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 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
307+ 0.84% |
$39.4K - $51.7K
|
36.9K
$9.55M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
303+ 0.28% |
$38.9K - $51K
|
110K
$28.5M
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
303+ 18.39% |
$38.9K - $51K
|
1.95K
$505K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
303+ 1.09% |
$38.9K - $51K
|
28K
$7.25M
|
|
|
May 16, 2022
Q1 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
302+ 1.42% |
$38.7K - $50.9K
|
21.5K
$5.57M
|
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
302+ 2.63% |
$38.7K - $50.9K
|
11.8K
$3.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Mount Vernon Associates Inc
|
BUY
|
- |
300+ 1.17% |
$38.5K - $50.5K
|
26K
$6.74M
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 1.86% |
$38.5K - $50.5K
|
16.4K
$4.25M
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
299+ 22.07% |
$38.4K - $50.4K
|
1.65K
$428K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
299+ 0.23% |
$38.4K - $50.4K
|
133K
$34.4M
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
299+ 2.25% |
$38.4K - $50.4K
|
13.6K
$3.52M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
298+ 58.89% |
$38.2K - $50.2K
|
804
$208K
|
|
|
May 16, 2022
Q1 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
295+ 2.01% |
$37.8K - $49.7K
|
15K
$3.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Valicenti Advisory Services Inc
|
BUY
|
- |
291+ 0.47% |
$37.3K - $49K
|
62.5K
$16.2M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
289+ 11.45% |
$37.1K - $48.7K
|
2.81K
$728K
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
289+ 4.26% |
$37.1K - $48.7K
|
7.07K
$1.83M
|
|
|
Apr 20, 2022
Q1 2022
|
Profit Investment Management, LLC
|
BUY
|
- |
288+ 4.25% |
$37K - $48.5K
|
7.07K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
288+ 1.03% |
$37K - $48.5K
|
28.1K
$7.28M
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
287+ 2.28% |
$36.8K - $48.3K
|
12.9K
$3.33M
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
286+ 1.11% |
$36.7K - $48.2K
|
26K
$6.73M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
283+ 6.82% |
$36.3K - $47.7K
|
4.43K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
282+ 1.08% |
$36.2K - $47.5K
|
26.5K
$6.85M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
280+ 4.15% |
$35.9K - $47.2K
|
7.04K
$1.82M
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
280+ 2.69% |
$35.9K - $47.2K
|
10.7K
$2.76M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
280+ 3.58% |
$35.9K - $47.2K
|
8.09K
$2.09M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
280+ 3.4% |
$35.9K - $47.2K
|
8.5K
$2.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
279+ 0.89% |
$35.8K - $47K
|
31.5K
$8.16M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
279+ 1.95% |
$35.8K - $47K
|
14.6K
$3.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
278+ 3.39% |
$35.7K - $46.8K
|
8.47K
$2.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
276+ 6.83% |
$35.4K - $46.5K
|
4.32K
$1.12M
|
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
275+ 7.51% |
$35.3K - $46.3K
|
3.94K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
275+ 2.15% |
$35.3K - $46.3K
|
13.1K
$3.39M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
275+ 1.77% |
$35.3K - $46.3K
|
15.8K
$4.08M
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
273+ 11.9% |
$35K - $46K
|
2.57K
$665K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
273+ 0.39% |
$35K - $46K
|
70.2K
$18.2M
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
271+ 1.27% |
$34.8K - $45.6K
|
21.6K
$5.6M
|
|
|
May 16, 2022
Q1 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
271+ 20.04% |
$34.8K - $45.6K
|
1.62K
$420K
|
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
271+ 1.02% |
$34.8K - $45.6K
|
26.7K
$6.91M
|
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
270+ 3.71% |
$34.6K - $45.5K
|
7.55K
$1.95M
|
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
270+ 0.07% |
$34.6K - $45.5K
|
383K
$99M
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
267+ 4.81% |
$34.3K - $45K
|
5.82K
$1.51M
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
266+ 14.19% |
$34.1K - $44.8K
|
2.14K
$554K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
265+ 0.39% |
$34K - $44.6K
|
68.6K
$17.7M
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
263+ 4.65% |
$33.7K - $44.3K
|
5.92K
$1.53M
|
|
|
May 02, 2022
Q1 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
261+ 1.22% |
$33.5K - $44K
|
21.6K
$5.59M
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
259+ 2.37% |
$33.2K - $43.6K
|
11.2K
$2.89M
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
258+ 5.19% |
$33.1K - $43.5K
|
5.23K
$1.35M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
258+ 5.16% |
$33.1K - $43.5K
|
5.26K
$1.36M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
256+ 4.48% |
$32.8K - $43.1K
|
5.98K
$1.55M
|
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
256+ 2.37% |
$32.8K - $43.1K
|
11.1K
$2.87M
|