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 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-260- 2.45% |
$29.3K - $35.3K
|
10.3K
$2.58M
|
|
|
Jul 28, 2022
Q2 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-260- 8.24% |
$29.3K - $35.3K
|
2.89K
$723K
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-260- 10.81% |
$29.3K - $35.3K
|
2.15K
$536K
|
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-260- 72.02% |
$29.3K - $35.3K
|
101
$25.2K
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-261- 0.54% |
$29.4K - $35.5K
|
47.9K
$12M
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-263- 1.5% |
$29.6K - $35.7K
|
17.3K
$4.31M
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-265- 47.75% |
$29.8K - $36K
|
290
$72.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-265- 0.94% |
$29.8K - $36K
|
27.9K
$6.96M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-267- 1.16% |
$30.1K - $36.3K
|
22.7K
$5.68M
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-267- 0.48% |
$30.1K - $36.3K
|
55.6K
$13.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-270- 2.83% |
$30.4K - $36.7K
|
9.28K
$2.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-270- 13.06% |
$30.4K - $36.7K
|
1.8K
$449K
|
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-276- 4.29% |
$31.1K - $37.5K
|
6.15K
$1.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-276- 0.44% |
$31.1K - $37.5K
|
62.8K
$15.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-279- 0.74% |
$31.4K - $37.9K
|
37.4K
$9.35M
|
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-280- 4.12% |
$31.5K - $38.1K
|
6.52K
$1.63M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-280- 3.08% |
$31.5K - $38.1K
|
8.82K
$2.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-283- 0.38% |
$31.9K - $38.5K
|
74.6K
$18.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-284- 8.84% |
$32K - $38.6K
|
2.93K
$731K
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-284- 6.43% |
$32K - $38.6K
|
4.13K
$1.03M
|
|
|
Aug 03, 2022
Q2 2022
|
Community Bank Of Raymore
|
SELL
|
- |
-290- 0.31% |
$32.7K - $39.4K
|
93.1K
$23.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-290- 2.35% |
$32.7K - $39.4K
|
12.1K
$3.01M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-294- 0.97% |
$33.1K - $40K
|
30.2K
$7.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-297- 2.96% |
$33.4K - $40.4K
|
9.75K
$2.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-300- 12.7% |
$33.8K - $40.8K
|
2.06K
$515K
|
|
|
Aug 01, 2022
Q2 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-300- 1.16% |
$33.8K - $40.8K
|
25.5K
$6.38M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-300- 3.02% |
$33.8K - $40.8K
|
9.62K
$2.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Davidson Trust CO
|
SELL
|
- |
-306- 1.89% |
$34.5K - $41.6K
|
15.9K
$3.96M
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-307- 0.82% |
$34.6K - $41.7K
|
37K
$9.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-310- 12.31% |
$34.9K - $42.1K
|
2.21K
$552K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-312- 3.58% |
$35.1K - $42.4K
|
8.41K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-313- 2.0% |
$35.2K - $42.5K
|
15.3K
$3.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-313- 4.81% |
$35.2K - $42.5K
|
6.19K
$1.55M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-314- 1.01% |
$35.4K - $42.7K
|
30.9K
$7.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-314- 6.65% |
$35.4K - $42.7K
|
4.41K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-316- 3.64% |
$35.6K - $42.9K
|
8.35K
$2.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-317- 4.91% |
$35.7K - $43.1K
|
6.14K
$1.53M
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-320- 12.22% |
$36K - $43.5K
|
2.3K
$574K
|
|
|
Jul 13, 2022
Q2 2022
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-322- 8.55% |
$36.3K - $43.8K
|
3.44K
$860K
|
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-323- 10.13% |
$36.4K - $43.9K
|
2.87K
$716K
|
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-324- 2.41% |
$36.5K - $44K
|
13.1K
$3.28M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-324- 14.25% |
$36.5K - $44K
|
1.95K
$487K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-325- 12.57% |
$36.6K - $44.2K
|
2.26K
$565K
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
SELL
|
- |
-327- 0.5% |
$36.8K - $44.4K
|
64.8K
$16.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-327- 1.56% |
$36.8K - $44.4K
|
20.6K
$5.14M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-327- 3.22% |
$36.8K - $44.4K
|
9.82K
$2.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-329- 2.36% |
$37K - $44.7K
|
13.6K
$3.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-331- 4.41% |
$37.3K - $45K
|
7.17K
$1.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-335- 18.22% |
$37.7K - $45.5K
|
1.5K
$376K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-338- 1.39% |
$38.1K - $45.9K
|
24K
$6M
|