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 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-604- 18.93% |
$68K - $82.1K
|
2.59K
$646K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-605- 86.31% |
$68.1K - $82.2K
|
96
$24K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-608- 1.2% |
$68.5K - $82.6K
|
50.2K
$12.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-610- 17.76% |
$68.7K - $82.9K
|
2.83K
$706K
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-613- 16.68% |
$69K - $83.3K
|
3.06K
$765K
|
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-615- 23.21% |
$69.3K - $83.6K
|
2.04K
$508K
|
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-618- 1.86% |
$69.6K - $84K
|
32.6K
$8.14M
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-626- 14.12% |
$70.5K - $85.1K
|
3.81K
$951K
|
|
|
Jul 15, 2022
Q2 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-632- 0.69% |
$71.2K - $85.9K
|
90.3K
$22.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-634- 1.5% |
$71.4K - $86.2K
|
41.5K
$10.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-635Closed |
$71.5K - $86.3K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-637- 2.85% |
$71.7K - $86.6K
|
21.7K
$5.42M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-646- 0.85% |
$72.7K - $87.8K
|
75.7K
$18.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-647- 2.34% |
$72.9K - $87.9K
|
27K
$6.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-648- 0.51% |
$73K - $88.1K
|
127K
$31.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-650- 8.9% |
$73.2K - $88.3K
|
6.65K
$1.66M
|
|
|
Jul 11, 2022
Q2 2022
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-655- 17.64% |
$73.8K - $89K
|
3.06K
$764K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-656- 4.18% |
$73.9K - $89.2K
|
15K
$3.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-665- 0.64% |
$74.9K - $90.4K
|
104K
$25.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-669- 18.33% |
$75.3K - $90.9K
|
2.98K
$745K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-670- 0.86% |
$75.4K - $91.1K
|
76.8K
$19.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-675- 19.01% |
$76K - $91.7K
|
2.88K
$718K
|
|
|
Aug 08, 2022
Q2 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-677- 5.32% |
$76.2K - $92K
|
12.1K
$3.01M
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-679- 2.04% |
$76.5K - $92.3K
|
32.7K
$8.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-692- 2.69% |
$77.9K - $94K
|
25K
$6.24M
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-693- 0.33% |
$78K - $94.2K
|
209K
$52.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-698- 0.22% |
$78.6K - $94.9K
|
323K
$80.6M
|
|
|
Jul 27, 2022
Q2 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-700- 2.14% |
$78.8K - $95.1K
|
32K
$7.99M
|
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-704- 0.25% |
$79.3K - $95.7K
|
276K
$68.9M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-707- 40.06% |
$79.6K - $96.1K
|
1.06K
$264K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-708Closed |
$79.7K - $96.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-708- 20.78% |
$79.7K - $96.2K
|
2.7K
$674K
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-709Closed |
$79.8K - $96.4K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-711- 0.45% |
$80.1K - $96.6K
|
157K
$39.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-713- 8.45% |
$80.3K - $96.9K
|
7.72K
$1.93M
|
|
|
Jul 22, 2022
Q2 2022
|
Sitrin Capital Management LLC
|
SELL
|
- |
-723- 1.83% |
$81.4K - $98.3K
|
38.7K
$9.67M
|
|
|
Jul 11, 2022
Q2 2022
|
New Potomac Partners, LLC
|
SELL
|
- |
-725- 3.66% |
$81.6K - $98.5K
|
19.1K
$4.76M
|
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-726- 3.18% |
$81.8K - $98.7K
|
22.1K
$5.52M
|
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-728- 24.58% |
$82K - $98.9K
|
2.23K
$558K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-729- 1.25% |
$82.1K - $99.1K
|
57.7K
$14.4M
|
|
|
Aug 12, 2022
Q2 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-733- 27.96% |
$82.5K - $99.6K
|
1.89K
$472K
|
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-735- 0.94% |
$82.8K - $99.9K
|
77.3K
$19.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-739- 5.57% |
$83.2K - $100K
|
12.5K
$3.13M
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-740- 5.75% |
$83.3K - $101K
|
12.1K
$3.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-745- 23.02% |
$83.9K - $101K
|
2.49K
$622K
|
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-746- 11.65% |
$84K - $101K
|
5.66K
$1.41M
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
SELL
|
- |
-747- 3.01% |
$84.1K - $102K
|
24K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-747- 9.54% |
$84.1K - $102K
|
7.08K
$1.77M
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-749- 1.34% |
$84.3K - $102K
|
55.3K
$13.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-749- 7.11% |
$84.3K - $102K
|
9.78K
$2.44M
|