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
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
90+ 0.23% |
$11.5K - $15.2K
|
38.7K
$10M
|
|
|
Apr 27, 2022
Q1 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
89+ 2.04% |
$11.4K - $15K
|
4.46K
$1.15M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
89+ 4.47% |
$11.4K - $15K
|
2.08K
$538K
|
|
|
May 12, 2022
Q1 2022
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
86+ 1.27% |
$11K - $14.5K
|
6.84K
$1.77M
|
|
|
May 05, 2022
Q1 2022
|
Ycg, LLC
|
BUY
|
- |
84+ 0.11% |
$10.8K - $14.1K
|
76.2K
$19.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
82+ 0.42% |
$10.5K - $13.8K
|
19.6K
$5.07M
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
81+ 1.21% |
$10.4K - $13.6K
|
6.76K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
81+ 3.62% |
$10.4K - $13.6K
|
2.32K
$599K
|
|
|
Apr 22, 2022
Q1 2022
|
F
|
BUY
|
- |
80+ 1.77% |
$10.3K - $13.5K
|
4.59K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
80+ 1.29% |
$10.3K - $13.5K
|
6.3K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
80+ 0.46% |
$10.3K - $13.5K
|
17.5K
$4.52M
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
80+ 0.78% |
$10.3K - $13.5K
|
10.3K
$2.68M
|
|
|
Apr 26, 2022
Q1 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
79+ 4.97% |
$10.1K - $13.3K
|
1.67K
$432K
|
|
|
Feb 07, 2023
Q1 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
79+ 6.97% |
$10.1K - $13.3K
|
1.21K
$314K
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
78+ 0.21% |
$10K - $13.1K
|
36.7K
$9.49M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
78+ 1.19% |
$10K - $13.1K
|
6.63K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
78+ 1.48% |
$10K - $13.1K
|
5.36K
$1.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
76+ 0.89% |
$9.75K - $12.8K
|
8.61K
$2.23M
|
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
76+ 0.12% |
$9.75K - $12.8K
|
64.5K
$16.7M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
75+ 8.64% |
$9.62K - $12.6K
|
943
$244K
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
75+ 1.48% |
$9.62K - $12.6K
|
5.16K
$1.33M
|
|
|
May 03, 2022
Q1 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
75+ 0.28% |
$9.62K - $12.6K
|
26.5K
$6.87M
|
|
|
May 16, 2022
Q1 2022
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
75+ 1.22% |
$9.62K - $12.6K
|
6.23K
$1.61M
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
74+ 370.0% |
$9.49K - $12.5K
|
94
$24.3K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
74+ 0.54% |
$9.49K - $12.5K
|
13.7K
$3.55M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
74+ 0.25% |
$9.49K - $12.5K
|
30K
$7.76M
|
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
73+ 0.68% |
$9.37K - $12.3K
|
10.7K
$2.78M
|
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
73+ 1.77% |
$9.37K - $12.3K
|
4.19K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
71+ 0.43% |
$9.11K - $12K
|
16.4K
$4.26M
|
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
71+ 2.06% |
$9.11K - $12K
|
3.52K
$911K
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
71+ 0.36% |
$9.11K - $12K
|
19.7K
$5.09M
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
70+ 3.7% |
$8.98K - $11.8K
|
1.96K
$507K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
70New |
$8.98K - $11.8K
|
70
$18.1K
|
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
69+ 4.37% |
$8.85K - $11.6K
|
1.65K
$427K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
68+ 0.21% |
$8.72K - $11.5K
|
33K
$8.54M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
67+ 0.75% |
$8.6K - $11.3K
|
9K
$2.33M
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
67+ 0.69% |
$8.6K - $11.3K
|
9.77K
$2.53M
|
|
|
Dec 15, 2022
Q1 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
67+ 2.44% |
$8.6K - $11.3K
|
2.81K
$728K
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
66+ 1.34% |
$8.47K - $11.1K
|
4.99K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
66+ 0.31% |
$8.47K - $11.1K
|
21.5K
$5.58M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
65+ 1.68% |
$8.34K - $10.9K
|
3.94K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
65+ 0.66% |
$8.34K - $10.9K
|
9.93K
$2.57M
|
|
|
May 02, 2022
Q1 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
64+ 4.15% |
$8.21K - $10.8K
|
1.61K
$416K
|
|
|
May 02, 2022
Q1 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
63+ 118.87% |
$8.08K - $10.6K
|
116
$30K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
62+ 1.88% |
$7.95K - $10.4K
|
3.36K
$869K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
61+ 19.37% |
$7.83K - $10.3K
|
376
$97.3K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
60+ 0.38% |
$7.7K - $10.1K
|
15.7K
$4.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.91% |
$7.7K - $10.1K
|
3.2K
$829K
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59+ 1.43% |
$7.57K - $9.94K
|
4.19K
$1.08M
|
|
|
May 10, 2022
Q1 2022
|
Biechele Royce Advisors
|
BUY
|
- |
58+ 4.12% |
$7.44K - $9.77K
|
1.47K
$379K
|