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 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
37.3K+ 14.0% |
$4.2M - $5.07M
|
304K
$75.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Rpo LLC
Stamford, CT |
BUY
|
- |
36.7KNew |
$4.13M - $4.99M
|
36.7K
$9.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
36.7K+ 0.77% |
$4.13M - $4.98M
|
4.82M
$1.2B
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
36.3K+ 133.22% |
$4.09M - $4.93M
|
63.5K
$15.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
36.2K+ 16.84% |
$4.08M - $4.92M
|
251K
$62.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
36.2K+ 90.16% |
$4.08M - $4.92M
|
76.4K
$19M
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
34.2K+ 4.52% |
$3.85M - $4.64M
|
791K
$197M
|
|
|
Aug 15, 2022
Q2 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
34.1K+ 858.09% |
$3.84M - $4.63M
|
38.1K
$9.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
34.1K+ 40.28% |
$3.84M - $4.63M
|
119K
$29.5M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34K+ 4.68% |
$3.82M - $4.61M
|
759K
$189M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
33.6K+ 6.87% |
$3.78M - $4.56M
|
522K
$130M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
33.6K+ 27.58% |
$3.78M - $4.56M
|
155K
$38.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.4K+ 2.94% |
$3.76M - $4.54M
|
1.17M
$291M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
33.2K+ 776.79% |
$3.73M - $4.51M
|
37.4K
$9.3M
|
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
32.9K+ 81.93% |
$3.7M - $4.47M
|
73.1K
$18.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
32.3K+ 9.58% |
$3.64M - $4.39M
|
370K
$91.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
32.2K+ 8.15% |
$3.63M - $4.38M
|
428K
$106M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
32K+ 147.98% |
$3.6M - $4.35M
|
53.6K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
31.8KNew |
$3.58M - $4.32M
|
31.8K
$7.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
31.7K+ 6.98% |
$3.57M - $4.31M
|
486K
$121M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
BUY
|
- |
31KNew |
$3.49M - $4.21M
|
31K
$7.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
30.2K+ 56.22% |
$3.4M - $4.11M
|
84K
$20.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
30.1K+ 15.25% |
$3.39M - $4.09M
|
227K
$56.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
29.6K+ 15.72% |
$3.33M - $4.02M
|
218K
$54.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
29.2K+ 4.75% |
$3.29M - $3.97M
|
644K
$160M
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
29.2KNew |
$3.29M - $3.97M
|
29.2K
$7.25M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
29K+ 106.06% |
$3.26M - $3.94M
|
56.3K
$14M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
28.8KNew |
$3.24M - $3.91M
|
28.8K
$7.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.5K+ 11.56% |
$3.21M - $3.87M
|
275K
$68.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28.3K+ 57.23% |
$3.19M - $3.85M
|
77.8K
$19.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
28.2KNew |
$3.17M - $3.83M
|
28.2K
$7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.6KNew |
$3.11M - $3.75M
|
27.6K
$6.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
27.5K+ 102.77% |
$3.09M - $3.73M
|
54.2K
$13.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27.3K+ 651.86% |
$3.07M - $3.71M
|
31.5K
$7.82M
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
26.8K+ 14.21% |
$3.02M - $3.64M
|
215K
$53.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
26.8K+ 6.25% |
$3.02M - $3.64M
|
455K
$113M
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
26.6KNew |
$2.99M - $3.61M
|
26.6K
$6.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26.5K+ 6.14% |
$2.98M - $3.6M
|
457K
$114M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
26.1K+ 8.82% |
$2.93M - $3.54M
|
322K
$79.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
26K+ 82.59% |
$2.93M - $3.53M
|
57.5K
$14.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
26K+ 2.66% |
$2.93M - $3.53M
|
1M
$249M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
25.9KNew |
$2.92M - $3.52M
|
25.9K
$6.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
25.5K+ 6.85% |
$2.88M - $3.47M
|
398K
$99M
|
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
BUY
|
- |
25.2K+ 2.17% |
$2.84M - $3.43M
|
1.19M
$296M
|
|
|
Jul 26, 2022
Q2 2022
|
La Fleur & Godfrey LLC
|
BUY
|
- |
25.1K+ 13.05% |
$2.82M - $3.41M
|
217K
$54M
|
|
|
Aug 17, 2022
Q2 2022
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
25KNew |
$2.82M - $3.4M
|
25K
$6.21M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
24.8K+ 120.35% |
$2.79M - $3.37M
|
45.4K
$11.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.7K+ 4.4% |
$2.79M - $3.36M
|
587K
$146M
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24.6K+ 265.99% |
$2.78M - $3.35M
|
33.9K
$8.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
24.6KNew |
$2.77M - $3.35M
|
24.6K
$6.12M
|