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 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
59+ 0.94% |
$6.64K - $8.02K
|
6.35K
$1.64M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
58+ 0.29% |
$6.53K - $7.88K
|
20.4K
$5.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
55+ 0.4% |
$6.19K - $7.48K
|
13.9K
$3.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
55+ 0.14% |
$6.19K - $7.48K
|
39.9K
$10.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
54+ 0.32% |
$6.08K - $7.34K
|
16.7K
$4.33M
|
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
54+ 1.54% |
$6.08K - $7.34K
|
3.56K
$922K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
54+ 2.08% |
$6.08K - $7.34K
|
2.64K
$684K
|
|
|
Aug 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
54+ 0.43% |
$6.08K - $7.34K
|
12.6K
$3.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
53+ 0.06% |
$5.97K - $7.2K
|
89.1K
$23M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
53+ 0.69% |
$5.97K - $7.2K
|
7.71K
$2M
|
|
|
Jul 18, 2022
Q2 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
53+ 0.24% |
$5.97K - $7.2K
|
22K
$5.68M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
53+ 1.3% |
$5.97K - $7.2K
|
4.12K
$1.07M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
52+ 0.63% |
$5.86K - $7.07K
|
8.31K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
51+ 1.88% |
$5.74K - $6.93K
|
2.77K
$716K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 0.97% |
$5.63K - $6.8K
|
5.21K
$1.35M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50+ 0.91% |
$5.63K - $6.8K
|
5.57K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
50+ 1.65% |
$5.63K - $6.8K
|
3.08K
$797K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
49+ 4.71% |
$5.52K - $6.66K
|
1.09K
$282K
|
|
|
Aug 09, 2022
Q2 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
49+ 0.29% |
$5.52K - $6.66K
|
16.9K
$4.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
49+ 2.06% |
$5.52K - $6.66K
|
2.42K
$627K
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
48+ 0.39% |
$5.41K - $6.52K
|
12.4K
$3.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
48+ 0.2% |
$5.41K - $6.52K
|
24K
$6.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
47+ 0.88% |
$5.29K - $6.39K
|
5.36K
$1.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
47+ 1.34% |
$5.29K - $6.39K
|
3.56K
$922K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.85% |
$5.18K - $6.25K
|
5.49K
$1.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
46+ 0.45% |
$5.18K - $6.25K
|
10.4K
$2.69M
|
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
45+ 0.12% |
$5.07K - $6.12K
|
38.3K
$9.91M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
44+ 2.01% |
$4.95K - $5.98K
|
2.24K
$579K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
44+ 0.45% |
$4.95K - $5.98K
|
9.81K
$2.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 0.25% |
$4.84K - $5.84K
|
16.9K
$4.39M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
42+ 0.19% |
$4.73K - $5.71K
|
22.7K
$5.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
BUY
|
- |
42+ 1.28% |
$4.73K - $5.71K
|
3.32K
$859K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
41+ 4.45% |
$4.62K - $5.57K
|
962
$249K
|
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
41+ 1.01% |
$4.62K - $5.57K
|
4.09K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
41+ 0.7% |
$4.62K - $5.57K
|
5.86K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
40+ 1.32% |
$4.5K - $5.44K
|
3.07K
$793K
|
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
39+ 1.99% |
$4.39K - $5.3K
|
2K
$517K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
39+ 0.39% |
$4.39K - $5.3K
|
10.1K
$2.61M
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
37+ 0.91% |
$4.17K - $5.03K
|
4.08K
$1.06M
|
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
37+ 0.71% |
$4.17K - $5.03K
|
5.25K
$1.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
37+ 1.38% |
$4.17K - $5.03K
|
2.71K
$702K
|
|
|
Jul 22, 2022
Q2 2022
|
Central Bank & Trust CO
|
BUY
|
- |
36+ 0.41% |
$4.05K - $4.89K
|
8.87K
$2.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
36+ 20.57% |
$4.05K - $4.89K
|
211
$54.6K
|
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
BUY
|
- |
35+ 0.29% |
$3.94K - $4.76K
|
12.1K
$3.13M
|
|
|
Jul 12, 2022
Q2 2022
|
Albert D Mason Inc
|
BUY
|
- |
35+ 1.04% |
$3.94K - $4.76K
|
3.4K
$879K
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
35+ 1.02% |
$3.94K - $4.76K
|
3.48K
$900K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
35+ 0.03% |
$3.94K - $4.76K
|
129K
$33.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
BUY
|
- |
34+ 0.77% |
$3.83K - $4.62K
|
4.45K
$1.15M
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
34+ 0.97% |
$3.83K - $4.62K
|
3.53K
$912K
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
34+ 0.07% |
$3.83K - $4.62K
|
48.5K
$12.5M
|