Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.78K+ 15.35% |
$228K - $300K
|
13.4K
$3.46M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.78K+ 0.9% |
$228K - $299K
|
198K
$51.3M
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.78K+ 3.9% |
$228K - $299K
|
47.3K
$12.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.77K+ 4.22% |
$227K - $298K
|
43.7K
$11.3M
|
|
|
May 11, 2022
Q1 2022
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.77K+ 7.35% |
$227K - $298K
|
25.8K
$6.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Mitchell Capital Management CO
|
BUY
|
- |
1.76K+ 4.52% |
$226K - $296K
|
40.7K
$10.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.75K+ 103.79% |
$225K - $295K
|
3.44K
$890K
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.75KNew |
$225K - $295K
|
1.75K
$453K
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.75KNew |
$225K - $295K
|
1.75K
$453K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
1.75K+ 9.9% |
$224K - $295K
|
19.4K
$5.03M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.75K+ 70.75% |
$224K - $295K
|
4.22K
$1.09M
|
|
|
Apr 25, 2022
Q1 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.75K+ 4.04% |
$224K - $294K
|
44.9K
$11.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.74KNew |
$223K - $293K
|
1.74K
$450K
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
1.73KNew |
$222K - $291K
|
1.73K
$447K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.73K+ 3.46% |
$222K - $291K
|
51.7K
$13.4M
|
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.73K+ 1.08% |
$221K - $291K
|
161K
$41.8M
|
|
|
May 13, 2022
Q1 2022
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
1.72K+ 4.15% |
$220K - $289K
|
43.1K
$11.2M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.72K+ 19.76% |
$220K - $289K
|
10.4K
$2.69M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.7K+ 5.27% |
$218K - $286K
|
33.9K
$8.77M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
1.69K+ 4.81% |
$217K - $285K
|
36.8K
$9.53M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.69K+ 39.72% |
$216K - $284K
|
5.93K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 3.43% |
$216K - $284K
|
50.7K
$13.1M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
1.68K+ 6.04% |
$216K - $283K
|
29.5K
$7.64M
|
|
|
May 16, 2022
Q1 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.67K+ 3.69% |
$214K - $281K
|
46.9K
$12.1M
|
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.66K+ 21.04% |
$213K - $280K
|
9.57K
$2.48M
|
|
|
Apr 21, 2022
Q1 2022
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
1.66K+ 6.19% |
$213K - $280K
|
28.5K
$7.38M
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.66K+ 2.97% |
$213K - $280K
|
57.7K
$14.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.65K+ 11.99% |
$212K - $278K
|
15.4K
$3.99M
|
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.65KNew |
$212K - $278K
|
1.65K
$427K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.65K+ 12.25% |
$212K - $278K
|
15.1K
$3.91M
|
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.65K+ 3.71% |
$212K - $278K
|
46.1K
$11.9M
|
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.64K+ 12.9% |
$210K - $276K
|
14.3K
$3.71M
|
|
|
Apr 08, 2022
Q1 2022
|
Lynch & Associates
|
BUY
|
- |
1.64K+ 3.04% |
$210K - $275K
|
55.3K
$14.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.63K+ 2.23% |
$210K - $275K
|
74.9K
$19.4M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.63K+ 5.39% |
$209K - $275K
|
31.9K
$8.25M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.63K+ 3.05% |
$209K - $274K
|
55.1K
$14.3M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.63K+ 5.96% |
$208K - $274K
|
28.9K
$7.48M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.61K+ 0.28% |
$207K - $272K
|
578K
$150M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
1.61K+ 9.86% |
$207K - $272K
|
18K
$4.65M
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.61K+ 7.49% |
$206K - $271K
|
23.1K
$5.98M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.61K+ 0.66% |
$206K - $271K
|
245K
$63.4M
|
|
|
May 09, 2022
Q1 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.6K+ 4.12% |
$205K - $269K
|
40.3K
$10.4M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
1.59K+ 48.33% |
$205K - $268K
|
4.89K
$1.27M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
1.59K+ 30.06% |
$204K - $268K
|
6.89K
$1.78M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
1.58K+ 0.21% |
$203K - $267K
|
755K
$195M
|
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.58K+ 7.63% |
$203K - $266K
|
22.3K
$5.78M
|
|
|
May 02, 2022
Q1 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1.58K+ 8.64% |
$203K - $266K
|
19.9K
$5.15M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.58K+ 33.74% |
$203K - $266K
|
6.27K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.58K+ 2.24% |
$202K - $266K
|
72K
$18.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.57K+ 103.15% |
$202K - $265K
|
3.1K
$802K
|