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
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
234+ 0.32% |
$34.4K - $39.1K
|
72.5K
$21.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
231+ 0.73% |
$34K - $38.6K
|
31.7K
$9.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
231+ 2.75% |
$34K - $38.6K
|
8.64K
$2.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
BUY
|
- |
231+ 0.71% |
$34K - $38.6K
|
32.8K
$9.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
230+ 11.16% |
$33.8K - $38.4K
|
2.29K
$671K
|
|
|
Oct 26, 2021
Q3 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
229+ 0.74% |
$33.7K - $38.2K
|
31.4K
$9.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
229+ 0.3% |
$33.7K - $38.2K
|
75.6K
$22.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
228+ 7.6% |
$33.5K - $38.1K
|
3.23K
$945K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
228+ 0.46% |
$33.5K - $38.1K
|
49.5K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
228+ 0.11% |
$33.5K - $38.1K
|
199K
$58.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
227+ 1.08% |
$33.4K - $37.9K
|
21.2K
$6.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
224+ 6.91% |
$32.9K - $37.4K
|
3.47K
$1.01M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
223+ 2.87% |
$32.8K - $37.2K
|
7.99K
$2.34M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
222+ 146.05% |
$32.6K - $37.1K
|
374
$110K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
221+ 0.67% |
$32.5K - $36.9K
|
33K
$9.68M
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
221+ 6.72% |
$32.5K - $36.9K
|
3.51K
$1.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
221+ 7.94% |
$32.5K - $36.9K
|
3K
$880K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
221+ 1.86% |
$32.5K - $36.9K
|
12.1K
$3.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
220+ 1.07% |
$32.3K - $36.7K
|
20.7K
$6.06M
|
|
|
Nov 03, 2021
Q3 2021
|
Bfsg, LLC
|
BUY
|
- |
220+ 0.92% |
$32.3K - $36.7K
|
24.2K
$7.09M
|
|
|
Nov 05, 2021
Q3 2021
|
Bull Street Advisors, LLC
|
BUY
|
- |
218+ 1.39% |
$32K - $36.4K
|
16K
$4.67M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
217+ 5.76% |
$31.9K - $36.2K
|
3.99K
$1.17M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
215+ 0.56% |
$31.6K - $35.9K
|
38.5K
$11.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
213+ 1.2% |
$31.3K - $35.6K
|
17.9K
$5.24M
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
210+ 1.56% |
$30.9K - $35.1K
|
13.7K
$4.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Qvr LLC
|
BUY
|
- |
208+ 9.31% |
$30.6K - $34.7K
|
2.44K
$715K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
207+ 0.53% |
$30.4K - $34.6K
|
39.2K
$11.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
206+ 0.86% |
$30.3K - $34.4K
|
24.2K
$7.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
205+ 1.88% |
$30.1K - $34.2K
|
11.1K
$3.26M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
205+ 18.3% |
$30.1K - $34.2K
|
1.33K
$388K
|
|
|
Oct 20, 2021
Q3 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
203+ 1.05% |
$29.8K - $33.9K
|
19.5K
$5.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
202+ 0.33% |
$29.7K - $33.7K
|
60.5K
$17.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
202+ 12.5% |
$29.7K - $33.7K
|
1.82K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
202+ 2.03% |
$29.7K - $33.7K
|
10.1K
$2.97M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
202+ 89.38% |
$29.7K - $33.7K
|
428
$125K
|
|
|
Oct 26, 2021
Q3 2021
|
Coerente Capital Management
|
BUY
|
- |
200+ 0.57% |
$29.4K - $33.4K
|
35K
$10.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
200+ 2.12% |
$29.4K - $33.4K
|
9.62K
$2.82M
|
|
|
Oct 29, 2021
Q3 2021
|
Community Bank Of Raymore
|
BUY
|
- |
200+ 0.19% |
$29.4K - $33.4K
|
103K
$30.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.51% |
$29.4K - $33.4K
|
13.5K
$3.94M
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
200+ 0.48% |
$29.4K - $33.4K
|
42K
$12.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
199+ 0.2% |
$29.2K - $33.2K
|
99.8K
$29.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
196+ 0.3% |
$28.8K - $32.7K
|
65.3K
$19.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
196+ 5.27% |
$28.8K - $32.7K
|
3.91K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
195+ 2.55% |
$28.7K - $32.6K
|
7.84K
$2.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
193+ 0.3% |
$28.4K - $32.2K
|
64.3K
$18.8M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
192+ 0.56% |
$28.2K - $32.1K
|
34.4K
$10.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
189+ 0.64% |
$27.8K - $31.6K
|
29.9K
$8.75M
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
188+ 0.34% |
$27.6K - $31.4K
|
56K
$16.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
188+ 0.76% |
$27.6K - $31.4K
|
24.9K
$7.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
186+ 1.18% |
$27.3K - $31.1K
|
15.9K
$4.67M
|