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 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
24.6K+ 265.99% |
$2.78M - $3.35M
|
33.9K
$8.73M
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
24.6KNew |
$2.77M - $3.35M
|
24.6K
$6.34M
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
24.6K+ 5.19% |
$2.77M - $3.35M
|
499K
$128M
|
|
Jul 19, 2022
Q2 2022
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
24K+ 19.31% |
$2.71M - $3.27M
|
149K
$38.2M
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
23.7K+ 23.22% |
$2.67M - $3.23M
|
126K
$32.4M
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
23.6K+ 4.85% |
$2.66M - $3.21M
|
510K
$131M
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
23.1K+ 79.09% |
$2.61M - $3.14M
|
52.4K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
23K+ 18.12% |
$2.59M - $3.12M
|
150K
$38.6M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
23K+ 302.48% |
$2.59M - $3.12M
|
30.6K
$7.86M
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
22.9K+ 368.81% |
$2.58M - $3.11M
|
29.1K
$7.5M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.8K+ 0.7% |
$2.57M - $3.1M
|
3.26M
$840M
|
|
Jul 27, 2022
Q2 2022
|
Stone X Group Inc.
|
BUY
|
- |
22.8KNew |
$2.57M - $3.1M
|
22.8K
$5.87M
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
22.1KNew |
$2.48M - $3M
|
22.1K
$5.68M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
22K+ 57.93% |
$2.48M - $2.99M
|
60K
$15.4M
|
|
Jun 30, 2022
Q2 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
21.5K+ 15.87% |
$2.42M - $2.92M
|
157K
$40.4M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
21.4K+ 9.46% |
$2.41M - $2.91M
|
248K
$63.8M
|
|
Jul 22, 2022
Q2 2022
|
James Hambro & Partners
|
BUY
|
- |
21.4K+ 2.94% |
$2.41M - $2.91M
|
750K
$193M
|
|
Aug 08, 2022
Q2 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
21.3K+ 24.67% |
$2.4M - $2.89M
|
108K
$27.7M
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
21.2K+ 16.22% |
$2.39M - $2.89M
|
152K
$39.2M
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 368.22% |
$2.39M - $2.89M
|
27K
$6.95M
|
|
Jul 27, 2022
Q2 2022
|
Versor Investments LP
|
BUY
|
- |
21.2K+ 320.73% |
$2.38M - $2.88M
|
27.8K
$7.15M
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
21.1K+ 33.47% |
$2.37M - $2.87M
|
84.1K
$21.6M
|
|
Aug 10, 2022
Q2 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
20.9K+ 12.53% |
$2.35M - $2.84M
|
187K
$48.2M
|
|
Aug 10, 2022
Q2 2022
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
20.8K+ 122.26% |
$2.34M - $2.83M
|
37.8K
$9.74M
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
20.8K+ 71.83% |
$2.34M - $2.82M
|
49.7K
$12.8M
|
|
Aug 15, 2022
Q2 2022
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
20.7KNew |
$2.33M - $2.81M
|
20.7K
$5.32M
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
20.5K+ 7.04% |
$2.31M - $2.79M
|
312K
$80.3M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
20.5K+ 5.86% |
$2.31M - $2.78M
|
370K
$95.3M
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
BUY
|
- |
20.4K+ 11.94% |
$2.3M - $2.77M
|
191K
$49.2M
|
|
Aug 05, 2022
Q2 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
20.3KNew |
$2.29M - $2.76M
|
20.3K
$5.24M
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
19.9K+ 4.22% |
$2.24M - $2.7M
|
491K
$126M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.8K+ 29.02% |
$2.22M - $2.68M
|
87.8K
$22.6M
|
|
Aug 15, 2022
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.5K+ 2.72% |
$2.2M - $2.65M
|
737K
$190M
|
|
Feb 14, 2023
Q2 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
19.5K+ 2.72% |
$2.2M - $2.65M
|
737K
$190M
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
19.4K+ 6.05% |
$2.18M - $2.64M
|
340K
$87.6M
|
|
Jul 18, 2022
Q2 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
19.2K+ 2.07% |
$2.16M - $2.61M
|
945K
$243M
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
19K+ 110.73% |
$2.13M - $2.58M
|
36.1K
$9.29M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
18.8K+ 376000.0% |
$2.12M - $2.56M
|
18.8K
$4.84M
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
18.4K+ 31.89% |
$2.07M - $2.5M
|
76.1K
$19.6M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.3K+ 9.9% |
$2.06M - $2.49M
|
203K
$52.3M
|
|
Aug 04, 2022
Q2 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
18.1K+ 9.94% |
$2.04M - $2.46M
|
201K
$51.7M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18K+ 1.84% |
$2.03M - $2.45M
|
1M
$257M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 2.67% |
$2.02M - $2.43M
|
689K
$177M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
17.8K+ 20.3% |
$2M - $2.41M
|
105K
$27.1M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.7K+ 1.13% |
$2M - $2.41M
|
1.59M
$409M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17.7K+ 8.78% |
$1.99M - $2.4M
|
219K
$56.4M
|
|
Aug 15, 2022
Q2 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
17.3KNew |
$1.95M - $2.35M
|
17.3K
$4.45M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.3K+ 15.34% |
$1.95M - $2.35M
|
130K
$33.4M
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
17.3K+ 20.1% |
$1.94M - $2.34M
|
103K
$26.5M
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
17.2K+ 5.37% |
$1.94M - $2.34M
|
338K
$87.1M
|