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 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.38K+ 2.4% |
$203K - $231K
|
59.1K
$15.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
1.38K+ 83.84% |
$203K - $230K
|
3.03K
$779K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.38KNew |
$203K - $230K
|
1.38K
$355K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
1.37K+ 2.14% |
$201K - $228K
|
65.3K
$16.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.37KNew |
$201K - $228K
|
1.37K
$351K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.37K+ 3.69% |
$201K - $228K
|
38.3K
$9.86M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.36K+ 6.91% |
$200K - $228K
|
21.1K
$5.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.36KNew |
$200K - $227K
|
1.36K
$350K
|
|
|
Nov 16, 2021
Q3 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.36K+ 7.34% |
$199K - $227K
|
19.9K
$5.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.35K+ 0.79% |
$199K - $226K
|
173K
$44.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
BUY
|
- |
1.35K+ 8.11% |
$198K - $225K
|
18K
$4.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.35K+ 0.98% |
$198K - $225K
|
139K
$35.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.34K+ 4.91% |
$197K - $224K
|
28.7K
$7.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.34KNew |
$197K - $224K
|
1.34K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.34KNew |
$197K - $224K
|
1.34K
$345K
|
|
|
Oct 21, 2021
Q3 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.34KNew |
$196K - $223K
|
1.34K
$344K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.34K+ 4.62% |
$196K - $223K
|
30.2K
$7.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
1.33K+ 4.18% |
$196K - $222K
|
33.2K
$8.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.32K+ 6.79% |
$194K - $221K
|
20.8K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Leisure Capital Management
|
BUY
|
- |
1.31K+ 6.38% |
$193K - $219K
|
21.9K
$5.64M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.31KNew |
$192K - $218K
|
1.31K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
1.31K+ 17.24% |
$192K - $218K
|
8.89K
$2.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
1.31KNew |
$192K - $218K
|
1.31K
$336K
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
1.3K+ 0.06% |
$191K - $217K
|
2.29M
$588M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 35.86% |
$191K - $217K
|
4.93K
$1.27M
|
|
|
Nov 04, 2021
Q3 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
1.3KNew |
$191K - $217K
|
1.3K
$335K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.3K+ 3.82% |
$190K - $216K
|
35.3K
$9.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 0.26% |
$190K - $216K
|
490K
$126M
|
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
1.29K+ 2.14% |
$190K - $216K
|
61.8K
$15.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $215K
|
1.29K
$332K
|
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.29KNew |
$189K - $215K
|
1.29K
$331K
|
|
|
Nov 15, 2021
Q3 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
1.28KNew |
$189K - $214K
|
1.28K
$330K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
1.28K+ 81.08% |
$188K - $214K
|
2.86K
$736K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1.28K+ 77.29% |
$188K - $214K
|
2.94K
$756K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.27K+ 6.19% |
$187K - $212K
|
21.8K
$5.61M
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.27KNew |
$186K - $212K
|
1.27K
$326K
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
1.26KNew |
$185K - $211K
|
1.26K
$325K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.26K+ 3.97% |
$185K - $210K
|
32.9K
$8.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
1.25K+ 1.14% |
$184K - $209K
|
112K
$28.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.25K+ 1.49% |
$184K - $209K
|
85.3K
$21.9M
|
|
|
Nov 15, 2021
Q3 2021
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.25K+ 9.05% |
$184K - $209K
|
15.1K
$3.88M
|
|
|
Oct 14, 2021
Q3 2021
|
Rhs Financial, LLC
|
BUY
|
- |
1.25KNew |
$184K - $209K
|
1.25K
$322K
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.24K+ 1.38% |
$183K - $208K
|
91.6K
$23.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
1.24KNew |
$183K - $207K
|
1.24K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.24K+ 16.79% |
$182K - $207K
|
8.63K
$2.22M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.24KNew |
$182K - $207K
|
1.24K
$319K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.24KNew |
$182K - $207K
|
1.24K
$319K
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
1.24KNew |
$182K - $206K
|
1.24K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.23K+ 3.76% |
$181K - $205K
|
34K
$8.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23K+ 4.45% |
$180K - $205K
|
28.8K
$7.42M
|