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
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-324- 2.41% |
$36.5K - $44K
|
13.1K
$3.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-324- 14.25% |
$36.5K - $44K
|
1.95K
$552K
|
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-325- 12.57% |
$36.6K - $44.2K
|
2.26K
$640K
|
|
|
Jul 12, 2022
Q2 2022
|
Sara Bay Financial
|
SELL
|
- |
-327- 0.5% |
$36.8K - $44.4K
|
64.8K
$18.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-327- 1.56% |
$36.8K - $44.4K
|
20.6K
$5.83M
|
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-327- 3.22% |
$36.8K - $44.4K
|
9.82K
$2.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-329- 2.36% |
$37K - $44.7K
|
13.6K
$3.86M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-331- 4.41% |
$37.3K - $45K
|
7.17K
$2.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-335- 18.22% |
$37.7K - $45.5K
|
1.5K
$426K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-338- 1.39% |
$38.1K - $45.9K
|
24K
$6.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-342- 0.74% |
$38.5K - $46.5K
|
45.8K
$13M
|
|
|
Aug 12, 2022
Q2 2022
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-342- 12.03% |
$38.5K - $46.5K
|
2.5K
$708K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-344- 12.52% |
$38.7K - $46.8K
|
2.4K
$681K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-345- 1.44% |
$38.9K - $46.9K
|
23.6K
$6.69M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-346Closed |
$39K - $47K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-349- 16.17% |
$39.3K - $47.4K
|
1.81K
$512K
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-350- 2.9% |
$39.4K - $47.6K
|
11.7K
$3.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-350- 3.54% |
$39.4K - $47.6K
|
9.55K
$2.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-350- 6.99% |
$39.4K - $47.6K
|
4.66K
$1.32M
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-355- 2.15% |
$40K - $48.2K
|
16.2K
$4.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-356- 13.83% |
$40.1K - $48.4K
|
2.22K
$628K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-359- 7.24% |
$40.4K - $48.8K
|
4.6K
$1.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-364- 0.85% |
$41K - $49.5K
|
42.7K
$12.1M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-364- 23.16% |
$41K - $49.5K
|
1.21K
$342K
|
|
|
Aug 10, 2022
Q2 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-365- 2.86% |
$41.1K - $49.6K
|
12.4K
$3.51M
|
|
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-367- 11.01% |
$41.3K - $49.9K
|
2.97K
$840K
|
|
|
Feb 13, 2025
Q2 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-368- 4.96% |
$41.4K - $50K
|
7.05K
$2M
|
|
|
Aug 09, 2022
Q2 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-372- 0.15% |
$41.9K - $50.6K
|
243K
$68.7M
|
|
|
Aug 12, 2022
Q2 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-375Closed |
$42.2K - $51K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-376Closed |
$42.3K - $51.1K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-378- 12.9% |
$42.6K - $51.4K
|
2.55K
$723K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-379- 9.39% |
$42.7K - $51.5K
|
3.66K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-380- 0.42% |
$42.8K - $51.6K
|
90.9K
$25.7M
|
|
|
Jul 11, 2022
Q2 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-383- 4.33% |
$43.1K - $52.1K
|
8.46K
$2.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-383- 2.99% |
$43.1K - $52.1K
|
12.4K
$3.52M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-384- 2.18% |
$43.2K - $52.2K
|
17.2K
$4.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-386- 1.99% |
$43.5K - $52.5K
|
19K
$5.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-388- 1.77% |
$43.7K - $52.7K
|
21.5K
$6.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-388- 7.23% |
$43.7K - $52.7K
|
4.98K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-392- 42.89% |
$44.1K - $53.3K
|
522
$148K
|
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-398Closed |
$44.8K - $54.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-400- 8.72% |
$45K - $54.4K
|
4.19K
$1.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-400- 1.86% |
$45K - $54.4K
|
21.2K
$5.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-400- 2.15% |
$45K - $54.4K
|
18.2K
$5.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-400- 0.3% |
$45K - $54.4K
|
134K
$38M
|
|
|
Jul 19, 2022
Q2 2022
|
Baugh & Associates, LLC
|
SELL
|
- |
-402- 1.11% |
$45.3K - $54.6K
|
35.9K
$10.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-403- 1.57% |
$45.4K - $54.8K
|
25.3K
$7.17M
|
|
|
Aug 03, 2022
Q2 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-403- 1.26% |
$45.4K - $54.8K
|
31.7K
$8.97M
|
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-406- 15.76% |
$45.7K - $55.2K
|
2.17K
$614K
|
|
|
Jul 22, 2022
Q2 2022
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-407- 0.38% |
$45.8K - $55.3K
|
107K
$30.3M
|