Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.76K+ 6.05% |
$198K - $239K
|
30.7K
$7.96M
|
|
|
Aug 05, 2022
Q2 2022
|
Univest Financial Corp
|
BUY
|
- |
1.75K+ 4.21% |
$197K - $238K
|
43.3K
$11.2M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
1.75K+ 0.47% |
$197K - $238K
|
377K
$97.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.75K+ 3.07% |
$197K - $238K
|
58.8K
$15.2M
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
1.75K+ 17.61% |
$197K - $237K
|
11.7K
$3.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.74K+ 2.33% |
$196K - $237K
|
76.4K
$19.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.74K+ 16.29% |
$196K - $236K
|
12.4K
$3.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.74K+ 2.95% |
$196K - $236K
|
60.8K
$15.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.74KNew |
$196K - $236K
|
1.74K
$450K
|
|
|
Jul 20, 2022
Q2 2022
|
Lincoln Capital LLC
|
BUY
|
- |
1.74K+ 5.51% |
$195K - $236K
|
33.2K
$8.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.73K+ 55.05% |
$195K - $236K
|
4.88K
$1.26M
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
1.71K+ 8.21% |
$193K - $232K
|
22.5K
$5.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.71K+ 0.54% |
$192K - $232K
|
319K
$82.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.7K+ 39.43% |
$192K - $231K
|
6.02K
$1.56M
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.69K+ 3.7% |
$190K - $229K
|
47.2K
$12.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.68K+ 5.27% |
$190K - $229K
|
33.6K
$8.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.68K+ 5.6% |
$189K - $228K
|
31.6K
$8.19M
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.68K+ 14.4% |
$189K - $228K
|
13.3K
$3.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
1.68K+ 2.8% |
$189K - $228K
|
61.5K
$15.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.67K+ 5.11% |
$188K - $227K
|
34.4K
$8.9M
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.67K+ 20.66% |
$188K - $227K
|
9.76K
$2.53M
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.67K+ 0.78% |
$188K - $227K
|
216K
$55.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
1.67KNew |
$188K - $227K
|
1.67K
$432K
|
|
|
Jul 19, 2022
Q2 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 7.95% |
$188K - $227K
|
22.7K
$5.87M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
1.67K+ 60.18% |
$188K - $227K
|
4.45K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.67K+ 10.45% |
$187K - $226K
|
17.6K
$4.56M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
1.66K+ 4.68% |
$187K - $226K
|
37.2K
$9.63M
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
1.66K+ 2.17% |
$187K - $226K
|
78.3K
$20.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.65K+ 2.76% |
$185K - $224K
|
61.3K
$15.9M
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
1.64K+ 5.06% |
$185K - $223K
|
34.1K
$8.82M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.64K+ 9.77% |
$184K - $223K
|
18.4K
$4.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.63K+ 28.13% |
$184K - $222K
|
7.44K
$1.93M
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.63K+ 6.56% |
$184K - $222K
|
26.5K
$6.87M
|
|
|
Sep 30, 2022
Q2 2022
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.63K+ 15.33% |
$184K - $222K
|
12.3K
$3.18M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.63K+ 0.27% |
$183K - $221K
|
614K
$159M
|
|
|
Aug 11, 2022
Q2 2022
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 41.24% |
$182K - $219K
|
5.53K
$1.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.61K+ 5.22% |
$182K - $219K
|
32.5K
$8.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 22.58% |
$182K - $219K
|
8.76K
$2.27M
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
1.61K+ 3.36% |
$181K - $218K
|
49.4K
$12.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
1.6K+ 21.33% |
$180K - $217K
|
9.1K
$2.35M
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 15.97% |
$179K - $216K
|
11.5K
$2.99M
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.56K+ 9.58% |
$176K - $212K
|
17.9K
$4.62M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.56K+ 3.18% |
$176K - $212K
|
50.6K
$13.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
1.56K+ 11.25% |
$176K - $212K
|
15.4K
$4M
|
|
|
Jul 18, 2022
Q2 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.56K+ 22.09% |
$175K - $212K
|
8.61K
$2.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.55K+ 17.74% |
$175K - $211K
|
10.3K
$2.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
1.54K+ 15.5% |
$174K - $210K
|
11.5K
$2.97M
|
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.54K+ 23.45% |
$174K - $210K
|
8.12K
$2.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Bfsg, LLC
|
BUY
|
- |
1.53K+ 6.02% |
$173K - $208K
|
27K
$6.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.53K+ 4.97% |
$173K - $208K
|
32.4K
$8.39M
|