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 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-43- 0.65% |
$4.84K - $5.84K
|
6.55K
$1.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-44- 0.98% |
$4.95K - $5.98K
|
4.44K
$1.11M
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-44- 0.22% |
$4.95K - $5.98K
|
20.2K
$5.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-45- 0.13% |
$5.07K - $6.12K
|
33.4K
$8.35M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-46- 1.34% |
$5.18K - $6.25K
|
3.38K
$845K
|
|
|
Aug 10, 2022
Q2 2022
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-46- 0.36% |
$5.18K - $6.25K
|
12.7K
$3.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-46- 0.67% |
$5.18K - $6.25K
|
6.8K
$1.7M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-47- 2.41% |
$5.29K - $6.39K
|
1.9K
$476K
|
|
|
Aug 03, 2022
Q2 2022
|
Account Management LLC
|
SELL
|
- |
-47- 0.15% |
$5.29K - $6.39K
|
31.1K
$7.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-47- 0.32% |
$5.29K - $6.39K
|
14.5K
$3.63M
|
|
|
Aug 12, 2022
Q2 2022
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-48- 0.12% |
$5.41K - $6.52K
|
38.7K
$9.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 0.73% |
$5.63K - $6.8K
|
6.8K
$1.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-50- 1.58% |
$5.63K - $6.8K
|
3.11K
$777K
|
|
|
Aug 08, 2022
Q2 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.25% |
$5.63K - $6.8K
|
19.9K
$4.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 2.48% |
$5.63K - $6.8K
|
1.97K
$491K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-52- 1.64% |
$5.86K - $7.07K
|
3.11K
$777K
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-53- 2.41% |
$5.97K - $7.2K
|
2.14K
$535K
|
|
|
Aug 08, 2022
Q2 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-53- 0.69% |
$5.97K - $7.2K
|
7.63K
$1.91M
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-54- 0.74% |
$6.08K - $7.34K
|
7.26K
$1.81M
|
|
|
Aug 03, 2022
Q2 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-54- 0.05% |
$6.08K - $7.34K
|
111K
$27.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-54- 0.25% |
$6.08K - $7.34K
|
21.3K
$5.33M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-54- 1.62% |
$6.08K - $7.34K
|
3.27K
$817K
|
|
|
Jul 15, 2022
Q2 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-55- 1.47% |
$6.19K - $7.48K
|
3.68K
$919K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-55- 0.29% |
$6.19K - $7.48K
|
18.6K
$4.65M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-56- 0.05% |
$6.31K - $7.61K
|
124K
$30.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-56- 0.12% |
$6.31K - $7.61K
|
46.4K
$11.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-56- 1.05% |
$6.31K - $7.61K
|
5.3K
$1.32M
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-59- 0.68% |
$6.64K - $8.02K
|
8.64K
$2.16M
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-60- 3.22% |
$6.76K - $8.15K
|
1.8K
$450K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-60- 30.0% |
$6.76K - $8.15K
|
140
$35K
|
|
|
Aug 05, 2022
Q2 2022
|
Westwood Wealth Management
|
SELL
|
- |
-60- 0.63% |
$6.76K - $8.15K
|
9.41K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-60- 2.3% |
$6.76K - $8.15K
|
2.55K
$636K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-61- 0.49% |
$6.87K - $8.29K
|
12.4K
$3.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-61- 1.4% |
$6.87K - $8.29K
|
4.28K
$1.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-62- 0.48% |
$6.98K - $8.43K
|
12.8K
$3.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-64- 0.72% |
$7.21K - $8.7K
|
8.81K
$2.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-65- 5.86% |
$7.32K - $8.83K
|
1.05K
$261K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-69- 0.44% |
$7.77K - $9.38K
|
15.6K
$3.91M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-69- 2.88% |
$7.77K - $9.38K
|
2.32K
$580K
|
|
|
Jul 18, 2022
Q2 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-70- 2.59% |
$7.88K - $9.51K
|
2.63K
$657K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-70Closed |
$7.88K - $9.51K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-70- 0.24% |
$7.88K - $9.51K
|
29.3K
$7.32M
|
|
|
Sep 02, 2022
Q2 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-72- 0.53% |
$8.11K - $9.79K
|
13.5K
$3.38M
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-73- 1.27% |
$8.22K - $9.92K
|
5.67K
$1.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-74- 0.54% |
$8.33K - $10.1K
|
13.7K
$3.42M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-74- 4.75% |
$8.33K - $10.1K
|
1.48K
$371K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74- 0.87% |
$8.33K - $10.1K
|
8.43K
$2.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 1.34% |
$8.45K - $10.2K
|
5.54K
$1.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-75- 1.33% |
$8.45K - $10.2K
|
5.59K
$1.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-75- 1.91% |
$8.45K - $10.2K
|
3.85K
$961K
|