Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 13, 2022 Q2 2022
Rvw Wealth, LLC

SELL
 -
-1.69K
Closed
$191K - $230K
0 $0
Jul 14, 2022 Q2 2022
Ma Private Wealth

SELL
 -
-1.69K
Closed
$191K - $230K
0 $0
Jul 13, 2022 Q2 2022
Sfg Wealth Management, Llc.

SELL
 -
-1.7K
Closed
$191K - $231K
0 $0
Aug 09, 2022 Q2 2022
Lakeside Advisors, Inc.

Seattle, WA
SELL
 -
-1.7K
Closed
$191K - $231K
0 $0
Aug 12, 2022 Q2 2022
Navellier & Associates Inc

Reno, NV
SELL
 -
-1.7K
Closed
$191K - $231K
0 $0
Aug 04, 2022 Q2 2022
Beaumont Financial Partners, LLC

SELL
 -
-1.7K
- 8.28%
$192K - $231K
18.8K $4.71M
Jul 13, 2022 Q2 2022
Signature Estate & Investment Advisors LLC

SELL
 -
-1.7K
- 22.7%
$192K - $231K
5.8K $1.45M
Jul 12, 2022 Q2 2022
Exane Derivatives

SELL
 -
-1.71K
- 11.86%
$192K - $232K
12.7K $3.17M
Aug 09, 2022 Q2 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-1.71K
Closed
$192K - $232K
0 $0
Aug 09, 2022 Q2 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.71K
- 9.92%
$193K - $233K
15.6K $3.89M
Jul 19, 2022 Q2 2022
Atlas Private Wealth Management

SELL
 -
-1.72K
- 7.55%
$194K - $234K
21K $5.26M
Aug 15, 2022 Q2 2022
First Wilshire Securities Management Inc

Pasadena, CA
SELL
 -
-1.72K
Closed
$194K - $234K
0 $0
Aug 08, 2022 Q2 2022
Synergy Asset Management, LLC

Bellevue, WA
SELL
 -
-1.72K
Closed
$194K - $234K
0 $0
May 09, 2023 Q2 2022
Cm Wealth Advisors LLC

Beachwood, OH
SELL
 -
-1.72K
- 43.31%
$194K - $234K
2.26K $564K
Aug 04, 2022 Q2 2022
Redwood Financial Network Corp

SELL
 -
-1.73K
Closed
$194K - $235K
0 $0
Jul 18, 2022 Q2 2022
Veery Capital, LLC

SELL
 -
-1.73K
Closed
$195K - $235K
0 $0
Jul 22, 2022 Q2 2022
Intelligence Driven Advisers, LLC

SELL
 -
-1.73K
Closed
$195K - $236K
0 $0
Aug 03, 2022 Q2 2022
Safeguard Financial, LLC

SELL
 -
-1.74K
Closed
$196K - $236K
0 $0
Aug 08, 2022 Q2 2022
Tmd Wealth Management, LLC

SELL
 -
-1.74K
Closed
$196K - $237K
0 $0
Aug 03, 2022 Q2 2022
Moloney Securities Asset Management, LLC

SELL
 -
-1.74K
- 6.32%
$196K - $237K
25.9K $6.46M
Jul 27, 2022 Q2 2022
Sterling Financial Planning, Inc.

SELL
 -
-1.75K
Closed
$197K - $238K
0 $0
Aug 05, 2022 Q2 2022
Sicart Associates LLC

SELL
 -
-1.75K
Closed
$197K - $238K
0 $0
Aug 09, 2022 Q2 2022
Quantbot Technologies LP

New York, NY
SELL
 -
-1.75K
Closed
$197K - $238K
0 $0
Aug 15, 2022 Q2 2022
Coury Firm Asset Management LLC

Pittsburgh, PA
SELL
 -
-1.76K
Closed
$198K - $239K
0 $0
Jul 26, 2022 Q2 2022
Helen Stephens Group, LLC

SELL
 -
-1.76K
Closed
$198K - $239K
0 $0
Aug 10, 2022 Q2 2022
Financial Planners Of Cleveland, Inc.

