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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$257 - $337
|
2.82K
$730K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1+ 0.32% |
$128 - $168
|
310
$80.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$128 - $168
|
2.89K
$748K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$128 - $168
|
389
$101K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.64% |
$128 - $168
|
158
$40.9K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$128 - $168
|
702
$182K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
4.95K
$1.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.07% |
$128 - $168
|
1.39K
$359K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.87K
$1.52M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.22K
$1.35M
|
|
|
May 18, 2022
Q1 2022
|
Campbell Wealth Management
|
BUY
|
- |
1+ 0.04% |
$128 - $168
|
2.31K
$598K
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
1+ 0.03% |
$128 - $168
|
3.26K
$843K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.08% |
$128 - $168
|
1.2K
$309K
|
|
|
Aug 10, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
16.8K
$4.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $168
|
2.39K
$619K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
11.6K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1+ 0.01% |
$128 - $168
|
8.67K
$2.24M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1+ 1.0% |
$128 - $168
|
101
$26.1K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$128 - $168
|
1.43K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.06% |
$128 - $168
|
1.55K
$400K
|
|
|
May 04, 2022
Q1 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$128 - $168
|
38.2K
$9.9M
|
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.02% |
$128 - $168
|
5.37K
$1.39M
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 5.88% |
$128 - $168
|
18
$4.66K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.1% |
$128 - $168
|
995
$257K
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1- 0.99% |
$128 - $168
|
100
$25.9K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1- 0.06% |
$128 - $168
|
1.56K
$403K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2Closed |
$257 - $337
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3- 0.1% |
$385 - $505
|
2.92K
$757K
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3- 0.02% |
$385 - $505
|
14.3K
$3.71M
|
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3- 0.03% |
$385 - $505
|
8.92K
$2.31M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-4- 0.07% |
$513 - $674
|
5.74K
$1.49M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5- 0.1% |
$642 - $842
|
4.88K
$1.26M
|
|
|
May 24, 2022
Q1 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-5- 0.02% |
$642 - $842
|
21.2K
$5.49M
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6- 26.09% |
$770 - $1.01K
|
17
$4.4K
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-6- 0.04% |
$770 - $1.01K
|
16.9K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7- 0.06% |
$898 - $1.18K
|
11.9K
$3.08M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 7.22% |
$898 - $1.18K
|
90
$23.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-8- 0.31% |
$1.03K - $1.35K
|
2.54K
$658K
|
|
|
Apr 18, 2022
Q1 2022
|
M. Kraus & CO
|
SELL
|
- |
-8- 0.11% |
$1.03K - $1.35K
|
7.44K
$1.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-8- 0.09% |
$1.03K - $1.35K
|
8.44K
$2.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-8- 0.47% |
$1.03K - $1.35K
|
1.68K
$435K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-8- 0.42% |
$1.03K - $1.35K
|
1.9K
$490K
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-9- 4.31% |
$1.15K - $1.52K
|
200
$51.8K
|
|
|
May 18, 2022
Q1 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-9- 0.11% |
$1.15K - $1.52K
|
7.88K
$2.04M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-10- 2.36% |
$1.28K - $1.68K
|
413
$107K
|
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-10- 0.04% |
$1.28K - $1.68K
|
23.7K
$6.13M
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-10- 0.23% |
$1.28K - $1.68K
|
4.27K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11- 0.1% |
$1.41K - $1.85K
|
10.9K
$2.82M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-11- 0.33% |
$1.41K - $1.85K
|
3.33K
$860K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11- 0.13% |
$1.41K - $1.85K
|
8.36K
$2.16M
|