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 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.08% |
$225 - $272
|
2.45K
$634K
|
|
|
Nov 16, 2023
Q2 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
2+ 1.02% |
$225 - $272
|
199
$51.5K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.2% |
$225 - $272
|
997
$258K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$113 - $136
|
2.55K
$659K
|
|
|
Jul 15, 2022
Q2 2022
|
Bt Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$113 - $136
|
3.67K
$951K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.63% |
$113 - $136
|
159
$41.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$113 - $136
|
703
$182K
|
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $136
|
4.95K
$1.28M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
1+ 0.02% |
$113 - $136
|
6.12K
$1.58M
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
BUY
|
- |
1+ 0.0% |
$113 - $136
|
82.4K
$21.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.04% |
$113 - $136
|
2.3K
$595K
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.01% |
$113 - $136
|
9.98K
$2.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.3% |
$113 - $136
|
336
$87K
|
|
|
Aug 09, 2022
Q2 2022
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.05% |
$113 - $136
|
1.88K
$487K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1+ 0.07% |
$113 - $136
|
1.52K
$393K
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1- -0.0% |
$113 - $136
|
33.3K
$8.62M
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2- -0.0% |
$225 - $272
|
97.9K
$25.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Harvey Investment CO LLC
|
SELL
|
- |
-2- 0.01% |
$225 - $272
|
19.7K
$5.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-2- 0.05% |
$225 - $272
|
4.04K
$1.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-2- 0.09% |
$225 - $272
|
2.14K
$554K
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2- 0.02% |
$225 - $272
|
11.3K
$2.92M
|
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
SELL
|
- |
-3- 0.11% |
$338 - $408
|
2.67K
$692K
|
|
|
Aug 10, 2022
Q2 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-3- 0.1% |
$338 - $408
|
3.05K
$789K
|
|
|
Aug 15, 2022
Q2 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-5- 0.25% |
$563 - $680
|
2.01K
$519K
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5- 0.1% |
$563 - $680
|
4.87K
$1.26M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.33% |
$563 - $680
|
1.52K
$393K
|
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-6- 0.01% |
$676 - $815
|
106K
$27.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-6- 0.2% |
$676 - $815
|
2.96K
$765K
|
|
|
Jul 29, 2022
Q2 2022
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-6- 0.08% |
$676 - $815
|
7.69K
$1.99M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7- 0.01% |
$788 - $951
|
60.5K
$15.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-7- -0.0% |
$788 - $951
|
434K
$112M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-8- 0.38% |
$901 - $1.09K
|
2.09K
$540K
|
|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-8- 0.48% |
$901 - $1.09K
|
1.65K
$426K
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-8- 0.14% |
$901 - $1.09K
|
5.71K
$1.48M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9- 0.36% |
$1.01K - $1.22K
|
2.52K
$652K
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-9- 0.41% |
$1.01K - $1.22K
|
2.18K
$563K
|
|
|
Jul 26, 2022
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$1.13K - $1.36K
|
383K
$99M
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-10- 1.75% |
$1.13K - $1.36K
|
563
$146K
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-10- 0.08% |
$1.13K - $1.36K
|
13.2K
$3.41M
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-10- 1.1% |
$1.13K - $1.36K
|
896
$232K
|
|
|
Feb 13, 2024
Q2 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- -0.0% |
$1.13K - $1.36K
|
383K
$99M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-11- 0.14% |
$1.24K - $1.5K
|
7.87K
$2.04M
|
|
|
Aug 05, 2022
Q2 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$1.35K - $1.63K
|
5.74K
$1.49M
|
|
|
Jul 28, 2022
Q2 2022
|
Enhancing Capital LLC
|
SELL
|
- |
-13- 0.05% |
$1.46K - $1.77K
|
27.5K
$7.11M
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-15- 0.1% |
$1.69K - $2.04K
|
14.8K
$3.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-15- 16.67% |
$1.69K - $2.04K
|
75
$19.4K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-16- 1.73% |
$1.8K - $2.17K
|
907
$235K
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-17- 0.02% |
$1.91K - $2.31K
|
73.4K
$19M
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-17Closed |
$1.91K - $2.31K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-17- 0.33% |
$1.91K - $2.31K
|
5.14K
$1.33M
|