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 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
31+ 0.16% |
$3.49K - $4.21K
|
18.8K
$4.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
30+ 0.49% |
$3.38K - $4.08K
|
6.13K
$1.53M
|
|
|
Jul 22, 2022
Q2 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
30+ 0.12% |
$3.38K - $4.08K
|
26.1K
$6.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
30+ 0.06% |
$3.38K - $4.08K
|
51.3K
$12.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
30+ 0.29% |
$3.38K - $4.08K
|
10.3K
$2.56M
|
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
29+ 1.45% |
$3.27K - $3.94K
|
2.03K
$507K
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
29+ 1.28% |
$3.27K - $3.94K
|
2.3K
$573K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
29+ 0.08% |
$3.27K - $3.94K
|
36.2K
$9.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
28New |
$3.15K - $3.81K
|
28
$6.99K
|
|
|
Aug 10, 2022
Q2 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
28+ 0.85% |
$3.15K - $3.81K
|
3.33K
$833K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 0.7% |
$3.15K - $3.81K
|
4.02K
$1M
|
|
|
Jul 21, 2022
Q2 2022
|
Am Investment Strategies LLC
|
BUY
|
- |
27+ 0.1% |
$3.04K - $3.67K
|
26.1K
$6.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
27+ 0.47% |
$3.04K - $3.67K
|
5.75K
$1.44M
|
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
BUY
|
- |
26+ 1.06% |
$2.93K - $3.53K
|
2.49K
$621K
|
|
|
Jul 20, 2022
Q2 2022
|
Next Capital Management LLC
|
BUY
|
- |
26+ 0.19% |
$2.93K - $3.53K
|
13.9K
$3.48M
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
26+ 1.07% |
$2.93K - $3.53K
|
2.46K
$614K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
26+ 1.36% |
$2.93K - $3.53K
|
1.94K
$484K
|
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
25+ 0.17% |
$2.82K - $3.4K
|
14.7K
$3.67M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.71% |
$2.7K - $3.26K
|
3.42K
$853K
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
24+ 0.65% |
$2.7K - $3.26K
|
3.7K
$925K
|
|
|
Jul 27, 2022
Q2 2022
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
23+ 0.04% |
$2.59K - $3.13K
|
55.5K
$13.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
23+ 0.57% |
$2.59K - $3.13K
|
4.07K
$1.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
23+ 9.13% |
$2.59K - $3.13K
|
275
$68.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
22+ 0.5% |
$2.48K - $2.99K
|
4.41K
$1.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
21+ 1.52% |
$2.36K - $2.85K
|
1.41K
$351K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
21+ 0.83% |
$2.36K - $2.85K
|
2.55K
$636K
|
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
21+ 0.8% |
$2.36K - $2.85K
|
2.64K
$660K
|
|
|
Jul 18, 2022
Q2 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 0.4% |
$2.25K - $2.72K
|
4.98K
$1.24M
|
|
|
Jul 26, 2022
Q2 2022
|
Arnhold LLC
|
BUY
|
- |
20+ 0.83% |
$2.25K - $2.72K
|
2.43K
$607K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
20+ 0.02% |
$2.25K - $2.72K
|
86.3K
$21.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
BUY
|
- |
20+ 0.08% |
$2.25K - $2.72K
|
24.6K
$6.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20+ 0.08% |
$2.25K - $2.72K
|
25.3K
$6.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
19+ 0.03% |
$2.14K - $2.58K
|
60.5K
$15.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
19+ 0.74% |
$2.14K - $2.58K
|
2.57K
$642K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
19+ 0.25% |
$2.14K - $2.58K
|
7.51K
$1.88M
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
19+ 0.48% |
$2.14K - $2.58K
|
3.94K
$985K
|
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
18+ 0.2% |
$2.03K - $2.45K
|
8.86K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
18+ 0.28% |
$2.03K - $2.45K
|
6.39K
$1.6M
|
|
|
Jul 18, 2022
Q2 2022
|
First National Corp
|
BUY
|
- |
17+ 0.46% |
$1.91K - $2.31K
|
3.72K
$928K
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.38% |
$1.91K - $2.31K
|
4.46K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
17+ 0.73% |
$1.91K - $2.31K
|
2.35K
$587K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
16+ 0.55% |
$1.8K - $2.17K
|
2.94K
$734K
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.86% |
$1.8K - $2.17K
|
1.88K
$469K
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
15+ 0.12% |
$1.69K - $2.04K
|
12.5K
$3.13M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
15+ 3.96% |
$1.69K - $2.04K
|
394
$98.4K
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14+ 0.04% |
$1.58K - $1.9K
|
32.6K
$8.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.58K - $1.9K
|
74K
$18.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$1.58K - $1.9K
|
7.51K
$1.88M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
13+ 0.43% |
$1.46K - $1.77K
|
3.07K
$767K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.74% |
$1.46K - $1.77K
|
1.78K
$445K
|