Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.35K+ 5.19% |
$492K - $559K
|
67.8K
$16.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.35K+ 9.67% |
$492K - $559K
|
38K
$9.44M
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
BUY
|
- |
3.29K+ 1.98% |
$484K - $550K
|
170K
$42.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.28K+ 0.82% |
$482K - $548K
|
402K
$99.8M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
3.28K+ 8.79% |
$481K - $547K
|
40.5K
$10.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.27K+ 26.51% |
$480K - $546K
|
15.6K
$3.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.25K+ 9.05% |
$477K - $542K
|
39.1K
$9.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
3.23KNew |
$475K - $540K
|
3.23K
$803K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
3.23K+ 19.38% |
$474K - $539K
|
19.9K
$4.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
3.22K+ 4.35% |
$473K - $538K
|
77.3K
$19.2M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.22KNew |
$473K - $537K
|
3.22K
$800K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
3.22KNew |
$473K - $537K
|
3.22K
$799K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
3.21K+ 5.11% |
$472K - $537K
|
66.1K
$16.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Sather Financial Group Inc
|
BUY
|
- |
3.21K+ 232.27% |
$472K - $536K
|
4.59K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.21K+ 11.27% |
$472K - $536K
|
31.7K
$7.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
3.2KNew |
$470K - $534K
|
3.2K
$795K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3.18K+ 0.47% |
$467K - $531K
|
677K
$168M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.18K+ 0.47% |
$467K - $531K
|
677K
$168M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
3.15K+ 0.78% |
$463K - $526K
|
407K
$101M
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.15K+ 13.33% |
$462K - $525K
|
26.7K
$6.65M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.13K+ 3.78% |
$460K - $522K
|
85.9K
$21.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.13K+ 5.16% |
$459K - $522K
|
63.6K
$15.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
3.11K+ 1.6% |
$457K - $519K
|
198K
$49.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.1K+ 0.71% |
$455K - $517K
|
438K
$109M
|
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.04K+ 60.78% |
$447K - $507K
|
8.04K
$2M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
3.03K+ 18.64% |
$446K - $506K
|
19.3K
$4.8M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
2.96KNew |
$434K - $494K
|
2.96K
$735K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.94K+ 6.05% |
$432K - $491K
|
51.6K
$12.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.93KNew |
$430K - $488K
|
2.93K
$727K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
2.92K+ 6.77% |
$429K - $487K
|
46K
$11.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
2.91KNew |
$427K - $486K
|
2.91K
$723K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.91K+ 18.86% |
$427K - $485K
|
18.3K
$4.55M
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.9K+ 79.36% |
$427K - $485K
|
6.56K
$1.63M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.88K+ 4.5% |
$423K - $481K
|
66.8K
$16.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.88K+ 5.03% |
$423K - $481K
|
60.1K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
2.87K+ 28.0% |
$421K - $479K
|
13.1K
$3.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.86K+ 20.0% |
$420K - $477K
|
17.1K
$4.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.84KNew |
$418K - $475K
|
2.84K
$707K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
2.83K+ 5.05% |
$416K - $472K
|
58.9K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.82K+ 11.11% |
$414K - $471K
|
28.2K
$7M
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
2.81K+ 0.27% |
$413K - $470K
|
1.06M
$263M
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
2.8K+ 75.68% |
$412K - $468K
|
6.5K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2.8KNew |
$412K - $468K
|
2.8K
$696K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.8K+ 8.86% |
$411K - $467K
|
34.4K
$8.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
BUY
|
- |
2.79K+ 4.38% |
$410K - $465K
|
66.3K
$16.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
2.77K+ 17.45% |
$407K - $463K
|
18.7K
$4.64M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.74K+ 2.66% |
$402K - $457K
|
106K
$26.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
2.73K+ 1.78% |
$401K - $456K
|
156K
$38.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.72K+ 8.56% |
$400K - $454K
|
34.5K
$8.57M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.72K+ 26.35% |
$399K - $454K
|
13K
$3.24M
|