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 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
724+ 1.13% |
$106K - $121K
|
65K
$18M
|
|
|
Oct 21, 2021
Q3 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
722+ 1.3% |
$106K - $121K
|
56.5K
$15.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
715+ 1.63% |
$105K - $119K
|
44.6K
$12.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
713+ 0.2% |
$105K - $119K
|
354K
$98M
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
711+ 8.8% |
$104K - $119K
|
8.79K
$2.43M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
710+ 6.25% |
$104K - $119K
|
12.1K
$3.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Bender Robert & Associates
|
BUY
|
- |
707+ 16.52% |
$104K - $118K
|
4.99K
$1.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
705+ 1.51% |
$104K - $118K
|
47.4K
$13.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
705+ 1.97% |
$104K - $118K
|
36.5K
$10.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
BUY
|
- |
701+ 1.38% |
$103K - $117K
|
51.5K
$14.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
700+ 2.69% |
$103K - $117K
|
26.7K
$7.39M
|
|
|
Oct 06, 2021
Q3 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
700+ 6.1% |
$103K - $117K
|
12.2K
$3.37M
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
BUY
|
- |
700+ 1.0% |
$103K - $117K
|
70.7K
$19.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
699+ 10.34% |
$103K - $117K
|
7.46K
$2.06M
|
|
|
Dec 30, 2022
Q3 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
698+ 4.88% |
$103K - $117K
|
15K
$4.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
695+ 2.84% |
$102K - $116K
|
25.2K
$6.96M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
694+ 2.84% |
$102K - $116K
|
25.2K
$6.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
693+ 0.11% |
$102K - $116K
|
625K
$173M
|
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
BUY
|
- |
692+ 8.33% |
$102K - $116K
|
9K
$2.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
691+ 3.3% |
$102K - $115K
|
21.6K
$5.98M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
690+ 25.46% |
$101K - $115K
|
3.4K
$940K
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
689+ 22.96% |
$101K - $115K
|
3.69K
$1.02M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
685+ 3.16% |
$101K - $114K
|
22.4K
$6.19M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
685+ 2.64% |
$101K - $114K
|
26.6K
$7.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
683+ 1.45% |
$100K - $114K
|
47.8K
$13.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
683+ 9.53% |
$100K - $114K
|
7.85K
$2.17M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
682+ 7.9% |
$100K - $114K
|
9.31K
$2.58M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
682+ 0.03% |
$100K - $114K
|
2.44M
$675M
|
|
|
Oct 19, 2021
Q3 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
680+ 10.94% |
$99.9K - $114K
|
6.9K
$1.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
679+ 38.47% |
$99.8K - $113K
|
2.44K
$676K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
678+ 44.78% |
$99.6K - $113K
|
2.19K
$606K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
677+ 2.95% |
$99.5K - $113K
|
23.6K
$6.54M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
672+ 2.27% |
$98.8K - $112K
|
30.2K
$8.36M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
663+ 2.62% |
$97.4K - $111K
|
25.9K
$7.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
663+ 3.56% |
$97.4K - $111K
|
19.3K
$5.33M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
663+ 3.68% |
$97.4K - $111K
|
18.7K
$5.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
663+ 1.77% |
$97.4K - $111K
|
38.2K
$10.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
661+ 8.16% |
$97.1K - $110K
|
8.76K
$2.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
655+ 0.06% |
$96.3K - $109K
|
1.03M
$286M
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
653+ 8.37% |
$96K - $109K
|
8.46K
$2.34M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
648+ 9.04% |
$95.2K - $108K
|
7.82K
$2.16M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
647+ 6.72% |
$95.1K - $108K
|
10.3K
$2.84M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
647+ 0.46% |
$95.1K - $108K
|
140K
$38.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
642+ 1.37% |
$94.4K - $107K
|
47.5K
$13.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
635+ 12.08% |
$93.3K - $106K
|
5.89K
$1.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
635+ 4.71% |
$93.3K - $106K
|
14.1K
$3.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
633+ 1.7% |
$93K - $106K
|
37.9K
$10.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
625+ 2.07% |
$91.9K - $104K
|
30.8K
$8.51M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
625+ 2.76% |
$91.9K - $104K
|
23.2K
$6.43M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
622+ 60.15% |
$91.4K - $104K
|
1.66K
$458K
|