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 08, 2022
Q2 2022
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.83K- 31.24% |
$206K - $248K
|
4.02K
$1.04M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.83K- 3.34% |
$206K - $249K
|
53K
$13.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.83KClosed |
$206K - $249K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.84K- 8.2% |
$207K - $250K
|
20.6K
$5.31M
|
|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.84KClosed |
$207K - $250K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-1.85KClosed |
$209K - $252K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.86K- 1.9% |
$209K - $252K
|
95.8K
$24.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.86K- 1.24% |
$209K - $252K
|
148K
$38.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-1.87KClosed |
$210K - $253K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.87K- 1.57% |
$210K - $254K
|
117K
$30.2M
|
|
|
Aug 09, 2022
Q2 2022
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.87K- 20.28% |
$211K - $254K
|
7.35K
$1.89M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.88K- 30.95% |
$211K - $255K
|
4.19K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.92K- 40.1% |
$216K - $260K
|
2.86K
$736K
|
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.94KClosed |
$218K - $263K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1.95KClosed |
$220K - $265K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.96K- 8.68% |
$220K - $266K
|
20.6K
$5.29M
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
SELL
|
- |
-1.96K- 5.74% |
$221K - $267K
|
32.2K
$8.29M
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.98K- 7.3% |
$223K - $269K
|
25.2K
$6.47M
|
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.98K- 7.3% |
$223K - $269K
|
25.2K
$6.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.99KClosed |
$224K - $271K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2KClosed |
$225K - $271K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-2K- 34.61% |
$225K - $272K
|
3.78K
$973K
|
|
|
Aug 05, 2022
Q2 2022
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 10.0% |
$225K - $272K
|
18K
$4.63M
|
|
|
Apr 05, 2024
Q2 2022
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-2K- 0.44% |
$225K - $272K
|
450K
$116M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-2.01K- 4.47% |
$227K - $274K
|
43K
$11.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-2.01KClosed |
$227K - $274K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.02K- 6.11% |
$227K - $274K
|
31K
$7.98M
|
|
|
Jul 29, 2022
Q2 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-2.02KClosed |
$228K - $275K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-2.03K- 12.16% |
$229K - $276K
|
14.7K
$3.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 2.4% |
$229K - $276K
|
82.8K
$21.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-2.04K- 3.43% |
$230K - $277K
|
57.4K
$14.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 23.36% |
$231K - $278K
|
6.72K
$1.73M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.05KClosed |
$231K - $279K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.06K- 16.91% |
$232K - $280K
|
10.1K
$2.6M
|
|
|
Jul 20, 2022
Q2 2022
|
First Pacific Financial
|
SELL
|
- |
-2.06KClosed |
$232K - $280K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-2.06K- 2.82% |
$232K - $280K
|
71.1K
$18.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-2.06K- 1.78% |
$232K - $281K
|
114K
$29.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.07K- 0.36% |
$233K - $281K
|
576K
$148M
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.09K- 0.99% |
$236K - $284K
|
210K
$54.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.12K- 35.97% |
$238K - $288K
|
3.77K
$970K
|
|
|
Aug 12, 2022
Q2 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 8.57% |
$239K - $289K
|
22.7K
$5.84M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.13K- 16.67% |
$240K - $290K
|
10.7K
$2.74M
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.15K- 1.06% |
$242K - $292K
|
200K
$51.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-2.17K- 7.85% |
$244K - $294K
|
25.4K
$6.55M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-2.18K- 1.52% |
$245K - $296K
|
141K
$36.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-2.19KClosed |
$246K - $297K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-2.19K- 1.88% |
$246K - $297K
|
114K
$29.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-2.22K- 26.12% |
$250K - $302K
|
6.28K
$1.62M
|
|
|
Aug 02, 2022
Q2 2022
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-2.23KClosed |
$251K - $303K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-2.23K- 11.13% |
$251K - $303K
|
17.8K
$4.59M
|