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
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.14K+ 0.65% |
$314K - $357K
|
329K
$90.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.13K+ 18.52% |
$313K - $356K
|
13.6K
$3.77M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 4.73% |
$312K - $354K
|
47K
$13M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.12K+ 21.38% |
$312K - $354K
|
12K
$3.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.12K+ 9.63% |
$311K - $353K
|
24.1K
$6.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2.11K+ 10.69% |
$311K - $353K
|
21.9K
$6.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
2.1K+ 5.69% |
$308K - $350K
|
39K
$10.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 3.89% |
$308K - $350K
|
56K
$15.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.09K+ 4.68% |
$308K - $350K
|
46.8K
$13M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.08KNew |
$306K - $348K
|
2.08K
$576K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.08K+ 8.7% |
$306K - $348K
|
26K
$7.19M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.08KNew |
$306K - $347K
|
2.08K
$575K
|
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
2.08K+ 25.46% |
$305K - $347K
|
10.2K
$2.83M
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
2.07K+ 3.85% |
$305K - $346K
|
55.9K
$15.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.07K+ 8.21% |
$304K - $346K
|
27.3K
$7.55M
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
BUY
|
- |
2.06KNew |
$303K - $344K
|
2.06K
$570K
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.06K+ 1.42% |
$302K - $343K
|
147K
$40.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.06K+ 4.26% |
$302K - $343K
|
50.3K
$13.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Cambiar Investors LLC
|
BUY
|
- |
2.04K+ 0.61% |
$300K - $341K
|
339K
$93.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.02K+ 1.19% |
$297K - $337K
|
172K
$47.6M
|
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.02K+ 4.12% |
$296K - $337K
|
51K
$14.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
2.02K+ 15.89% |
$296K - $336K
|
14.7K
$4.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
2.01KNew |
$296K - $336K
|
2.01K
$557K
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.01K+ 3.44% |
$295K - $335K
|
60.5K
$16.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2K+ 89.46% |
$295K - $335K
|
4.24K
$1.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2K+ 141.74% |
$294K - $334K
|
3.41K
$943K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2K+ 13.95% |
$294K - $334K
|
16.3K
$4.51M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.99K+ 1.33% |
$292K - $332K
|
151K
$41.8M
|
|
|
Nov 08, 2021
Q3 2021
|
Northeast Investment Management
|
BUY
|
- |
1.98K+ 0.94% |
$291K - $331K
|
214K
$59.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.97K+ 3.83% |
$290K - $329K
|
53.4K
$14.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
1.95K+ 10.65% |
$287K - $326K
|
20.3K
$5.61M
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.95K+ 6.37% |
$287K - $326K
|
32.6K
$9.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.95K+ 21.87% |
$287K - $326K
|
10.9K
$3.01M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.95KNew |
$286K - $325K
|
1.95K
$539K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.94K+ 8.93% |
$285K - $324K
|
23.7K
$6.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94K+ 4.53% |
$285K - $324K
|
44.7K
$12.4M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.93K+ 9.51% |
$283K - $322K
|
22.2K
$6.14M
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
1.93K+ 2.26% |
$283K - $321K
|
87K
$24.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.91K+ 20.57% |
$280K - $319K
|
11.2K
$3.09M
|
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 2.12% |
$280K - $318K
|
92K
$25.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 22.98% |
$278K - $316K
|
10.1K
$2.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.89K+ 0.95% |
$278K - $316K
|
202K
$55.8M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
1.88K+ 95.05% |
$277K - $314K
|
3.86K
$1.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.87K+ 3.78% |
$275K - $313K
|
51.5K
$14.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.87K+ 2.55% |
$274K - $312K
|
75.2K
$20.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.86K+ 4.94% |
$273K - $310K
|
39.5K
$10.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.86K+ 8.74% |
$273K - $310K
|
23.1K
$6.39M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.85K+ 2.49% |
$272K - $309K
|
76.3K
$21.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Members Capital Advisors Inc
|
BUY
|
- |
1.84K+ 18.35% |
$271K - $308K
|
11.9K
$3.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.84K+ 2.14% |
$270K - $307K
|
87.7K
$24.3M
|