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 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
452+ 18.4% |
$50.9K - $61.4K
|
2.91K
$753K
|
|
|
Jul 20, 2022
Q2 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
451+ 6.73% |
$50.8K - $61.3K
|
7.16K
$1.85M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
450+ 1.24% |
$50.7K - $61.2K
|
36.7K
$9.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
448+ 2.2% |
$50.4K - $60.9K
|
20.8K
$5.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
447+ 4.32% |
$50.3K - $60.8K
|
10.8K
$2.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
447+ 0.94% |
$50.3K - $60.8K
|
47.9K
$12.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
446+ 13.64% |
$50.2K - $60.6K
|
3.72K
$961K
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
442+ 3.76% |
$49.8K - $60.1K
|
12.2K
$3.16M
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
441+ 5.85% |
$49.7K - $59.9K
|
7.98K
$2.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
440+ 0.98% |
$49.5K - $59.8K
|
45.4K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
440+ 5.24% |
$49.5K - $59.8K
|
8.83K
$2.29M
|
|
|
Aug 03, 2022
Q2 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
439+ 2.18% |
$49.4K - $59.7K
|
20.6K
$5.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
439+ 0.61% |
$49.4K - $59.7K
|
72.4K
$18.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
438+ 3.5% |
$49.3K - $59.5K
|
13K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
437+ 4.69% |
$49.2K - $59.4K
|
9.75K
$2.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
437+ 0.31% |
$49.2K - $59.4K
|
140K
$36.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
432+ 6.29% |
$48.6K - $58.7K
|
7.3K
$1.89M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
431+ 3.64% |
$48.5K - $58.6K
|
12.3K
$3.17M
|
|
|
Aug 08, 2022
Q2 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
431+ 2.35% |
$48.5K - $58.6K
|
18.7K
$4.85M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
429+ 1.62% |
$48.3K - $58.3K
|
26.9K
$6.97M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
427+ 1.04% |
$48.1K - $58K
|
41.7K
$10.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
424+ 4.35% |
$47.7K - $57.6K
|
10.2K
$2.63M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
424+ 2.52% |
$47.7K - $57.6K
|
17.2K
$4.46M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
422+ 7.91% |
$47.5K - $57.4K
|
5.76K
$1.49M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
421+ 44.64% |
$47.4K - $57.2K
|
1.36K
$353K
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
421+ 1.37% |
$47.4K - $57.2K
|
31.2K
$8.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
420+ 1.58% |
$47.3K - $57.1K
|
27.1K
$7.01M
|
|
|
Jul 13, 2022
Q2 2022
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
417+ 1.0% |
$47K - $56.7K
|
42.2K
$10.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 16.47% |
$47K - $56.7K
|
2.95K
$763K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
411+ 9.39% |
$46.3K - $55.9K
|
4.79K
$1.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
407+ 3.69% |
$45.8K - $55.3K
|
11.4K
$2.96M
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
406+ 6.32% |
$45.7K - $55.2K
|
6.83K
$1.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
406+ 1.61% |
$45.7K - $55.2K
|
25.6K
$6.63M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
406+ 5.69% |
$45.7K - $55.2K
|
7.54K
$1.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
BUY
|
- |
405+ 0.87% |
$45.6K - $55K
|
47.2K
$12.2M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
405+ 56.33% |
$45.6K - $55K
|
1.12K
$291K
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
401+ 17.3% |
$45.2K - $54.5K
|
2.72K
$704K
|
|
|
Jul 19, 2022
Q2 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
400+ 0.08% |
$45K - $54.4K
|
486K
$126M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
400+ 0.08% |
$45K - $54.4K
|
486K
$126M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
400+ 6.97% |
$45K - $54.4K
|
6.14K
$1.59M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
400+ 40.0% |
$45K - $54.4K
|
1.4K
$362K
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
396+ 1.25% |
$44.6K - $53.8K
|
32.1K
$8.32M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
394+ 0.54% |
$44.4K - $53.5K
|
72.8K
$18.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
392+ 1.56% |
$44.1K - $53.3K
|
25.6K
$6.61M
|
|
|
Jul 06, 2022
Q2 2022
|
Somerset Trust CO
|
BUY
|
- |
391+ 0.95% |
$44K - $53.1K
|
41.7K
$10.8M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
391+ 1.98% |
$44K - $53.1K
|
20.1K
$5.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
391+ 19.92% |
$44K - $53.1K
|
2.35K
$609K
|
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
BUY
|
- |
389+ 0.84% |
$43.8K - $52.9K
|
46.8K
$12.1M
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
BUY
|
- |
386+ 0.55% |
$43.5K - $52.5K
|
70.8K
$18.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
BUY
|
- |
383+ 2.18% |
$43.1K - $52.1K
|
18K
$4.65M
|