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 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
$11.3M
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.5K- 3.99% |
$507K - $612K
|
108K
$30.7M
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4.6K- 37.86% |
$518K - $625K
|
7.55K
$2.14M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.61K- 4.93% |
$519K - $627K
|
88.9K
$25.2M
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-4.63K- 8.82% |
$521K - $629K
|
47.8K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-4.65K- 59.99% |
$524K - $632K
|
3.1K
$878K
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
SELL
|
- |
-4.65K- 22.06% |
$524K - $633K
|
16.4K
$4.66M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.66K- 11.8% |
$524K - $633K
|
34.8K
$9.86M
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-4.69K- 1.85% |
$528K - $637K
|
248K
$70.2M
|
|
Aug 05, 2022
Q2 2022
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-4.79K- 3.19% |
$540K - $652K
|
146K
$41.2M
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-4.8K- 1.13% |
$540K - $652K
|
419K
$119M
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-4.84K- 21.81% |
$545K - $658K
|
17.4K
$4.92M
|
|
Aug 15, 2022
Q2 2022
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-4.89K- 16.1% |
$550K - $664K
|
25.5K
$7.21M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.93KClosed |
$556K - $671K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-5.06KClosed |
$570K - $688K
|
0
$0
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.11K- 3.79% |
$575K - $694K
|
130K
$36.7M
|
|
Aug 03, 2022
Q2 2022
|
Greystone Financial Group, LLC
|
SELL
|
- |
-5.19K- 41.46% |
$585K - $706K
|
7.34K
$2.08M
|
|
Aug 10, 2022
Q2 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-5.19K- 2.04% |
$585K - $706K
|
250K
$70.8M
|
|
Aug 18, 2022
Q2 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-5.2K- 12.38% |
$586K - $707K
|
36.8K
$10.4M
|
|
Jul 20, 2022
Q2 2022
|
Cooke & Bieler LP
|
SELL
|
- |
-5.29K- 0.9% |
$596K - $719K
|
585K
$166M
|
|
Aug 15, 2022
Q2 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-5.41K- 21.49% |
$609K - $735K
|
19.8K
$5.6M
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.46K- 3.04% |
$615K - $742K
|
174K
$49.3M
|
|
Mar 30, 2023
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.46K- 3.04% |
$615K - $742K
|
174K
$49.3M
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-5.47KClosed |
$616K - $743K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Qv Investors Inc.
|
SELL
|
- |
-5.47K- 11.42% |
$616K - $743K
|
42.4K
$12M
|
|
Jul 05, 2022
Q2 2022
|
Canandaigua National Corp
|
SELL
|
- |
-5.51K- 5.32% |
$621K - $749K
|
98K
$27.8M
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
SELL
|
- |
-5.52KClosed |
$621K - $750K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-5.56K- 11.61% |
$626K - $755K
|
42.3K
$12M
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-5.57K- 1.75% |
$627K - $756K
|
313K
$88.6M
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.58K- 2.22% |
$629K - $759K
|
246K
$69.6M
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-5.64K- 18.69% |
$635K - $766K
|
24.5K
$6.94M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 14.41% |
$636K - $767K
|
33.5K
$9.5M
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 14.41% |
$636K - $767K
|
33.5K
$9.5M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.66KClosed |
$637K - $769K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Private Wealth Partners, LLC
|
SELL
|
- |
-5.67K- 2.41% |
$638K - $770K
|
229K
$65M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.71K- 0.34% |
$643K - $776K
|
1.68M
$475M
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-5.74K- 20.98% |
$646K - $780K
|
21.6K
$6.12M
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-5.74KClosed |
$647K - $780K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.76K- 2.55% |
$649K - $783K
|
220K
$62.3M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-5.81K- 3.28% |
$654K - $789K
|
171K
$48.6M
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-5.82K- 1.46% |
$655K - $790K
|
393K
$111M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-5.92KClosed |
$666K - $804K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.94K- 15.19% |
$669K - $808K
|
33.2K
$9.4M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-5.95K- 73.18% |
$670K - $809K
|
2.18K
$618K
|
|
Jul 22, 2022
Q2 2022
|
Eulav Asset Management
|
SELL
|
- |
-6K- 6.82% |
$676K - $815K
|
82K
$23.2M
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6.07K- 17.81% |
$683K - $824K
|
28K
$7.93M
|
|
Aug 15, 2022
Q2 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-6.12K- 26.56% |
$689K - $832K
|
16.9K
$4.79M
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-6.2K- 3.96% |
$698K - $843K
|
150K
$42.6M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-6.22K- 27.86% |
$700K - $845K
|
16.1K
$4.56M
|