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
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.53K- 0.74% |
$172K - $207K
|
206K
$51.3M
|
|
Aug 03, 2022
Q2 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-1.53KClosed |
$172K - $208K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.53K- 2.37% |
$172K - $208K
|
63K
$15.7M
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.53KClosed |
$173K - $208K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.54KClosed |
$173K - $209K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.54KClosed |
$174K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.54K- 28.75% |
$174K - $210K
|
3.83K
$956K
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.55KClosed |
$174K - $210K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.55KClosed |
$174K - $210K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-1.55K- 11.91% |
$175K - $211K
|
11.5K
$2.86M
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.56KClosed |
$175K - $211K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.56KClosed |
$176K - $212K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Keene & Associates, Inc.
|
SELL
|
- |
-1.57K- 31.08% |
$176K - $213K
|
3.47K
$867K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.57KClosed |
$177K - $213K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.58KClosed |
$177K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.58K- 15.19% |
$178K - $214K
|
8.81K
$2.2M
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.59KClosed |
$179K - $216K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.59K- 3.05% |
$179K - $216K
|
50.4K
$12.6M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.6K- 10.59% |
$180K - $217K
|
13.5K
$3.38M
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.61KClosed |
$181K - $219K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.61K- 0.4% |
$181K - $219K
|
405K
$101M
|
|
Aug 15, 2022
Q2 2022
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.61K- 2.56% |
$182K - $219K
|
61.3K
$15.3M
|
|
Aug 12, 2022
Q2 2022
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-1.62K- 5.36% |
$182K - $220K
|
28.6K
$7.14M
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-1.62KClosed |
$182K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1.62KClosed |
$183K - $220K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.62KClosed |
$183K - $221K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-1.63K- 2.47% |
$183K - $221K
|
64.2K
$16M
|
|
Aug 08, 2022
Q2 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-1.63KClosed |
$183K - $221K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.63KClosed |
$183K - $221K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.63K- 1.11% |
$183K - $221K
|
145K
$36.3M
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.63KClosed |
$184K - $222K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.63KClosed |
$184K - $222K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.63K- 2.46% |
$184K - $222K
|
64.7K
$16.2M
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$184K - $222K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.64KClosed |
$185K - $223K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.64K- 37.82% |
$185K - $223K
|
2.7K
$674K
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.64KClosed |
$185K - $223K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.65KClosed |
$186K - $224K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Apexium Financial, LP
|
SELL
|
- |
-1.66KClosed |
$186K - $225K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.66KClosed |
$186K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.66K- 5.62% |
$187K - $225K
|
27.9K
$6.96M
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-1.66KClosed |
$187K - $226K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.66K- 11.55% |
$187K - $226K
|
12.7K
$3.18M
|
|
Jul 13, 2022
Q2 2022
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-1.67KClosed |
$188K - $227K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-1.67KClosed |
$188K - $227K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 4.42% |
$188K - $227K
|
36.2K
$9.03M
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.68K- 5.42% |
$189K - $228K
|
29.3K
$7.32M
|
|
Aug 02, 2022
Q2 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-1.68KClosed |
$189K - $228K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1.68K- 1.99% |
$189K - $228K
|
82.8K
$20.7M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$190K - $230K
|
0
$0
|