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 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-169- 0.12% |
$19K - $23K
|
141K
$35.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-170- 0.19% |
$19.1K - $23.1K
|
87.8K
$21.9M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-172- 0.63% |
$19.4K - $23.4K
|
27K
$6.75M
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-173- 2.38% |
$19.5K - $23.5K
|
7.11K
$1.78M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-173- 1.4% |
$19.5K - $23.5K
|
12.2K
$3.05M
|
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-173- 1.76% |
$19.5K - $23.5K
|
9.66K
$2.41M
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-173Closed |
$19.5K - $23.5K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-174- 1.95% |
$19.6K - $23.6K
|
8.77K
$2.19M
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-174- 40.65% |
$19.6K - $23.6K
|
254
$63.4K
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-174- 0.64% |
$19.6K - $23.6K
|
27K
$6.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-175- 1.58% |
$19.7K - $23.8K
|
10.9K
$2.72M
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-175- 0.76% |
$19.7K - $23.8K
|
22.8K
$5.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-175- 0.42% |
$19.7K - $23.8K
|
41.5K
$10.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-176- 1.2% |
$19.8K - $23.9K
|
14.5K
$3.62M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-176- 1.07% |
$19.8K - $23.9K
|
16.3K
$4.06M
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-178- 2.29% |
$20K - $24.2K
|
7.58K
$1.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-178- 1.5% |
$20K - $24.2K
|
11.7K
$2.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-180- 0.76% |
$20.3K - $24.5K
|
23.4K
$5.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-180- 1.69% |
$20.3K - $24.5K
|
10.4K
$2.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-181- 6.62% |
$20.4K - $24.6K
|
2.55K
$638K
|
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-182- 0.82% |
$20.5K - $24.7K
|
21.9K
$5.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-183- 0.06% |
$20.6K - $24.9K
|
306K
$76.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-183- 4.65% |
$20.6K - $24.9K
|
3.75K
$936K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-183- 1.33% |
$20.6K - $24.9K
|
13.5K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-183- 4.03% |
$20.6K - $24.9K
|
4.36K
$1.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-184- 1.64% |
$20.7K - $25K
|
11K
$2.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-184- 1.03% |
$20.7K - $25K
|
17.6K
$4.41M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-185- 2.06% |
$20.8K - $25.1K
|
8.78K
$2.19M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-186- 0.1% |
$20.9K - $25.3K
|
183K
$45.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-188- 3.35% |
$21.2K - $25.6K
|
5.43K
$1.36M
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-188- 2.91% |
$21.2K - $25.6K
|
6.27K
$1.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-189- 7.27% |
$21.3K - $25.7K
|
2.41K
$602K
|
|
|
Aug 12, 2022
Q2 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-190- 4.21% |
$21.4K - $25.8K
|
4.32K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-190- 1.48% |
$21.4K - $25.8K
|
12.7K
$3.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-190Closed |
$21.4K - $25.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Solitude Financial Services
|
SELL
|
- |
-192- 5.61% |
$21.6K - $26.1K
|
3.23K
$808K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-192- 1.57% |
$21.6K - $26.1K
|
12K
$3M
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-192- 0.53% |
$21.6K - $26.1K
|
36.2K
$9.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-193- 0.32% |
$21.7K - $26.2K
|
59.3K
$14.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-194- 1.77% |
$21.8K - $26.4K
|
10.8K
$2.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-195- 0.61% |
$22K - $26.5K
|
31.7K
$7.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-196- 3.72% |
$22.1K - $26.6K
|
5.07K
$1.27M
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-196- 1.3% |
$22.1K - $26.6K
|
14.8K
$3.71M
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-196Closed |
$22.1K - $26.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-196- 1.16% |
$22.1K - $26.6K
|
16.6K
$4.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-198- 2.04% |
$22.3K - $26.9K
|
9.51K
$2.38M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
SELL
|
- |
-199- 1.84% |
$22.4K - $27K
|
10.6K
$2.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-200- 4.75% |
$22.5K - $27.2K
|
4.01K
$1M
|
|
|
Jul 22, 2022
Q2 2022
|
Goodwin Daniel L
|
SELL
|
- |
-200- 0.71% |
$22.5K - $27.2K
|
28.1K
$7.01M
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-200- 3.17% |
$22.5K - $27.2K
|
6.1K
$1.52M
|