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 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-151- 0.22% |
$19.4K - $25.4K
|
67.6K
$17.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-153- 2.11% |
$19.6K - $25.8K
|
7.11K
$1.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-153- 1.03% |
$19.6K - $25.8K
|
14.7K
$3.79M
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-153- 2.17% |
$19.6K - $25.8K
|
6.91K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-155- 0.64% |
$19.9K - $26.1K
|
23.9K
$6.19M
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-158- 0.47% |
$20.3K - $26.6K
|
33.2K
$8.6M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-159- 1.61% |
$20.4K - $26.8K
|
9.71K
$2.51M
|
|
|
May 10, 2022
Q1 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-159- 7.93% |
$20.4K - $26.8K
|
1.85K
$477K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-162- 22.04% |
$20.8K - $27.3K
|
573
$148K
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
SELL
|
- |
-166- 0.29% |
$21.3K - $28K
|
56.3K
$14.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Lipe & Dalton
|
SELL
|
- |
-170- 8.95% |
$21.8K - $28.6K
|
1.73K
$448K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-170- 0.94% |
$21.8K - $28.6K
|
17.9K
$4.63M
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-171- 0.97% |
$21.9K - $28.8K
|
17.5K
$4.52M
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-171- 0.47% |
$21.9K - $28.8K
|
36.2K
$9.37M
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-171- 5.04% |
$21.9K - $28.8K
|
3.22K
$833K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-172- 0.62% |
$22.1K - $29K
|
27.6K
$7.15M
|
|
|
May 04, 2022
Q1 2022
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-172- 5.71% |
$22.1K - $29K
|
2.84K
$735K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 0.86% |
$22.2K - $29.1K
|
19.9K
$5.15M
|
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-174- 1.3% |
$22.3K - $29.3K
|
13.2K
$3.42M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-175- 14.89% |
$22.5K - $29.5K
|
1K
$259K
|
|
|
May 16, 2022
Q1 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-176- 0.15% |
$22.6K - $29.6K
|
116K
$30M
|
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-177- 0.99% |
$22.7K - $29.8K
|
17.6K
$4.56M
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-177- 3.98% |
$22.7K - $29.8K
|
4.27K
$1.1M
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-179- 3.55% |
$23K - $30.2K
|
4.86K
$1.26M
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-182- 0.73% |
$23.4K - $30.7K
|
24.6K
$6.37M
|
|
|
May 09, 2022
Q1 2022
|
Forbes J M & CO LLP
|
SELL
|
- |
-183- 0.15% |
$23.5K - $30.8K
|
126K
$32.6M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-184- 1.55% |
$23.6K - $31K
|
11.7K
$3.02M
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-185- 0.73% |
$23.7K - $31.2K
|
25.2K
$6.53M
|
|
|
Apr 18, 2022
Q1 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-186- 0.27% |
$23.9K - $31.3K
|
69.9K
$18.1M
|
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-191- 6.66% |
$24.5K - $32.2K
|
2.68K
$693K
|
|
|
May 05, 2022
Q1 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-191- 8.49% |
$24.5K - $32.2K
|
2.06K
$533K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-192- 1.7% |
$24.6K - $32.3K
|
11.1K
$2.86M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-193- 2.03% |
$24.8K - $32.5K
|
9.33K
$2.41M
|
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
SELL
|
- |
-194- 9.36% |
$24.9K - $32.7K
|
1.88K
$486K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-195- 0.5% |
$25K - $32.8K
|
38.4K
$9.95M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-195- 8.13% |
$25K - $32.8K
|
2.2K
$570K
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-196- 4.44% |
$25.1K - $33K
|
4.21K
$1.09M
|
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-196- 6.24% |
$25.1K - $33K
|
2.95K
$762K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-200- 0.86% |
$25.7K - $33.7K
|
23K
$5.96M
|
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-200- 14.81% |
$25.7K - $33.7K
|
1.15K
$298K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.39% |
$25.7K - $33.7K
|
14.2K
$3.67M
|
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-200- 6.57% |
$25.7K - $33.7K
|
2.84K
$735K
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.78% |
$25.7K - $33.7K
|
25.5K
$6.6M
|
|
|
May 10, 2022
Q1 2022
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-200- 3.15% |
$25.7K - $33.7K
|
6.15K
$1.59M
|
|
|
May 12, 2022
Q1 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-200- 3.24% |
$25.7K - $33.7K
|
5.98K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-200- 1.59% |
$25.7K - $33.7K
|
12.4K
$3.2M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-200- 2.73% |
$25.7K - $33.7K
|
7.12K
$1.84M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-200- 13.0% |
$25.7K - $33.7K
|
1.34K
$347K
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-201- 5.89% |
$25.8K - $33.9K
|
3.21K
$831K
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-202- 9.8% |
$25.9K - $34K
|
1.86K
$481K
|