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 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
125+ 0.03% |
$16K - $21.1K
|
401K
$104M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
122+ 1.5% |
$15.7K - $20.5K
|
8.23K
$2.13M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
122+ 2.33% |
$15.7K - $20.5K
|
5.36K
$1.39M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
121+ 0.22% |
$15.5K - $20.4K
|
56.4K
$14.6M
|
|
|
May 04, 2022
Q1 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
120+ 0.76% |
$15.4K - $20.2K
|
16K
$4.14M
|
|
|
Aug 08, 2022
Q1 2022
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
120+ 26.67% |
$15.4K - $20.2K
|
570
$148K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
120+ 4.01% |
$15.4K - $20.2K
|
3.11K
$805K
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
120+ 3.37% |
$15.4K - $20.2K
|
3.68K
$953K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
120+ 0.61% |
$15.4K - $20.2K
|
19.7K
$5.09M
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
119+ 0.16% |
$15.3K - $20K
|
72.4K
$18.7M
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
117+ 3.74% |
$15K - $19.7K
|
3.25K
$841K
|
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
115+ 5.86% |
$14.8K - $19.4K
|
2.08K
$538K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.65% |
$14.8K - $19.4K
|
17.7K
$4.58M
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
114+ 0.18% |
$14.6K - $19.2K
|
63.7K
$16.5M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
114+ 0.75% |
$14.6K - $19.2K
|
15.2K
$3.94M
|
|
|
May 10, 2022
Q1 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
113+ 0.27% |
$14.5K - $19K
|
41.5K
$10.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
113+ 2.55% |
$14.5K - $19K
|
4.55K
$1.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
109+ 0.79% |
$14K - $18.4K
|
14K
$3.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
108+ 2.28% |
$13.9K - $18.2K
|
4.85K
$1.25M
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
108+ 0.92% |
$13.9K - $18.2K
|
11.9K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
107+ 4.73% |
$13.7K - $18K
|
2.37K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
107+ 0.59% |
$13.7K - $18K
|
18.1K
$4.69M
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
106+ 7.63% |
$13.6K - $17.9K
|
1.5K
$387K
|
|
|
Apr 26, 2022
Q1 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
106+ 2.67% |
$13.6K - $17.9K
|
4.08K
$1.05M
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
102New |
$13.1K - $17.2K
|
102
$26.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
101+ 0.26% |
$13K - $17K
|
39.7K
$10.3M
|
|
|
May 09, 2022
Q1 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
101+ 0.28% |
$13K - $17K
|
36.6K
$9.47M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
101+ 4.0% |
$13K - $17K
|
2.62K
$679K
|
|
|
May 17, 2022
Q1 2022
|
Kidder Stephen W
|
BUY
|
- |
100+ 2.75% |
$12.8K - $16.8K
|
3.74K
$967K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
BUY
|
- |
100+ 2.06% |
$12.8K - $16.8K
|
4.96K
$1.28M
|
|
|
Apr 07, 2022
Q1 2022
|
Salem Capital Management Inc
|
BUY
|
- |
100+ 0.32% |
$12.8K - $16.8K
|
31.2K
$8.07M
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
100+ 5.71% |
$12.8K - $16.8K
|
1.85K
$479K
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
100+ 0.73% |
$12.8K - $16.8K
|
13.8K
$3.58M
|
|
|
May 09, 2022
Q1 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
100+ 3.11% |
$12.8K - $16.8K
|
3.31K
$857K
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
100+ 1.78% |
$12.8K - $16.8K
|
5.72K
$1.48M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
100+ 1.0% |
$12.8K - $16.8K
|
10.1K
$2.63M
|
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
98+ 4.67% |
$12.6K - $16.5K
|
2.2K
$568K
|
|
|
Apr 28, 2022
Q1 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
97+ 4.14% |
$12.4K - $16.3K
|
2.44K
$631K
|
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
96+ 1.32% |
$12.3K - $16.2K
|
7.36K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
96+ 1.84% |
$12.3K - $16.2K
|
5.32K
$1.38M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
BUY
|
- |
95+ 3.17% |
$12.2K - $16K
|
3.09K
$799K
|
|
|
Apr 14, 2022
Q1 2022
|
Bender Robert & Associates
|
BUY
|
- |
93+ 2.18% |
$11.9K - $15.7K
|
4.35K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
93+ 0.18% |
$11.9K - $15.7K
|
52.8K
$13.7M
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
92+ 0.23% |
$11.8K - $15.5K
|
40.8K
$10.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
92+ 3.71% |
$11.8K - $15.5K
|
2.58K
$666K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
92+ 10.08% |
$11.8K - $15.5K
|
1.01K
$260K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
91+ 0.97% |
$11.7K - $15.3K
|
9.45K
$2.44M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
91+ 0.71% |
$11.7K - $15.3K
|
12.8K
$3.32M
|
|
|
May 03, 2022
Q1 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
90+ 2.01% |
$11.5K - $15.2K
|
4.57K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
90+ 4.24% |
$11.5K - $15.2K
|
2.21K
$573K
|