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
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
77.2K+ 120.71% |
$11.4M - $12.9M
|
141K
$41.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74.7K+ 14.96% |
$11M - $12.5M
|
574K
$168M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
73.5KNew |
$10.8M - $12.3M
|
73.5K
$21.5M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71K+ 4.29% |
$10.4M - $11.9M
|
1.73M
$505M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
71KNew |
$10.4M - $11.9M
|
71K
$20.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
68.6K+ 1399.63% |
$10.1M - $11.5M
|
73.5K
$21.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
64.6K+ 1.1% |
$9.5M - $10.8M
|
5.93M
$1.74B
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
64.3K+ 510.92% |
$9.45M - $10.7M
|
76.9K
$22.5M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
63.7K+ 6.28% |
$9.37M - $10.6M
|
1.08M
$316M
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
63K+ 5.41% |
$9.26M - $10.5M
|
1.23M
$359M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63KNew |
$9.26M - $10.5M
|
63K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
62.5KNew |
$9.19M - $10.4M
|
62.5K
$18.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
61.1K+ 62.75% |
$8.98M - $10.2M
|
158K
$46.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
61KNew |
$8.97M - $10.2M
|
61K
$17.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
58.3K+ 1.99% |
$8.57M - $9.73M
|
2.99M
$876M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
57.3K+ 488.12% |
$8.42M - $9.57M
|
69K
$20.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
56K+ 5.13% |
$8.23M - $9.35M
|
1.15M
$336M
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
54.8K+ 8.23% |
$8.05M - $9.15M
|
721K
$211M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
54.4K+ 9.56% |
$8M - $9.09M
|
623K
$183M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
53.7K+ 4.36% |
$7.9M - $8.97M
|
1.29M
$377M
|
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
53.6K+ 15.84% |
$7.88M - $8.95M
|
392K
$115M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
51.4K+ 0.73% |
$7.56M - $8.59M
|
7.14M
$2.09B
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
50.6K+ 6.99% |
$7.43M - $8.44M
|
774K
$227M
|
|
|
Oct 28, 2021
Q3 2021
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
48.4K+ 24.4% |
$7.11M - $8.08M
|
247K
$72.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
BUY
|
- |
47.4K+ 6.1% |
$6.96M - $7.91M
|
824K
$241M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46.7K+ 510.93% |
$6.87M - $7.8M
|
55.9K
$16.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
46.3K+ 450.16% |
$6.81M - $7.73M
|
56.6K
$16.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
44.6KNew |
$6.56M - $7.45M
|
44.6K
$13.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
43.6KNew |
$6.41M - $7.28M
|
43.6K
$12.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
40.8K+ 2.99% |
$5.99M - $6.81M
|
1.41M
$412M
|
|
|
Nov 15, 2021
Q3 2021
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$5.88M - $6.68M
|
40K
$11.7M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
39.7K+ 10.62% |
$5.84M - $6.63M
|
414K
$121M
|
|
|
Nov 09, 2021
Q3 2021
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
39.2K+ 20.96% |
$5.77M - $6.55M
|
226K
$66.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
38.6K+ 159.69% |
$5.67M - $6.44M
|
62.7K
$18.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
38.2K+ 91.47% |
$5.61M - $6.37M
|
79.9K
$23.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
BUY
|
- |
38.1KNew |
$5.6M - $6.36M
|
38.1K
$11.1M
|
|
|
Nov 09, 2021
Q3 2021
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
37.9K+ 3.03% |
$5.58M - $6.33M
|
1.29M
$378M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.1K+ 2.29% |
$5.45M - $6.19M
|
1.66M
$485M
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
37.1K+ 106.36% |
$5.45M - $6.19M
|
71.9K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
37KNew |
$5.44M - $6.18M
|
37K
$10.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 2.64% |
$5.44M - $6.18M
|
1.44M
$421M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
36.8K+ 36.05% |
$5.41M - $6.14M
|
139K
$40.7M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
35.2KNew |
$5.17M - $5.87M
|
35.2K
$10.3M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
35K+ 1183.5% |
$5.14M - $5.84M
|
38K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
34.6K+ 1.68% |
$5.09M - $5.78M
|
2.1M
$614M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
34.3K+ 0.52% |
$5.05M - $5.73M
|
6.65M
$1.95B
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
34.1K+ 949.9% |
$5.01M - $5.69M
|
37.7K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.8K+ 0.8% |
$4.97M - $5.65M
|
4.24M
$1.24B
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
33K+ 36.38% |
$4.85M - $5.51M
|
124K
$36.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
32.8K+ 31.62% |
$4.82M - $5.48M
|
137K
$40M
|