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
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 10.15% |
$428K - $562K
|
29.5K
$7.6M
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-3.35K- 10.98% |
$429K - $563K
|
27.1K
$6.98M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.36K- 2.0% |
$431K - $566K
|
165K
$42.4M
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.37KClosed |
$433K - $568K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-3.38K- 53.27% |
$433K - $569K
|
2.96K
$762K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-3.43K- 2.74% |
$440K - $577K
|
122K
$31.3M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.44K- 4.82% |
$441K - $579K
|
67.9K
$17.5M
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.44KClosed |
$441K - $579K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-3.54K- 76.63% |
$454K - $596K
|
1.08K
$278K
|
|
May 12, 2022
Q1 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3.56KClosed |
$457K - $600K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.56KClosed |
$457K - $600K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Hosking Partners LLP
|
SELL
|
- |
-3.6K- 2.26% |
$461K - $606K
|
155K
$40M
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-3.6KClosed |
$462K - $606K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.64KClosed |
$467K - $613K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-3.73KClosed |
$478K - $628K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-3.76K- 2.15% |
$483K - $634K
|
171K
$44.1M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-3.78K- 0.89% |
$485K - $637K
|
420K
$108M
|
|
May 16, 2022
Q1 2022
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-3.8K- 9.52% |
$488K - $640K
|
36.1K
$9.29M
|
|
May 12, 2022
Q1 2022
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.8K- 0.89% |
$488K - $640K
|
421K
$108M
|
|
Apr 14, 2022
Q1 2022
|
Xr Securities LLC
|
SELL
|
- |
-3.81KClosed |
$489K - $642K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.84K- 51.43% |
$493K - $647K
|
3.63K
$934K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-3.85K- 31.14% |
$493K - $648K
|
8.51K
$2.19M
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.85K- 67.64% |
$494K - $648K
|
1.84K
$474K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-3.88K- 24.91% |
$497K - $653K
|
11.7K
$3.01M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.9K- 4.5% |
$500K - $657K
|
82.7K
$21.3M
|
|
May 13, 2022
Q1 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-3.9KClosed |
$501K - $657K
|
0
$0
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-3.91K- 1.35% |
$502K - $658K
|
285K
$73.5M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-3.96K- 1.83% |
$508K - $667K
|
212K
$54.6M
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.97K- 1.98% |
$509K - $669K
|
197K
$50.6M
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
SELL
|
- |
-3.98K- 42.84% |
$510K - $670K
|
5.31K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.99KClosed |
$512K - $672K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-4KClosed |
$513K - $674K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-4.01K- 4.24% |
$514K - $675K
|
90.4K
$23.3M
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-4.03K- 25.81% |
$517K - $678K
|
11.6K
$2.98M
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-4.03K- 6.98% |
$517K - $679K
|
53.7K
$13.8M
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-4.04K- 27.25% |
$518K - $680K
|
10.8K
$2.77M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.05K- 12.45% |
$519K - $681K
|
28.4K
$7.32M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-4.05K- 0.81% |
$519K - $682K
|
495K
$127M
|
|
Apr 22, 2022
Q1 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4.06K- 1.95% |
$521K - $685K
|
205K
$52.7M
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4.1K- 25.23% |
$526K - $691K
|
12.2K
$3.13M
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4.11K- 7.64% |
$527K - $691K
|
49.6K
$12.8M
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.16K- 54.74% |
$534K - $701K
|
3.44K
$886K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.17K- 4.8% |
$535K - $702K
|
82.7K
$21.3M
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.17K- 31.86% |
$535K - $702K
|
8.92K
$2.29M
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-4.21KClosed |
$540K - $709K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Delta Capital Management LLC
|
SELL
|
- |
-4.23K- 13.18% |
$542K - $712K
|
27.8K
$7.16M
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-4.25K- 37.69% |
$545K - $715K
|
7.02K
$1.81M
|
|
May 04, 2022
Q1 2022
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-4.27K- 3.98% |
$547K - $719K
|
103K
$26.5M
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.28K- 36.55% |
$550K - $721K
|
7.44K
$1.91M
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-4.32K- 42.81% |
$554K - $727K
|
5.77K
$1.48M
|