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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.71K+ 162.78% |
$398K - $452K
|
4.37K
$1.09M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.71K+ 27.85% |
$398K - $452K
|
12.4K
$3.1M
|
|
Nov 12, 2021
Q3 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
2.7K+ 3.8% |
$397K - $451K
|
73.8K
$18.4M
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.7K+ 14.18% |
$396K - $450K
|
21.7K
$5.43M
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.68K+ 6.56% |
$394K - $448K
|
43.6K
$10.9M
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.65K+ 6.49% |
$390K - $443K
|
43.5K
$10.9M
|
|
Nov 10, 2021
Q3 2021
|
Meridian Management CO
|
BUY
|
- |
2.65K+ 8.81% |
$389K - $442K
|
32.7K
$8.16M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.64K+ 1.6% |
$388K - $440K
|
167K
$41.8M
|
|
Oct 25, 2021
Q3 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.6K+ 31.03% |
$382K - $434K
|
11K
$2.74M
|
|
Oct 12, 2021
Q3 2021
|
Fcf Advisors LLC
|
BUY
|
- |
2.59K+ 11.14% |
$381K - $433K
|
25.9K
$6.46M
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.54K+ 28.41% |
$373K - $424K
|
11.5K
$2.87M
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.53K+ 1.44% |
$372K - $423K
|
179K
$44.6M
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.5K+ 35.41% |
$367K - $417K
|
9.54K
$2.38M
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
2.5K+ 18.86% |
$367K - $417K
|
15.7K
$3.93M
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.49K+ 7.21% |
$366K - $415K
|
37K
$9.24M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.48K+ 1.19% |
$365K - $414K
|
210K
$52.6M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.4K+ 4.03% |
$353K - $401K
|
61.9K
$15.5M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.39K+ 13.74% |
$351K - $399K
|
19.8K
$4.94M
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
BUY
|
- |
2.39K+ 2.56% |
$351K - $399K
|
95.8K
$23.9M
|
|
Nov 15, 2021
Q3 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.39K+ 1.09% |
$351K - $398K
|
222K
$55.5M
|
|
Oct 21, 2021
Q3 2021
|
Everence Capital Management Inc
|
BUY
|
- |
2.37K+ 3.27% |
$348K - $396K
|
74.8K
$18.7M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.36KNew |
$347K - $395K
|
2.36K
$591K
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.36K+ 15.2% |
$347K - $394K
|
17.9K
$4.47M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
2.35K+ 0.88% |
$345K - $392K
|
270K
$67.6M
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.35K+ 1.49% |
$345K - $392K
|
160K
$39.9M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 13.58% |
$345K - $392K
|
19.6K
$4.9M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.34K+ 3.1% |
$344K - $391K
|
77.8K
$19.4M
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.34K+ 9.54% |
$344K - $390K
|
26.9K
$6.71M
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
2.32K+ 91.7% |
$341K - $387K
|
4.85K
$1.21M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.32K+ 4.46% |
$340K - $387K
|
54.2K
$13.5M
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
2.3K+ 34.3% |
$338K - $384K
|
9K
$2.25M
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.28K+ 10.16% |
$336K - $381K
|
24.7K
$6.18M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
BUY
|
- |
2.26K+ 4.76% |
$332K - $377K
|
49.7K
$12.4M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.25K+ 3.26% |
$330K - $375K
|
71.2K
$17.8M
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.24K+ 56.46% |
$329K - $374K
|
6.21K
$1.55M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.23K+ 6.01% |
$328K - $373K
|
39.4K
$9.84M
|
|
Nov 01, 2021
Q3 2021
|
Wright Investors Service Inc
|
BUY
|
- |
2.22K+ 4.15% |
$326K - $371K
|
55.7K
$13.9M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.21K+ 18.51% |
$325K - $369K
|
14.2K
$3.53M
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2.2K+ 5.36% |
$323K - $367K
|
43.2K
$10.8M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.2K+ 1.49% |
$323K - $367K
|
150K
$37.5M
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
2.2K+ 82.67% |
$323K - $367K
|
4.85K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.18KNew |
$320K - $364K
|
2.18K
$545K
|
|
Nov 19, 2021
Q3 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
2.17KNew |
$319K - $362K
|
2.17K
$542K
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
2.16K+ 2.72% |
$317K - $361K
|
81.4K
$20.3M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.14K+ 19.55% |
$315K - $358K
|
13.1K
$3.27M
|
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.14K+ 5.36% |
$315K - $358K
|
42.1K
$10.5M
|
|
Nov 15, 2021
Q3 2021
|
Odey Holdings LTD
London, X0 |
BUY
|
- |
2.14K+ 76.5% |
$315K - $358K
|
4.94K
$1.23M
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
2.14K+ 7.16% |
$314K - $357K
|
32K
$7.98M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 0.65% |
$314K - $357K
|
329K
$82.1M
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.13K+ 18.52% |
$313K - $356K
|
13.6K
$3.41M
|