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 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
126+ 0.83% |
$14.2K - $17.1K
|
15.3K
$3.96M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
125+ 2.0% |
$14.1K - $17K
|
6.37K
$1.65M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
124+ 4.22% |
$14K - $16.9K
|
3.06K
$792K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
124+ 1.15% |
$14K - $16.9K
|
10.9K
$2.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
124+ 5.4% |
$14K - $16.9K
|
2.42K
$626K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
123+ 15.3% |
$13.9K - $16.7K
|
927
$240K
|
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
123+ 3.75% |
$13.9K - $16.7K
|
3.4K
$880K
|
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
123+ 1.18% |
$13.9K - $16.7K
|
10.5K
$2.72M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
121+ 0.59% |
$13.6K - $16.4K
|
20.6K
$5.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
120+ 1.6% |
$13.5K - $16.3K
|
7.64K
$1.98M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
120+ 0.67% |
$13.5K - $16.3K
|
17.9K
$4.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
119+ 2.66% |
$13.4K - $16.2K
|
4.59K
$1.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
118+ 1.84% |
$13.3K - $16K
|
6.53K
$1.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
117+ 1.25% |
$13.2K - $15.9K
|
9.51K
$2.46M
|
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 0.36% |
$13.1K - $15.8K
|
32K
$8.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
115+ 0.35% |
$13K - $15.6K
|
33.1K
$8.57M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
114+ 1.83% |
$12.8K - $15.5K
|
6.33K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
113+ 0.58% |
$12.7K - $15.4K
|
19.7K
$5.1M
|
|
|
Jul 19, 2022
Q2 2022
|
Hemenway Trust CO LLC
|
BUY
|
- |
112+ 1.33% |
$12.6K - $15.2K
|
8.52K
$2.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
112+ 17.69% |
$12.6K - $15.2K
|
745
$193K
|
|
|
Jan 03, 2023
Q2 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
109+ 1.91% |
$12.3K - $14.8K
|
5.83K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
107+ 1.38% |
$12K - $14.5K
|
7.83K
$2.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
106+ 2.53% |
$11.9K - $14.4K
|
4.29K
$1.11M
|
|
|
Jul 29, 2022
Q2 2022
|
White Pine Investment CO
|
BUY
|
- |
105+ 0.26% |
$11.8K - $14.3K
|
40.4K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
105+ 5.57% |
$11.8K - $14.3K
|
1.99K
$515K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
104+ 2.51% |
$11.7K - $14.1K
|
4.25K
$1.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
103+ 1.53% |
$11.6K - $14K
|
6.84K
$1.77M
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
BUY
|
- |
102+ 0.98% |
$11.5K - $13.9K
|
10.5K
$2.72M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
102+ 0.27% |
$11.5K - $13.9K
|
37.8K
$9.77M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
101+ 3.14% |
$11.4K - $13.7K
|
3.32K
$860K
|
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
101+ 1.71% |
$11.4K - $13.7K
|
6.02K
$1.56M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 100.0% |
$11.3K - $13.6K
|
200
$51.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Guardian Investment Management
|
BUY
|
- |
100+ 0.54% |
$11.3K - $13.6K
|
18.8K
$4.85M
|
|
|
Jul 19, 2022
Q2 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 0.52% |
$11.3K - $13.6K
|
19.2K
$4.97M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
100+ 48.54% |
$11.3K - $13.6K
|
306
$79.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
100+ 1.95% |
$11.3K - $13.6K
|
5.24K
$1.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
100+ 1.82% |
$11.3K - $13.6K
|
5.59K
$1.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
100+ 0.52% |
$11.3K - $13.6K
|
19.3K
$4.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
100+ 0.74% |
$11.3K - $13.6K
|
13.6K
$3.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 2.0% |
$11.3K - $13.6K
|
5.1K
$1.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
99+ 1.25% |
$11.1K - $13.5K
|
8.02K
$2.08M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
99+ 3.64% |
$11.1K - $13.5K
|
2.82K
$729K
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
99+ 1.35% |
$11.1K - $13.5K
|
7.42K
$1.92M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
99+ 0.43% |
$11.1K - $13.5K
|
23K
$5.96M
|
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
98+ 1.77% |
$11K - $13.3K
|
5.63K
$1.46M
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
97+ 0.91% |
$10.9K - $13.2K
|
10.8K
$2.79M
|
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
97+ 1.03% |
$10.9K - $13.2K
|
9.54K
$2.47M
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
97+ 2.38% |
$10.9K - $13.2K
|
4.17K
$1.08M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
96+ 2.02% |
$10.8K - $13K
|
4.85K
$1.26M
|
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
95+ 0.44% |
$10.7K - $12.9K
|
21.9K
$5.66M
|