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 27, 2022
Q2 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-7.16KClosed |
$807K - $974K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-7.19K- 30.87% |
$810K - $977K
|
16.1K
$4.02M
|
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-7.23K- 17.67% |
$815K - $983K
|
33.7K
$8.42M
|
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-7.27K- 2.38% |
$819K - $988K
|
298K
$74.4M
|
|
|
Aug 28, 2024
Q2 2022
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-7.27K- 10.33% |
$819K - $988K
|
63.1K
$15.8M
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-7.36K- 78.96% |
$828K - $1M
|
1.96K
$490K
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.38K- 8.64% |
$831K - $1M
|
78K
$19.5M
|
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-7.43K- 2.83% |
$837K - $1.01M
|
255K
$63.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-7.44KClosed |
$837K - $1.01M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-7.55K- 70.23% |
$850K - $1.03M
|
3.2K
$799K
|
|
|
Jun 07, 2022
Q2 2022
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-7.58K- 9.07% |
$854K - $1.03M
|
76K
$19M
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-7.6K- 42.33% |
$856K - $1.03M
|
10.4K
$2.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.65K- 99.22% |
$862K - $1.04M
|
60
$15K
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-7.69KClosed |
$866K - $1.05M
|
0
$0
|
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-7.69K- 76.07% |
$866K - $1.05M
|
2.42K
$604K
|
|
|
Aug 08, 2022
Q2 2022
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-7.71KClosed |
$868K - $1.05M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-7.84K- 1.53% |
$883K - $1.07M
|
505K
$126M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-7.88K- 14.44% |
$888K - $1.07M
|
46.7K
$11.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.94K- 1.15% |
$894K - $1.08M
|
682K
$170M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.94K- 1.15% |
$894K - $1.08M
|
682K
$170M
|
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-7.98K- 44.43% |
$899K - $1.08M
|
9.99K
$2.49M
|
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-8K- 4.66% |
$901K - $1.09M
|
164K
$40.9M
|
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-8.1K- 0.47% |
$912K - $1.1M
|
1.73M
$431M
|
|
|
Jul 27, 2022
Q2 2022
|
Shaker Investments LLC
|
SELL
|
- |
-8.17KClosed |
$920K - $1.11M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.21K- 1.29% |
$924K - $1.12M
|
629K
$157M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-8.24K- 29.87% |
$928K - $1.12M
|
19.4K
$4.83M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.33K- 2.62% |
$938K - $1.13M
|
310K
$77.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-8.39K- 9.67% |
$945K - $1.14M
|
78.4K
$19.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.4K- 4.02% |
$946K - $1.14M
|
201K
$50.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.74K- 6.38% |
$984K - $1.19M
|
128K
$32M
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-8.77K- 4.16% |
$988K - $1.19M
|
202K
$50.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-8.82K- 58.7% |
$993K - $1.2M
|
6.21K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-8.97KClosed |
$1.01M - $1.22M
|
0
$0
|
|
|
Mar 28, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-9K- 81.71% |
$1.01M - $1.22M
|
2.02K
$503K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.31K- 4.53% |
$1.05M - $1.26M
|
196K
$49M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.39K- 8.02% |
$1.06M - $1.28M
|
108K
$26.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-9.46K- 38.62% |
$1.06M - $1.29M
|
15K
$3.76M
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-9.57K- 38.53% |
$1.08M - $1.3M
|
15.3K
$3.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.67K- 9.25% |
$1.09M - $1.31M
|
94.8K
$23.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-9.67K- 2.49% |
$1.09M - $1.31M
|
378K
$94.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.68K- 1.83% |
$1.09M - $1.32M
|
520K
$130M
|
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-9.7K- 33.98% |
$1.09M - $1.32M
|
18.8K
$4.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9.7K- 5.61% |
$1.09M - $1.32M
|
163K
$40.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.79K- 1.0% |
$1.1M - $1.33M
|
973K
$243M
|
|
|
Jul 28, 2023
Q2 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-9.85K- 48.94% |
$1.11M - $1.34M
|
10.3K
$2.57M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.93K- 62.01% |
$1.12M - $1.35M
|
6.09K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-9.98K- 13.85% |
$1.12M - $1.36M
|
62K
$15.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.2K- 94.77% |
$1.15M - $1.39M
|
563
$141K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-10.2KClosed |
$1.15M - $1.39M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-10.3K- 7.07% |
$1.16M - $1.4M
|
135K
$33.8M
|