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 16, 2022
Q1 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-588- 0.75% |
$75.4K - $99K
|
78K
$20.2M
|
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-589- 15.59% |
$75.6K - $99.2K
|
3.19K
$826K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-591- 3.26% |
$75.8K - $99.5K
|
17.5K
$4.54M
|
|
|
Feb 27, 2023
Q1 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-592- 0.49% |
$76K - $99.7K
|
120K
$30.9M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-598- 3.29% |
$76.7K - $101K
|
17.6K
$4.55M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-600- 11.8% |
$77K - $101K
|
4.49K
$1.16M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-600- 28.24% |
$77K - $101K
|
1.53K
$395K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-600- 12.64% |
$77K - $101K
|
4.15K
$1.07M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-601- 2.71% |
$77.1K - $101K
|
21.6K
$5.58M
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-602- 9.48% |
$77.2K - $101K
|
5.75K
$1.49M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-603- 15.18% |
$77.4K - $102K
|
3.37K
$872K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-606- 1.29% |
$77.7K - $102K
|
46.3K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-610- 0.79% |
$78.3K - $103K
|
76.2K
$19.7M
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-611- 2.64% |
$78.4K - $103K
|
22.5K
$5.83M
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-615- 4.76% |
$78.9K - $104K
|
12.3K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-617- 49.36% |
$79.2K - $104K
|
633
$164K
|
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
SELL
|
- |
-619- 1.28% |
$79.4K - $104K
|
47.7K
$12.4M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-624- 10.29% |
$80.1K - $105K
|
5.44K
$1.41M
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-624- 0.74% |
$80.1K - $105K
|
84.2K
$21.8M
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-625- 12.29% |
$80.2K - $105K
|
4.46K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-625- 18.61% |
$80.2K - $105K
|
2.73K
$708K
|
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-629- 0.45% |
$80.7K - $106K
|
138K
$35.7M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-637- 41.07% |
$81.7K - $107K
|
914
$237K
|
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
SELL
|
- |
-643- 1.53% |
$82.5K - $108K
|
41.3K
$10.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-643- 7.59% |
$82.5K - $108K
|
7.83K
$2.03M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-652- 2.71% |
$83.7K - $110K
|
23.4K
$6.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-652- 2.65% |
$83.7K - $110K
|
24K
$6.2M
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-655- 0.77% |
$84K - $110K
|
84.9K
$22M
|
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-658- 7.41% |
$84.4K - $111K
|
8.22K
$2.13M
|
|
|
May 16, 2022
Q1 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-658- 0.31% |
$84.4K - $111K
|
211K
$54.6M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-660- 6.57% |
$84.7K - $111K
|
9.39K
$2.43M
|
|
|
May 16, 2022
Q1 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-665- 18.53% |
$85.3K - $112K
|
2.92K
$757K
|
|
|
May 06, 2022
Q1 2022
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-666- 8.18% |
$85.4K - $112K
|
7.48K
$1.93M
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-667- 6.63% |
$85.6K - $112K
|
9.4K
$2.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-673- 14.29% |
$86.3K - $113K
|
4.04K
$1.04M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-674- 8.88% |
$86.5K - $114K
|
6.92K
$1.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-675- 2.22% |
$86.6K - $114K
|
29.7K
$7.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-686- 22.94% |
$88K - $116K
|
2.31K
$597K
|
|
|
May 18, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-688- 0.17% |
$88.3K - $116K
|
407K
$105M
|
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-691- 5.68% |
$88.7K - $116K
|
11.5K
$2.97M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-697- 4.35% |
$89.4K - $117K
|
15.3K
$3.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-698Closed |
$89.6K - $118K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-699- 0.81% |
$89.7K - $118K
|
85.5K
$22.1M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-700- 2.0% |
$89.8K - $118K
|
34.3K
$8.88M
|
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-700- 2.17% |
$89.8K - $118K
|
31.5K
$8.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-707- 5.1% |
$90.7K - $119K
|
13.2K
$3.41M
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-711- 25.3% |
$91.2K - $120K
|
2.1K
$543K
|
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-711- 4.14% |
$91.2K - $120K
|
16.5K
$4.26M
|
|
|
Apr 21, 2022
Q1 2022
|
David J Yvars Group
|
SELL
|
- |
-715- 21.97% |
$91.7K - $120K
|
2.54K
$657K
|
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-717- 20.47% |
$92K - $121K
|
2.79K
$721K
|