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 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
186+ 4.76% |
$27.3K - $31.1K
|
4.1K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
185+ 1.46% |
$27.2K - $30.9K
|
12.9K
$3.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
185+ 3.36% |
$27.2K - $30.9K
|
5.7K
$1.67M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
183+ 2.76% |
$26.9K - $30.6K
|
6.82K
$2M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
183+ 1.2% |
$26.9K - $30.6K
|
15.4K
$4.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
182+ 1.2% |
$26.7K - $30.4K
|
15.4K
$4.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
182+ 0.74% |
$26.7K - $30.4K
|
24.7K
$7.24M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
181+ 3.73% |
$26.6K - $30.2K
|
5.03K
$1.47M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
180+ 5.16% |
$26.5K - $30.1K
|
3.67K
$1.07M
|
|
|
Nov 17, 2021
Q3 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
180+ 0.12% |
$26.5K - $30.1K
|
151K
$44.3M
|
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
179+ 0.62% |
$26.3K - $29.9K
|
29.3K
$8.57M
|
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
178+ 6.89% |
$26.2K - $29.7K
|
2.76K
$809K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
175+ 2.24% |
$25.7K - $29.2K
|
7.99K
$2.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
175+ 0.12% |
$25.7K - $29.2K
|
148K
$43.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
175+ 2.49% |
$25.7K - $29.2K
|
7.2K
$2.11M
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
173New |
$25.4K - $28.9K
|
173
$50.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
172+ 0.62% |
$25.3K - $28.7K
|
28.1K
$8.23M
|
|
|
Oct 27, 2021
Q3 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
171+ 0.97% |
$25.1K - $28.6K
|
17.8K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
167+ 0.15% |
$24.5K - $27.9K
|
115K
$33.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
167+ 2.02% |
$24.5K - $27.9K
|
8.42K
$2.47M
|
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
165+ 8.12% |
$24.3K - $27.6K
|
2.2K
$643K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
163+ 1.04% |
$24K - $27.2K
|
15.8K
$4.63M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
163+ 2.42% |
$24K - $27.2K
|
6.9K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
160+ 0.14% |
$23.5K - $26.7K
|
111K
$32.6M
|
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
158+ 3.36% |
$23.2K - $26.4K
|
4.86K
$1.42M
|
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
156+ 1.44% |
$22.9K - $26K
|
11K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
155+ 0.21% |
$22.8K - $25.9K
|
75.1K
$22M
|
|
|
Oct 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
154+ 2.8% |
$22.6K - $25.7K
|
5.66K
$1.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
154+ 0.12% |
$22.6K - $25.7K
|
127K
$37.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
152+ 0.88% |
$22.3K - $25.4K
|
17.4K
$5.09M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
150+ 94.34% |
$22K - $25K
|
309
$90.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
150+ 0.24% |
$22K - $25K
|
62.3K
$18.2M
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
149+ 0.93% |
$21.9K - $24.9K
|
16.2K
$4.76M
|
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
149+ 1.07% |
$21.9K - $24.9K
|
14K
$4.11M
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
148+ 0.26% |
$21.8K - $24.7K
|
56.2K
$16.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
148+ 2.91% |
$21.8K - $24.7K
|
5.23K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
148+ 1.55% |
$21.8K - $24.7K
|
9.68K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
146+ 0.21% |
$21.5K - $24.4K
|
68.2K
$20M
|
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
145+ 0.16% |
$21.3K - $24.2K
|
92.3K
$27M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
145+ 10.76% |
$21.3K - $24.2K
|
1.49K
$437K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
144+ 0.88% |
$21.2K - $24K
|
16.5K
$4.83M
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
143+ 5.91% |
$21K - $23.9K
|
2.56K
$751K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
142+ 4.85% |
$20.9K - $23.7K
|
3.07K
$900K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
142+ 0.69% |
$20.9K - $23.7K
|
20.9K
$6.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
141+ 3.62% |
$20.7K - $23.5K
|
4.04K
$1.18M
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
141+ 2.48% |
$20.7K - $23.5K
|
5.83K
$1.71M
|
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
140+ 0.08% |
$20.6K - $23.4K
|
174K
$51M
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
139+ 0.33% |
$20.4K - $23.2K
|
42.7K
$12.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
137+ 4.73% |
$20.1K - $22.9K
|
3.04K
$889K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
137+ 1.22% |
$20.1K - $22.9K
|
11.4K
$3.33M
|