Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Beaton Management Co. Inc.

Haverhill, MA
BUY
 -
368
+ 1.66%
$47.2K - $62K
22.5K $5.82M
May 12, 2022 Q1 2022
X Square Capital, LLC

BUY
 -
366
+ 1.52%
$47K - $61.6K
24.4K $6.31M
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
361
+ 0.97%
$46.3K - $60.8K
37.7K $9.76M
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
358
+ 7.12%
$45.9K - $60.3K
5.39K $1.39M
May 11, 2022 Q1 2022
Ashfield Capital Partners, LLC

BUY
 -
356
+ 1.71%
$45.7K - $60K
21.2K $5.49M
Apr 04, 2022 Q1 2022
M&R Capital Management Inc

BUY
 -
354
+ 0.64%
$45.4K - $59.6K
56.1K $14.5M
Apr 27, 2022 Q1 2022
West Hill Financial Advisors, Inc.

BUY
 -
352
+ 27.27%
$45.2K - $59.3K
1.64K $425K
Apr 20, 2022 Q1 2022
Pegasus Asset Management, Inc.

BUY
 -
351
+ 1.12%
$45K - $59.1K
31.8K $8.23M
Aug 12, 2022 Q1 2022
Philo Smith Capital Corp

Stamford, CT
BUY
 -
350
+ 3.66%
$44.9K - $59K
9.9K $2.56M
May 12, 2022 Q1 2022
Pinnacle Financial Group, LLC

BUY
 -
349
+ 15.38%
$44.8K - $58.8K
2.62K $678K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
346
+ 1.0%
$44.4K - $58.3K
34.8K $9M
May 10, 2022 Q1 2022
Cordant, Inc.

Portland, OR
BUY
 -
346
New
$44.4K - $58.3K
346 $89.5K
Apr 28, 2022 Q1 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
345
+ 3.01%
$44.3K - $58.1K
11.8K $3.06M
May 16, 2022 Q1 2022
Zuckerman Investment Group, LLC

Chicago, IL
BUY
 -
345
+ 1.15%
$44.3K - $58.1K
30.4K $7.86M
Apr 19, 2022 Q1 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
340
+ 10.73%
$43.6K - $57.3K
3.51K $908K
Apr 26, 2022 Q1 2022
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
340
+ 1.63%
$43.6K - $57.3K
21.1K $5.47M
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

BUY
 -
339
+ 1.31%
$43.5K - $57.1K
26.3K $6.8M
May 12, 2022 Q1 2022
Archer Investment Corp

BUY
 -
339
+ 1.75%
$43.5K - $57.1K
19.7K $5.1M
Apr 13, 2022 Q1 2022
Winthrop Advisory Group LLC

BUY
 -
337
+ 3.23%
$43.2K - $56.8K
10.8K $2.79M
May 26, 2022 Q1 2022
Sutton Place Investors LLC

Katonah, NY
BUY
 -
335
+ 8.72%
$43K - $56.4K
4.18K $1.08M
May 20, 2022 Q1 2022
Resources Management Corp

West Hartford, CT
BUY
 -
334
+ 0.23%
$42.9K - $56.3K
143K $36.9M
May 03, 2022 Q1 2022
Sterling Investment Advisors, Ltd.

BUY
 -
332
+ 1.25%
$42.6K - $55.9K
26.9K $6.96M
May 12, 2022 Q1 2022
Sustainable Insight Capital Management, LLC

New York, NY
BUY
 -
332
+ 10.2%
$42.6K - $55.9K
3.59K $929K
Apr 21, 2022 Q1 2022
Strateg Iq Financial Group, LLC

BUY
 -
331
+ 1.31%
$42.5K - $55.8K
25.7K $6.65M
May 02, 2022 Q1 2022
Mendel Capital Management LLC

BUY
 -
330
+ 3.74%
$42.3K - $55.6K
9.15K $2.37M
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
330
+ 6.97%
$42.3K - $55.6K
5.07K $1.31M
May 05, 2022 Q1 2022
Bhk Investment Advisors, LLC

BUY
 -
326
+ 3.38%
$41.8K - $54.9K
9.96K $2.58M
May 09, 2022 Q1 2022
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
325
+ 9.22%
$41.7K - $54.7K
3.85K $997K
May 04, 2022 Q1 2022
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
324
+ 8.5%
$41.6K - $54.6K
4.14K $1.07M
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
324
+ 10.7%
$41.6K - $54.6K
3.35K $867K
May 02, 2022 Q1 2022
Crumly & Associates Inc.

BUY
 -
321
+ 4.71%
$41.2K - $54.1K
7.13K $1.85M
May 12, 2022 Q1 2022
Davidson Trust CO

BUY
 -
320
+ 2.02%
$41.1K - $53.9K
16.2K $4.19M
Apr 18, 2022 Q1 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
320
+ 4.99%
$41.1K - $53.9K
6.74K $1.74M
May 09, 2022 Q1 2022
Ironwood Investment Counsel, LLC

BUY
 -
319
+ 1.79%
$40.9K - $53.7K
18.1K $4.69M
May 09, 2022 Q1 2022
Rossmore Private Capital

Glastonbury, CT
BUY
 -
319
+ 0.35%
$40.9K - $53.7K
91.3K $23.6M
Apr 04, 2022 Q1 2022
Claret Asset Management Corp

BUY
 -
317
+ 10.59%
$40.7K - $53.4K
3.31K $857K
May 16, 2022 Q1 2022
Clearstead Trust, LLC

Portland, ME
BUY
 -
317
+ 1.21%
$40.7K - $53.4K
26.5K $6.85M
May 05, 2022 Q1 2022
Camden National Bank

Camden, ME
BUY
 -
317
+ 0.53%
$40.7K - $53.4K
59.8K $15.5M
Apr 27, 2022 Q1 2022
Bill Few Associates, Inc.

BUY
 -
316
+ 1.01%
$40.5K - $53.2K
31.6K $8.17M
Apr 14, 2022 Q1 2022
Moller Financial Services

BUY
 -
315
+ 5.65%
$40.4K - $53.1K
5.89K $1.52M
Apr 21, 2022 Q1 2022
Arbor Investment Advisors, LLC

BUY
 -
314
+ 6.66%
$40.3K - $52.9K
5.03K $1.3M
Apr 25, 2022 Q1 2022
Steigerwald, Gordon & Koch Inc.

BUY
 -
312
+ 0.27%
$40K - $52.6K
116K $29.9M
Apr 21, 2022 Q1 2022
Capital Insight Partners, LLC

BUY
 -
311
+ 1.0%
$39.9K - $52.4K
31.4K $8.11M
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
311
+ 0.92%
$39.9K - $52.4K
34.2K $8.84M
May 16, 2022 Q1 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
311
+ 2.52%
$39.9K - $52.4K
12.7K $3.28M
May 13, 2022 Q1 2022
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
311
+ 20.12%
$39.9K - $52.4K
1.86K $481K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
311
+ 0.16%
$39.9K - $52.4K
198K $51.2M
May 13, 2022 Q1 2022
Hall Capital Management CO Inc

BUY
 -
310
+ 1.15%
$39.8K - $52.2K
27.3K $7.07M
May 09, 2022 Q1 2022
Proffitt & Goodson Inc

BUY
 -
310
+ 4.33%
$39.8K - $52.2K
7.47K $1.93M

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