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
|
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
$7.89M
|
|
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
$3.61M
|
|
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
$10.2M
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-1.68K- 5.42% |
$189K - $228K
|
29.3K
$8.29M
|
|
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
$23.5M
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.69KClosed |
$190K - $230K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.69KClosed |
$191K - $230K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-1.69KClosed |
$191K - $230K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.7KClosed |
$191K - $231K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.7KClosed |
$191K - $231K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1.7KClosed |
$191K - $231K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.7K- 8.28% |
$192K - $231K
|
18.8K
$5.34M
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.7K- 22.7% |
$192K - $231K
|
5.8K
$1.64M
|
|
Dec 06, 2024
Q2 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.7KClosed |
$192K - $232K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.71K- 11.86% |
$192K - $232K
|
12.7K
$3.59M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.71KClosed |
$192K - $232K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.71K- 9.92% |
$193K - $233K
|
15.6K
$4.41M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.71K- 8.1% |
$193K - $233K
|
19.5K
$5.51M
|
|
Jul 19, 2022
Q2 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.72K- 7.55% |
$194K - $234K
|
21K
$5.96M
|
|
Aug 15, 2022
Q2 2022
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-1.72KClosed |
$194K - $234K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.72KClosed |
$194K - $234K
|
0
$0
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.72K- 43.31% |
$194K - $234K
|
2.26K
$639K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.73KClosed |
$194K - $235K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
SELL
|
- |
-1.73KClosed |
$195K - $235K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.73KClosed |
$195K - $236K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.74KClosed |
$196K - $236K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-1.74KClosed |
$196K - $237K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.74K- 6.32% |
$196K - $237K
|
25.9K
$7.32M
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.75KClosed |
$197K - $238K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Sicart Associates LLC
|
SELL
|
- |
-1.75KClosed |
$197K - $238K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-1.75KClosed |
$197K - $238K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.76K- 0.86% |
$198K - $239K
|
203K
$57.4M
|
|
Jul 20, 2022
Q2 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.77K- 0.84% |
$199K - $240K
|
209K
$59.3M
|
|
Jul 15, 2022
Q2 2022
|
Nova R Wealth, Inc.
|
SELL
|
- |
-1.77KClosed |
$199K - $240K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.77K- 1.01% |
$199K - $240K
|
173K
$49M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-1.77K- 3.08% |
$200K - $241K
|
55.8K
$15.8M
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.77K- 3.58% |
$200K - $241K
|
47.8K
$13.5M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$200K - $241K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.78K- 5.52% |
$200K - $242K
|
30.4K
$8.61M
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.78KClosed |
$201K - $242K
|
0
$0
|