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
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
622+ 60.15% |
$91.4K - $104K
|
1.66K
$485K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
621+ 1.74% |
$91.3K - $104K
|
36.3K
$10.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
621+ 25.53% |
$91.3K - $104K
|
3.05K
$894K
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
620+ 6.36% |
$91.1K - $104K
|
10.4K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
620+ 2.84% |
$91.1K - $104K
|
22.5K
$6.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
618+ 2.77% |
$90.8K - $103K
|
22.9K
$6.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
617+ 5.22% |
$90.7K - $103K
|
12.4K
$3.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
615+ 1.38% |
$90.4K - $103K
|
45.1K
$13.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
614+ 0.99% |
$90.2K - $103K
|
62.9K
$18.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
613+ 1.18% |
$90.1K - $102K
|
52.6K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
611+ 3.17% |
$89.8K - $102K
|
19.9K
$5.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
608+ 0.98% |
$89.4K - $102K
|
62.6K
$18.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
606+ 2.21% |
$89.1K - $101K
|
28.1K
$8.22M
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
BUY
|
- |
606+ 2.65% |
$89.1K - $101K
|
23.5K
$6.87M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
604+ 0.65% |
$88.8K - $101K
|
93.3K
$27.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
BUY
|
- |
600+ 13.33% |
$88.2K - $100K
|
5.1K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
600+ 32.17% |
$88.2K - $100K
|
2.47K
$722K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
596+ 2.81% |
$87.6K - $99.5K
|
21.8K
$6.38M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
596+ 13.7% |
$87.6K - $99.5K
|
4.95K
$1.45M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
590+ 1.33% |
$86.7K - $98.5K
|
45.1K
$13.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
588+ 22.47% |
$86.4K - $98.2K
|
3.21K
$939K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
584+ 0.55% |
$85.8K - $97.5K
|
108K
$31.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
581+ 2.7% |
$85.4K - $97K
|
22.1K
$6.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
580+ 10.44% |
$85.2K - $96.8K
|
6.14K
$1.8M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
577+ 6.1% |
$84.8K - $96.3K
|
10K
$2.94M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
575+ 6.07% |
$84.5K - $96K
|
10.1K
$2.94M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
573+ 2.16% |
$84.2K - $95.7K
|
27.1K
$7.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
572+ 5.32% |
$84.1K - $95.5K
|
11.3K
$3.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Gfg Capital, LLC
|
BUY
|
- |
567+ 3.31% |
$83.3K - $94.7K
|
17.7K
$5.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Apexium Financial, LP
|
BUY
|
- |
567+ 35.44% |
$83.3K - $94.7K
|
2.17K
$635K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
566+ 0.66% |
$83.2K - $94.5K
|
87K
$25.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
565+ 4.99% |
$83K - $94.3K
|
11.9K
$3.48M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
564+ 13.41% |
$82.9K - $94.2K
|
4.77K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Univest Financial Corp
|
BUY
|
- |
562+ 1.38% |
$82.6K - $93.8K
|
41.3K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
561+ 15.96% |
$82.5K - $93.7K
|
4.08K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
559+ 0.92% |
$82.2K - $93.3K
|
61.1K
$17.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
558+ 1.87% |
$82K - $93.2K
|
30.5K
$8.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
558+ 8.63% |
$82K - $93.2K
|
7.02K
$2.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
555+ 9.81% |
$81.6K - $92.7K
|
6.21K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
553+ 2.05% |
$81.3K - $92.3K
|
27.5K
$8.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
551+ 101.66% |
$81K - $92K
|
1.09K
$320K
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
550+ 3.35% |
$80.8K - $91.8K
|
17K
$4.97M
|
|
|
Nov 04, 2021
Q3 2021
|
Close Asset Management LTD
|
BUY
|
- |
549+ 0.73% |
$80.7K - $91.7K
|
76K
$22.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
549+ 1.42% |
$80.7K - $91.7K
|
39.3K
$11.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
545+ 1.27% |
$80.1K - $91K
|
43.3K
$12.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
542+ 1.8% |
$79.7K - $90.5K
|
30.6K
$8.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
537+ 1.75% |
$78.9K - $89.7K
|
31.3K
$9.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
537+ 2.95% |
$78.9K - $89.7K
|
18.8K
$5.49M
|
|
|
Oct 07, 2021
Q3 2021
|
First National Bank Of South Miami
|
BUY
|
- |
536+ 5.35% |
$78.8K - $89.5K
|
10.6K
$3.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
533+ 0.21% |
$78.3K - $89K
|
251K
$73.5M
|