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 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4+ 0.06% |
$588 - $668
|
6.62K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.12% |
$588 - $668
|
3.29K
$964K
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.29% |
$588 - $668
|
1.39K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
4+ 0.07% |
$588 - $668
|
6.01K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
4+ 0.0% |
$588 - $668
|
213K
$62.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4+ 0.21% |
$588 - $668
|
1.89K
$555K
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3+ 0.19% |
$441 - $501
|
1.62K
$475K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.01% |
$441 - $501
|
31.5K
$9.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3+ 0.11% |
$441 - $501
|
2.63K
$770K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
3+ 0.13% |
$441 - $501
|
2.33K
$684K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$441 - $501
|
10K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3New |
$441 - $501
|
3
$879
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.12% |
$441 - $501
|
2.51K
$735K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3+ 0.04% |
$441 - $501
|
7.44K
$2.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
3+ 23.08% |
$441 - $501
|
16
$4.69K
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.14% |
$294 - $334
|
1.48K
$432K
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$294 - $334
|
2.09K
$612K
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$294 - $334
|
6.52K
$1.91M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2+ 0.11% |
$294 - $334
|
1.74K
$511K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$294 - $334
|
401K
$117M
|
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
2+ 0.12% |
$294 - $334
|
1.72K
$503K
|
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 0.36% |
$294 - $334
|
557
$163K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.16% |
$294 - $334
|
1.27K
$372K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.19% |
$294 - $334
|
1.07K
$314K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$294 - $334
|
2.82K
$825K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
2.87K
$841K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1+ 0.4% |
$147 - $167
|
252
$73.8K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.54K
$743K
|
|
|
Oct 15, 2021
Q3 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
3.59K
$1.05M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
3.7K
$1.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$147 - $167
|
1.6K
$469K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.65% |
$147 - $167
|
156
$45.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$147 - $167
|
701
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $167
|
4.92K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
2.98K
$872K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1+ 0.05% |
$147 - $167
|
2.1K
$614K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$147 - $167
|
8.7K
$2.55M
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.32K
$679K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.74K
$802K
|
|
|
Nov 10, 2021
Q3 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
3.12K
$912K
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $167
|
3.16K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.48K
$727K
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$147 - $167
|
4.56K
$1.34M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$147 - $167
|
1.96K
$573K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.44K
$715K
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$147 - $167
|
38.2K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$147 - $167
|
2.23K
$654K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$147 - $167
|
5.84K
$1.71M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-2- 0.01% |
$294 - $334
|
18.3K
$5.35M
|
|
|
Oct 15, 2021
Q3 2021
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2- 0.01% |
$294 - $334
|
16K
$4.68M
|