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 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.02K+ 1.87% |
$150K - $171K
|
55.6K
$13.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.02K+ 2.22% |
$150K - $171K
|
47.1K
$11.8M
|
|
|
Jan 20, 2022
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.02K+ 17.11% |
$150K - $170K
|
6.99K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01K+ 10.31% |
$149K - $169K
|
10.8K
$2.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 7.4% |
$148K - $168K
|
14.6K
$3.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.01K+ 2.98% |
$148K - $168K
|
34.7K
$8.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1K+ 2.01% |
$147K - $167K
|
50.9K
$12.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1K+ 20.66% |
$147K - $167K
|
5.85K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1K+ 4.24% |
$147K - $167K
|
24.6K
$6.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
1K+ 7.9% |
$147K - $167K
|
13.7K
$3.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1K+ 62.5% |
$147K - $167K
|
2.6K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
994+ 2.49% |
$146K - $166K
|
40.9K
$10.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
981+ 4.67% |
$144K - $164K
|
22K
$5.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
979+ 5.96% |
$144K - $163K
|
17.4K
$4.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
976+ 15.74% |
$143K - $163K
|
7.18K
$1.79M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
975+ 4.7% |
$143K - $163K
|
21.7K
$5.42M
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
974+ 1.38% |
$143K - $163K
|
71.7K
$17.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
972+ 4.96% |
$143K - $162K
|
20.6K
$5.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
972+ 12.51% |
$143K - $162K
|
8.74K
$2.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
971+ 2.13% |
$143K - $162K
|
46.6K
$11.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
966+ 16.95% |
$142K - $161K
|
6.67K
$1.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
957+ 1.1% |
$141K - $160K
|
87.6K
$21.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
956+ 4.1% |
$141K - $160K
|
24.2K
$6.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
955+ 4.34% |
$140K - $159K
|
23K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
954+ 24.82% |
$140K - $159K
|
4.8K
$1.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
950+ 4.42% |
$140K - $159K
|
22.5K
$5.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
945+ 0.45% |
$139K - $158K
|
213K
$53.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
943+ 4.92% |
$139K - $157K
|
20.1K
$5.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
938+ 7.38% |
$138K - $157K
|
13.6K
$3.41M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
934+ 2.57% |
$137K - $156K
|
37.2K
$9.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
931+ 4.9% |
$137K - $155K
|
19.9K
$4.98M
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
930+ 0.93% |
$137K - $155K
|
101K
$25.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
929+ 2.86% |
$137K - $155K
|
33.4K
$8.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
927+ 5.52% |
$136K - $155K
|
17.7K
$4.43M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
926+ 0.89% |
$136K - $155K
|
106K
$26.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
BUY
|
- |
910+ 3.53% |
$134K - $152K
|
26.7K
$6.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
905+ 2.29% |
$133K - $151K
|
40.4K
$10.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
905+ 3.84% |
$133K - $151K
|
24.5K
$6.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Hilton Capital Management, LLC
|
BUY
|
- |
900+ 1.04% |
$132K - $150K
|
87.2K
$21.8M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900+ 2.11% |
$132K - $150K
|
43.6K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
899+ 5.93% |
$132K - $150K
|
16.1K
$4.01M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
898+ 0.97% |
$132K - $150K
|
93.8K
$23.4M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
896+ 0.72% |
$132K - $150K
|
126K
$31.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
895+ 4.64% |
$132K - $149K
|
20.2K
$5.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
894+ 2.18% |
$131K - $149K
|
42K
$10.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
893+ 1.7% |
$131K - $149K
|
53.6K
$13.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
892+ 2.65% |
$131K - $149K
|
34.5K
$8.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
891+ 2.94% |
$131K - $149K
|
31.2K
$7.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
890+ 3.24% |
$131K - $149K
|
28.3K
$7.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
887+ 2.94% |
$130K - $148K
|
31K
$7.75M
|