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 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.47% |
$2.06K - $2.34K
|
3.01K
$881K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
13+ 0.32% |
$1.91K - $2.17K
|
4.13K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
13+ 0.09% |
$1.91K - $2.17K
|
14.4K
$4.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
13+ 0.75% |
$1.91K - $2.17K
|
1.74K
$509K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12+ 0.51% |
$1.76K - $2K
|
2.38K
$696K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12+ 0.05% |
$1.76K - $2K
|
26.4K
$7.73M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12+ 2.58% |
$1.76K - $2K
|
478
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.27% |
$1.76K - $2K
|
4.42K
$1.29M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
12+ 0.56% |
$1.76K - $2K
|
2.15K
$631K
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12+ 0.26% |
$1.76K - $2K
|
4.68K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
11+ 0.21% |
$1.62K - $1.84K
|
5.32K
$1.56M
|
|
|
Oct 18, 2021
Q3 2021
|
M. Kraus & CO
|
BUY
|
- |
11+ 0.15% |
$1.62K - $1.84K
|
7.31K
$2.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
11+ 0.08% |
$1.62K - $1.84K
|
14.3K
$4.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$1.47K - $1.67K
|
6.66K
$1.95M
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
BUY
|
- |
10+ 0.19% |
$1.47K - $1.67K
|
5.4K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
10+ 0.33% |
$1.47K - $1.67K
|
3K
$878K
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
9+ 0.28% |
$1.32K - $1.5K
|
3.21K
$939K
|
|
|
Nov 04, 2021
Q3 2021
|
Diversified, LLC
|
BUY
|
- |
9+ 0.16% |
$1.32K - $1.5K
|
5.56K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$1.32K - $1.5K
|
8.31K
$2.43M
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
9+ 0.41% |
$1.32K - $1.5K
|
2.19K
$642K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
9+ 0.02% |
$1.32K - $1.5K
|
54K
$15.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
9+ 0.29% |
$1.32K - $1.5K
|
3.12K
$915K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
8+ 0.16% |
$1.18K - $1.34K
|
4.91K
$1.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 0.2% |
$1.18K - $1.34K
|
4.09K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8+ 0.47% |
$1.18K - $1.34K
|
1.73K
$506K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8+ 0.48% |
$1.18K - $1.34K
|
1.67K
$489K
|
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
7+ 0.05% |
$1.03K - $1.17K
|
15K
$4.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$1.03K - $1.17K
|
7.48K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
7+ 0.22% |
$1.03K - $1.17K
|
3.22K
$942K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
7+ 0.03% |
$1.03K - $1.17K
|
25.7K
$7.52M
|
|
|
Feb 20, 2025
Q3 2021
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7+ 0.27% |
$1.03K - $1.17K
|
2.6K
$762K
|
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
6+ 0.19% |
$882 - $1K
|
3.24K
$949K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6+ 0.27% |
$882 - $1K
|
2.23K
$653K
|
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
6+ 0.15% |
$882 - $1K
|
4.11K
$1.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
BUY
|
- |
6+ 0.01% |
$882 - $1K
|
56.9K
$16.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$882 - $1K
|
2.99K
$875K
|
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
6+ 0.23% |
$882 - $1K
|
2.61K
$765K
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
6+ 0.06% |
$882 - $1K
|
9.56K
$2.8M
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.41% |
$882 - $1K
|
1.47K
$431K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
6+ 0.27% |
$882 - $1K
|
2.22K
$649K
|
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
6+ 0.22% |
$882 - $1K
|
2.68K
$784K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.1% |
$735 - $835
|
5.2K
$1.52M
|
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
BUY
|
- |
5+ 0.32% |
$735 - $835
|
1.59K
$466K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.34% |
$735 - $835
|
1.46K
$428K
|
|
|
Oct 25, 2021
Q3 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.18% |
$735 - $835
|
2.8K
$819K
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
5+ 0.37% |
$735 - $835
|
1.37K
$402K
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
5+ 0.38% |
$735 - $835
|
1.33K
$390K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.18% |
$735 - $835
|
2.71K
$794K
|
|
|
Nov 09, 2021
Q3 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5+ 0.24% |
$735 - $835
|
2.1K
$616K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 2.21% |
$588 - $668
|
185
$54.2K
|