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
Apr 27, 2022 Q1 2022
Vahanian & Associates Financial Planning Inc.

SELL
 -
-4.33K
Closed
$555K - $729K
0 $0
May 02, 2022 Q1 2022
Old North State Trust, LLC

Greensboro, NC
SELL
 -
-4.36K
- 99.91%
$559K - $734K
4 $1.03K
May 02, 2022 Q1 2022
Courier Capital LLC

SELL
 -
-4.43K
- 5.24%
$568K - $745K
80K $20.6M
May 10, 2022 Q1 2022
Old Second National Bank Of Aurora

SELL
 -
-4.48K
- 6.63%
$575K - $754K
63.1K $16.2M
Apr 29, 2022 Q1 2022
Primoris Wealth Advisors, LLC

SELL
 -
-4.49K
Closed
$576K - $757K
0 $0
May 16, 2022 Q1 2022
V Wealth Advisors LLC

SELL
 -
-4.5K
- 12.88%
$577K - $758K
30.4K $7.83M
May 10, 2022 Q1 2022
Saturna Capital Corp

Bellingham, WA
SELL
 -
-4.5K
- 70.3%
$577K - $758K
1.9K $489K
Apr 21, 2022 Q1 2022
Empowered Funds, LLC

SELL
 -
-4.51K
Closed
$578K - $759K
0 $0
May 13, 2022 Q1 2022
Easterly Investment Partners LLC

SELL
 -
-4.54K
- 3.23%
$583K - $765K
136K $35M
May 13, 2022 Q1 2022
Outlook Wealth Advisors, LLC

SELL
 -
-4.57K
- 73.71%
$586K - $769K
1.63K $419K
Apr 26, 2022 Q1 2022
Ieq Capital, LLC

SELL
 -
-4.64K
- 2.55%
$595K - $781K
177K $45.6M
Apr 29, 2022 Q1 2022
Vancity Investment Management LTD

Vancouver, A1
SELL
 -
-4.64K
- 3.1%
$596K - $782K
145K $37.4M
Apr 06, 2022 Q1 2022
Vigilare Wealth Management

SELL
 -
-4.68K
- 49.11%
$600K - $788K
4.85K $1.25M
Apr 29, 2022 Q1 2022
Del Sette Capital Management, LLC

SELL
 -
-4.73K
Closed
$606K - $796K
0 $0
Apr 18, 2022 Q1 2022
44 Wealth Management LLC

SELL
 -
-4.73K
- 32.3%
$607K - $797K
9.92K $2.55M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.74K
- 5.22%
$608K - $799K
86.1K $22.2M
Apr 22, 2022 Q1 2022
Harvey Capital Management Inc

SELL
 -
-4.83K
- 7.18%
$619K - $813K
62.3K $16M
May 06, 2022 Q1 2022
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-4.83K
- 10.05%
$620K - $814K
43.3K $11.1M
May 16, 2022 Q1 2022
Audent Global Asset Management, LLC

West Hollywood, CA
SELL
 -
-4.93K
- 16.37%
$632K - $830K
25.2K $6.48M
Jun 14, 2024 Q1 2022
Srn Advisors, LLC

Huntingdon Valley, PA
SELL
 -
-4.94K
- 16.27%
$634K - $832K
25.4K $6.54M
May 16, 2022 Q1 2022
Odey Holdings LTD

London, X0
SELL
 -
-4.94K
Closed
$634K - $832K
0 $0
May 03, 2022 Q1 2022
Geneva Partners, LLC

SELL
 -
-4.97K
Closed
$637K - $836K
0 $0
May 02, 2022 Q1 2022
Cfo4 Life Group, LLC

SELL
 -
-5.01K
- 45.09%
$642K - $843K
6.1K $1.57M
May 10, 2022 Q1 2022
Wambolt & Associates, LLC

SELL
 -
-5.1K
- 25.59%
$654K - $858K
14.8K $3.81M
Apr 22, 2022 Q1 2022
Western Financial Corporation

SELL
 -
-5.11K
- 71.94%
$655K - $860K
1.99K $512K
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-5.11K
- 16.82%
$656K - $861K
25.3K $6.51M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-5.19K
- 2.36%
$666K - $874K
215K $55.4M
May 11, 2022 Q1 2022
Black Swift Group, LLC

Boulder, CO
SELL
 -
-5.19K
Closed
$666K - $874K
0 $0
May 13, 2022 Q1 2022
Bridgefront Capital, LLC

Austin, TX
SELL
 -
-5.24K
- 64.17%
$672K - $882K
2.92K $753K
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

SELL
 -
-5.25K
- 4.78%
$673K - $883K
104K $26.9M
Apr 20, 2022 Q1 2022
Howard Financial Services, Ltd.

SELL
 -
-5.28K
- 60.21%
$678K - $890K
3.49K $899K
May 03, 2022 Q1 2022
Knowledge Leaders Capital, LLC

SELL
 -
-5.29K
Closed
$678K - $890K
0 $0
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

SELL
 -
-5.3K
- 8.0%
$680K - $893K
61K $15.7M
Apr 28, 2022 Q1 2022
Deka Bank Deutsche Girozentrale

SELL
 -
-5.33K
- 0.18%
$684K - $898K
3M $771M
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-5.35K
- 2.2%
$686K - $901K
238K $61.2M
May 02, 2022 Q1 2022
Hoertkorn Richard Charles

SELL
 -
-5.35K
- 7.46%
$686K - $901K
66.4K $17.1M
May 13, 2022 Q1 2022
Orleans Capital Management Corp

Mandeville, LA
SELL
 -
-5.42K
- 33.38%
$695K - $912K
10.8K $2.78M
May 10, 2022 Q1 2022
Fulcrum Asset Management LLP

London, X0
SELL
 -
-5.44K
- 32.18%
$698K - $917K
11.5K $2.95M
May 13, 2022 Q1 2022
Parkwood LLC

Cleveland, OH
SELL
 -
-5.48K
- 11.84%
$703K - $924K
40.8K $10.5M
May 13, 2022 Q1 2022
Chilton Investment CO Inc.

Stamford, CT
SELL
 -
-5.48K
- 30.36%
$704K - $924K
12.6K $3.24M
May 16, 2022 Q1 2022
Lombard Odier Asset Management (Switzerland) Sa

Petit Lancy, V8
SELL
 -
-5.51K
- 19.29%
$706K - $927K
23K $5.93M
May 12, 2022 Q1 2022
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-5.56K
- 17.51%
$713K - $936K
26.2K $6.74M
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-5.58K
- 2.41%
$716K - $940K
226K $58.2M
Apr 25, 2022 Q1 2022
Tarbox Family Office, Inc.

SELL
 -
-5.59K
- 76.66%
$717K - $941K
1.7K $438K
May 10, 2022 Q1 2022
Lazard Freres Gestion S.A.S.

SELL
 -
-5.6K
Closed
$718K - $943K
0 $0
May 03, 2022 Q1 2022
Harel Insurance Investments & Financial Services Ltd.

SELL
 -
-5.6K
- 0.98%
$719K - $944K
564K $145M
May 02, 2022 Q1 2022
Riverwater Partners LLC

SELL
 -
-5.66K
Closed
$726K - $954K
0 $0
Apr 26, 2022 Q1 2022
Hwg Holdings LP

Houston, TX
SELL
 -
-5.72K
- 37.46%
$733K - $963K
9.55K $2.46M
May 05, 2022 Q1 2022
Simon Quick Advisors, LLC

SELL
 -
-5.84K
- 49.66%
$749K - $983K
5.92K $1.52M

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