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 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.23K+ 4.45% |
$180K - $205K
|
28.8K
$8.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
BUY
|
- |
1.23K+ 2.38% |
$180K - $205K
|
52.7K
$15.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Crumly & Associates Inc.
|
BUY
|
- |
1.23K+ 18.39% |
$180K - $205K
|
7.89K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.22KNew |
$180K - $204K
|
1.22K
$358K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 6.66% |
$180K - $204K
|
19.6K
$5.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.22K+ 2.94% |
$180K - $204K
|
42.8K
$12.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.22K+ 1.47% |
$179K - $204K
|
84.1K
$24.6M
|
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.2K+ 22.45% |
$177K - $201K
|
6.57K
$1.92M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.2K+ 4.09% |
$176K - $200K
|
30.5K
$8.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.2K+ 4.32% |
$176K - $200K
|
28.9K
$8.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.2K+ 19.47% |
$176K - $200K
|
7.33K
$2.15M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1.2K+ 2.84% |
$176K - $200K
|
43.3K
$12.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.19K+ 46.89% |
$175K - $199K
|
3.74K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.19K+ 2.53% |
$175K - $199K
|
48.3K
$14.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Wd Rutherford LLC
|
BUY
|
- |
1.19K+ 5.14% |
$175K - $199K
|
24.3K
$7.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.19K+ 23.47% |
$175K - $198K
|
6.25K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.18K+ 4.73% |
$173K - $196K
|
26K
$7.61M
|
|
|
Nov 03, 2021
Q3 2021
|
Souders Financial Advisors
|
BUY
|
- |
1.18K+ 3.59% |
$173K - $196K
|
33.9K
$9.94M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.17K+ 38.83% |
$171K - $195K
|
4.17K
$1.22M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.16K+ 0.81% |
$171K - $194K
|
144K
$42.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.16K+ 7.43% |
$170K - $194K
|
16.8K
$4.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.15K+ 12.0% |
$170K - $193K
|
10.8K
$3.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.15K+ 7.05% |
$169K - $192K
|
17.5K
$5.12M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 9.46% |
$167K - $189K
|
13.1K
$3.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.13K+ 15.63% |
$166K - $189K
|
8.37K
$2.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 17.09% |
$166K - $189K
|
7.74K
$2.27M
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.12K+ 10.42% |
$164K - $187K
|
11.9K
$3.47M
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.11K+ 5.99% |
$163K - $186K
|
19.7K
$5.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
1.11K+ 9.07% |
$163K - $185K
|
13.3K
$3.91M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.1K+ 3.5% |
$162K - $184K
|
32.7K
$9.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.1K+ 6.09% |
$162K - $184K
|
19.2K
$5.63M
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.1K+ 4.29% |
$162K - $184K
|
26.8K
$7.85M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.1K+ 42.68% |
$162K - $184K
|
3.68K
$1.08M
|
|
|
Oct 18, 2021
Q3 2021
|
Birinyi Associates Inc
|
BUY
|
- |
1.1K+ 8.66% |
$162K - $184K
|
13.8K
$4.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.1K+ 7.73% |
$161K - $183K
|
15.3K
$4.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.1K+ 2.2% |
$161K - $183K
|
51K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.09K+ 17.41% |
$160K - $182K
|
7.36K
$2.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.08K+ 43.8% |
$159K - $180K
|
3.55K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 58.43% |
$158K - $180K
|
2.92K
$856K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.08K+ 2.02% |
$158K - $180K
|
54.3K
$15.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.07K+ 4.79% |
$157K - $179K
|
23.4K
$6.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Security National Bank
|
BUY
|
- |
1.07K+ 19.48% |
$157K - $178K
|
6.54K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
1.07K+ 0.69% |
$157K - $178K
|
156K
$45.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.06K+ 2.0% |
$156K - $178K
|
54.2K
$15.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.06K+ 10.35% |
$156K - $177K
|
11.3K
$3.31M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.05K+ 2.51% |
$154K - $175K
|
42.8K
$12.5M
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.05K+ 1.46% |
$154K - $175K
|
72.6K
$21.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.05K+ 4.74% |
$154K - $175K
|
23.1K
$6.77M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
1.05K+ 1.16% |
$154K - $174K
|
91.2K
$26.7M
|
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.05K+ 6.42% |
$154K - $174K
|
17.3K
$5.07M
|