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 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
BUY
|
- |
53+ 0.79% |
$7.79K - $8.85K
|
6.73K
$1.97M
|
|
|
Oct 14, 2021
Q3 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
53+ 0.92% |
$7.79K - $8.85K
|
5.82K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
53+ 2.46% |
$7.79K - $8.85K
|
2.21K
$646K
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
52+ 0.26% |
$7.64K - $8.68K
|
19.8K
$5.79M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
51+ 0.71% |
$7.5K - $8.52K
|
7.2K
$2.11M
|
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
50+ 1.67% |
$7.35K - $8.35K
|
3.05K
$893K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
48+ 0.52% |
$7.05K - $8.02K
|
9.28K
$2.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
48+ 0.21% |
$7.05K - $8.02K
|
22.5K
$6.59M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
47+ 0.55% |
$6.91K - $7.85K
|
8.59K
$2.51M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
47+ 0.46% |
$6.91K - $7.85K
|
10.3K
$3.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
46+ 1.14% |
$6.76K - $7.68K
|
4.08K
$1.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
46+ 1.27% |
$6.76K - $7.68K
|
3.68K
$1.08M
|
|
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
46+ 0.55% |
$6.76K - $7.68K
|
8.44K
$2.47M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
45+ 0.89% |
$6.61K - $7.51K
|
5.11K
$1.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
45+ 1.25% |
$6.61K - $7.51K
|
3.63K
$1.06M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
45New |
$6.61K - $7.51K
|
45
$13.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
43+ 5.81% |
$6.32K - $7.18K
|
783
$229K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 0.78% |
$6.17K - $7.01K
|
5.46K
$1.6M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
42+ 0.89% |
$6.17K - $7.01K
|
4.76K
$1.39M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
41+ 0.56% |
$6.03K - $6.85K
|
7.4K
$2.17M
|
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
41+ 0.82% |
$6.03K - $6.85K
|
5.02K
$1.47M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
40+ 1.06% |
$5.88K - $6.68K
|
3.82K
$1.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
39+ 0.17% |
$5.73K - $6.51K
|
23.2K
$6.79M
|
|
|
Oct 29, 2021
Q3 2021
|
Value Partners Investments Inc.
|
BUY
|
- |
39+ 0.1% |
$5.73K - $6.51K
|
39.1K
$11.5M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
38+ 0.06% |
$5.58K - $6.35K
|
59K
$17.3M
|
|
|
Oct 27, 2021
Q3 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
38+ 4.15% |
$5.58K - $6.35K
|
953
$279K
|
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
38+ 0.75% |
$5.58K - $6.35K
|
5.09K
$1.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
38+ 0.31% |
$5.58K - $6.35K
|
12.2K
$3.57M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
38+ 0.31% |
$5.58K - $6.35K
|
12.2K
$3.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
37+ 2.06% |
$5.44K - $6.18K
|
1.83K
$537K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
37New |
$5.44K - $6.18K
|
37
$10.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
37+ 0.18% |
$5.44K - $6.18K
|
20.8K
$6.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.24% |
$5.29K - $6.01K
|
15.2K
$4.44M
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
36+ 1.02% |
$5.29K - $6.01K
|
3.55K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
35+ 0.31% |
$5.14K - $5.84K
|
11.3K
$3.32M
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
34+ 2.52% |
$5K - $5.68K
|
1.39K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
34+ 1.35% |
$5K - $5.68K
|
2.55K
$745K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.28% |
$5K - $5.68K
|
12.3K
$3.62M
|
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
BUY
|
- |
33+ 0.03% |
$4.85K - $5.51K
|
128K
$37.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Pettee Investors, Inc.
|
BUY
|
- |
33+ 0.04% |
$4.85K - $5.51K
|
74.5K
$21.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
BUY
|
- |
33+ 1.57% |
$4.85K - $5.51K
|
2.14K
$626K
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
33+ 0.27% |
$4.85K - $5.51K
|
12K
$3.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
32+ 0.89% |
$4.7K - $5.34K
|
3.61K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
32+ 0.35% |
$4.7K - $5.34K
|
9.09K
$2.66M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
31+ 0.1% |
$4.56K - $5.18K
|
31.9K
$9.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
31+ 1.06% |
$4.56K - $5.18K
|
2.96K
$865K
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
31+ 0.17% |
$4.56K - $5.18K
|
18.8K
$5.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
31+ 0.57% |
$4.56K - $5.18K
|
5.44K
$1.59M
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.38% |
$4.41K - $5.01K
|
7.96K
$2.33M
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
29+ 0.36% |
$4.26K - $4.84K
|
8.11K
$2.38M
|