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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
263+ 1.96% |
$29.6K - $35.7K
|
13.7K
$3.53M
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
262+ 11.5% |
$29.5K - $35.6K
|
2.54K
$657K
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
262+ 15.89% |
$29.5K - $35.6K
|
1.91K
$495K
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
260+ 7.74% |
$29.3K - $35.3K
|
3.62K
$937K
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
260+ 12.82% |
$29.3K - $35.3K
|
2.29K
$592K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
256+ 5.26% |
$28.8K - $34.8K
|
5.12K
$1.32M
|
|
Jul 28, 2022
Q2 2022
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
252+ 4.57% |
$28.4K - $34.2K
|
5.76K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
250+ 13.62% |
$28.2K - $34K
|
2.09K
$540K
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
250+ 2.02% |
$28.2K - $34K
|
12.6K
$3.26M
|
|
Jan 11, 2023
Q2 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
249+ 3.32% |
$28K - $33.8K
|
7.75K
$2M
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
245+ 8.92% |
$27.6K - $33.3K
|
2.99K
$775K
|
|
Jul 26, 2022
Q2 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
245+ 0.8% |
$27.6K - $33.3K
|
31K
$8.01M
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
245+ 11.12% |
$27.6K - $33.3K
|
2.45K
$634K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
244+ 8.67% |
$27.5K - $33.2K
|
3.06K
$791K
|
|
Aug 12, 2022
Q2 2022
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
244+ 0.22% |
$27.5K - $33.2K
|
113K
$29.2M
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
243+ 0.6% |
$27.4K - $33K
|
40.8K
$10.6M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
238+ 3.94% |
$26.8K - $32.3K
|
6.28K
$1.63M
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
237+ 0.14% |
$26.7K - $32.2K
|
164K
$42.4M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
237+ 0.9% |
$26.7K - $32.2K
|
26.6K
$6.87M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
236+ 17.34% |
$26.6K - $32.1K
|
1.6K
$413K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
233+ 1.63% |
$26.2K - $31.7K
|
14.6K
$3.77M
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
232+ 5.55% |
$26.1K - $31.5K
|
4.41K
$1.14M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
230+ 0.72% |
$25.9K - $31.3K
|
32.1K
$8.32M
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
230+ 7.78% |
$25.9K - $31.3K
|
3.19K
$825K
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
228+ 4.04% |
$25.7K - $31K
|
5.87K
$1.52M
|
|
Jul 18, 2022
Q2 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
226+ 3.5% |
$25.4K - $30.7K
|
6.68K
$1.73M
|
|
Aug 04, 2022
Q2 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
226+ 1.83% |
$25.4K - $30.7K
|
12.6K
$3.26M
|
|
Jul 21, 2022
Q2 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
222+ 1.37% |
$25K - $30.2K
|
16.5K
$4.26M
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
222+ 3.35% |
$25K - $30.2K
|
6.86K
$1.77M
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
222New |
$25K - $30.2K
|
222
$57.5K
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
219+ 60.83% |
$24.7K - $29.8K
|
579
$150K
|
|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
219+ 0.23% |
$24.7K - $29.8K
|
95.2K
$24.6M
|
|
Aug 05, 2022
Q2 2022
|
Lindenwold Advisors
|
BUY
|
- |
218+ 1.61% |
$24.5K - $29.6K
|
13.8K
$3.57M
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
217+ 4.74% |
$24.4K - $29.5K
|
4.8K
$1.24M
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
217+ 1.66% |
$24.4K - $29.5K
|
13.3K
$3.44M
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
217+ 1.04% |
$24.4K - $29.5K
|
21.1K
$5.46M
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
216+ 0.37% |
$24.3K - $29.4K
|
58.7K
$15.2M
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
216+ 0.25% |
$24.3K - $29.4K
|
86K
$22.3M
|
|
Jul 20, 2022
Q2 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
215+ 0.51% |
$24.2K - $29.2K
|
42.2K
$10.9M
|
|
Aug 11, 2022
Q2 2022
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
215+ 0.34% |
$24.2K - $29.2K
|
62.8K
$16.3M
|
|
Aug 15, 2022
Q2 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
214+ 1.43% |
$24.1K - $29.1K
|
15.2K
$3.93M
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
214+ 9.16% |
$24.1K - $29.1K
|
2.55K
$660K
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
213+ 0.12% |
$24K - $28.9K
|
182K
$47.1M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
213+ 7.39% |
$24K - $28.9K
|
3.09K
$801K
|
|
Aug 15, 2022
Q2 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
212+ 1.2% |
$23.9K - $28.8K
|
17.8K
$4.62M
|
|
Jul 12, 2022
Q2 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
210+ 1.59% |
$23.6K - $28.5K
|
13.4K
$3.48M
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
210New |
$23.6K - $28.5K
|
210
$54.3K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
209+ 0.96% |
$23.5K - $28.4K
|
22.1K
$5.71M
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
209+ 2.24% |
$23.5K - $28.4K
|
9.54K
$2.47M
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
209+ 5.66% |
$23.5K - $28.4K
|
3.9K
$1.01M
|