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
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-296- 11.5% |
$38K - $49.9K
|
2.28K
$590K
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-296- 0.57% |
$38K - $49.9K
|
51.4K
$13.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-299- 14.14% |
$38.4K - $50.4K
|
1.82K
$470K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-299- 0.72% |
$38.4K - $50.4K
|
41.3K
$10.7M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-299- 1.3% |
$38.4K - $50.4K
|
22.6K
$5.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Gouws Capital LLC
|
SELL
|
- |
-300- 11.88% |
$38.5K - $50.5K
|
2.23K
$576K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-300- 0.33% |
$38.5K - $50.5K
|
89.5K
$23.2M
|
|
|
May 13, 2022
Q1 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-300- 1.26% |
$38.5K - $50.5K
|
23.6K
$6.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-300- 5.36% |
$38.5K - $50.5K
|
5.3K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-301- 2.74% |
$38.6K - $50.7K
|
10.7K
$2.77M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-308- 5.7% |
$39.5K - $51.9K
|
5.1K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-309- 6.54% |
$39.6K - $52K
|
4.41K
$1.14M
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-311- 9.83% |
$39.9K - $52.4K
|
2.85K
$739K
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-314- 0.32% |
$40.3K - $52.9K
|
99.1K
$25.6M
|
|
|
May 11, 2022
Q1 2022
|
Cheviot Value Management, LLC
|
SELL
|
- |
-315- 3.54% |
$40.4K - $53.1K
|
8.59K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-319- 0.89% |
$40.9K - $53.7K
|
35.6K
$9.22M
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-320- 0.58% |
$41.1K - $53.9K
|
54.6K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-322- 9.05% |
$41.3K - $54.2K
|
3.24K
$837K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-322- 3.91% |
$41.3K - $54.2K
|
7.92K
$2.05M
|
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-325- 4.25% |
$41.7K - $54.7K
|
7.32K
$1.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-325- 1.53% |
$41.7K - $54.7K
|
20.9K
$5.42M
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-325- 5.36% |
$41.7K - $54.7K
|
5.74K
$1.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-326- 5.25% |
$41.8K - $54.9K
|
5.89K
$1.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-331- 8.38% |
$42.5K - $55.8K
|
3.62K
$937K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-332- 10.16% |
$42.6K - $55.9K
|
2.94K
$760K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-332- 2.64% |
$42.6K - $55.9K
|
12.3K
$3.17M
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-332- 5.06% |
$42.6K - $55.9K
|
6.23K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-333- 3.69% |
$42.7K - $56.1K
|
8.7K
$2.25M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-334- 0.34% |
$42.9K - $56.3K
|
96.5K
$25M
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-336- 2.2% |
$43.1K - $56.6K
|
14.9K
$3.86M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-336- 1.9% |
$43.1K - $56.6K
|
17.3K
$4.49M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-338- 0.26% |
$43.4K - $56.9K
|
128K
$33M
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-338- 7.54% |
$43.4K - $56.9K
|
4.14K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-342- 7.3% |
$43.9K - $57.6K
|
4.34K
$1.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Orca Investment Management, LLC
|
SELL
|
- |
-344- 3.99% |
$44.1K - $57.9K
|
8.28K
$2.14M
|
|
|
May 06, 2022
Q1 2022
|
Dillon & Associates Inc
|
SELL
|
- |
-345- 1.82% |
$44.3K - $58.1K
|
18.6K
$4.81M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-346Closed |
$44.4K - $58.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-350- 5.82% |
$44.9K - $59K
|
5.66K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-350- 2.99% |
$44.9K - $59K
|
11.4K
$2.94M
|
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-352- 2.74% |
$45.2K - $59.3K
|
12.5K
$3.24M
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-352- 5.7% |
$45.2K - $59.3K
|
5.82K
$1.51M
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-357- 5.41% |
$45.8K - $60.1K
|
6.24K
$1.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-357- 4.72% |
$45.8K - $60.1K
|
7.21K
$1.87M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-358- 3.1% |
$45.9K - $60.3K
|
11.2K
$2.89M
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-361- 1.8% |
$46.3K - $60.8K
|
19.7K
$5.11M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-362- 11.0% |
$46.4K - $61K
|
2.93K
$758K
|
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-362- 8.21% |
$46.4K - $61K
|
4.05K
$1.05M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
SELL
|
- |
-367- 4.32% |
$47.1K - $61.8K
|
8.14K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-368- 2.1% |
$47.2K - $62K
|
17.1K
$4.44M
|
|
|
May 16, 2022
Q1 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-372- 1.67% |
$47.7K - $62.7K
|
21.9K
$5.67M
|