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
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
9.91KNew |
$1.12M - $1.35M
|
9.91K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
9.83K+ 2.59% |
$1.11M - $1.34M
|
389K
$96.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
9.82K+ 0.16% |
$1.11M - $1.33M
|
6.14M
$1.53B
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
9.59K+ 4.85% |
$1.08M - $1.3M
|
207K
$51.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.58K+ 11.76% |
$1.08M - $1.3M
|
91K
$22.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.57K+ 95.38% |
$1.08M - $1.3M
|
19.6K
$4.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9.55K+ 7.6% |
$1.08M - $1.3M
|
135K
$33.6M
|
|
|
Jul 06, 2022
Q2 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
9.53K+ 43.7% |
$1.07M - $1.3M
|
31.3K
$7.79M
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
9.45K+ 13.07% |
$1.06M - $1.28M
|
81.7K
$20.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
9.37K+ 3.98% |
$1.05M - $1.27M
|
245K
$60.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
9.34K+ 77.93% |
$1.05M - $1.27M
|
21.3K
$5.3M
|
|
|
Jul 21, 2022
Q2 2022
|
Carderock Capital Management Inc
|
BUY
|
- |
9.32K+ 31.41% |
$1.05M - $1.27M
|
39K
$9.69M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.31KNew |
$1.05M - $1.26M
|
9.31K
$2.31M
|
|
|
Jul 26, 2022
Q2 2022
|
Everence Capital Management Inc
|
BUY
|
- |
9.26K+ 14.96% |
$1.04M - $1.26M
|
71.2K
$17.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
9.17K+ 25.27% |
$1.03M - $1.25M
|
45.5K
$11.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
9.14K+ 8.21% |
$1.03M - $1.24M
|
121K
$30M
|
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
9.05K+ 1.79% |
$1.02M - $1.23M
|
514K
$128M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
8.98K+ 267.94% |
$1.01M - $1.22M
|
12.3K
$3.06M
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
8.89K+ 5.91% |
$1M - $1.21M
|
159K
$39.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
8.85K+ 31.79% |
$996K - $1.2M
|
36.7K
$9.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Waverton Investment Management LTD
|
BUY
|
- |
8.84K+ 8.76% |
$995K - $1.2M
|
110K
$27.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.84K+ 1.8% |
$995K - $1.2M
|
499K
$124M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8.83K+ 6.83% |
$994K - $1.2M
|
138K
$34.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
8.71K+ 27.12% |
$981K - $1.18M
|
40.8K
$10.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
8.68K+ 8.39% |
$978K - $1.18M
|
112K
$27.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
8.59K+ 34.42% |
$967K - $1.17M
|
33.5K
$8.34M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
8.55KNew |
$962K - $1.16M
|
8.55K
$2.12M
|
|
|
Aug 12, 2022
Q2 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
8.51KNew |
$959K - $1.16M
|
8.51K
$2.12M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$957K - $1.16M
|
8.5K
$2.11M
|
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
8.49K+ 2.24% |
$956K - $1.15M
|
388K
$96.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.48KNew |
$955K - $1.15M
|
8.48K
$2.11M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
8.47K+ 6.95% |
$954K - $1.15M
|
130K
$32.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8.37K+ 14.69% |
$943K - $1.14M
|
65.3K
$16.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
8.33K+ 8.46% |
$938K - $1.13M
|
107K
$26.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.33K+ 16.45% |
$938K - $1.13M
|
59K
$14.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.31K+ 4.09% |
$936K - $1.13M
|
212K
$52.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
8.3K+ 6.02% |
$934K - $1.13M
|
146K
$36.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.28K+ 9.44% |
$933K - $1.13M
|
96K
$23.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.27KNew |
$931K - $1.12M
|
8.27K
$2.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
8.22K+ 53.7% |
$926K - $1.12M
|
23.5K
$5.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.2KNew |
$924K - $1.11M
|
8.2K
$2.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.16K+ 341.3% |
$919K - $1.11M
|
10.6K
$2.62M
|
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
8.13K+ 3.94% |
$916K - $1.11M
|
214K
$53.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
8.13KNew |
$915K - $1.1M
|
8.13K
$2.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8.05K+ 10.68% |
$907K - $1.09M
|
83.5K
$20.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
8.05K+ 24.13% |
$906K - $1.09M
|
41.4K
$10.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.99K+ 34.29% |
$900K - $1.09M
|
31.3K
$7.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
BUY
|
- |
7.99K+ 4.24% |
$900K - $1.09M
|
196K
$48.8M
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
7.93K+ 1.6% |
$893K - $1.08M
|
503K
$125M
|
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
7.91K+ 21.96% |
$891K - $1.07M
|
43.9K
$10.9M
|