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 12, 2021
Q3 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-23- 1.34% |
$3.38K - $3.84K
|
1.7K
$497K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-23- 0.41% |
$3.38K - $3.84K
|
5.57K
$1.63M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-24- 0.58% |
$3.53K - $4.01K
|
4.13K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-24- 0.29% |
$3.53K - $4.01K
|
8.14K
$2.38M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-24- 0.18% |
$3.53K - $4.01K
|
13.6K
$3.99M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 0.47% |
$3.53K - $4.01K
|
5.12K
$1.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-25- 0.08% |
$3.67K - $4.17K
|
29.7K
$8.7M
|
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-25- 0.11% |
$3.67K - $4.17K
|
21.7K
$6.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-25- 0.45% |
$3.67K - $4.17K
|
5.58K
$1.63M
|
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-25- 0.16% |
$3.67K - $4.17K
|
16K
$4.69M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-26- 0.36% |
$3.82K - $4.34K
|
7.16K
$2.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-26- 0.64% |
$3.82K - $4.34K
|
4.01K
$1.17M
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-28- 0.61% |
$4.12K - $4.68K
|
4.54K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-28- 0.09% |
$4.12K - $4.68K
|
30.6K
$8.95M
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-28- 0.3% |
$4.12K - $4.68K
|
9.37K
$2.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-28- 0.69% |
$4.12K - $4.68K
|
4.05K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-28- 0.06% |
$4.12K - $4.68K
|
44.5K
$13M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-29- 0.41% |
$4.26K - $4.84K
|
7.09K
$2.08M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-29- 0.02% |
$4.26K - $4.84K
|
185K
$54.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-29- 0.24% |
$4.26K - $4.84K
|
12K
$3.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
SELL
|
- |
-30- 1.32% |
$4.41K - $5.01K
|
2.25K
$659K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-30- 0.57% |
$4.41K - $5.01K
|
5.27K
$1.54M
|
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-31- 0.63% |
$4.56K - $5.18K
|
4.86K
$1.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-31- 0.29% |
$4.56K - $5.18K
|
10.5K
$3.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-33- 1.89% |
$4.85K - $5.51K
|
1.71K
$502K
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-35- 1.3% |
$5.14K - $5.84K
|
2.65K
$775K
|
|
|
Nov 03, 2021
Q3 2021
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-35- 0.65% |
$5.14K - $5.84K
|
5.36K
$1.57M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-36- 0.72% |
$5.29K - $6.01K
|
4.94K
$1.45M
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-36- 0.48% |
$5.29K - $6.01K
|
7.44K
$2.18M
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-36- 0.18% |
$5.29K - $6.01K
|
20.2K
$5.92M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-37- 2.09% |
$5.44K - $6.18K
|
1.74K
$508K
|
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-38- 0.02% |
$5.58K - $6.35K
|
244K
$71.5M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-38- 0.24% |
$5.58K - $6.35K
|
16K
$4.68M
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
SELL
|
- |
-39- 0.22% |
$5.73K - $6.51K
|
17.6K
$5.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-40- 0.12% |
$5.88K - $6.68K
|
32K
$9.38M
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-40- 0.07% |
$5.88K - $6.68K
|
53.9K
$15.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-40- 0.21% |
$5.88K - $6.68K
|
19.3K
$5.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-40- 0.87% |
$5.88K - $6.68K
|
4.57K
$1.34M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 0.25% |
$5.88K - $6.68K
|
15.7K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-40- 0.6% |
$5.88K - $6.68K
|
6.61K
$1.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-41- 2.62% |
$6.03K - $6.85K
|
1.52K
$446K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-41- 0.11% |
$6.03K - $6.85K
|
39K
$11.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-41- 0.13% |
$6.03K - $6.85K
|
31.2K
$9.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-42- 1.14% |
$6.17K - $7.01K
|
3.63K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-42- 0.13% |
$6.17K - $7.01K
|
33.5K
$9.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-43- 0.4% |
$6.32K - $7.18K
|
10.7K
$3.12M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-43- 4.05% |
$6.32K - $7.18K
|
1.02K
$298K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-44- 4.42% |
$6.47K - $7.35K
|
952
$279K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-44- 2.0% |
$6.47K - $7.35K
|
2.16K
$632K
|
|
|
Oct 13, 2021
Q3 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-45- 0.25% |
$6.61K - $7.51K
|
18K
$5.26M
|