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 20, 2022
Q2 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-20- 0.36% |
$2.25K - $2.72K
|
5.5K
$1.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-20- 0.19% |
$2.25K - $2.72K
|
10.7K
$2.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Harrington Investments, Inc
|
SELL
|
- |
-20- 0.5% |
$2.25K - $2.72K
|
3.96K
$988K
|
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-20- 0.9% |
$2.25K - $2.72K
|
2.19K
$548K
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-20- 0.07% |
$2.25K - $2.72K
|
27.3K
$6.81M
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-21- 0.07% |
$2.36K - $2.85K
|
28.1K
$7.02M
|
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-21- 0.38% |
$2.36K - $2.85K
|
5.46K
$1.36M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-22- 0.42% |
$2.48K - $2.99K
|
5.27K
$1.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Bay Rivers Group
|
SELL
|
- |
-23- 0.48% |
$2.59K - $3.13K
|
4.8K
$1.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-23- 0.75% |
$2.59K - $3.13K
|
3.03K
$756K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
SELL
|
- |
-23- 0.65% |
$2.59K - $3.13K
|
3.52K
$879K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-24- 7.74% |
$2.7K - $3.26K
|
286
$71.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Wendell David Associates Inc
|
SELL
|
- |
-24- 0.44% |
$2.7K - $3.26K
|
5.39K
$1.35M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-24- 0.77% |
$2.7K - $3.26K
|
3.07K
$768K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-24- 0.74% |
$2.7K - $3.26K
|
3.21K
$802K
|
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-24- 0.16% |
$2.7K - $3.26K
|
14.8K
$3.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-25- 0.32% |
$2.82K - $3.4K
|
7.91K
$1.97M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-26- 0.32% |
$2.93K - $3.53K
|
8.19K
$2.05M
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-27- 0.79% |
$3.04K - $3.67K
|
3.37K
$842K
|
|
|
Aug 11, 2022
Q2 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-27- 0.27% |
$3.04K - $3.67K
|
10.1K
$2.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 2.34% |
$3.15K - $3.81K
|
1.17K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-28- 71.79% |
$3.15K - $3.81K
|
11
$2.75K
|
|
|
Aug 10, 2022
Q2 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-29- 0.46% |
$3.27K - $3.94K
|
6.3K
$1.57M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-30- 0.75% |
$3.38K - $4.08K
|
3.99K
$997K
|
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-30- 0.34% |
$3.38K - $4.08K
|
8.83K
$2.21M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-31- 0.07% |
$3.49K - $4.21K
|
42.2K
$10.6M
|
|
|
Jul 14, 2022
Q2 2022
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.03% |
$3.49K - $4.21K
|
103K
$25.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-31- 1.38% |
$3.49K - $4.21K
|
2.22K
$554K
|
|
|
Jul 27, 2022
Q2 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-31- 0.71% |
$3.49K - $4.21K
|
4.33K
$1.08M
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-31- 0.23% |
$3.49K - $4.21K
|
13.2K
$3.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-31- 0.45% |
$3.49K - $4.21K
|
6.89K
$1.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-33- 0.83% |
$3.72K - $4.49K
|
3.95K
$988K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-33- 0.08% |
$3.72K - $4.49K
|
39.4K
$9.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-34- 0.19% |
$3.83K - $4.62K
|
17.9K
$4.48M
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-35Closed |
$3.94K - $4.76K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-35- 1.13% |
$3.94K - $4.76K
|
3.08K
$768K
|
|
|
Jul 28, 2022
Q2 2022
|
Trust CO Of Oklahoma
|
SELL
|
- |
-35- 0.64% |
$3.94K - $4.76K
|
5.44K
$1.36M
|
|
|
Aug 03, 2022
Q2 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-35- 0.41% |
$3.94K - $4.76K
|
8.56K
$2.14M
|
|
|
Aug 22, 2022
Q2 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-35- 0.04% |
$3.94K - $4.76K
|
88.5K
$22.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-37- 1.98% |
$4.17K - $5.03K
|
1.83K
$458K
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-38- 0.77% |
$4.28K - $5.16K
|
4.9K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 1.56% |
$4.28K - $5.16K
|
2.39K
$597K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-39- 0.62% |
$4.39K - $5.3K
|
6.25K
$1.56M
|
|
|
Aug 08, 2022
Q2 2022
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-40- 7.02% |
$4.5K - $5.44K
|
530
$132K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-40- 0.09% |
$4.5K - $5.44K
|
43.4K
$10.8M
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-41- 5.18% |
$4.62K - $5.57K
|
750
$187K
|
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.12% |
$4.62K - $5.57K
|
32.9K
$8.22M
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-42- 0.24% |
$4.73K - $5.71K
|
17.4K
$4.34M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-42- 0.31% |
$4.73K - $5.71K
|
13.3K
$3.32M
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-43- 0.26% |
$4.84K - $5.84K
|
16.8K
$4.19M
|