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
|
Meitav Dash Investments LTD
|
SELL
|
- |
-21.4K- 5.76% |
$2.4M - $2.9M
|
349K
$89.9M
|
|
Aug 12, 2022
Q2 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-21.4K- 48.94% |
$2.41M - $2.9M
|
22.3K
$5.74M
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-21.4K- 7.07% |
$2.41M - $2.91M
|
282K
$72.5M
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-21.5K- 53.75% |
$2.42M - $2.93M
|
18.5K
$4.77M
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-21.8K- 9.63% |
$2.46M - $2.97M
|
205K
$52.7M
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-21.9K- 0.84% |
$2.47M - $2.98M
|
2.59M
$665M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-22KClosed |
$2.47M - $2.99M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-22.5KClosed |
$2.53M - $3.06M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-22.5K- 9.79% |
$2.53M - $3.06M
|
207K
$53.4M
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-22.6K- 15.51% |
$2.55M - $3.07M
|
123K
$31.7M
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-22.7K- 39.84% |
$2.56M - $3.09M
|
34.3K
$8.84M
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-22.8K- 55.53% |
$2.57M - $3.1M
|
18.3K
$4.7M
|
|
Aug 01, 2022
Q2 2022
|
Profund Advisors LLC
|
SELL
|
- |
-22.9K- 27.79% |
$2.57M - $3.11M
|
59.4K
$15.3M
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-24.1K- 5.57% |
$2.71M - $3.27M
|
408K
$105M
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-24.6K- 5.51% |
$2.77M - $3.34M
|
422K
$109M
|
|
Aug 09, 2022
Q2 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-24.9K- 1.81% |
$2.8M - $3.38M
|
1.35M
$348M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-25.3K- 29.27% |
$2.85M - $3.44M
|
61.2K
$15.7M
|
|
Aug 04, 2022
Q2 2022
|
Hosking Partners LLP
|
SELL
|
- |
-25.4K- 16.35% |
$2.86M - $3.45M
|
130K
$33.4M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25.4K- 44.93% |
$2.86M - $3.46M
|
31.2K
$8.02M
|
|
Jul 28, 2022
Q2 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-26K- 7.83% |
$2.93M - $3.53M
|
306K
$78.7M
|
|
Aug 02, 2022
Q2 2022
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-26.2K- 2.06% |
$2.95M - $3.56M
|
1.25M
$321M
|
|
Aug 15, 2022
Q2 2022
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-26.2K- 89.74% |
$2.95M - $3.56M
|
3K
$771K
|
|
Aug 15, 2022
Q2 2022
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-26.5K- 3.15% |
$2.98M - $3.6M
|
814K
$209M
|
|
Aug 11, 2022
Q2 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-26.5K- 34.83% |
$2.99M - $3.61M
|
49.6K
$12.8M
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
SELL
|
- |
-26.7K- 15.15% |
$3M - $3.62M
|
149K
$38.4M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27K- 45.15% |
$3.04M - $3.67M
|
32.8K
$8.43M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-27.8K- 3.34% |
$3.13M - $3.77M
|
803K
$207M
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-28.3K- 2.01% |
$3.19M - $3.85M
|
1.38M
$356M
|
|
Aug 04, 2022
Q2 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-28.4K- 5.73% |
$3.2M - $3.86M
|
467K
$120M
|
|
Aug 05, 2022
Q2 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-28.5K- 33.06% |
$3.21M - $3.88M
|
57.7K
$14.9M
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-28.7KClosed |
$3.23M - $3.9M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-29K- 11.27% |
$3.26M - $3.94M
|
228K
$58.7M
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-29.1K- 48.09% |
$3.27M - $3.95M
|
31.4K
$8.07M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-30.2K- 59.0% |
$3.4M - $4.1M
|
21K
$5.39M
|
|
Jul 13, 2022
Q2 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-31.1K- 16.09% |
$3.5M - $4.22M
|
162K
$41.7M
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-31.4K- 2.2% |
$3.54M - $4.27M
|
1.4M
$360M
|
|
Jul 19, 2022
Q2 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-31.4K- 17.32% |
$3.54M - $4.27M
|
150K
$38.6M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-31.8K- 25.55% |
$3.58M - $4.32M
|
92.7K
$23.9M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-32.3K- 82.8% |
$3.64M - $4.39M
|
6.72K
$1.73M
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-32.6K- 83.85% |
$3.67M - $4.43M
|
6.28K
$1.62M
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-33.1K- 12.58% |
$3.72M - $4.49M
|
230K
$59.2M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-33.1K- 36.99% |
$3.73M - $4.5M
|
56.4K
$14.5M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-34.2KClosed |
$3.85M - $4.64M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-35.4K- 7.38% |
$3.99M - $4.81M
|
444K
$114M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-35.6K- 57.81% |
$4.01M - $4.83M
|
26K
$6.68M
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-36.4K- 1.25% |
$4.09M - $4.94M
|
2.88M
$740M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-36.5K- 44.16% |
$4.11M - $4.96M
|
46.2K
$11.9M
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-36.6K- 6.53% |
$4.12M - $4.97M
|
524K
$135M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-37.3K- 1.6% |
$4.2M - $5.06M
|
2.3M
$591M
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
SELL
|
- |
-37.4K- 51.08% |
$4.21M - $5.09M
|
35.8K
$9.23M
|