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 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
14+ 0.04% |
$1.58K - $1.9K
|
32.6K
$8.43M
|
|
|
Jul 25, 2022
Q2 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
14+ 0.02% |
$1.58K - $1.9K
|
74K
$19.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$1.58K - $1.9K
|
7.51K
$1.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
13+ 0.43% |
$1.46K - $1.77K
|
3.07K
$794K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.74% |
$1.46K - $1.77K
|
1.78K
$461K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
13+ 0.58% |
$1.46K - $1.77K
|
2.24K
$580K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
13+ 0.32% |
$1.46K - $1.77K
|
4.13K
$1.07M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
12+ 0.37% |
$1.35K - $1.63K
|
3.24K
$838K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
12+ 0.42% |
$1.35K - $1.63K
|
2.9K
$750K
|
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
12+ 0.09% |
$1.35K - $1.63K
|
14K
$3.62M
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.38% |
$1.24K - $1.5K
|
2.89K
$747K
|
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
11+ 0.46% |
$1.24K - $1.5K
|
2.4K
$622K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.05% |
$1.24K - $1.5K
|
22.6K
$5.86M
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
11+ 0.83% |
$1.24K - $1.5K
|
1.34K
$346K
|
|
|
Jul 26, 2022
Q2 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
10+ 0.15% |
$1.13K - $1.36K
|
6.77K
$1.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
10+ 0.01% |
$1.13K - $1.36K
|
108K
$28.1M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.11% |
$1.13K - $1.36K
|
8.92K
$2.31M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
10+ 0.19% |
$1.13K - $1.36K
|
5.37K
$1.39M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
9+ 0.06% |
$1.01K - $1.22K
|
15.3K
$3.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 50.0% |
$1.01K - $1.22K
|
27
$6.99K
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
9+ 0.06% |
$1.01K - $1.22K
|
15K
$3.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
9+ 0.34% |
$1.01K - $1.22K
|
2.63K
$682K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.13% |
$1.01K - $1.22K
|
7.19K
$1.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
9+ 0.2% |
$1.01K - $1.22K
|
4.42K
$1.14M
|
|
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8+ 0.04% |
$901 - $1.09K
|
18.1K
$4.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7+ 0.19% |
$788 - $951
|
3.66K
$946K
|
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7+ 0.04% |
$788 - $951
|
19.1K
$4.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
7+ 0.31% |
$788 - $951
|
2.24K
$580K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
6+ 0.17% |
$676 - $815
|
3.53K
$913K
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
6+ 0.05% |
$676 - $815
|
11.5K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
6+ 0.03% |
$676 - $815
|
20.1K
$5.21M
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 0.56% |
$676 - $815
|
1.08K
$279K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.16% |
$676 - $815
|
3.82K
$988K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 0.3% |
$563 - $680
|
1.66K
$429K
|
|
|
Aug 16, 2022
Q2 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.7% |
$563 - $680
|
718
$186K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4+ 0.01% |
$450 - $544
|
72.7K
$18.8M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3+ 0.0% |
$338 - $408
|
401K
$104M
|
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.16% |
$338 - $408
|
1.9K
$491K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.07% |
$338 - $408
|
4.14K
$1.07M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.69% |
$338 - $408
|
438
$113K
|
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
2+ 0.07% |
$225 - $272
|
2.89K
$748K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2+ 0.78% |
$225 - $272
|
258
$66.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
2+ 0.06% |
$225 - $272
|
3.62K
$937K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
2+ 0.02% |
$225 - $272
|
8.47K
$2.19M
|
|
|
Jul 27, 2022
Q2 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.03% |
$225 - $272
|
5.73K
$1.48M
|
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
BUY
|
- |
2+ 0.07% |
$225 - $272
|
2.89K
$749K
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$225 - $272
|
5.22K
$1.35M
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2+ 0.9% |
$225 - $272
|
225
$58.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.29% |
$225 - $272
|
683
$177K
|
|
|
Aug 11, 2022
Q2 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.09% |
$225 - $272
|
2.32K
$600K
|