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
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
287+ 0.41% |
$42.2K - $47.9K
|
69.9K
$20.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
286+ 1.97% |
$42K - $47.8K
|
14.8K
$4.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
285+ 1.62% |
$41.9K - $47.6K
|
17.8K
$5.22M
|
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
285+ 1.68% |
$41.9K - $47.6K
|
17.3K
$5.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
281+ 3.93% |
$41.3K - $46.9K
|
7.44K
$2.18M
|
|
|
Oct 21, 2021
Q3 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
280+ 0.66% |
$41.2K - $46.8K
|
42.8K
$12.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
280+ 1.57% |
$41.2K - $46.8K
|
18.1K
$5.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
279+ 0.46% |
$41K - $46.6K
|
60.7K
$17.8M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
278+ 6.14% |
$40.9K - $46.4K
|
4.81K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
275+ 10.72% |
$40.4K - $45.9K
|
2.84K
$832K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
273+ 3.87% |
$40.1K - $45.6K
|
7.33K
$2.15M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
272+ 0.73% |
$40K - $45.4K
|
37.8K
$11.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
270+ 0.49% |
$39.7K - $45.1K
|
55.2K
$16.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
270+ 2.25% |
$39.7K - $45.1K
|
12.3K
$3.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
270+ 0.76% |
$39.7K - $45.1K
|
35.9K
$10.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
268+ 0.43% |
$39.4K - $44.8K
|
62.9K
$18.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
268+ 9.33% |
$39.4K - $44.8K
|
3.14K
$920K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
BUY
|
- |
267+ 1.18% |
$39.2K - $44.6K
|
22.9K
$6.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
267+ 17.65% |
$39.2K - $44.6K
|
1.78K
$521K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
265+ 0.86% |
$38.9K - $44.2K
|
31K
$9.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264+ 2.97% |
$38.8K - $44.1K
|
9.14K
$2.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
264+ 0.49% |
$38.8K - $44.1K
|
54.5K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
263+ 2.06% |
$38.7K - $43.9K
|
13K
$3.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
262+ 1.76% |
$38.5K - $43.7K
|
15.1K
$4.42M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
261+ 2.61% |
$38.4K - $43.6K
|
10.2K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
260+ 16.93% |
$38.2K - $43.4K
|
1.8K
$526K
|
|
|
Oct 28, 2021
Q3 2021
|
Hgk Asset Management Inc
|
BUY
|
- |
259+ 0.57% |
$38.1K - $43.2K
|
45.8K
$13.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
258+ 8.84% |
$37.9K - $43.1K
|
3.18K
$930K
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
258+ 11.21% |
$37.9K - $43.1K
|
2.56K
$749K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
257+ 8.38% |
$37.8K - $42.9K
|
3.33K
$974K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
257+ 1.31% |
$37.8K - $42.9K
|
19.9K
$5.83M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
251+ 4.8% |
$36.9K - $41.9K
|
5.48K
$1.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
250+ 8.93% |
$36.7K - $41.7K
|
3.05K
$893K
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
250+ 1.2% |
$36.7K - $41.7K
|
21.1K
$6.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
250+ 10.46% |
$36.7K - $41.7K
|
2.64K
$773K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
248+ 1.48% |
$36.4K - $41.4K
|
17K
$4.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
248+ 7.76% |
$36.4K - $41.4K
|
3.44K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
248+ 2.26% |
$36.4K - $41.4K
|
11.2K
$3.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
247+ 3.63% |
$36.3K - $41.2K
|
7.04K
$2.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
247+ 0.93% |
$36.3K - $41.2K
|
26.7K
$7.81M
|
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
BUY
|
- |
246+ 1.03% |
$36.2K - $41.1K
|
24.1K
$7.05M
|
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
245+ 2.8% |
$36K - $40.9K
|
9.01K
$2.64M
|
|
|
Jul 20, 2022
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
245+ 0.82% |
$36K - $40.9K
|
30.1K
$8.83M
|
|
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
245+ 0.82% |
$36K - $40.9K
|
30.1K
$8.83M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
244+ 1.68% |
$35.9K - $40.7K
|
14.8K
$4.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
243+ 12.61% |
$35.7K - $40.6K
|
2.17K
$635K
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
243+ 0.85% |
$35.7K - $40.6K
|
29K
$8.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
241+ 2.09% |
$35.4K - $40.2K
|
11.8K
$3.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
239+ 2.36% |
$35.1K - $39.9K
|
10.4K
$3.04M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
238+ 4.38% |
$35K - $39.7K
|
5.67K
$1.66M
|