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
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-3.5K- 4.27% |
$394K - $476K
|
78.5K
$20.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.52K- 88.0% |
$396K - $478K
|
480
$124K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-3.52K- 11.74% |
$396K - $478K
|
26.5K
$6.81M
|
|
|
Jul 25, 2022
Q2 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-3.52K- 20.05% |
$396K - $479K
|
14K
$3.61M
|
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.59K- 5.96% |
$405K - $488K
|
56.7K
$14.6M
|
|
|
Jul 29, 2022
Q2 2022
|
Freemont Management S.A.
|
SELL
|
- |
-3.6K- 4.84% |
$405K - $489K
|
70.8K
$18.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-3.62K- 0.2% |
$408K - $493K
|
1.82M
$468M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.63K- 7.79% |
$408K - $493K
|
42.9K
$11.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.63KClosed |
$409K - $493K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.63K- 8.92% |
$409K - $493K
|
37.1K
$9.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.67K- 0.2% |
$413K - $498K
|
1.84M
$475M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-3.73K- 19.98% |
$420K - $507K
|
15K
$3.85M
|
|
|
Aug 16, 2022
Q2 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.8K- 0.72% |
$428K - $516K
|
520K
$134M
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-3.81K- 9.92% |
$429K - $518K
|
34.6K
$8.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.81K- 19.14% |
$429K - $518K
|
16.1K
$4.15M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-3.84K- 12.23% |
$432K - $521K
|
27.5K
$7.09M
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-3.85KClosed |
$434K - $523K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3.87K- 10.26% |
$435K - $525K
|
33.8K
$8.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-3.94K- 5.55% |
$444K - $536K
|
67.1K
$17.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.95K- 2.33% |
$444K - $536K
|
165K
$42.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.96K- 2.47% |
$446K - $538K
|
156K
$40.2M
|
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4K- 28.52% |
$451K - $544K
|
10K
$2.58M
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.04K- 0.11% |
$455K - $549K
|
3.52M
$906M
|
|
|
Jul 06, 2022
Q2 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.05K- 2.66% |
$456K - $550K
|
148K
$38.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-4.05K- 6.5% |
$456K - $550K
|
58.3K
$15M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.05K- 6.37% |
$457K - $551K
|
59.6K
$15.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-4.06K- 6.22% |
$457K - $551K
|
61.1K
$15.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-4.09K- 18.77% |
$460K - $556K
|
17.7K
$4.55M
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.11KClosed |
$463K - $559K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 17.73% |
$463K - $559K
|
19.1K
$4.91M
|
|
|
Aug 15, 2022
Q2 2022
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.15K- 36.11% |
$467K - $563K
|
7.33K
$1.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.15K- 0.56% |
$467K - $564K
|
742K
$191M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.2K- 29.58% |
$473K - $571K
|
10K
$2.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-4.22K- 6.84% |
$475K - $573K
|
57.4K
$14.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-4.24K- 3.11% |
$477K - $576K
|
132K
$34M
|
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-4.25K- 1.96% |
$478K - $577K
|
212K
$54.6M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.26K- 4.69% |
$480K - $579K
|
86.6K
$22.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$481K - $580K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.3K- 7.55% |
$484K - $584K
|
52.7K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.31K- 30.15% |
$485K - $586K
|
9.99K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-4.35K- 1.1% |
$490K - $592K
|
390K
$100M
|
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.36K- 4.65% |
$490K - $592K
|
89.3K
$23M
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.36K- 48.87% |
$491K - $592K
|
4.56K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-4.37K- 21.79% |
$492K - $594K
|
15.7K
$4.04M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 71.13% |
$498K - $601K
|
1.8K
$462K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
SELL
|
- |
-4.45KClosed |
$501K - $604K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-4.45K- 10.02% |
$501K - $605K
|
40K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.5K- 3.99% |
$507K - $612K
|
108K
$27.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-4.6K- 37.86% |
$518K - $625K
|
7.55K
$1.94M
|