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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
528+ 5.93% |
$77.6K - $88.2K
|
9.43K
$2.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
523+ 3.53% |
$76.9K - $87.3K
|
15.3K
$4.24M
|
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
520+ 0.44% |
$76.4K - $86.8K
|
120K
$33.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
520+ 6.74% |
$76.4K - $86.8K
|
8.23K
$2.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
514+ 11.49% |
$75.5K - $85.8K
|
4.99K
$1.38M
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
513+ 0.12% |
$75.4K - $85.7K
|
423K
$117M
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
513+ 1.33% |
$75.4K - $85.7K
|
39.1K
$10.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
511+ 6.74% |
$75.1K - $85.3K
|
8.09K
$2.24M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
510+ 130.1% |
$75K - $85.2K
|
902
$249K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
508+ 0.17% |
$74.7K - $84.8K
|
293K
$81.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
BUY
|
- |
506+ 0.49% |
$74.4K - $84.5K
|
104K
$28.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
505+ 1.47% |
$74.2K - $84.3K
|
35K
$9.67M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
502+ 1.45% |
$73.8K - $83.8K
|
35.1K
$9.71M
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
501+ 0.72% |
$73.6K - $83.7K
|
70.5K
$19.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
501+ 34.74% |
$73.6K - $83.7K
|
1.94K
$537K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
500+ 1.07% |
$73.5K - $83.5K
|
47.1K
$13M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
500+ 8.69% |
$73.5K - $83.5K
|
6.26K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
500+ 1.2% |
$73.5K - $83.5K
|
42.2K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
500+ 17.3% |
$73.5K - $83.5K
|
3.39K
$938K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
499+ 2.51% |
$73.3K - $83.3K
|
20.4K
$5.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
498+ 0.79% |
$73.2K - $83.2K
|
63.2K
$17.5M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
495+ 0.62% |
$72.8K - $82.7K
|
80.1K
$22.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
494+ 2.98% |
$72.6K - $82.5K
|
17.1K
$4.73M
|
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
486+ 1.13% |
$71.4K - $81.2K
|
43.5K
$12M
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
485+ 9.72% |
$71.3K - $81K
|
5.47K
$1.51M
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
485+ 9.72% |
$71.3K - $81K
|
5.47K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
480+ 1.55% |
$70.5K - $80.2K
|
31.4K
$8.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
479+ 1.77% |
$70.4K - $80K
|
27.6K
$7.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
475+ 1.87% |
$69.8K - $79.3K
|
25.9K
$7.17M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
471+ 16.14% |
$69.2K - $78.6K
|
3.39K
$938K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
469+ 2.93% |
$68.9K - $78.3K
|
16.5K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
467+ 22.69% |
$68.6K - $78K
|
2.53K
$698K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
466+ 11.5% |
$68.5K - $77.8K
|
4.52K
$1.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
463+ 0.14% |
$68K - $77.3K
|
335K
$92.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
460+ 3.0% |
$67.6K - $76.8K
|
15.8K
$4.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
458+ 16.43% |
$67.3K - $76.5K
|
3.25K
$898K
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
457+ 12.46% |
$67.2K - $76.3K
|
4.13K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
456+ 5.36% |
$67K - $76.1K
|
8.96K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
452+ 0.44% |
$66.4K - $75.5K
|
103K
$28.4M
|
|
|
Oct 28, 2021
Q3 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
450+ 1.78% |
$66.1K - $75.1K
|
25.7K
$7.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
449+ 4.06% |
$66K - $75K
|
11.5K
$3.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
444+ 6.44% |
$65.3K - $74.1K
|
7.33K
$2.03M
|
|
|
Oct 15, 2021
Q3 2021
|
Sequent Asset Management, LLC
|
BUY
|
- |
443+ 17.58% |
$65.1K - $74K
|
2.96K
$820K
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
442+ 2.57% |
$65K - $73.8K
|
17.6K
$4.88M
|
|
|
Aug 28, 2024
Q3 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
442+ 0.76% |
$65K - $73.8K
|
58.6K
$16.2M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
441+ 9.19% |
$64.8K - $73.6K
|
5.24K
$1.45M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
440+ 8.72% |
$64.7K - $73.5K
|
5.48K
$1.52M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
437+ 3.51% |
$64.2K - $73K
|
12.9K
$3.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
431+ 1.17% |
$63.3K - $72K
|
37.4K
$10.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
BUY
|
- |
429+ 5.7% |
$63.1K - $71.6K
|
7.95K
$2.2M
|