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 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
311+ 1.78% |
$35K - $42.3K
|
17.8K
$4.59M
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
310+ 2.74% |
$34.9K - $42.1K
|
11.6K
$3.01M
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
310+ 0.59% |
$34.9K - $42.1K
|
53.1K
$13.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
307+ 4.69% |
$34.6K - $41.7K
|
6.86K
$1.77M
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
306+ 5.19% |
$34.5K - $41.6K
|
6.2K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
304+ 1.12% |
$34.2K - $41.3K
|
27.4K
$7.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
303+ 0.3% |
$34.1K - $41.2K
|
103K
$26.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
302+ 0.54% |
$34K - $41K
|
56.5K
$14.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
302+ 0.99% |
$34K - $41K
|
30.9K
$7.99M
|
|
|
Jul 27, 2022
Q2 2022
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
300+ 0.74% |
$33.8K - $40.8K
|
40.6K
$10.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
299+ 7.92% |
$33.7K - $40.6K
|
4.07K
$1.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
297+ 3.29% |
$33.4K - $40.4K
|
9.33K
$2.42M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
296+ 5.94% |
$33.3K - $40.2K
|
5.28K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
296+ 0.39% |
$33.3K - $40.2K
|
77.2K
$20M
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
BUY
|
- |
295+ 1.41% |
$33.2K - $40.1K
|
21.2K
$5.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
295+ 2.56% |
$33.2K - $40.1K
|
11.8K
$3.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Jsf Financial, LLC
|
BUY
|
- |
294+ 2.85% |
$33.1K - $40K
|
10.6K
$2.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
294+ 2.9% |
$33.1K - $40K
|
10.4K
$2.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
293+ 3.56% |
$33K - $39.8K
|
8.52K
$2.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
292+ 3.38% |
$32.9K - $39.7K
|
8.92K
$2.31M
|
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
290+ 2.01% |
$32.7K - $39.4K
|
14.7K
$3.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
289+ 4.16% |
$32.5K - $39.3K
|
7.24K
$1.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Tamar Securities, LLC
|
BUY
|
- |
289+ 11.52% |
$32.5K - $39.3K
|
2.8K
$724K
|
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
BUY
|
- |
288+ 2.02% |
$32.4K - $39.1K
|
14.5K
$3.76M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
288+ 4.36% |
$32.4K - $39.1K
|
6.89K
$1.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
287+ 3.2% |
$32.3K - $39K
|
9.27K
$2.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
286+ 6.63% |
$32.2K - $38.9K
|
4.6K
$1.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
285+ 3.55% |
$32.1K - $38.7K
|
8.3K
$2.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
285+ 3.6% |
$32.1K - $38.7K
|
8.19K
$2.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
283+ 18.62% |
$31.9K - $38.5K
|
1.8K
$467K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
283+ 7.89% |
$31.9K - $38.5K
|
3.87K
$1M
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
282+ 5.43% |
$31.8K - $38.3K
|
5.47K
$1.42M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
281+ 3.84% |
$31.6K - $38.2K
|
7.6K
$1.97M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
279+ 38.86% |
$31.4K - $37.9K
|
997
$258K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
278+ 19.32% |
$31.3K - $37.8K
|
1.72K
$444K
|
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
277+ 6.87% |
$31.2K - $37.6K
|
4.31K
$1.11M
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
276+ 15.16% |
$31.1K - $37.5K
|
2.1K
$542K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
276+ 9.42% |
$31.1K - $37.5K
|
3.21K
$829K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
275+ 16.56% |
$31K - $37.4K
|
1.94K
$501K
|
|
|
Aug 15, 2022
Q2 2022
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
275+ 1.26% |
$31K - $37.4K
|
22.2K
$5.74M
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
274+ 1.52% |
$30.9K - $37.2K
|
18.3K
$4.74M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Management CO
|
BUY
|
- |
274+ 0.83% |
$30.9K - $37.2K
|
33.3K
$8.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
273+ 0.61% |
$30.7K - $37.1K
|
45.2K
$11.7M
|
|
|
Jul 13, 2022
Q2 2022
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
272+ 2.26% |
$30.6K - $37K
|
12.3K
$3.18M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
271+ 7.18% |
$30.5K - $36.8K
|
4.05K
$1.05M
|
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
268+ 1.26% |
$30.2K - $36.4K
|
21.5K
$5.55M
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
268+ 0.49% |
$30.2K - $36.4K
|
55.5K
$14.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
267+ 284.04% |
$30.1K - $36.3K
|
361
$93.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Heartland Bank & Trust CO
|
BUY
|
- |
266+ 2.12% |
$30K - $36.2K
|
12.8K
$3.31M
|
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
266+ 9.46% |
$30K - $36.2K
|
3.08K
$797K
|