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 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
91+ 0.45% |
$13.4K - $15.2K
|
20.1K
$5.89M
|
|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
90+ 2.37% |
$13.2K - $15K
|
3.88K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
87+ 1.34% |
$12.8K - $14.5K
|
6.58K
$1.93M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
86+ 0.56% |
$12.6K - $14.4K
|
15.5K
$4.54M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
86+ 2.0% |
$12.6K - $14.4K
|
4.39K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
85+ 0.38% |
$12.5K - $14.2K
|
22.6K
$6.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
85+ 6.92% |
$12.5K - $14.2K
|
1.31K
$385K
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
84+ 2.68% |
$12.3K - $14K
|
3.22K
$944K
|
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
83+ 0.57% |
$12.2K - $13.9K
|
14.7K
$4.32M
|
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
82+ 2.52% |
$12.1K - $13.7K
|
3.33K
$976K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
82+ 0.37% |
$12.1K - $13.7K
|
22.1K
$6.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
82+ 6.06% |
$12.1K - $13.7K
|
1.44K
$421K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
BUY
|
- |
80+ 1.75% |
$11.8K - $13.4K
|
4.64K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
80+ 100.0% |
$11.8K - $13.4K
|
160
$46.9K
|
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
80+ 3.3% |
$11.8K - $13.4K
|
2.5K
$732K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
80+ 0.16% |
$11.8K - $13.4K
|
51K
$14.9M
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
78+ 4.37% |
$11.5K - $13K
|
1.86K
$546K
|
|
|
Nov 10, 2021
Q3 2021
|
Prentice Wealth Management LLC
|
BUY
|
- |
78+ 0.91% |
$11.5K - $13K
|
8.69K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
78+ 0.62% |
$11.5K - $13K
|
12.7K
$3.73M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
77+ 0.05% |
$11.3K - $12.9K
|
142K
$41.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
76+ 4.3% |
$11.2K - $12.7K
|
1.84K
$540K
|
|
|
Oct 13, 2021
Q3 2021
|
Guardian Investment Management
|
BUY
|
- |
75+ 0.45% |
$11K - $12.5K
|
16.7K
$4.88M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
74+ 0.28% |
$10.9K - $12.4K
|
26.6K
$7.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
72+ 1.06% |
$10.6K - $12K
|
6.87K
$2.01M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72+ 0.31% |
$10.6K - $12K
|
23K
$6.73M
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
72+ 1.7% |
$10.6K - $12K
|
4.3K
$1.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
70+ 1.97% |
$10.3K - $11.7K
|
3.62K
$1.06M
|
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
BUY
|
- |
70New |
$10.3K - $11.7K
|
70
$20.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
70+ 2.41% |
$10.3K - $11.7K
|
2.97K
$870K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
69+ 0.82% |
$10.1K - $11.5K
|
8.5K
$2.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
68+ 1.82% |
$9.99K - $11.4K
|
3.8K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
68+ 4.39% |
$9.99K - $11.4K
|
1.62K
$474K
|
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
BUY
|
- |
67+ 0.48% |
$9.85K - $11.2K
|
13.9K
$4.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
67+ 0.63% |
$9.85K - $11.2K
|
10.8K
$3.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 0.9% |
$9.7K - $11K
|
7.4K
$2.17M
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
66+ 1.0% |
$9.7K - $11K
|
6.68K
$1.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
64+ 0.73% |
$9.41K - $10.7K
|
8.82K
$2.58M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
63+ 19.38% |
$9.26K - $10.5K
|
388
$114K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
63+ 1.2% |
$9.26K - $10.5K
|
5.29K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
62+ 0.67% |
$9.11K - $10.4K
|
9.36K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
61+ 0.5% |
$8.97K - $10.2K
|
12.2K
$3.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
61+ 0.22% |
$8.97K - $10.2K
|
27.7K
$8.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
61+ 0.05% |
$8.97K - $10.2K
|
118K
$34.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
61+ 0.57% |
$8.97K - $10.2K
|
10.7K
$3.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Albert D Mason Inc
|
BUY
|
- |
60+ 1.65% |
$8.82K - $10K
|
3.7K
$1.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
57+ 0.52% |
$8.38K - $9.52K
|
10.9K
$3.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
BUY
|
- |
55+ 1.85% |
$8.08K - $9.18K
|
3.03K
$888K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
55+ 0.89% |
$8.08K - $9.18K
|
6.21K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
55+ 3.2% |
$8.08K - $9.18K
|
1.77K
$520K
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
53+ 0.61% |
$7.79K - $8.85K
|
8.79K
$2.57M
|