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
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-115- 2.73% |
$13K - $15.6K
|
4.1K
$1.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-116- 4.93% |
$13.1K - $15.8K
|
2.24K
$580K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-116- 1.66% |
$13.1K - $15.8K
|
6.85K
$1.77M
|
|
|
Jul 08, 2022
Q2 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-117- 0.51% |
$13.2K - $15.9K
|
22.7K
$5.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-117- 4.33% |
$13.2K - $15.9K
|
2.59K
$670K
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Consulate, Inc
|
SELL
|
- |
-118- 2.11% |
$13.3K - $16K
|
5.47K
$1.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-118- 11.74% |
$13.3K - $16K
|
887
$230K
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-118- 0.72% |
$13.3K - $16K
|
16.2K
$4.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-119- 2.28% |
$13.4K - $16.2K
|
5.09K
$1.32M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-120- 0.99% |
$13.5K - $16.3K
|
12K
$3.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-120- 1.75% |
$13.5K - $16.3K
|
6.72K
$1.74M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-120- 1.39% |
$13.5K - $16.3K
|
8.49K
$2.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-120- 0.17% |
$13.5K - $16.3K
|
69.2K
$17.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-121- 3.68% |
$13.6K - $16.4K
|
3.17K
$821K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-122- 2.14% |
$13.7K - $16.6K
|
5.57K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-122- 2.63% |
$13.7K - $16.6K
|
4.52K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-125- 1.36% |
$14.1K - $17K
|
9.09K
$2.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-125- 2.93% |
$14.1K - $17K
|
4.14K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Montis Financial, LLC
|
SELL
|
- |
-127- 3.44% |
$14.3K - $17.3K
|
3.56K
$923K
|
|
|
Aug 15, 2022
Q2 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-129- 3.5% |
$14.5K - $17.5K
|
3.55K
$921K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-135- 3.03% |
$15.2K - $18.3K
|
4.32K
$1.12M
|
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-135- 2.36% |
$15.2K - $18.3K
|
5.58K
$1.45M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-136- 2.19% |
$15.3K - $18.5K
|
6.09K
$1.58M
|
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-136- 0.33% |
$15.3K - $18.5K
|
40.7K
$10.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-136- 0.17% |
$15.3K - $18.5K
|
79.2K
$20.5M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-140- 2.03% |
$15.8K - $19K
|
6.75K
$1.75M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-140- 2.03% |
$15.8K - $19K
|
6.75K
$1.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-140- 1.18% |
$15.8K - $19K
|
11.8K
$3.05M
|
|
|
Aug 18, 2022
Q2 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-141- 2.33% |
$15.9K - $19.2K
|
5.91K
$1.53M
|
|
|
Jul 15, 2022
Q2 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-142- 23.51% |
$16K - $19.3K
|
462
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-142- 0.41% |
$16K - $19.3K
|
34.1K
$8.83M
|
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-143- 0.67% |
$16.1K - $19.4K
|
21.2K
$5.49M
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-143- 0.56% |
$16.1K - $19.4K
|
25.2K
$6.53M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-144- 0.33% |
$16.2K - $19.6K
|
43.2K
$11.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-144- 0.76% |
$16.2K - $19.6K
|
18.8K
$4.88M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-147- 5.21% |
$16.6K - $20K
|
2.67K
$692K
|
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
SELL
|
- |
-148- 1.14% |
$16.7K - $20.1K
|
12.8K
$3.32M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-149- 1.63% |
$16.8K - $20.3K
|
9K
$2.33M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-150- 2.93% |
$16.9K - $20.4K
|
4.97K
$1.29M
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-150- 1.14% |
$16.9K - $20.4K
|
13K
$3.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-150- 0.31% |
$16.9K - $20.4K
|
48.3K
$12.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-152- 2.54% |
$17.1K - $20.7K
|
5.82K
$1.51M
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-153- 2.78% |
$17.2K - $20.8K
|
5.34K
$1.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-154- 0.32% |
$17.3K - $20.9K
|
48.6K
$12.6M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-156- 8.01% |
$17.6K - $21.2K
|
1.79K
$464K
|
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-156- 0.62% |
$17.6K - $21.2K
|
25K
$6.48M
|
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-160- 0.91% |
$18K - $21.7K
|
17.4K
$4.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
SELL
|
- |
-161- 5.78% |
$18.1K - $21.9K
|
2.63K
$680K
|
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
SELL
|
- |
-161- 0.23% |
$18.1K - $21.9K
|
71K
$18.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-161- 3.03% |
$18.1K - $21.9K
|
5.16K
$1.34M
|