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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
New Century Advisors, LLC
|
SELL
|
- |
-10.8K- 56.55% |
$1.39M - $1.82M
|
8.31K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.9K- 3.59% |
$1.4M - $1.83M
|
292K
$75.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-10.9K- 13.6% |
$1.4M - $1.84M
|
69.4K
$17.9M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-11K- 12.99% |
$1.41M - $1.85M
|
73.5K
$18.9M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-11K- 4.83% |
$1.41M - $1.85M
|
217K
$55.9M
|
|
|
May 16, 2022
Q1 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-11K- 2.72% |
$1.41M - $1.86M
|
394K
$101M
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-11.1K- 82.99% |
$1.42M - $1.87M
|
2.27K
$585K
|
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-11.3K- 68.51% |
$1.45M - $1.91M
|
5.21K
$1.34M
|
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
SELL
|
- |
-11.4K- 4.62% |
$1.47M - $1.92M
|
236K
$60.7M
|
|
|
May 17, 2022
Q1 2022
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-11.7KClosed |
$1.5M - $1.97M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-11.7KClosed |
$1.5M - $1.97M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-11.8K- 5.63% |
$1.51M - $1.98M
|
197K
$50.8M
|
|
|
May 13, 2022
Q1 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-11.9KClosed |
$1.52M - $2M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-11.9K- 6.25% |
$1.53M - $2.01M
|
179K
$46M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.9K- 6.09% |
$1.53M - $2.01M
|
184K
$47.4M
|
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-12K- 57.56% |
$1.54M - $2.02M
|
8.86K
$2.28M
|
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-12.1K- 53.29% |
$1.55M - $2.04M
|
10.6K
$2.73M
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-12.2K- 11.96% |
$1.57M - $2.06M
|
89.9K
$23.2M
|
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-12.2K- 8.34% |
$1.57M - $2.06M
|
135K
$34.6M
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-12.3K- 28.57% |
$1.58M - $2.07M
|
30.8K
$7.92M
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-12.6K- 15.45% |
$1.62M - $2.12M
|
68.9K
$17.7M
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-12.6K- 42.58% |
$1.62M - $2.13M
|
17K
$4.38M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-12.7KClosed |
$1.63M - $2.14M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-12.8K- 18.03% |
$1.64M - $2.16M
|
58.2K
$15M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-13K- 20.09% |
$1.66M - $2.18M
|
51.5K
$13.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-13.3K- 19.25% |
$1.71M - $2.24M
|
55.9K
$14.4M
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-13.4K- 37.57% |
$1.71M - $2.25M
|
22.2K
$5.72M
|
|
|
May 13, 2022
Q1 2022
|
Ossiam
Paris, I0 |
SELL
|
- |
-13.4K- 11.82% |
$1.72M - $2.26M
|
100K
$25.7M
|
|
|
May 06, 2022
Q1 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-13.4K- 14.11% |
$1.72M - $2.26M
|
81.7K
$21M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.5K- 29.23% |
$1.73M - $2.27M
|
32.6K
$8.39M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.6K- 1.98% |
$1.74M - $2.29M
|
672K
$173M
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-13.7K- 0.04% |
$1.76M - $2.32M
|
33.4M
$8.59B
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-13.8K- 28.9% |
$1.78M - $2.33M
|
34.1K
$8.77M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-14K- 3.85% |
$1.8M - $2.36M
|
350K
$90M
|
|
|
May 26, 2022
Q1 2022
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-14.4K- 20.72% |
$1.84M - $2.42M
|
54.9K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-14.5K- 1.34% |
$1.85M - $2.43M
|
1.06M
$273M
|
|
|
Apr 29, 2022
Q1 2022
|
Hendley & CO Inc
|
SELL
|
- |
-14.7KClosed |
$1.88M - $2.47M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-14.7K- 42.6% |
$1.89M - $2.48M
|
19.8K
$5.1M
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-14.7K- 15.44% |
$1.89M - $2.48M
|
80.6K
$20.7M
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-14.7K- 3.19% |
$1.89M - $2.48M
|
446K
$115M
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-14.9K- 22.28% |
$1.92M - $2.52M
|
52.1K
$13.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-15.1K- 89.93% |
$1.94M - $2.54M
|
1.69K
$435K
|
|
|
Jul 22, 2022
Q1 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-15.2K- 3.06% |
$1.94M - $2.55M
|
479K
$123M
|
|
|
May 05, 2022
Q1 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-15.2K- 43.57% |
$1.95M - $2.56M
|
19.7K
$5.06M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.2K- 40.9% |
$1.95M - $2.56M
|
22K
$5.66M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15.6K- 7.66% |
$2M - $2.63M
|
188K
$48.5M
|
|
|
May 03, 2022
Q1 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-15.7K- 0.9% |
$2.01M - $2.64M
|
1.73M
$446M
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-15.8K- 6.23% |
$2.02M - $2.66M
|
237K
$61.1M
|
|
|
May 05, 2022
Q1 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-15.8KClosed |
$2.02M - $2.66M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-15.8K- 11.26% |
$2.03M - $2.66M
|
124K
$32M
|