Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Ethic Inc.

New York, NY
BUY
 -
208
+ 1.26%
$23.4K - $28.3K
16.7K $4.31M
Jul 28, 2022 Q2 2022
Shelton Wealth Management, LLC

BUY
 -
207
+ 5.91%
$23.3K - $28.1K
3.71K $961K
Aug 02, 2022 Q2 2022
Moser Wealth Advisors, LLC

BUY
 -
207
+ 1.17%
$23.3K - $28.1K
17.9K $4.63M
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

BUY
 -
206
+ 0.53%
$23.2K - $28K
39.2K $10.1M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
206
New
$23.2K - $28K
206 $53.3K
Aug 08, 2022 Q2 2022
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
204
+ 8.65%
$23K - $27.7K
2.56K $663K
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

BUY
 -
202
+ 3.11%
$22.7K - $27.5K
6.71K $1.74M
Jul 27, 2022 Q2 2022
Index Fund Advisors, Inc.

BUY
 -
201
+ 4.51%
$22.6K - $27.3K
4.66K $1.21M
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
201
+ 6.46%
$22.6K - $27.3K
3.31K $857K
Aug 11, 2022 Q2 2022
Invst, LLC

Indianapolis, IN
BUY
 -
201
+ 1.69%
$22.6K - $27.3K
12.1K $3.13M
Jul 11, 2022 Q2 2022
Radnor Capital Management, LLC

BUY
 -
200
+ 0.37%
$22.5K - $27.2K
54.1K $14M
Jul 18, 2022 Q2 2022
Pitti Group Wealth Management, LLC

BUY
 -
200
+ 8.2%
$22.5K - $27.2K
2.64K $683K
Jul 22, 2022 Q2 2022
Family Legacy, Inc.

BUY
 -
200
+ 0.63%
$22.5K - $27.2K
32K $8.29M
Aug 26, 2022 Q2 2022
Goepper Burkhardt LLC

BUY
 -
200
+ 10.42%
$22.5K - $27.2K
2.12K $549K
Aug 01, 2022 Q2 2022
Peddock Capital Advisors, LLC

BUY
 -
200
+ 0.7%
$22.5K - $27.2K
28.7K $7.42M
Aug 09, 2022 Q2 2022
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
200
+ 6.3%
$22.5K - $27.2K
3.37K $873K
Aug 17, 2022 Q2 2022
Physicians Financial Services, Inc.

Raleigh, NC
BUY
 -
200
+ 2.62%
$22.5K - $27.2K
7.83K $2.03M
Aug 08, 2022 Q2 2022
Fi3 Financial Advisors, LLC

BUY
 -
199
+ 4.75%
$22.4K - $27K
4.39K $1.14M
Aug 11, 2022 Q2 2022
Connolly Sarah T.

Boston, MA
BUY
 -
197
+ 0.83%
$22.2K - $26.8K
24K $6.21M
May 31, 2023 Q2 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
196
+ 12.34%
$22.1K - $26.6K
1.78K $462K
Aug 12, 2022 Q2 2022
Cadence Bank

Tupelo, MS
BUY
 -
194
+ 1.63%
$21.8K - $26.4K
12.1K $3.13M
Jul 11, 2022 Q2 2022
Ivc Wealth Advisors LLC

BUY
 -
193
+ 5.58%
$21.7K - $26.2K
3.65K $945K
Jul 26, 2022 Q2 2022
Northwest Wealth Management, LLC

BUY
 -
192
+ 2.59%
$21.6K - $26.1K
7.59K $1.96M
Aug 15, 2022 Q2 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
192
+ 0.51%
$21.6K - $26.1K
38K $9.83M
Aug 03, 2022 Q2 2022
St. Johns Investment Management Company, LLC

BUY
 -
191
+ 1.68%
$21.5K - $26K
11.6K $3M
Aug 10, 2022 Q2 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
BUY
 -
191
+ 5.07%
$21.5K - $26K
3.96K $1.03M
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
190
+ 1.44%
$21.4K - $25.8K
13.4K $3.47M
Jul 28, 2022 Q2 2022
Rise Advisors, LLC

BUY
 -
190
+ 9.79%
$21.4K - $25.8K
2.13K $551K
Aug 02, 2022 Q2 2022
Comerica Bank

BUY
 -
189
+ 0.03%
$21.3K - $25.7K
693K $179M
Aug 12, 2022 Q2 2022
Banco Btg Pactual S.A.

Rio De Janeiro, D5
BUY
 -
189
+ 0.32%
$21.3K - $25.7K
60.2K $15.6M
Aug 15, 2022 Q2 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
189
+ 1.24%
$21.3K - $25.7K
15.4K $3.99M
Jul 22, 2022 Q2 2022
Kg&L Capital Management,Llc

BUY
 -
182
+ 0.33%
$20.5K - $24.7K
55K $14.2M
Jul 26, 2022 Q2 2022
Sargent Investment Group, LLC

BUY
 -
180
+ 0.81%
$20.3K - $24.5K
22.5K $5.82M
Aug 15, 2022 Q2 2022
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
180
+ 3.56%
$20.3K - $24.5K
5.23K $1.35M
Jul 15, 2022 Q2 2022
Sigma Investment Counselors Inc

BUY
 -
179
+ 0.29%
$20.2K - $24.3K
62K $16M
Aug 03, 2022 Q2 2022
Advisors Management Group Inc

BUY
 -
177
+ 0.85%
$19.9K - $24.1K
20.9K $5.4M
Aug 05, 2022 Q2 2022
L.M. Kohn & Company

BUY
 -
176
+ 1.56%
$19.8K - $23.9K
11.4K $2.96M
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

BUY
 -
175
+ 1.75%
$19.7K - $23.8K
10.2K $2.64M
Aug 09, 2022 Q2 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
174
+ 1.37%
$19.6K - $23.6K
12.8K $3.32M
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

BUY
 -
173
+ 1.0%
$19.5K - $23.5K
17.5K $4.52M
Jul 18, 2022 Q2 2022
Wealthpoint, LLC

BUY
 -
173
+ 7.53%
$19.5K - $23.5K
2.47K $640K
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
172
+ 1.17%
$19.4K - $23.4K
14.8K $3.84M
Jul 28, 2022 Q2 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
172
+ 1.52%
$19.4K - $23.4K
11.5K $2.97M
Aug 05, 2022 Q2 2022
Auxano Advisors, LLC

BUY
 -
171
+ 1.82%
$19.3K - $23.2K
9.56K $2.47M
Aug 10, 2022 Q2 2022
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
170
+ 0.54%
$19.1K - $23.1K
31.7K $8.19M
Aug 10, 2022 Q2 2022
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
170
+ 4.03%
$19.1K - $23.1K
4.39K $1.14M
Aug 15, 2022 Q2 2022
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
170
+ 4.35%
$19.1K - $23.1K
4.08K $1.06M
Aug 03, 2022 Q2 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
168
+ 0.7%
$18.9K - $22.8K
24.3K $6.29M
Aug 05, 2022 Q2 2022
Investment Partners, Ltd.

BUY
 -
168
+ 0.78%
$18.9K - $22.8K
21.6K $5.58M

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