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
Nov 18, 2022 Q1 2022
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-7.85K
- 18.52%
$1.01M - $1.32M
34.5K $8.88M
May 02, 2022 Q1 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-7.85K
- 7.44%
$1.01M - $1.32M
97.7K $25.2M
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

SELL
 -
-7.91K
- 9.88%
$1.01M - $1.33M
72.2K $18.6M
May 02, 2022 Q1 2022
Spc Financial, Inc.

SELL
 -
-7.93K
- 24.12%
$1.02M - $1.34M
24.9K $6.42M
Apr 11, 2022 Q1 2022
Karp Capital Management Corp

SELL
 -
-8.02K
- 17.94%
$1.03M - $1.35M
36.7K $9.44M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-8.05K
- 23.2%
$1.03M - $1.36M
26.7K $6.86M
May 13, 2022 Q1 2022
Uss Investment Management LTD

SELL
 -
-8.07K
- 1.07%
$1.03M - $1.36M
745K $192M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-8.11K
- 17.19%
$1.04M - $1.37M
39K $10M
Jun 06, 2022 Q1 2022
Cypress Asset Management Inc

Houston, TX
SELL
 -
-8.26K
- 11.08%
$1.06M - $1.39M
66.3K $17.1M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-8.4K
- 4.0%
$1.08M - $1.41M
201K $51.8M
May 16, 2022 Q1 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-8.55K
- 90.79%
$1.1M - $1.44M
867 $223K
May 16, 2022 Q1 2022
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-8.6K
- 26.99%
$1.1M - $1.45M
23.3K $5.99M
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-8.68K
- 66.44%
$1.11M - $1.46M
4.38K $1.13M
Apr 14, 2022 Q1 2022
Community Capital Management, LLC

SELL
 -
-8.7K
Closed
$1.12M - $1.47M
0 $0
Apr 07, 2022 Q1 2022
Acg Wealth

SELL
 -
-8.71K
- 25.69%
$1.12M - $1.47M
25.2K $6.49M
May 12, 2022 Q1 2022
Arjuna Capital

SELL
 -
-8.73K
- 17.4%
$1.12M - $1.47M
41.4K $10.7M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-8.77K
- 9.63%
$1.13M - $1.48M
82.3K $21.2M
Apr 27, 2022 Q1 2022
Mizuho Securities Usa LLC

SELL
 -
-8.78K
- 71.01%
$1.13M - $1.48M
3.58K $923K
May 03, 2022 Q1 2022
Cutter & CO Brokerage, Inc.

SELL
 -
-8.85K
Closed
$1.14M - $1.49M
0 $0
May 04, 2022 Q1 2022
Autumn Glory Partners, LLC

SELL
 -
-8.99K
- 49.18%
$1.15M - $1.51M
9.29K $2.39M
Apr 19, 2022 Q1 2022
Platte River Wealth Advisors, LLC

SELL
 -
-8.99K
- 39.18%
$1.15M - $1.51M
14K $3.59M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-9.02K
- 2.21%
$1.16M - $1.52M
399K $103M
May 16, 2022 Q1 2022
Capital Markets Trading Uk LLP

London, X0
SELL
 -
-9.05K
Closed
$1.16M - $1.52M
0 $0
May 16, 2022 Q1 2022
Cowen And Company, LLC

SELL
 -
-9.18K
Closed
$1.18M - $1.55M
0 $0
May 12, 2022 Q1 2022
Ns Partners LTD

SELL
 -
-9.2K
- 3.83%
$1.18M - $1.55M
231K $59.4M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-9.21K
- 95.49%
$1.18M - $1.55M
435 $112K
Aug 05, 2022 Q1 2022
Royal Harbor Partners, LLC

SELL
 -
-9.23K
Closed
$1.18M - $1.55M
0 $0
May 09, 2022 Q1 2022
Sentry Investment Management LLC

SELL
 -
-9.33K
- 28.46%
$1.2M - $1.57M
23.4K $6.03M
May 04, 2022 Q1 2022
Banque Pictet & Cie Sa

SELL
 -
-9.33K
- 5.97%
$1.2M - $1.57M
147K $37.8M
May 06, 2022 Q1 2022
Helios Capital Management Pte. LTD

SELL
 -
-9.42K
Closed
$1.21M - $1.59M
0 $0
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-9.55K
- 23.31%
$1.22M - $1.61M
31.4K $8.08M
May 13, 2022 Q1 2022
Utah Retirement Systems

Salt Lake City, UT
SELL
 -
-9.6K
- 1.8%
$1.23M - $1.62M
524K $135M
May 10, 2022 Q1 2022
Profund Advisors LLC

SELL
 -
-9.67K
- 10.52%
$1.24M - $1.63M
82.2K $21.2M
Apr 15, 2022 Q1 2022
York Bridge Wealth Partners, LLC

SELL
 -
-9.9K
- 27.35%
$1.27M - $1.67M
26.3K $6.77M
May 13, 2022 Q1 2022
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny
SELL
 -
-9.98K
- 2.39%
$1.28M - $1.68M
408K $105M
May 16, 2022 Q1 2022
Francis Chou Chou Associates Management Inc. | Toronto, A6
SELL
 -
-10K
- 29.18%
$1.28M - $1.68M
24.3K $6.25M
Apr 18, 2022 Q1 2022
Colton Groome Financial Advisors, LLC

SELL
 -
-10K
Closed
$1.28M - $1.69M
0 $0
Apr 21, 2022 Q1 2022
Simmons Bank

SELL
 -
-10K
- 11.56%
$1.28M - $1.69M
76.6K $19.7M
Apr 25, 2022 Q1 2022
Center Star Asset Management, LLC

SELL
 -
-10.2K
- 75.38%
$1.31M - $1.72M
3.33K $857K
May 10, 2022 Q1 2022
Terril Brothers, Inc.

SELL
 -
-10.3K
- 42.48%
$1.32M - $1.73M
13.9K $3.57M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

SELL
 -
-10.4K
- 2.69%
$1.33M - $1.75M
376K $96.9M
May 05, 2022 Q1 2022
Washington Trust Advisors, Inc.

SELL
 -
-10.4K
- 21.89%
$1.34M - $1.76M
37.2K $9.57M
May 16, 2022 Q1 2022
Hbk Investments L P

Dallas, TX
SELL
 -
-10.5K
- 48.44%
$1.34M - $1.77M
11.2K $2.87M
May 16, 2022 Q1 2022
Csm Advisors, LLC

Pittsburgh, PA
SELL
 -
-10.5K
- 8.85%
$1.34M - $1.77M
108K $27.8M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-10.5K
- 9.43%
$1.35M - $1.77M
101K $26M
May 02, 2022 Q1 2022
Davenport & CO LLC

SELL
 -
-10.6K
- 0.85%
$1.36M - $1.78M
1.24M $319M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-10.6K
- 0.23%
$1.36M - $1.78M
4.51M $1.16B
Apr 01, 2022 Q1 2022
New Mexico Educational Retirement Board

SELL
 -
-10.7K
- 5.86%
$1.37M - $1.8M
172K $44.2M
May 10, 2022 Q1 2022
Fluent Financial, LLC

SELL
 -
-10.8K
- 21.13%
$1.38M - $1.81M
40.2K $10.3M

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