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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-13- 0.53% |
$1.67K - $2.19K
|
2.43K
$629K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 0.08% |
$1.67K - $2.19K
|
15.8K
$4.08M
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-13- 0.41% |
$1.67K - $2.19K
|
3.19K
$826K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-13- 0.23% |
$1.67K - $2.19K
|
5.75K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-13- 0.06% |
$1.67K - $2.19K
|
22.6K
$5.86M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-14- 0.17% |
$1.8K - $2.36K
|
8.11K
$2.1M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-14- 0.75% |
$1.8K - $2.36K
|
1.86K
$481K
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-14- 0.28% |
$1.8K - $2.36K
|
5.04K
$1.3M
|
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-15- 0.13% |
$1.92K - $2.53K
|
11.4K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-15- 0.3% |
$1.92K - $2.53K
|
5.05K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-15- 1.01% |
$1.92K - $2.53K
|
1.47K
$381K
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-16- 0.09% |
$2.05K - $2.7K
|
17.3K
$4.47M
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 0.79% |
$2.05K - $2.7K
|
2.02K
$522K
|
|
|
Apr 28, 2022
Q1 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-18- 0.06% |
$2.31K - $3.03K
|
32.2K
$8.34M
|
|
|
May 17, 2022
Q1 2022
|
Somerville Kurt F
|
SELL
|
- |
-19- 1.1% |
$2.44K - $3.2K
|
1.72K
$444K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$2.44K - $3.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-19- 0.53% |
$2.44K - $3.2K
|
3.54K
$917K
|
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.21% |
$2.57K - $3.37K
|
1.63K
$421K
|
|
|
Apr 15, 2022
Q1 2022
|
Planning Center, Inc.
|
SELL
|
- |
-21- 0.47% |
$2.69K - $3.54K
|
4.41K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-21- 0.74% |
$2.69K - $3.54K
|
2.81K
$728K
|
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-21- 0.32% |
$2.69K - $3.54K
|
6.52K
$1.69M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-21- 1.04% |
$2.69K - $3.54K
|
2K
$518K
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-21- 1.14% |
$2.69K - $3.54K
|
1.82K
$470K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21- 0.17% |
$2.69K - $3.54K
|
12.3K
$3.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-22- 0.81% |
$2.82K - $3.71K
|
2.68K
$694K
|
|
|
May 17, 2022
Q1 2022
|
Dempze Nancy E
|
SELL
|
- |
-25- 0.65% |
$3.21K - $4.21K
|
3.83K
$990K
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-25- 0.96% |
$3.21K - $4.21K
|
2.59K
$669K
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-25- 0.3% |
$3.21K - $4.21K
|
8.27K
$2.14M
|
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-25- 0.45% |
$3.21K - $4.21K
|
5.5K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 0.32% |
$3.21K - $4.21K
|
7.9K
$2.04M
|
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-26- 0.01% |
$3.34K - $4.38K
|
187K
$48.4M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-27- 0.41% |
$3.46K - $4.55K
|
6.6K
$1.71M
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-27- 0.6% |
$3.46K - $4.55K
|
4.48K
$1.16M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-28- 0.07% |
$3.59K - $4.72K
|
37.8K
$9.78M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-28- 0.07% |
$3.59K - $4.72K
|
42.2K
$10.9M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-28- 0.58% |
$3.59K - $4.72K
|
4.81K
$1.25M
|
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-29- 1.18% |
$3.72K - $4.88K
|
2.44K
$630K
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-29- 0.52% |
$3.72K - $4.88K
|
5.52K
$1.43M
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-29- 2.09% |
$3.72K - $4.88K
|
1.36K
$352K
|
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-29- 2.92% |
$3.72K - $4.88K
|
964
$249K
|
|
|
Apr 28, 2022
Q1 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-30- 1.1% |
$3.85K - $5.05K
|
2.7K
$699K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-30- 0.62% |
$3.85K - $5.05K
|
4.78K
$1.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-30- 0.39% |
$3.85K - $5.05K
|
7.63K
$1.97M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-31- 0.05% |
$3.98K - $5.22K
|
57.6K
$14.9M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-31- 44.29% |
$3.98K - $5.22K
|
39
$10.1K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-31- 0.8% |
$3.98K - $5.22K
|
3.87K
$1M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-32- 0.16% |
$4.11K - $5.39K
|
20.2K
$5.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-33- 0.73% |
$4.23K - $5.56K
|
4.46K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-33- 0.76% |
$4.23K - $5.56K
|
4.28K
$1.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
SELL
|
- |
-34- 1.03% |
$4.36K - $5.73K
|
3.28K
$848K
|