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 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
875+ 6.99% |
$129K - $146K
|
13.4K
$3.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
875+ 27.4% |
$129K - $146K
|
4.07K
$1.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
867+ 46.19% |
$127K - $145K
|
2.74K
$685K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
860+ 5.38% |
$126K - $144K
|
16.9K
$4.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
857+ 8.49% |
$126K - $143K
|
11K
$2.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
855+ 3.62% |
$126K - $143K
|
24.5K
$6.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
851New |
$125K - $142K
|
851
$213K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
850+ 11.12% |
$125K - $142K
|
8.5K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
850+ 2.33% |
$125K - $142K
|
37.4K
$9.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Jsf Financial, LLC
|
BUY
|
- |
828+ 8.69% |
$122K - $138K
|
10.4K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
826+ 0.4% |
$121K - $138K
|
205K
$51.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
824+ 1.28% |
$121K - $138K
|
65K
$16.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
821+ 1.62% |
$121K - $137K
|
51.6K
$12.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
817+ 5.23% |
$120K - $136K
|
16.4K
$4.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
811+ 1.0% |
$119K - $135K
|
81.6K
$20.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
811+ 3.09% |
$119K - $135K
|
27K
$6.75M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
809+ 4.45% |
$119K - $135K
|
19K
$4.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
808+ 15.37% |
$119K - $135K
|
6.06K
$1.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
803+ 10.54% |
$118K - $134K
|
8.43K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
803+ 6.33% |
$118K - $134K
|
13.5K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
797+ 16.7% |
$117K - $133K
|
5.57K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
796+ 5.97% |
$117K - $133K
|
14.1K
$3.53M
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
796+ 3.13% |
$117K - $133K
|
26.3K
$6.56M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
793+ 0.99% |
$117K - $132K
|
81.3K
$20.3M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
790+ 8.53% |
$116K - $132K
|
10K
$2.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
784+ 1.56% |
$115K - $131K
|
50.9K
$12.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
781+ 3.46% |
$115K - $130K
|
23.3K
$5.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
780+ 2.43% |
$115K - $130K
|
32.9K
$8.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
779+ 4.24% |
$114K - $130K
|
19.2K
$4.79M
|
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
775+ 1.78% |
$114K - $129K
|
44.4K
$11.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
770+ 7.63% |
$113K - $129K
|
10.9K
$2.71M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
770+ 3.72% |
$113K - $129K
|
21.4K
$5.35M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
760+ 6.87% |
$112K - $127K
|
11.8K
$2.95M
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
757+ 11.24% |
$111K - $126K
|
7.49K
$1.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
754+ 2.32% |
$111K - $126K
|
33.3K
$8.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
751+ 10.01% |
$110K - $125K
|
8.26K
$2.06M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
750+ 1.72% |
$110K - $125K
|
44.4K
$11.1M
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
750+ 2.6% |
$110K - $125K
|
29.6K
$7.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
747+ 6.2% |
$110K - $125K
|
12.8K
$3.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
747+ 4.61% |
$110K - $125K
|
17K
$4.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
746+ 13.44% |
$110K - $125K
|
6.3K
$1.57M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
746+ 12.91% |
$110K - $125K
|
6.52K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
740+ 4.84% |
$109K - $124K
|
16K
$4.01M
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
736+ 3.55% |
$108K - $123K
|
21.5K
$5.36M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
736+ 3.05% |
$108K - $123K
|
24.8K
$6.21M
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
730+ 0.34% |
$107K - $122K
|
215K
$53.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
730+ 41.03% |
$107K - $122K
|
2.51K
$627K
|
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
727+ 2.35% |
$107K - $121K
|
31.6K
$7.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
724+ 1.13% |
$106K - $121K
|
65K
$16.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
722+ 1.3% |
$106K - $121K
|
56.5K
$14.1M
|