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 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-990- 4.97% |
$111K - $135K
|
18.9K
$4.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-992- 7.53% |
$112K - $135K
|
12.2K
$3.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-1K- 68.26% |
$113K - $136K
|
465
$116K
|
|
|
Aug 03, 2022
Q2 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-1K- 24.75% |
$113K - $136K
|
3.04K
$759K
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-1K- 12.08% |
$113K - $136K
|
7.28K
$1.82M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-1K- 7.35% |
$113K - $136K
|
12.6K
$3.15M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.01K- 3.69% |
$113K - $137K
|
26.2K
$6.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
SELL
|
- |
-1.01K- 3.3% |
$114K - $137K
|
29.6K
$7.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.01K- 0.56% |
$114K - $137K
|
179K
$44.6M
|
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.02K- 20.0% |
$115K - $138K
|
4.08K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.03K- 1.55% |
$116K - $140K
|
65.3K
$16.3M
|
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-1.03K- 4.24% |
$116K - $141K
|
23.3K
$5.83M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.04K- 5.02% |
$117K - $141K
|
19.6K
$4.89M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.04K- 3.74% |
$117K - $141K
|
26.8K
$6.69M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-1.04K- 13.67% |
$117K - $141K
|
6.57K
$1.64M
|
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
SELL
|
- |
-1.05K- 31.17% |
$118K - $143K
|
2.32K
$579K
|
|
|
Jul 12, 2022
Q2 2022
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.06K- 3.94% |
$119K - $144K
|
25.8K
$6.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.06K- 4.67% |
$119K - $144K
|
21.6K
$5.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.06K- 30.57% |
$119K - $144K
|
2.41K
$601K
|
|
|
Jul 25, 2022
Q2 2022
|
Violich Capital Management, Inc.
|
SELL
|
- |
-1.06K- 3.8% |
$119K - $144K
|
26.8K
$6.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.06K- 13.86% |
$120K - $144K
|
6.6K
$1.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.07K- 4.69% |
$121K - $146K
|
21.8K
$5.44M
|
|
|
Jul 13, 2022
Q2 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.07K- 18.1% |
$121K - $146K
|
4.85K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-1.08K- 73.37% |
$122K - $147K
|
392
$97.9K
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-1.09K- 20.15% |
$122K - $147K
|
4.3K
$1.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.09K- 0.59% |
$123K - $148K
|
184K
$45.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.09K- 3.86% |
$123K - $149K
|
27.2K
$6.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.09K- 1.61% |
$123K - $149K
|
66.8K
$16.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.1K- 7.57% |
$124K - $149K
|
13.4K
$3.34M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.1K- 5.07% |
$124K - $150K
|
20.6K
$5.15M
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.1K- 3.12% |
$124K - $150K
|
34.2K
$8.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.11K- 12.65% |
$125K - $151K
|
7.68K
$1.92M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.12K- 1.6% |
$126K - $152K
|
68.9K
$17.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.13K- 1.64% |
$127K - $153K
|
67.4K
$16.8M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.13K- 23.48% |
$127K - $154K
|
3.68K
$920K
|
|
|
Jul 18, 2022
Q2 2022
|
Baskin Financial Services Inc.
|
SELL
|
- |
-1.14K- 0.46% |
$129K - $155K
|
248K
$62M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.15K- 3.52% |
$129K - $156K
|
31.5K
$7.87M
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.16K- 9.07% |
$130K - $157K
|
11.6K
$2.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.16K- 0.36% |
$130K - $157K
|
324K
$81M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.16K- 1.13% |
$131K - $158K
|
102K
$25.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.16K- 3.69% |
$131K - $158K
|
30.4K
$7.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.16KClosed |
$131K - $158K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.19K- 6.68% |
$134K - $162K
|
16.6K
$4.16M
|
|
|
Jul 20, 2022
Q2 2022
|
Garland Capital Management Inc
|
SELL
|
- |
-1.2K- 2.46% |
$135K - $162K
|
47.3K
$11.8M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.2K- 2.69% |
$135K - $162K
|
43.2K
$10.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.2K- 0.9% |
$135K - $163K
|
131K
$32.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.2K- 2.53% |
$135K - $163K
|
46.2K
$11.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-1.21K- 26.08% |
$136K - $164K
|
3.42K
$853K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.21K- 7.41% |
$136K - $164K
|
15.1K
$3.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.21K- 1.24% |
$136K - $164K
|
96.2K
$24M
|