $16.9K
|
2.42K
$604K
|