Purchases and Sales Made in Q2 2022 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-6.86K
- 10.04%
$772K - $932K
61.4K $15.8M
Aug 10, 2022 Q2 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-6.88K
- 58.31%
$775K - $935K
4.92K $1.27M
Jul 26, 2022 Q2 2022
Dupont Capital Management Corp

SELL
 -
-6.95K
- 8.94%
$782K - $944K
70.8K $18.2M
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-6.95K
- 7.18%
$783K - $945K
89.9K $23.1M
Jul 12, 2022 Q2 2022
Calton & Associates, Inc.

SELL
 -
-7.04K
- 48.45%
$793K - $957K
7.49K $1.93M
Jul 06, 2022 Q2 2022
Nexus Investment Management Ulc

SELL
 -
-7.1K
- 2.74%
$800K - $965K
252K $64.9M
Aug 08, 2022 Q2 2022
Coldstream Capital Management Inc

SELL
 -
-7.12K
- 11.67%
$801K - $967K
53.9K $13.9M
Aug 12, 2022 Q2 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-7.13K
- 21.05%
$803K - $969K
26.8K $6.89M
Aug 15, 2022 Q2 2022
Vienna Asset Management LLC

Cupertino, CA
SELL
 -
-7.15K
Closed
$805K - $971K
0 $0
Aug 02, 2022 Q2 2022
Tobam

SELL
 -
-7.16K
Closed
$806K - $973K
0 $0
Aug 15, 2022 Q2 2022
Aspen Investment Management Inc

Grand Rapids, MI
SELL
 -
-7.19K
- 30.87%
$810K - $977K
16.1K $4.15M
Jul 25, 2022 Q2 2022
Hohimer Wealth Management, LLC

SELL
 -
-7.23K
- 17.67%
$815K - $983K
33.7K $8.67M
Jul 06, 2022 Q2 2022
Parsec Financial Management, Inc.

SELL
 -
-7.27K
- 2.38%
$819K - $988K
298K $76.6M
Aug 28, 2024 Q2 2022
Farmers National Bank

Danville, KY
SELL
 -
-7.27K
- 10.33%
$819K - $988K
63.1K $16.3M
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-7.36K
- 78.96%
$828K - $1M
1.96K $505K
Aug 04, 2022 Q2 2022
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-7.38K
- 8.64%
$831K - $1M
78K $20.1M
Sep 06, 2022 Q2 2022
First National Bank Of Omaha

Omaha, NE
SELL
 -
-7.43K
- 2.83%
$837K - $1.01M
255K $65.6M
Aug 03, 2022 Q2 2022
Peterson Wealth Management

SELL
 -
-7.44K
Closed
$837K - $1.01M
0 $0
Aug 08, 2022 Q2 2022
Hc Advisors, LLC

SELL
 -
-7.55K
- 70.23%
$850K - $1.03M
3.2K $823K
Jun 07, 2022 Q2 2022
Jcic Asset Management Inc.

Toronto, A6
SELL
 -
-7.58K
- 9.07%
$854K - $1.03M
76K $19.6M
Aug 11, 2022 Q2 2022
Icapital Wealth LLC

Walnut Creek, CA
SELL
 -
-7.6K
- 42.33%
$856K - $1.03M
10.4K $2.67M
Aug 15, 2022 Q2 2022
Bramshill Investments, LLC

Naples, FL
SELL
 -
-7.65K
- 99.22%
$862K - $1.04M
60 $15.4K
Aug 15, 2022 Q2 2022
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-7.69K
Closed
$866K - $1.05M
0 $0
Aug 07, 2024 Q2 2022
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-7.69K
- 76.07%
$866K - $1.05M
2.42K $623K
Aug 08, 2022 Q2 2022
Central Asset Investments & Management Holdings (Hk) LTD

SELL
 -
-7.71K
Closed
$868K - $1.05M
0 $0
Aug 12, 2022 Q2 2022
Beck Mack & Oliver LLC

New York, NY
SELL
 -
-7.84K
- 1.53%
$883K - $1.07M
505K $130M
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-7.88K
- 14.44%
$888K - $1.07M
46.7K $12M
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-7.94K
- 1.15%
$894K - $1.08M
682K $176M
Dec 01, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-7.94K
- 1.15%
$894K - $1.08M
682K $176M
Aug 08, 2022 Q2 2022
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-7.98K
- 44.43%
$899K - $1.08M
9.99K $2.57M
Jul 21, 2022 Q2 2022
New Mexico Educational Retirement Board

SELL
 -
-8K
- 4.66%
$901K - $1.09M
164K $42.2M
Aug 04, 2022 Q2 2022
State Of New Jersey Common Pension Fund D

SELL
 -
-8.1K
- 0.47%
$912K - $1.1M
1.73M $444M
Jul 27, 2022 Q2 2022
Shaker Investments LLC

SELL
 -
-8.17K
Closed
$920K - $1.11M
0 $0
Aug 08, 2022 Q2 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-8.21K
- 1.29%
$924K - $1.12M
629K $162M
Aug 23, 2022 Q2 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-8.24K
- 29.87%
$928K - $1.12M
19.4K $4.98M
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-8.33K
- 2.62%
$938K - $1.13M
310K $79.8M
Jul 22, 2022 Q2 2022
Rice Partnership, LLC

SELL
 -
-8.39K
- 9.67%
$945K - $1.14M
78.4K $20.2M
Aug 12, 2022 Q2 2022
Front Barnett Associates LLC

Chicago, IL
SELL
 -
-8.4K
- 4.02%
$946K - $1.14M
201K $51.7M
Aug 02, 2022 Q2 2022
Banque Cantonale Vaudoise

SELL
 -
-8.74K
- 6.38%
$984K - $1.19M
128K $33M
Jul 28, 2022 Q2 2022
Moody Lynn & Lieberson, LLC

SELL
 -
-8.77K
- 4.16%
$988K - $1.19M
202K $52M
Jul 28, 2022 Q2 2022
Latitude Advisors, LLC

SELL
 -
-8.82K
- 58.7%
$993K - $1.2M
6.21K $1.6M
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-8.97K
Closed
$1.01M - $1.22M
0 $0
Mar 28, 2023 Q2 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-9K
- 81.71%
$1.01M - $1.22M
2.02K $519K
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

SELL
 -
-9.31K
- 4.53%
$1.05M - $1.26M
196K $50.5M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-9.39K
- 8.02%
$1.06M - $1.28M
108K $27.7M
Aug 05, 2022 Q2 2022
Pekin Hardy Strauss, Inc.

SELL
 -
-9.46K
- 38.62%
$1.06M - $1.29M
15K $3.87M
Aug 02, 2022 Q2 2022
Cornerstone Advisory, LLC

SELL
 -
-9.57K
- 38.53%
$1.08M - $1.3M
15.3K $3.93M
Aug 12, 2022 Q2 2022
Corient Capital Partners, LLC

Newport Beach, CA
SELL
 -
-9.67K
- 9.25%
$1.09M - $1.31M
94.8K $24.4M
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-9.67K
- 2.49%
$1.09M - $1.31M
378K $97.4M

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