Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 15, 2021 Q3 2021
Maple Capital Management, Inc.

BUY
 -
1.84K
+ 1.15%
$270K - $307K
161K $44.7M
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.81K
+ 7.37%
$266K - $303K
26.4K $7.31M
Nov 19, 2021 Q3 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.81K
New
$266K - $303K
1.81K $501K
Oct 28, 2021 Q3 2021
Secure Asset Management, LLC

BUY
 -
1.81K
+ 9.9%
$265K - $302K
20K $5.54M
Nov 01, 2021 Q3 2021
La Fleur & Godfrey LLC

BUY
 -
1.8K
+ 0.97%
$265K - $301K
187K $51.7M
Oct 21, 2021 Q3 2021
Penn Davis Mcfarland Inc

BUY
 -
1.8K
+ 119.48%
$265K - $301K
3.31K $916K
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
1.8K
+ 2.06%
$264K - $300K
89.2K $24.7M
Oct 20, 2021 Q3 2021
Clarity Wealth Advisors, LLC

BUY
 -
1.78K
+ 11.58%
$262K - $297K
17.1K $4.74M
Nov 15, 2021 Q3 2021
Spears Abacus Advisors LLC

BUY
 -
1.77K
+ 0.76%
$260K - $296K
236K $65.4M
Oct 22, 2021 Q3 2021
Smith & Howard Wealth Management, LLC

BUY
 -
1.77K
New
$260K - $295K
1.77K $489K
Oct 05, 2021 Q3 2021
Chesley Taft & Associates LLC

BUY
 -
1.77K
+ 0.86%
$259K - $295K
207K $57.3M
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
1.76K
+ 0.96%
$259K - $295K
186K $51.5M
Oct 27, 2021 Q3 2021
Brightworth

BUY
 -
1.75K
+ 9.0%
$258K - $293K
21.2K $5.88M
Oct 22, 2021 Q3 2021
Culbertson A N & CO Inc

BUY
 -
1.74K
+ 1.61%
$256K - $291K
110K $30.4M
Nov 12, 2021 Q3 2021
North Rock Partners, LLC

BUY
 -
1.74K
+ 7.2%
$256K - $291K
25.9K $7.17M
Nov 12, 2021 Q3 2021
Hennion & Walsh Asset Management, Inc.

BUY
 -
1.73K
+ 3.57%
$254K - $289K
50.2K $13.9M
Nov 02, 2021 Q3 2021
Bridgewater Advisors Inc.

BUY
 -
1.71K
+ 5.11%
$251K - $285K
35.2K $9.72M
Nov 16, 2021 Q3 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
1.71K
+ 5.9%
$251K - $285K
30.6K $8.46M
Oct 05, 2021 Q3 2021
Fulton Bank, N.A.

BUY
 -
1.69K
+ 4.4%
$249K - $283K
40.1K $11.1M
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
1.69K
New
$249K - $282K
1.69K $468K
Oct 29, 2021 Q3 2021
Strategic Capital Advisers, Inc.

BUY
 -
1.69K
+ 10.51%
$248K - $282K
17.8K $4.91M
Nov 10, 2021 Q3 2021
Marco Investment Management LLC

BUY
 -
1.69K
+ 1.05%
$248K - $281K
162K $44.9M
Nov 08, 2021 Q3 2021
Affinity Investment Advisors, LLC

BUY
 -
1.68K
+ 5.04%
$247K - $281K
35.1K $9.71M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
1.68K
+ 0.75%
$247K - $281K
227K $62.7M
Oct 06, 2021 Q3 2021
Private Trust CO Na

BUY
 -
1.67K
+ 1.89%
$246K - $280K
90.4K $25M
Nov 04, 2021 Q3 2021
Chilton Capital Management LLC

Houston, TX
BUY
 -
1.67K
+ 0.66%
$245K - $278K
255K $70.5M
Oct 22, 2021 Q3 2021
York Bridge Wealth Partners, LLC

BUY
 -
1.66K
+ 4.73%
$244K - $277K
36.7K $10.2M
Nov 12, 2021 Q3 2021
Eagle Bay Advisors LLC

New York, NY
BUY
 -
1.66K
+ 44.01%
$244K - $277K
5.43K $1.5M
Oct 26, 2021 Q3 2021
First Business Financial Services, Inc.

BUY
 -
1.66K
+ 7.02%
$243K - $276K
25.2K $6.98M
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
1.65K
+ 3.9%
$242K - $275K
43.8K $12.1M
Oct 20, 2021 Q3 2021
Stokes Capital Advisors, LLC

BUY
 -
1.64K
+ 4.61%
$241K - $274K
37.2K $10.3M
Oct 08, 2021 Q3 2021
Addenda Capital Inc.

BUY
 -
1.64K
+ 1.74%
$241K - $274K
95.8K $26.5M
Nov 03, 2021 Q3 2021
Stoneridge Investment Partners LLC

BUY
 -
1.64K
New
$241K - $273K
1.64K $453K
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.63K
+ 1.73%
$240K - $272K
96K $26.6M
Nov 15, 2021 Q3 2021
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
1.63K
New
$239K - $271K
1.63K $449K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
1.61K
+ 5.29%
$237K - $269K
32.1K $8.87M
Nov 02, 2021 Q3 2021
Mitchell Capital Management CO

BUY
 -
1.61K
+ 4.41%
$237K - $269K
38.1K $10.5M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.61K
New
$236K - $268K
1.61K $444K
Nov 04, 2021 Q3 2021
Sycomore Asset Management

BUY
 -
1.6K
+ 145.45%
$235K - $267K
2.7K $747K
Oct 25, 2021 Q3 2021
Osborne Partners Capital Management, LLC

BUY
 -
1.6K
+ 1.31%
$235K - $267K
123K $34.1M
Nov 02, 2021 Q3 2021
Ironwood Financial, LLC

BUY
 -
1.59K
+ 11.22%
$234K - $266K
15.8K $4.37M
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
1.59K
+ 14.64%
$234K - $266K
12.5K $3.45M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
1.59K
+ 2.05%
$233K - $265K
79.1K $21.9M
Oct 01, 2021 Q3 2021
Rempart Asset Management Inc.

Montreal, Z4
BUY
 -
1.59K
+ 1.32%
$233K - $265K
122K $33.7M
Nov 15, 2021 Q3 2021
Jacobi Capital Management LLC

BUY
 -
1.59K
+ 4.77%
$233K - $265K
34.8K $9.62M
Nov 12, 2021 Q3 2021
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
1.58K
+ 3.74%
$232K - $263K
43.7K $12.1M
Nov 15, 2021 Q3 2021
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
1.57K
+ 53.1%
$231K - $263K
4.54K $1.26M
Oct 14, 2021 Q3 2021
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.57K
+ 33.81%
$231K - $263K
6.23K $1.72M
Nov 15, 2021 Q3 2021
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.57K
+ 0.69%
$231K - $262K
229K $63.5M

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