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 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
93New |
$10.5K - $12.6K
|
93
$23.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
93+ 0.42% |
$10.5K - $12.6K
|
22.3K
$5.58M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
93+ 2.77% |
$10.5K - $12.6K
|
3.45K
$861K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
92+ 0.08% |
$10.4K - $12.5K
|
119K
$29.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
92+ 1.07% |
$10.4K - $12.5K
|
8.68K
$2.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
BUY
|
- |
91+ 4.85% |
$10.2K - $12.4K
|
1.97K
$492K
|
|
|
Aug 15, 2022
Q2 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
91+ 0.52% |
$10.2K - $12.4K
|
17.6K
$4.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
91+ 1.12% |
$10.2K - $12.4K
|
8.19K
$2.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
90+ 61.22% |
$10.1K - $12.2K
|
237
$59.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
90+ 3.41% |
$10.1K - $12.2K
|
2.73K
$682K
|
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
90+ 0.41% |
$10.1K - $12.2K
|
21.8K
$5.45M
|
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
90+ 0.5% |
$10.1K - $12.2K
|
18K
$4.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
88+ 1.42% |
$9.91K - $12K
|
6.28K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
87+ 2.72% |
$9.8K - $11.8K
|
3.29K
$822K
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
87+ 0.44% |
$9.8K - $11.8K
|
19.8K
$4.94M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
BUY
|
- |
85+ 0.26% |
$9.57K - $11.6K
|
32.4K
$8.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
85+ 0.43% |
$9.57K - $11.6K
|
19.6K
$4.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
85+ 3.27% |
$9.57K - $11.6K
|
2.69K
$671K
|
|
|
Aug 05, 2022
Q2 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
83+ 0.9% |
$9.35K - $11.3K
|
9.26K
$2.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
82+ 0.97% |
$9.23K - $11.1K
|
8.55K
$2.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
81+ 0.38% |
$9.12K - $11K
|
21.6K
$5.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
81+ 0.82% |
$9.12K - $11K
|
10K
$2.5M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
80+ 0.25% |
$9.01K - $10.9K
|
31.7K
$7.92M
|
|
|
Aug 30, 2022
Q2 2022
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
80+ 0.53% |
$9.01K - $10.9K
|
15.1K
$3.76M
|
|
|
Jul 26, 2022
Q2 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
79+ 1.61% |
$8.9K - $10.7K
|
5K
$1.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
76+ 0.85% |
$8.56K - $10.3K
|
9.01K
$2.25M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
75+ 0.65% |
$8.45K - $10.2K
|
11.6K
$2.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
74+ 1.76% |
$8.33K - $10.1K
|
4.29K
$1.07M
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
74+ 3.04% |
$8.33K - $10.1K
|
2.51K
$626K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
74+ 0.13% |
$8.33K - $10.1K
|
55.1K
$13.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
73+ 2.6% |
$8.22K - $9.92K
|
2.89K
$721K
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
BUY
|
- |
73+ 2.98% |
$8.22K - $9.92K
|
2.53K
$631K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
70+ 2.89% |
$7.88K - $9.51K
|
2.49K
$621K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
67+ 1.23% |
$7.54K - $9.11K
|
5.52K
$1.38M
|
|
|
Jul 25, 2022
Q2 2022
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
67+ 2.41% |
$7.54K - $9.11K
|
2.85K
$712K
|
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
67+ 1.63% |
$7.54K - $9.11K
|
4.17K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
67+ 1.16% |
$7.54K - $9.11K
|
5.83K
$1.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66+ 2.85% |
$7.43K - $8.97K
|
2.38K
$595K
|
|
|
Aug 10, 2022
Q2 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
66+ 0.22% |
$7.43K - $8.97K
|
30K
$7.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
65+ 0.1% |
$7.32K - $8.83K
|
63K
$15.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Of Stockton
|
BUY
|
- |
65+ 0.26% |
$7.32K - $8.83K
|
24.8K
$6.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
65+ 0.72% |
$7.32K - $8.83K
|
9.07K
$2.27M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
65+ 22.41% |
$7.32K - $8.83K
|
355
$88.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Ycg, LLC
|
BUY
|
- |
64+ 0.08% |
$7.21K - $8.7K
|
76.2K
$19M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
59+ 0.04% |
$6.64K - $8.02K
|
159K
$39.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
59+ 0.94% |
$6.64K - $8.02K
|
6.35K
$1.59M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
58+ 0.29% |
$6.53K - $7.88K
|
20.4K
$5.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
55+ 0.4% |
$6.19K - $7.48K
|
13.9K
$3.47M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55+ 0.14% |
$6.19K - $7.48K
|
39.9K
$9.96M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
54+ 0.32% |
$6.08K - $7.34K
|
16.7K
$4.18M
|