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
|
Sky Investment Group LLC
|
BUY
|
- |
429+ 5.7% |
$63.1K - $71.6K
|
7.95K
$2.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
418+ 0.92% |
$61.4K - $69.8K
|
45.9K
$13.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
408+ 6.83% |
$60K - $68.1K
|
6.38K
$1.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
408+ 2.08% |
$60K - $68.1K
|
20K
$5.86M
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
407+ 0.52% |
$59.8K - $68K
|
78.7K
$23M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
405+ 0.79% |
$59.5K - $67.6K
|
51.9K
$15.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
404+ 0.52% |
$59.4K - $67.5K
|
78.4K
$23M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
403+ 4.35% |
$59.2K - $67.3K
|
9.66K
$2.83M
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
400+ 2666.67% |
$58.8K - $66.8K
|
415
$122K
|
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
400+ 0.37% |
$58.8K - $66.8K
|
107K
$31.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
399+ 2.45% |
$58.6K - $66.6K
|
16.7K
$4.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
397+ 3.89% |
$58.3K - $66.3K
|
10.6K
$3.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
397+ 12.69% |
$58.3K - $66.3K
|
3.53K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
396+ 5.17% |
$58.2K - $66.1K
|
8.05K
$2.36M
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
395+ 0.96% |
$58.1K - $66K
|
41.6K
$12.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
394+ 2.72% |
$57.9K - $65.8K
|
14.9K
$4.36M
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
391+ 1.62% |
$57.5K - $65.3K
|
24.5K
$7.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
390+ 2.26% |
$57.3K - $65.1K
|
17.6K
$5.16M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
390+ 4.94% |
$57.3K - $65.1K
|
8.28K
$2.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
390+ 12.5% |
$57.3K - $65.1K
|
3.51K
$1.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
390+ 6.62% |
$57.3K - $65.1K
|
6.28K
$1.84M
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
389+ 2.07% |
$57.2K - $65K
|
19.2K
$5.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
389+ 1.02% |
$57.2K - $65K
|
38.4K
$11.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
388+ 1.55% |
$57K - $64.8K
|
25.4K
$7.42M
|
|
|
Nov 08, 2021
Q3 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
387+ 0.77% |
$56.9K - $64.6K
|
50.4K
$14.7M
|
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
384+ 1.4% |
$56.4K - $64.1K
|
27.7K
$8.12M
|
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
383+ 1.52% |
$56.3K - $64K
|
25.6K
$7.48M
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
380+ 0.57% |
$55.8K - $63.5K
|
67K
$19.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
380+ 2.83% |
$55.8K - $63.5K
|
13.8K
$4.05M
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
379+ 2.26% |
$55.7K - $63.3K
|
17.2K
$5.02M
|
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
378+ 0.4% |
$55.6K - $63.1K
|
94.1K
$27.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
371+ 0.75% |
$54.5K - $61.9K
|
49.6K
$14.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
370+ 0.75% |
$54.4K - $61.8K
|
49.8K
$14.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Miramar Capital, LLC
|
BUY
|
- |
370+ 0.65% |
$54.4K - $61.8K
|
56.9K
$16.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
369+ 4.12% |
$54.2K - $61.6K
|
9.34K
$2.73M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
365+ 1.49% |
$53.6K - $60.9K
|
24.8K
$7.28M
|
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
364+ 1.76% |
$53.5K - $60.8K
|
21K
$6.16M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
364+ 3.74% |
$53.5K - $60.8K
|
10.1K
$2.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
361+ 0.13% |
$53.1K - $60.3K
|
268K
$78.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
358New |
$52.6K - $59.8K
|
358
$105K
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
358+ 7.96% |
$52.6K - $59.8K
|
4.86K
$1.42M
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
BUY
|
- |
357+ 1.17% |
$52.5K - $59.6K
|
30.7K
$9M
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
356+ 0.42% |
$52.3K - $59.4K
|
84.1K
$24.6M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
355+ 104.41% |
$52.2K - $59.3K
|
695
$204K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
354+ 1.65% |
$52K - $59.1K
|
21.8K
$6.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
353+ 10.61% |
$51.9K - $58.9K
|
3.68K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
351+ 10.19% |
$51.6K - $58.6K
|
3.8K
$1.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
350+ 5.12% |
$51.4K - $58.4K
|
7.18K
$2.1M
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
350+ 3.66% |
$51.4K - $58.4K
|
9.92K
$2.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
350+ 1.42% |
$51.4K - $58.4K
|
25K
$7.32M
|