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 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-750- 12.84% |
$84.5K - $102K
|
5.09K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-751- 19.6% |
$84.6K - $102K
|
3.08K
$770K
|
|
|
Jul 20, 2022
Q2 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-752- 3.66% |
$84.7K - $102K
|
19.8K
$4.95M
|
|
|
Aug 02, 2022
Q2 2022
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-755- 27.36% |
$85K - $103K
|
2.01K
$501K
|
|
|
Aug 05, 2022
Q2 2022
|
Humankind Investments LLC
|
SELL
|
- |
-778- 13.67% |
$87.6K - $106K
|
4.91K
$1.23M
|
|
|
Jul 08, 2022
Q2 2022
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-780- 8.64% |
$87.8K - $106K
|
8.25K
$2.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-781- 16.21% |
$87.9K - $106K
|
4.04K
$1.01M
|
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-786- 10.19% |
$88.5K - $107K
|
6.93K
$1.73M
|
|
|
Jul 13, 2022
Q2 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-788- 0.69% |
$88.7K - $107K
|
113K
$28.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-788- 7.11% |
$88.7K - $107K
|
10.3K
$2.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Plimoth Trust CO LLC
|
SELL
|
- |
-789- 1.22% |
$88.8K - $107K
|
64K
$16M
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-789- 0.21% |
$88.8K - $107K
|
383K
$95.6M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-791- 12.62% |
$89.1K - $108K
|
5.48K
$1.37M
|
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-805- 21.6% |
$90.7K - $109K
|
2.92K
$730K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-807- 2.23% |
$90.9K - $110K
|
35.4K
$8.85M
|
|
|
Aug 11, 2022
Q2 2022
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-813- 1.05% |
$91.6K - $110K
|
76.8K
$19.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-814- 0.92% |
$91.7K - $111K
|
87.9K
$22M
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-818- 7.31% |
$92.1K - $111K
|
10.4K
$2.59M
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-822- 2.59% |
$92.6K - $112K
|
30.9K
$7.73M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-823- 11.54% |
$92.7K - $112K
|
6.31K
$1.58M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-827- 5.41% |
$93.1K - $112K
|
14.5K
$3.61M
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-829- 12.07% |
$93.4K - $113K
|
6.04K
$1.51M
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-831- 0.1% |
$93.6K - $113K
|
810K
$202M
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-834- 2.47% |
$93.9K - $113K
|
32.9K
$8.21M
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-834- 22.73% |
$93.9K - $113K
|
2.84K
$708K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-839- 11.97% |
$94.5K - $114K
|
6.17K
$1.54M
|
|
|
Aug 11, 2022
Q2 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-843- 88.27% |
$94.9K - $115K
|
112
$28K
|
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
SELL
|
- |
-847- 0.77% |
$95.4K - $115K
|
109K
$27.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-847- 29.75% |
$95.4K - $115K
|
2K
$500K
|
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-851- 0.62% |
$95.8K - $116K
|
137K
$34.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-853- 2.42% |
$96.1K - $116K
|
34.3K
$8.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-867Closed |
$97.6K - $118K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-871- 1.75% |
$98.1K - $118K
|
48.9K
$12.2M
|
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-876- 3.22% |
$98.6K - $119K
|
26.3K
$6.58M
|
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-879- 2.76% |
$99K - $119K
|
30.9K
$7.73M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-891- 12.72% |
$100K - $121K
|
6.11K
$1.53M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-892- 3.89% |
$100K - $121K
|
22K
$5.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Narwhal Capital Management
|
SELL
|
- |
-902- 0.64% |
$102K - $123K
|
141K
$35.2M
|
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-923- 2.75% |
$104K - $125K
|
32.6K
$8.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-936- 3.93% |
$105K - $127K
|
22.9K
$5.71M
|
|
|
Jul 21, 2022
Q2 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-945- 3.15% |
$106K - $128K
|
29K
$7.26M
|
|
|
Jul 14, 2022
Q2 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-946- 22.64% |
$107K - $129K
|
3.23K
$808K
|
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-966- 3.35% |
$109K - $131K
|
27.9K
$6.97M
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-967- 6.37% |
$109K - $131K
|
14.2K
$3.55M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-967- 8.43% |
$109K - $131K
|
10.5K
$2.62M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-969- 9.74% |
$109K - $132K
|
8.98K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-970- 1.8% |
$109K - $132K
|
52.9K
$13.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-972- 1.92% |
$109K - $132K
|
49.8K
$12.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-975- 2.66% |
$110K - $133K
|
35.7K
$8.92M
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
SELL
|
- |
-989- 11.84% |
$111K - $134K
|
7.36K
$1.84M
|