Purchases and Sales Made in Q1 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Disciplined Growth Investors Inc

Minneapolis, MN
SELL
 -
-1.61K
Closed
$207K - $271K
0 $0
Apr 20, 2022 Q1 2022
Camelot Portfolios, LLC

SELL
 -
-1.64K
Closed
$210K - $275K
0 $0
May 16, 2022 Q1 2022
Algert Global LLC

San Francisco, CA
SELL
 -
-1.64K
Closed
$211K - $276K
0 $0
Apr 14, 2022 Q1 2022
Ritholtz Wealth Management

SELL
 -
-1.65K
- 4.88%
$211K - $278K
32.1K $8.31M
May 16, 2022 Q1 2022
Petrus Trust Company, Lta

Dallas, TX
SELL
 -
-1.65K
Closed
$212K - $278K
0 $0
May 11, 2022 Q1 2022
Lokken Investment Group LLC

SELL
 -
-1.66K
Closed
$212K - $279K
0 $0
Apr 25, 2022 Q1 2022
Dmg Group, LLC

Birmingham, AL
SELL
 -
-1.66K
- 18.44%
$212K - $279K
7.32K $1.89M
Apr 26, 2022 Q1 2022
Chartwell Investment Partners, LLC

SELL
 -
-1.67K
- 0.68%
$215K - $282K
246K $63.7M
May 17, 2022 Q1 2022
Meiji Yasuda Life Insurance CO

Tokyo, M0
SELL
 -
-1.68K
- 3.81%
$215K - $282K
42.3K $10.9M
May 04, 2022 Q1 2022
Hamilton Wealth, LLC

SELL
 -
-1.68K
Closed
$215K - $282K
0 $0
Apr 25, 2022 Q1 2022
Tufton Capital Management

SELL
 -
-1.69K
- 1.35%
$217K - $285K
123K $31.9M
May 13, 2022 Q1 2022
Caerus Investment Advisors, LLC

SELL
 -
-1.7K
Closed
$218K - $286K
0 $0
May 12, 2022 Q1 2022
Heron Financial Group, LLC

SELL
 -
-1.7K
- 12.88%
$218K - $286K
11.5K $2.98M
Apr 25, 2022 Q1 2022
Regions Financial Corp

SELL
 -
-1.71K
- 0.13%
$219K - $287K
1.36M $352M
May 13, 2022 Q1 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-1.75K
- 6.28%
$224K - $294K
26.1K $6.75M
May 16, 2022 Q1 2022
Ironvine Capital Partners, LLC

Omaha, NE
SELL
 -
-1.75K
- 1.36%
$224K - $294K
127K $32.8M
Apr 22, 2022 Q1 2022
Equitec Proprietary Markets, LLC

SELL
 -
-1.76K
Closed
$225K - $296K
0 $0
May 10, 2022 Q1 2022
Lebenthal Global Advisors, LLC

SELL
 -
-1.76K
- 28.48%
$226K - $296K
4.42K $1.14M
May 13, 2022 Q1 2022
Insight Advisors, LLC

Newtown, PA
SELL
 -
-1.77K
- 25.09%
$227K - $298K
5.29K $1.37M
May 02, 2022 Q1 2022
Tandem Investment Advisors, Inc.

Charleston, SC
SELL
 -
-1.79K
- 46.24%
$229K - $301K
2.08K $537K
Apr 13, 2022 Q1 2022
Enterprise Bank & Trust CO

SELL
 -
-1.79K
- 6.1%
$230K - $302K
27.6K $7.14M
May 02, 2022 Q1 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-1.8K
- 5.71%
$231K - $303K
29.7K $7.69M
May 11, 2022 Q1 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-1.81K
- 0.48%
$232K - $305K
372K $96.2M
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-1.83K
- 7.96%
$235K - $309K
21.2K $5.48M
May 09, 2022 Q1 2022
Dixon Hubard Feinour & Brown Inc

SELL
 -
-1.84K
- 5.41%
$236K - $310K
32.2K $8.33M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-1.84K
- 12.19%
$236K - $310K
13.3K $3.43M
May 16, 2022 Q1 2022
Aristotle Atlantic Partners, LLC

New York, NY
SELL
 -
-1.84K
- 1.07%
$236K - $310K
170K $44M
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

SELL
 -
-1.85K
- 8.54%
$237K - $311K
19.8K $5.11M
May 12, 2022 Q1 2022
Hamilton Point Investment Advisors, LLC

SELL
 -
-1.85K
- 5.68%
$237K - $311K
30.7K $7.95M
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-1.85K
- 2.85%
$238K - $312K
63.1K $16.3M
Apr 22, 2022 Q1 2022
Asset Advisors Investment Management, LLC

SELL
 -
-1.86K
Closed
$239K - $313K
0 $0
Apr 26, 2022 Q1 2022
Mcmillion Capital Management Inc

SELL
 -
-1.86K
- 9.06%
$239K - $313K
18.7K $4.83M
Apr 19, 2022 Q1 2022
Secure Asset Management, LLC

SELL
 -
-1.87K
- 6.48%
$240K - $314K
26.9K $6.97M
May 09, 2022 Q1 2022
Ulland Investment Advisors, LLC

SELL
 -
-1.87K
- 61.45%
$240K - $315K
1.17K $304K
Apr 21, 2022 Q1 2022
J2 Capital Management Inc

SELL
 -
-1.89K
- 43.36%
$242K - $318K
2.46K $637K
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-1.9K
- 0.83%
$244K - $321K
227K $58.7M
Apr 27, 2022 Q1 2022
Winning Points Advisors, LLC

Boca Raton, FL
SELL
 -
-1.91K
- 6.22%
$245K - $322K
28.8K $7.45M
May 13, 2022 Q1 2022
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-1.91K
- 9.58%
$245K - $322K
18K $4.66M
May 09, 2022 Q1 2022
Badgley Phelps Wealth Managers, LLC

SELL
 -
-1.92K
- 0.63%
$246K - $323K
300K $77.6M
May 09, 2022 Q1 2022
Schulhoff & CO Inc

SELL
 -
-1.92K
- 3.73%
$246K - $323K
49.5K $12.8M
May 11, 2022 Q1 2022
Reynders Mc Veigh Capital Management, LLC

SELL
 -
-1.92K
- 22.42%
$246K - $323K
6.64K $1.72M
May 13, 2022 Q1 2022
Estabrook Capital Management

New York, NY
SELL
 -
-1.92K
- 0.93%
$246K - $324K
204K $52.9M
May 13, 2022 Q1 2022
Financial Gravity Asset Management, Inc.

SELL
 -
-1.94K
- 36.06%
$249K - $326K
3.44K $889K
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.94K
- 9.81%
$249K - $327K
17.8K $4.61M
Apr 27, 2022 Q1 2022
Blodgett Wealth Advisors, LLC

SELL
 -
-1.95K
- 11.3%
$250K - $328K
15.3K $3.96M
May 06, 2022 Q1 2022
Auxano Advisors, LLC

SELL
 -
-1.95K
- 17.18%
$250K - $328K
9.39K $2.43M
May 13, 2022 Q1 2022
Court Place Advisors, LLC

Ellicott City, MD
SELL
 -
-1.95K
- 9.08%
$250K - $328K
19.5K $5.06M
May 11, 2022 Q1 2022
Taylor Wealth Management Partners

Boston, MA
SELL
 -
-1.95K
- 2.91%
$251K - $329K
65.2K $16.9M
Apr 22, 2022 Q1 2022
Hapanowicz & Associates Financial Services, Inc

SELL
 -
-1.96K
Closed
$252K - $330K
0 $0

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