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 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.57K+ 0.69% |
$231K - $262K
|
229K
$67.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.57K+ 13.43% |
$230K - $261K
|
13.2K
$3.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.56K+ 54.13% |
$229K - $260K
|
4.44K
$1.3M
|
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
1.55K+ 3.34% |
$227K - $258K
|
47.8K
$14M
|
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
1.54K+ 1.25% |
$227K - $257K
|
125K
$36.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.54K+ 2.64% |
$226K - $257K
|
59.9K
$17.5M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.54K+ 11.23% |
$226K - $257K
|
15.2K
$4.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.54K+ 1.67% |
$226K - $257K
|
93.7K
$27.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.54K+ 2.15% |
$226K - $257K
|
73.1K
$21.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.53K+ 15.05% |
$225K - $256K
|
11.7K
$3.44M
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
1.53K+ 4.23% |
$225K - $256K
|
37.7K
$11M
|
|
|
Oct 12, 2021
Q3 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
1.53K+ 5.57% |
$225K - $255K
|
29K
$8.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.53K+ 6.76% |
$225K - $255K
|
24.1K
$7.06M
|
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
1.52K+ 11.82% |
$223K - $253K
|
14.4K
$4.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
1.52K+ 1.23% |
$223K - $253K
|
125K
$36.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
1.52K+ 8.87% |
$223K - $253K
|
18.6K
$5.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.52K+ 2.83% |
$223K - $253K
|
55K
$16.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.52K+ 18.12% |
$223K - $253K
|
9.88K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$222K - $252K
|
1.51K
$442K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.51K+ 0.47% |
$222K - $252K
|
321K
$94M
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
1.51K+ 6.33% |
$222K - $252K
|
25.3K
$7.42M
|
|
|
Oct 27, 2021
Q3 2021
|
Hedeker Wealth, LLC
|
BUY
|
- |
1.51K+ 4.17% |
$221K - $252K
|
37.7K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
1.5K+ 3.86% |
$220K - $250K
|
40.4K
$11.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.5K+ 75.0% |
$220K - $250K
|
3.5K
$1.02M
|
|
|
Nov 08, 2021
Q3 2021
|
Sovarnum Capital L.P.
New York, NY |
BUY
|
- |
1.5K+ 13.64% |
$220K - $250K
|
12.5K
$3.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.5KNew |
$220K - $250K
|
1.5K
$439K
|
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
1.5K+ 4.97% |
$220K - $250K
|
31.6K
$9.26M
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.49K+ 5.59% |
$219K - $248K
|
28.1K
$8.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
1.48K+ 0.6% |
$218K - $248K
|
250K
$73.3M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.48K+ 4.9% |
$218K - $248K
|
31.8K
$9.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.48K+ 6.03% |
$218K - $247K
|
26K
$7.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
1.48KNew |
$217K - $247K
|
1.48K
$433K
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.47K+ 9.32% |
$216K - $245K
|
17.2K
$5.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 4.45% |
$215K - $245K
|
34.4K
$10.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 19.0% |
$212K - $241K
|
9.04K
$2.65M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.44K+ 1.01% |
$212K - $241K
|
145K
$42.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1.44K+ 2.35% |
$211K - $240K
|
62.7K
$18.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.44K+ 4.31% |
$211K - $240K
|
34.8K
$10.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.69% |
$211K - $240K
|
40.4K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.43K+ 14.62% |
$210K - $239K
|
11.2K
$3.29M
|
|
|
Oct 28, 2021
Q3 2021
|
Harrington Investments, Inc
|
BUY
|
- |
1.43K+ 35.79% |
$209K - $238K
|
5.41K
$1.58M
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.43K+ 1.52% |
$209K - $238K
|
95K
$27.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.42K+ 8.7% |
$209K - $238K
|
17.8K
$5.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.42K+ 1.98% |
$208K - $236K
|
73.1K
$21.4M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.41K+ 1131.2% |
$208K - $236K
|
1.54K
$451K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.41K+ 0.86% |
$207K - $235K
|
164K
$48.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$206K - $235K
|
1.41K
$411K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.4K+ 4.26% |
$206K - $234K
|
34.3K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.4K+ 0.33% |
$205K - $233K
|
423K
$124M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.39K+ 0.51% |
$204K - $231K
|
273K
$80.1M
|