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 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-420- 10.31% |
$47.3K - $57.1K
|
3.66K
$946K
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-423- 12.04% |
$47.6K - $57.5K
|
3.09K
$799K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-424- 6.14% |
$47.7K - $57.6K
|
6.49K
$1.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-430- 2.23% |
$48.4K - $58.4K
|
18.9K
$4.89M
|
|
|
Aug 01, 2022
Q2 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-432- 0.35% |
$48.6K - $58.7K
|
123K
$31.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-434- 18.68% |
$48.9K - $59K
|
1.89K
$489K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-435- 8.3% |
$49K - $59.1K
|
4.81K
$1.24M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-438- 2.35% |
$49.3K - $59.5K
|
18.2K
$4.72M
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-439- 13.98% |
$49.4K - $59.7K
|
2.7K
$699K
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-439- 1.7% |
$49.4K - $59.7K
|
25.4K
$6.56M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-445- 3.05% |
$50.1K - $60.5K
|
14.1K
$3.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-450- 8.94% |
$50.7K - $61.2K
|
4.58K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-450- 0.21% |
$50.7K - $61.2K
|
218K
$56.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-459- 3.97% |
$51.7K - $62.4K
|
11.1K
$2.87M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-465- 1.72% |
$52.4K - $63.2K
|
26.6K
$6.88M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-466- 4.07% |
$52.5K - $63.3K
|
11K
$2.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-473- 5.77% |
$53.3K - $64.3K
|
7.72K
$2M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-474- 6.44% |
$53.4K - $64.4K
|
6.88K
$1.78M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-477- 3.42% |
$53.7K - $64.8K
|
13.5K
$3.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-477- 20.13% |
$53.7K - $64.8K
|
1.89K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-480- 1.66% |
$54.1K - $65.2K
|
28.4K
$7.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-482- 4.2% |
$54.3K - $65.5K
|
11K
$2.84M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-485- 2.84% |
$54.6K - $65.9K
|
16.6K
$4.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-486- 8.37% |
$54.7K - $66.1K
|
5.32K
$1.38M
|
|
|
Jul 11, 2022
Q2 2022
|
Addison Capital CO
|
SELL
|
- |
-487- 1.54% |
$54.8K - $66.2K
|
31K
$8.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-497- 2.52% |
$56K - $67.5K
|
19.2K
$4.98M
|
|
|
Jul 13, 2022
Q2 2022
|
Corsicana & Co.
|
SELL
|
- |
-500- 6.44% |
$56.3K - $68K
|
7.27K
$1.88M
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-500- 19.84% |
$56.3K - $68K
|
2.02K
$523K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.27% |
$56.3K - $68K
|
186K
$48.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-506- 6.22% |
$57K - $68.8K
|
7.63K
$1.97M
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-507- 0.6% |
$57.1K - $68.9K
|
84.4K
$21.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-515- 1.33% |
$58K - $70K
|
38.4K
$9.92M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-520- 5.07% |
$58.6K - $70.7K
|
9.74K
$2.52M
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-522- 4.84% |
$58.8K - $70.9K
|
10.3K
$2.65M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-522- 1.01% |
$58.8K - $70.9K
|
51K
$13.2M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-534- 0.57% |
$60.1K - $72.6K
|
92.7K
$24M
|
|
|
Aug 08, 2022
Q2 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-535- 6.95% |
$60.2K - $72.7K
|
7.17K
$1.85M
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-549- 0.08% |
$61.8K - $74.6K
|
731K
$189M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-551- 4.47% |
$62K - $74.9K
|
11.8K
$3.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Claret Asset Management Corp
|
SELL
|
- |
-552- 16.67% |
$62.2K - $75K
|
2.76K
$714K
|
|
|
Aug 03, 2022
Q2 2022
|
Renasant Bank
|
SELL
|
- |
-555- 6.49% |
$62.5K - $75.4K
|
8K
$2.07M
|
|
|
Aug 02, 2022
Q2 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-557- 2.11% |
$62.7K - $75.7K
|
25.8K
$6.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-559- 21.96% |
$62.9K - $76K
|
1.99K
$514K
|
|
|
Aug 04, 2022
Q2 2022
|
Patron Partners, LLC
|
SELL
|
- |
-559- 15.18% |
$62.9K - $76K
|
3.12K
$808K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-563- 1.4% |
$63.4K - $76.5K
|
39.7K
$10.3M
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-564- 6.55% |
$63.5K - $76.7K
|
8.05K
$2.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-564- 0.4% |
$63.5K - $76.7K
|
142K
$36.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-570- 1.82% |
$64.2K - $77.5K
|
30.7K
$7.94M
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-571- 0.56% |
$64.3K - $77.6K
|
102K
$26.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-578- 0.42% |
$65.1K - $78.6K
|
137K
$35.5M
|