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 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-74- 0.54% |
$8.33K - $10.1K
|
13.7K
$3.55M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-74- 4.75% |
$8.33K - $10.1K
|
1.48K
$384K
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-74- 0.87% |
$8.33K - $10.1K
|
8.43K
$2.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-75- 1.34% |
$8.45K - $10.2K
|
5.54K
$1.43M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-75- 1.33% |
$8.45K - $10.2K
|
5.59K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-75- 1.91% |
$8.45K - $10.2K
|
3.85K
$997K
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
SELL
|
- |
-75- 3.25% |
$8.45K - $10.2K
|
2.23K
$579K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-75- 0.91% |
$8.45K - $10.2K
|
8.18K
$2.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-75- 1.75% |
$8.45K - $10.2K
|
4.21K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-75- 0.69% |
$8.45K - $10.2K
|
10.7K
$2.78M
|
|
|
Jul 21, 2022
Q2 2022
|
Gam Holding Ag
|
SELL
|
- |
-79- 0.1% |
$8.9K - $10.7K
|
79.3K
$20.5M
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-80- 0.33% |
$9.01K - $10.9K
|
23.8K
$6.17M
|
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-80- 0.51% |
$9.01K - $10.9K
|
15.7K
$4.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-80- 3.02% |
$9.01K - $10.9K
|
2.57K
$667K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-81- 0.98% |
$9.12K - $11K
|
8.21K
$2.13M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-84- 0.99% |
$9.46K - $11.4K
|
8.42K
$2.18M
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-84- 2.44% |
$9.46K - $11.4K
|
3.36K
$870K
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-84- 1.95% |
$9.46K - $11.4K
|
4.23K
$1.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-88- 1.69% |
$9.91K - $12K
|
5.11K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-88- 2.38% |
$9.91K - $12K
|
3.61K
$934K
|
|
|
Jul 11, 2022
Q2 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-89- 2.01% |
$10K - $12.1K
|
4.33K
$1.12M
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-89- 0.82% |
$10K - $12.1K
|
10.8K
$2.79M
|
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-90- 0.43% |
$10.1K - $12.2K
|
20.8K
$5.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-91- 0.41% |
$10.2K - $12.4K
|
22.1K
$5.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-91- 1.09% |
$10.2K - $12.4K
|
8.27K
$2.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Dempze Nancy E
|
SELL
|
- |
-92- 2.41% |
$10.4K - $12.5K
|
3.73K
$967K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-92- 61.33% |
$10.4K - $12.5K
|
58
$15K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-93- 5.12% |
$10.5K - $12.6K
|
1.72K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-93- 0.49% |
$10.5K - $12.6K
|
18.8K
$4.86M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-95- 0.72% |
$10.7K - $12.9K
|
13K
$3.38M
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-98- 0.49% |
$11K - $13.3K
|
20K
$5.19M
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-99- 0.17% |
$11.1K - $13.5K
|
59.3K
$15.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-100- 1.16% |
$11.3K - $13.6K
|
8.51K
$2.2M
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-100- 0.38% |
$11.3K - $13.6K
|
26.2K
$6.78M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-100- 2.54% |
$11.3K - $13.6K
|
3.84K
$996K
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-100Closed |
$11.3K - $13.6K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100- 9.09% |
$11.3K - $13.6K
|
1K
$259K
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.86% |
$11.3K - $13.6K
|
11.5K
$2.99M
|
|
|
Aug 12, 2022
Q2 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 1.67% |
$11.3K - $13.6K
|
5.88K
$1.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-100- 3.02% |
$11.3K - $13.6K
|
3.21K
$832K
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-100- 2.96% |
$11.3K - $13.6K
|
3.28K
$849K
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-101Closed |
$11.4K - $13.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-102- 1.74% |
$11.5K - $13.9K
|
5.76K
$1.49M
|
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-103- 0.98% |
$11.6K - $14K
|
10.4K
$2.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Notis Mc Conarty Edward
|
SELL
|
- |
-105- 0.72% |
$11.8K - $14.3K
|
14.5K
$3.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-108- 0.36% |
$12.2K - $14.7K
|
29.7K
$7.68M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-110- 0.89% |
$12.4K - $15K
|
12.3K
$3.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-110- 0.36% |
$12.4K - $15K
|
30.7K
$7.95M
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-110- 2.1% |
$12.4K - $15K
|
5.13K
$1.33M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-112- 0.21% |
$12.6K - $15.2K
|
52.2K
$13.5M
|