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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.19K- 1.88% |
$246K - $297K
|
114K
$32.3M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.22K- 26.12% |
$250K - $302K
|
6.28K
$1.78M
|
|
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
$5.05M
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.24K- 1.33% |
$252K - $304K
|
165K
$46.8M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.24K- 2.78% |
$252K - $305K
|
78.3K
$22.2M
|
|
Jul 27, 2022
Q2 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.25K- 4.69% |
$253K - $306K
|
45.7K
$12.9M
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.26K- 3.51% |
$254K - $306K
|
62.1K
$17.6M
|
|
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
$27.4M
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.33K- 22.74% |
$263K - $317K
|
7.93K
$2.24M
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.34K- 1.03% |
$263K - $318K
|
225K
$63.6M
|
|
Aug 02, 2022
Q2 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-2.34K- 2.87% |
$264K - $318K
|
79.3K
$22.5M
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.35KClosed |
$265K - $320K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.36K- 7.5% |
$265K - $320K
|
29K
$8.22M
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-2.37K- 31.58% |
$267K - $322K
|
5.14K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.38K- 7.06% |
$268K - $323K
|
31.3K
$8.85M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.39K- 12.86% |
$269K - $324K
|
16.2K
$4.58M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.41K- 74.35% |
$271K - $327K
|
830
$235K
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2.45KClosed |
$276K - $333K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-2.45K- 2.36% |
$276K - $333K
|
101K
$28.7M
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.45K- 34.97% |
$276K - $333K
|
4.55K
$1.29M
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.45KClosed |
$276K - $333K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-2.46K- 11.87% |
$277K - $335K
|
18.3K
$5.18M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.49K- 1.13% |
$281K - $339K
|
218K
$61.7M
|
|
Jul 13, 2022
Q2 2022
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.5KClosed |
$282K - $340K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.52K- 8.26% |
$284K - $342K
|
28K
$7.92M
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-2.52K- 5.74% |
$284K - $343K
|
41.4K
$11.7M
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-2.53KClosed |
$285K - $344K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
SELL
|
- |
-2.54KClosed |
$286K - $345K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 45.11% |
$291K - $351K
|
3.15K
$891K
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.61K- 32.56% |
$294K - $354K
|
5.4K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.62KClosed |
$295K - $356K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.62K- 0.89% |
$295K - $356K
|
292K
$82.8M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-2.62K- 11.36% |
$295K - $356K
|
20.5K
$5.8M
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-2.63K- 36.37% |
$296K - $357K
|
4.6K
$1.3M
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.63K- 2.58% |
$297K - $358K
|
99.6K
$28.2M
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.64K- 92.96% |
$297K - $359K
|
200
$56.6K
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-2.64K- 27.69% |
$298K - $359K
|
6.9K
$1.95M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.65K- 7.12% |
$298K - $360K
|
34.5K
$9.78M
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-2.65K- 12.51% |
$299K - $361K
|
18.5K
$5.25M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.68K- 20.85% |
$302K - $364K
|
10.2K
$2.88M
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-2.68KClosed |
$302K - $364K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
SELL
|
- |
-2.68K- 7.1% |
$302K - $365K
|
35.1K
$9.93M
|
|
Aug 03, 2022
Q2 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.68K- 2.97% |
$302K - $365K
|
87.7K
$24.8M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.69K- 15.2% |
$302K - $365K
|
15K
$4.24M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.7K- 1.25% |
$304K - $367K
|
214K
$60.7M
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.75K- 9.87% |
$309K - $373K
|
25.1K
$7.11M
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-2.76K- 7.13% |
$310K - $374K
|
35.9K
$10.2M
|
|
Aug 02, 2022
Q2 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-2.8K- 16.97% |
$315K - $381K
|
13.7K
$3.88M
|