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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-65- 39.39% |
$8.34K - $10.9K
|
100
$25.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Eads & Heald Wealth Management
|
SELL
|
- |
-67- 0.37% |
$8.6K - $11.3K
|
18K
$4.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-69- 1.12% |
$8.85K - $11.6K
|
6.1K
$1.58M
|
|
|
May 05, 2022
Q1 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-69- 4.34% |
$8.85K - $11.6K
|
1.52K
$393K
|
|
|
Apr 21, 2022
Q1 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-69- 1.17% |
$8.85K - $11.6K
|
5.85K
$1.51M
|
|
|
Apr 26, 2022
Q1 2022
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-70- 3.35% |
$8.98K - $11.8K
|
2.02K
$523K
|
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-70- 0.18% |
$8.98K - $11.8K
|
38.4K
$9.94M
|
|
|
Apr 20, 2022
Q1 2022
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-70- 5.5% |
$8.98K - $11.8K
|
1.2K
$311K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-70- 1.93% |
$8.98K - $11.8K
|
3.55K
$919K
|
|
|
May 04, 2022
Q1 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-70- 53.85% |
$8.98K - $11.8K
|
60
$15.5K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-70- 0.86% |
$8.98K - $11.8K
|
8.1K
$2.1M
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-71- 0.98% |
$9.11K - $12K
|
7.14K
$1.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-72- 1.68% |
$9.24K - $12.1K
|
4.22K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-72- 3.56% |
$9.24K - $12.1K
|
1.95K
$505K
|
|
|
May 10, 2022
Q1 2022
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-72- 0.56% |
$9.24K - $12.1K
|
12.9K
$3.33M
|
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-72- 3.12% |
$9.24K - $12.1K
|
2.23K
$578K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-73- 0.13% |
$9.37K - $12.3K
|
56.9K
$14.7M
|
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-73- 3.06% |
$9.37K - $12.3K
|
2.31K
$599K
|
|
|
May 11, 2022
Q1 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-73- 4.5% |
$9.37K - $12.3K
|
1.55K
$401K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-74- 0.23% |
$9.49K - $12.5K
|
31.9K
$8.25M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-74- 0.14% |
$9.49K - $12.5K
|
54K
$14M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-75- 4.39% |
$9.62K - $12.6K
|
1.64K
$423K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-75- 1.34% |
$9.62K - $12.6K
|
5.51K
$1.43M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-76- 0.95% |
$9.75K - $12.8K
|
7.94K
$2.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
SELL
|
- |
-78- 0.78% |
$10K - $13.1K
|
9.98K
$2.58M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-78- 0.19% |
$10K - $13.1K
|
40.1K
$10.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-81- 4.2% |
$10.4K - $13.6K
|
1.85K
$478K
|
|
|
May 16, 2022
Q1 2022
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-82- 3.02% |
$10.5K - $13.8K
|
2.64K
$682K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-83- 0.13% |
$10.6K - $14K
|
63.6K
$16.4M
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-84- 0.15% |
$10.8K - $14.1K
|
55.3K
$14.3M
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-85- 0.2% |
$10.9K - $14.3K
|
43.3K
$11.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-85- 0.03% |
$10.9K - $14.3K
|
306K
$79.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Sfmg, LLC
|
SELL
|
- |
-89- 0.63% |
$11.4K - $15K
|
14.1K
$3.64M
|
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-90- 1.62% |
$11.5K - $15.2K
|
5.46K
$1.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-90- 4.85% |
$11.5K - $15.2K
|
1.77K
$457K
|
|
|
May 13, 2022
Q1 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-90- 1.03% |
$11.5K - $15.2K
|
8.61K
$2.23M
|
|
|
May 04, 2022
Q1 2022
|
Manchester Financial Inc
|
SELL
|
- |
-90- 3.96% |
$11.5K - $15.2K
|
2.19K
$565K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-91- 3.04% |
$11.7K - $15.3K
|
2.9K
$751K
|
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-93- 0.66% |
$11.9K - $15.7K
|
14K
$3.62M
|
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-94- 3.43% |
$12.1K - $15.8K
|
2.65K
$686K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-94- 21.91% |
$12.1K - $15.8K
|
335
$86.7K
|
|
|
May 06, 2022
Q1 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-95- 1.77% |
$12.2K - $16K
|
5.27K
$1.36M
|
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-96- 1.17% |
$12.3K - $16.2K
|
8.12K
$2.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-96- 3.82% |
$12.3K - $16.2K
|
2.42K
$626K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-96- 10.23% |
$12.3K - $16.2K
|
842
$218K
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-98- 0.98% |
$12.6K - $16.5K
|
9.94K
$2.57M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-98- 0.07% |
$12.6K - $16.5K
|
132K
$34.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 5.56% |
$12.8K - $16.8K
|
1.7K
$440K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 3.87% |
$12.8K - $16.8K
|
2.49K
$644K
|
|
|
May 09, 2022
Q1 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.75% |
$12.8K - $16.8K
|
13.3K
$3.44M
|