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
|
Holistic Financial Partners
|
SELL
|
- |
-2- 0.01% |
$294 - $334
|
13.8K
$4.05M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.11% |
$294 - $334
|
1.9K
$556K
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 0.39% |
$294 - $334
|
510
$149K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$294 - $334
|
2.76K
$809K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 28.57% |
$294 - $334
|
5
$1.46K
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-3- 0.06% |
$441 - $501
|
5.19K
$1.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3- 0.06% |
$441 - $501
|
4.87K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3- 0.03% |
$441 - $501
|
10.7K
$3.12M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-4- 0.26% |
$588 - $668
|
1.53K
$447K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 0.08% |
$588 - $668
|
5.24K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-4- 0.03% |
$588 - $668
|
15.9K
$4.65M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-5- 0.07% |
$735 - $835
|
6.94K
$2.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$735 - $835
|
12.2K
$3.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-5- 0.35% |
$735 - $835
|
1.43K
$418K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-5- 0.26% |
$735 - $835
|
1.88K
$551K
|
|
|
Nov 08, 2021
Q3 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-6- 0.03% |
$882 - $1K
|
22.3K
$6.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7- 0.03% |
$1.03K - $1.17K
|
22.3K
$6.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-8- 0.27% |
$1.18K - $1.34K
|
2.91K
$851K
|
|
|
Oct 18, 2021
Q3 2021
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-9Closed |
$1.32K - $1.5K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-9- 0.1% |
$1.32K - $1.5K
|
9.06K
$2.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-10- 0.06% |
$1.47K - $1.67K
|
16.1K
$4.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.42% |
$1.47K - $1.67K
|
2.35K
$687K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-10- 0.3% |
$1.47K - $1.67K
|
3.38K
$989K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-10- 0.09% |
$1.47K - $1.67K
|
10.7K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-10- 0.11% |
$1.47K - $1.67K
|
8.98K
$2.63M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-10- 0.12% |
$1.47K - $1.67K
|
8.44K
$2.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-10- 0.35% |
$1.47K - $1.67K
|
2.87K
$842K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-10- 2.77% |
$1.47K - $1.67K
|
351
$103K
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-12- 0.91% |
$1.76K - $2K
|
1.31K
$384K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-12- 0.17% |
$1.76K - $2K
|
6.98K
$2.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-12- 5.43% |
$1.76K - $2K
|
209
$61.2K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-13- 0.17% |
$1.91K - $2.17K
|
7.54K
$2.21M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-14- 0.17% |
$2.06K - $2.34K
|
8.12K
$2.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-14- 0.65% |
$2.06K - $2.34K
|
2.13K
$623K
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-15- 4.64% |
$2.2K - $2.5K
|
308
$90.2K
|
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-15- 0.12% |
$2.2K - $2.5K
|
12.2K
$3.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-16- 0.33% |
$2.35K - $2.67K
|
4.81K
$1.41M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-16- 0.45% |
$2.35K - $2.67K
|
3.53K
$1.03M
|
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-16- 0.6% |
$2.35K - $2.67K
|
2.65K
$776K
|
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-17- 0.54% |
$2.5K - $2.84K
|
3.11K
$910K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-17- 0.27% |
$2.5K - $2.84K
|
6.36K
$1.86M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-18- 0.04% |
$2.65K - $3.01K
|
45.1K
$13.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-18- 0.87% |
$2.65K - $3.01K
|
2.05K
$602K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 0.35% |
$2.65K - $3.01K
|
5.06K
$1.48M
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-19- 0.88% |
$2.79K - $3.17K
|
2.14K
$626K
|
|
|
Oct 18, 2021
Q3 2021
|
Delta Capital Management LLC
|
SELL
|
- |
-20- 0.06% |
$2.94K - $3.34K
|
32K
$9.37M
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-21- 0.4% |
$3.09K - $3.51K
|
5.3K
$1.55M
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-21- 0.18% |
$3.09K - $3.51K
|
11.4K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-22- 0.22% |
$3.23K - $3.67K
|
9.97K
$2.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23- 0.14% |
$3.38K - $3.84K
|
16.1K
$4.73M
|