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 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.67K- 0.2% |
$413K - $498K
|
1.84M
$461M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.73K- 19.98% |
$420K - $507K
|
15K
$3.73M
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.8K- 0.72% |
$428K - $516K
|
520K
$130M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.81K- 9.92% |
$429K - $518K
|
34.6K
$8.65M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.81K- 19.14% |
$429K - $518K
|
16.1K
$4.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.84K- 12.23% |
$432K - $521K
|
27.5K
$6.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-3.85KClosed |
$434K - $523K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.87K- 10.26% |
$435K - $525K
|
33.8K
$8.45M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.94K- 5.55% |
$444K - $536K
|
67.1K
$16.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.95K- 2.33% |
$444K - $536K
|
165K
$41.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.96K- 2.47% |
$446K - $538K
|
156K
$39M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4K- 28.52% |
$451K - $544K
|
10K
$2.51M
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.04K- 0.11% |
$455K - $549K
|
3.52M
$880M
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 2.66% |
$456K - $550K
|
148K
$37M
|
|
|
Aug 08, 2022
Q2 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.05K- 6.5% |
$456K - $550K
|
58.3K
$14.6M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.05K- 6.37% |
$457K - $551K
|
59.6K
$14.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-4.06K- 6.22% |
$457K - $551K
|
61.1K
$15.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.09K- 18.77% |
$460K - $556K
|
17.7K
$4.42M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.11KClosed |
$463K - $559K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 17.73% |
$463K - $559K
|
19.1K
$4.77M
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.15K- 36.11% |
$467K - $563K
|
7.33K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.15K- 0.56% |
$467K - $564K
|
742K
$185M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.2K- 29.58% |
$473K - $571K
|
10K
$2.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-4.22K- 6.84% |
$475K - $573K
|
57.4K
$14.3M
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.24K- 3.11% |
$477K - $576K
|
132K
$33M
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-4.25K- 1.96% |
$478K - $577K
|
212K
$53M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.26K- 4.69% |
$480K - $579K
|
86.6K
$21.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$481K - $580K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.3K- 7.55% |
$484K - $584K
|
52.7K
$13.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.31K- 30.15% |
$485K - $586K
|
9.99K
$2.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-4.35K- 1.1% |
$490K - $592K
|
390K
$97.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.36K- 4.65% |
$490K - $592K
|
89.3K
$22.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.36K- 48.87% |
$491K - $592K
|
4.56K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-4.37K- 21.79% |
$492K - $594K
|
15.7K
$3.92M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 71.13% |
$498K - $601K
|
1.8K
$448K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-4.45KClosed |
$501K - $604K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-4.45K- 10.02% |
$501K - $605K
|
40K
$9.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.5K- 3.99% |
$507K - $612K
|
108K
$27.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4.6K- 37.86% |
$518K - $625K
|
7.55K
$1.89M
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.61K- 4.93% |
$519K - $627K
|
88.9K
$22.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.63K- 8.82% |
$521K - $629K
|
47.8K
$11.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-4.65K- 59.99% |
$524K - $632K
|
3.1K
$774K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-4.65K- 22.06% |
$524K - $633K
|
16.4K
$4.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.66K- 11.8% |
$524K - $633K
|
34.8K
$8.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-4.69K- 1.85% |
$528K - $637K
|
248K
$61.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.79K- 3.19% |
$540K - $652K
|
146K
$36.4M
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.8K- 1.13% |
$540K - $652K
|
419K
$105M
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.84K- 21.81% |
$545K - $658K
|
17.4K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.89K- 16.1% |
$550K - $664K
|
25.5K
$6.36M
|