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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.85KClosed |
$321K - $387K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$326K - $394K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.9K- 24.33% |
$326K - $394K
|
9.01K
$2.32M
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.9KClosed |
$327K - $394K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.92K- 5.73% |
$329K - $397K
|
48.1K
$12.4M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.95KClosed |
$332K - $400K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.95K- 14.35% |
$333K - $401K
|
17.6K
$4.54M
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.97K- 11.22% |
$334K - $403K
|
23.5K
$6.04M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.98K- 0.75% |
$335K - $405K
|
396K
$102M
|
|
Jul 20, 2022
Q2 2022
|
Hnp Capital LLC
|
SELL
|
- |
-2.98K- 7.75% |
$335K - $405K
|
35.5K
$9.13M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.98K- 25.52% |
$336K - $405K
|
8.7K
$2.24M
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.99K- 1.22% |
$337K - $407K
|
243K
$62.5M
|
|
Jul 26, 2022
Q2 2022
|
Wulff, Hansen & Co.
|
SELL
|
- |
-3K- 17.06% |
$338K - $408K
|
14.6K
$3.75M
|
|
Aug 12, 2022
Q2 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-3.02K- 2.1% |
$340K - $410K
|
141K
$36.2M
|
|
Jan 23, 2024
Q2 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-3.02K- 13.52% |
$340K - $411K
|
19.3K
$4.98M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.04K- 1.64% |
$343K - $413K
|
182K
$46.8M
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-3.06K- 59.69% |
$344K - $415K
|
2.06K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.06K- 9.72% |
$344K - $416K
|
28.4K
$7.31M
|
|
Feb 09, 2023
Q2 2022
|
Arga Investment Management, LP
|
SELL
|
- |
-3.06K- 29.59% |
$345K - $416K
|
7.29K
$1.88M
|
|
Aug 10, 2022
Q2 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.1K- 1.74% |
$349K - $421K
|
175K
$45.2M
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-3.11K- 7.82% |
$350K - $422K
|
36.6K
$9.42M
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-3.11K- 3.93% |
$350K - $422K
|
75.9K
$19.5M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.11K- 2.92% |
$350K - $423K
|
103K
$26.6M
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-3.13K- 10.03% |
$352K - $425K
|
28.1K
$7.22M
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.13K- 4.65% |
$353K - $426K
|
64.2K
$16.5M
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.14K- 24.72% |
$353K - $426K
|
9.56K
$2.46M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-3.14K- 21.96% |
$353K - $426K
|
11.2K
$2.87M
|
|
Aug 11, 2022
Q2 2022
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-3.14K- 35.22% |
$354K - $427K
|
5.78K
$1.49M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.15K- 8.58% |
$354K - $428K
|
33.5K
$8.63M
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-3.16KClosed |
$355K - $429K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-3.21K- 38.0% |
$361K - $436K
|
5.23K
$1.35M
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-3.21K- 78.14% |
$362K - $437K
|
899
$231K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 22.91% |
$362K - $437K
|
10.8K
$2.78M
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-3.22K- 8.74% |
$362K - $437K
|
33.6K
$8.65M
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.22KClosed |
$362K - $437K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-3.24K- 3.06% |
$365K - $440K
|
103K
$26.5M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.3KClosed |
$372K - $448K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-3.31K- 79.82% |
$372K - $449K
|
836
$215K
|
|
Aug 04, 2022
Q2 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-3.31K- 23.84% |
$373K - $450K
|
10.6K
$2.72M
|
|
Aug 02, 2022
Q2 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.33K- 14.21% |
$375K - $453K
|
20.1K
$5.18M
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.34K- 28.52% |
$376K - $454K
|
8.38K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3.36K- 29.34% |
$378K - $457K
|
8.09K
$2.08M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.37K- 20.0% |
$379K - $458K
|
13.5K
$3.47M
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.37K- 12.77% |
$380K - $459K
|
23K
$5.93M
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
SELL
|
- |
-3.38K- 39.05% |
$380K - $459K
|
5.27K
$1.36M
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.38K- 53.35% |
$381K - $460K
|
2.96K
$761K
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-3.42K- 52.41% |
$385K - $465K
|
3.1K
$799K
|
|
Jul 20, 2022
Q2 2022
|
Eastern Bank
|
SELL
|
- |
-3.47K- 1.13% |
$390K - $471K
|
304K
$78.1M
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3.49K- 33.77% |
$393K - $474K
|
6.84K
$1.76M
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-3.5K- 6.67% |
$394K - $475K
|
48.9K
$12.6M
|