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 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
27+ 0.17% |
$3.97K - $4.51K
|
16K
$4.67M
|
|
|
Oct 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
27+ 1.04% |
$3.97K - $4.51K
|
2.62K
$766K
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
27+ 0.63% |
$3.97K - $4.51K
|
4.34K
$1.27M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
27+ 0.75% |
$3.97K - $4.51K
|
3.62K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26+ 0.56% |
$3.82K - $4.34K
|
4.65K
$1.36M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
25+ 1.84% |
$3.67K - $4.17K
|
1.39K
$406K
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
25+ 0.63% |
$3.67K - $4.17K
|
4K
$1.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.01% |
$3.67K - $4.17K
|
383K
$112M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25+ 0.43% |
$3.67K - $4.17K
|
5.88K
$1.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
25+ 1.26% |
$3.67K - $4.17K
|
2K
$586K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
24+ 1.54% |
$3.53K - $4.01K
|
1.58K
$463K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
24+ 0.84% |
$3.53K - $4.01K
|
2.87K
$840K
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
24+ 0.62% |
$3.53K - $4.01K
|
3.9K
$1.14M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
23+ 0.35% |
$3.38K - $3.84K
|
6.6K
$1.93M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
23+ 1.31% |
$3.38K - $3.84K
|
1.78K
$522K
|
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23+ 0.82% |
$3.38K - $3.84K
|
2.82K
$825K
|
|
|
Nov 09, 2021
Q3 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
22+ 0.17% |
$3.23K - $3.67K
|
12.9K
$3.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
21+ 0.09% |
$3.09K - $3.51K
|
23K
$6.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
BUY
|
- |
21+ 1.5% |
$3.09K - $3.51K
|
1.42K
$415K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 0.09% |
$2.94K - $3.34K
|
22.6K
$6.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
20+ 0.33% |
$2.94K - $3.34K
|
6.17K
$1.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
20+ 0.2% |
$2.94K - $3.34K
|
10.2K
$3M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 0.18% |
$2.94K - $3.34K
|
11K
$3.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
20+ 0.05% |
$2.94K - $3.34K
|
39.4K
$11.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 0.22% |
$2.94K - $3.34K
|
9.22K
$2.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.58% |
$2.79K - $3.17K
|
3.32K
$971K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.17% |
$2.79K - $3.17K
|
11.3K
$3.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
18+ 0.35% |
$2.65K - $3.01K
|
5.18K
$1.52M
|
|
|
Oct 28, 2021
Q3 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
18+ 0.07% |
$2.65K - $3.01K
|
25.6K
$7.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
18+ 0.07% |
$2.65K - $3.01K
|
27.4K
$8.03M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
18+ 0.6% |
$2.65K - $3.01K
|
3.01K
$882K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 0.56% |
$2.65K - $3.01K
|
3.21K
$941K
|
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
17+ 1.2% |
$2.5K - $2.84K
|
1.43K
$419K
|
|
|
Oct 22, 2021
Q3 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17+ 0.05% |
$2.5K - $2.84K
|
32.1K
$9.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
17+ 0.93% |
$2.5K - $2.84K
|
1.85K
$543K
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
16+ 0.09% |
$2.35K - $2.67K
|
18K
$5.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
BUY
|
- |
16+ 0.02% |
$2.35K - $2.67K
|
67.4K
$19.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
16+ 0.08% |
$2.35K - $2.67K
|
19.8K
$5.81M
|
|
|
Oct 12, 2021
Q3 2021
|
First Premier Bank
|
BUY
|
- |
16+ 0.08% |
$2.35K - $2.67K
|
20.3K
$5.95M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
16+ 0.36% |
$2.35K - $2.67K
|
4.48K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
16+ 0.4% |
$2.35K - $2.67K
|
3.98K
$1.16M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
16+ 0.06% |
$2.35K - $2.67K
|
26.4K
$7.73M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.53% |
$2.2K - $2.5K
|
2.85K
$834K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
15+ 0.42% |
$2.2K - $2.5K
|
3.6K
$1.05M
|
|
|
Oct 25, 2021
Q3 2021
|
Wedgewood Investors Inc
|
BUY
|
- |
15+ 0.55% |
$2.2K - $2.5K
|
2.74K
$803K
|
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
15+ 0.06% |
$2.2K - $2.5K
|
24.7K
$7.25M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
15+ 0.9% |
$2.2K - $2.5K
|
1.69K
$495K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
14+ 0.49% |
$2.06K - $2.34K
|
2.89K
$848K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
14+ 0.09% |
$2.06K - $2.34K
|
15.2K
$4.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.07% |
$2.06K - $2.34K
|
20.6K
$6.02M
|