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 10, 2022
Q1 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.93% |
$12.8K - $16.8K
|
10.6K
$2.75M
|
|
|
Apr 20, 2022
Q1 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-101- 1.4% |
$13K - $17K
|
7.11K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-101- 1.46% |
$13K - $17K
|
6.84K
$1.77M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-102- 5.19% |
$13.1K - $17.2K
|
1.86K
$482K
|
|
|
Apr 20, 2022
Q1 2022
|
Windward Capital Management CO
|
SELL
|
- |
-103- 0.2% |
$13.2K - $17.3K
|
52.4K
$13.6M
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-104- 0.03% |
$13.3K - $17.5K
|
300K
$77.6M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-104Closed |
$13.3K - $17.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-106- 0.4% |
$13.6K - $17.9K
|
26.3K
$6.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-107- 0.05% |
$13.7K - $18K
|
207K
$53.6M
|
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-108- 1.56% |
$13.9K - $18.2K
|
6.8K
$1.76M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-108- 1.66% |
$13.9K - $18.2K
|
6.4K
$1.66M
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-110- 4.3% |
$14.1K - $18.5K
|
2.45K
$633K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-110- 3.85% |
$14.1K - $18.5K
|
2.75K
$711K
|
|
|
May 05, 2022
Q1 2022
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-110- 0.02% |
$14.1K - $18.5K
|
485K
$126M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-113- 1.53% |
$14.5K - $19K
|
7.28K
$1.88M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-114- 1.53% |
$14.6K - $19.2K
|
7.32K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-114- 0.02% |
$14.6K - $19.2K
|
490K
$127M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116- 1.2% |
$14.9K - $19.5K
|
9.54K
$2.47M
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-116- 4.56% |
$14.9K - $19.5K
|
2.43K
$629K
|
|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-117- 1.79% |
$15K - $19.7K
|
6.41K
$1.66M
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-119- 6.66% |
$15.3K - $20K
|
1.67K
$432K
|
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-119- 2.22% |
$15.3K - $20K
|
5.24K
$1.36M
|
|
|
May 12, 2022
Q1 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-120- 0.11% |
$15.4K - $20.2K
|
112K
$28.9M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-121- 2.35% |
$15.5K - $20.4K
|
5.03K
$1.3M
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-121- 0.17% |
$15.5K - $20.4K
|
72.7K
$18.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-122- 0.27% |
$15.7K - $20.5K
|
45.6K
$11.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-124- 0.35% |
$15.9K - $20.9K
|
35K
$9.06M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-124- 0.77% |
$15.9K - $20.9K
|
15.9K
$4.12M
|
|
|
May 13, 2022
Q1 2022
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-124- 4.54% |
$15.9K - $20.9K
|
2.61K
$674K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-125- 0.66% |
$16K - $21.1K
|
18.7K
$4.83M
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
SELL
|
- |
-127- 6.66% |
$16.3K - $21.4K
|
1.78K
$461K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-128- 7.18% |
$16.4K - $21.6K
|
1.66K
$428K
|
|
|
May 13, 2022
Q1 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-128- 2.76% |
$16.4K - $21.6K
|
4.51K
$1.17M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-128- 6.93% |
$16.4K - $21.6K
|
1.72K
$445K
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
SELL
|
- |
-130- 1.54% |
$16.7K - $21.9K
|
8.32K
$2.15M
|
|
|
Apr 11, 2022
Q1 2022
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-132- 1.47% |
$16.9K - $22.2K
|
8.84K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-132- 2.26% |
$16.9K - $22.2K
|
5.72K
$1.48M
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-134- 1.14% |
$17.2K - $22.6K
|
11.6K
$3.01M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-136- 0.53% |
$17.4K - $22.9K
|
25.3K
$6.55M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-137- 2.16% |
$17.6K - $23.1K
|
6.19K
$1.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-138- 0.09% |
$17.7K - $23.2K
|
159K
$41.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-138- 0.09% |
$17.7K - $23.2K
|
160K
$41.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-138- 1.54% |
$17.7K - $23.2K
|
8.84K
$2.29M
|
|
|
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-140- 1.06% |
$18K - $23.6K
|
13.1K
$3.39M
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-143- 4.48% |
$18.3K - $24.1K
|
3.05K
$789K
|
|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
SELL
|
- |
-144- 0.4% |
$18.5K - $24.3K
|
36K
$9.32M
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-145- 0.84% |
$18.6K - $24.4K
|
17K
$4.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-150- 63.83% |
$19.2K - $25.3K
|
85
$22K
|
|
|
Apr 29, 2022
Q1 2022
|
Forte Capital LLC
|
SELL
|
- |
-150- 0.44% |
$19.2K - $25.3K
|
34.2K
$8.85M
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-150- 5.26% |
$19.2K - $25.3K
|
2.7K
$700K
|