Mayfield Heights, OH
SELL
 -
-1.76K
Closed
$198K - $239K
0 $0
Aug 15, 2022 Q2 2022
Estabrook Capital Management

New York, NY
SELL
 -
-1.76K
- 0.86%
$198K - $239K
203K $50.6M
Jul 20, 2022 Q2 2022
Howard Capital Management Group, LLC

SELL
 -
-1.77K
- 0.84%
$199K - $240K
209K $52.3M
Jul 15, 2022 Q2 2022
Nova R Wealth, Inc.

SELL
 -
-1.77K
Closed
$199K - $240K
0 $0
Aug 12, 2022 Q2 2022
Northeast Financial Consultants Inc

Westport, CT
SELL
 -
-1.77K
- 1.01%
$199K - $240K
173K $43.2M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

SELL
 -
-1.77K
- 3.08%
$200K - $241K
55.8K $13.9M
Aug 12, 2022 Q2 2022
Wellington Shields & Co., LLC

New York, NY
SELL
 -
-1.77K
- 3.58%
$200K - $241K
47.8K $11.9M
Jul 28, 2022 Q2 2022
Outlook Wealth Advisors, LLC

SELL
 -
-1.78K
Closed
$200K - $241K
0 $0
Jul 22, 2022 Q2 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-1.78K
- 5.52%
$200K - $242K
30.4K $7.59M
Aug 15, 2022 Q2 2022
ETF Managers Group, LLC

Summit, NJ
SELL
 -
-1.78K
Closed
$201K - $242K
0 $0
Aug 15, 2022 Q2 2022
Phocas Financial Corp.

Alameda, CA
SELL
 -
-1.82K
- 18.13%
$204K - $247K
8.2K $2.05M
Aug 05, 2022 Q2 2022
Smith & Howard Wealth Management, LLC

SELL
 -
-1.82K
Closed
$205K - $247K
0 $0
Aug 10, 2022 Q2 2022
Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL
SELL
 -
-1.82K
Closed
$205K - $247K
0 $0
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

SELL
 -
-1.82K
- 28.58%
$205K - $248K
4.56K $1.14M
Aug 08, 2022 Q2 2022
Stanley Laman Group, Ltd.

Berwyn, PA
SELL
 -
-1.83K
- 31.24%
$206K - $248K
4.02K $1M
Jul 20, 2022 Q2 2022
Cadence Bank Na

SELL
 -
-1.83K
- 3.34%
$206K - $249K
53K $13.2M
Aug 15, 2022 Q2 2022
Trust CO Of Kansas

Wichita, KS
SELL
 -
-1.83K
Closed
$206K - $249K
0 $0
Aug 16, 2022 Q2 2022
Peachtree Investment Partners, LLC

Vero Beach, FL
SELL
 -
-1.84K
- 8.2%
$207K - $250K
20.6K $5.15M
Jul 28, 2022 Q2 2022
Oak Ridge Investments LLC

SELL
 -
-1.84K
Closed
$207K - $250K
0 $0
Aug 09, 2022 Q2 2022
Summitry LLC

Foster City, CA
SELL
 -
-1.85K
Closed
$209K - $252K
0 $0
Aug 10, 2022 Q2 2022
Telemus Capital, LLC

SELL
 -
-1.86K
- 1.9%
$209K - $252K
95.8K $23.9M
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-1.86K
- 1.24%
$209K - $252K
148K $37M
Aug 16, 2022 Q2 2022
Aubrey Capital Management LTD

Edinburgh, X0
SELL
 -
-1.87K
Closed
$210K - $253K
0 $0
Jul 15, 2022 Q2 2022
Perfromance Wealth Partners, LLC

SELL
 -
-1.87K
- 1.57%
$210K - $254K
117K $29.3M

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