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 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.87K- 20.28% |
$211K - $254K
|
7.35K
$1.84M
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.88K- 30.95% |
$211K - $255K
|
4.19K
$1.05M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.92K- 40.1% |
$216K - $260K
|
2.86K
$715K
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.94KClosed |
$218K - $263K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.95KClosed |
$220K - $265K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.96K- 8.68% |
$220K - $266K
|
20.6K
$5.14M
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-1.96K- 5.74% |
$221K - $267K
|
32.2K
$8.05M
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.98K- 7.3% |
$223K - $269K
|
25.2K
$6.28M
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.98K- 7.3% |
$223K - $269K
|
25.2K
$6.28M
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.99KClosed |
$224K - $271K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2KClosed |
$225K - $271K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-2K- 34.61% |
$225K - $272K
|
3.78K
$944K
|
|
Aug 05, 2022
Q2 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 10.0% |
$225K - $272K
|
18K
$4.5M
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2K- 0.44% |
$225K - $272K
|
450K
$112M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.01K- 4.47% |
$227K - $274K
|
43K
$10.7M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-2.01KClosed |
$227K - $274K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.02K- 6.11% |
$227K - $274K
|
31K
$7.74M
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.02KClosed |
$228K - $275K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.03K- 12.16% |
$229K - $276K
|
14.7K
$3.67M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 2.4% |
$229K - $276K
|
82.8K
$20.7M
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.04K- 3.43% |
$230K - $277K
|
57.4K
$14.3M
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 23.36% |
$231K - $278K
|
6.72K
$1.68M
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.05KClosed |
$231K - $279K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 16.91% |
$232K - $280K
|
10.1K
$2.52M
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
SELL
|
- |
-2.06KClosed |
$232K - $280K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.06K- 2.82% |
$232K - $280K
|
71.1K
$17.7M
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.06K- 1.78% |
$232K - $281K
|
114K
$28.4M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.07K- 0.36% |
$233K - $281K
|
576K
$144M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.09K- 0.99% |
$236K - $284K
|
210K
$52.5M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.12K- 35.97% |
$238K - $288K
|
3.77K
$941K
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 8.57% |
$239K - $289K
|
22.7K
$5.66M
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.13K- 16.67% |
$240K - $290K
|
10.7K
$2.66M
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.15K- 1.06% |
$242K - $292K
|
200K
$50M
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.17K- 7.85% |
$244K - $294K
|
25.4K
$6.35M
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.18K- 1.52% |
$245K - $296K
|
141K
$35.1M
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-2.19KClosed |
$246K - $297K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.19K- 1.88% |
$246K - $297K
|
114K
$28.5M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.22K- 26.12% |
$250K - $302K
|
6.28K
$1.57M
|
|
Aug 02, 2022
Q2 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-2.23KClosed |
$251K - $303K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-2.23K- 11.13% |
$251K - $303K
|
17.8K
$4.45M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.24K- 1.33% |
$252K - $304K
|
165K
$41.3M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.24K- 2.78% |
$252K - $305K
|
78.3K
$19.6M
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.25K- 4.69% |
$253K - $306K
|
45.7K
$11.4M
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.26K- 3.51% |
$254K - $306K
|
62.1K
$15.5M
|
|
Aug 15, 2022
Q2 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-2.28KClosed |
$257K - $310K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.29K- 2.31% |
$258K - $311K
|
96.6K
$24.1M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.33K- 22.74% |
$263K - $317K
|
7.93K
$1.98M
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.34K- 1.03% |
$263K - $318K
|
225K
$56.1M
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-2.34K- 2.87% |
$264K - $318K
|
79.3K
$19.8M
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.35KClosed |
$265K - $320K
|
0
$0
|