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 13, 2021
Q3 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-45- 0.13% |
$6.61K - $7.51K
|
35.8K
$10.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-45- 0.45% |
$6.61K - $7.51K
|
9.88K
$2.89M
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-46- 3.22% |
$6.76K - $7.68K
|
1.38K
$404K
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-47- 1.5% |
$6.91K - $7.85K
|
3.08K
$901K
|
|
|
Nov 16, 2021
Q3 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-47- 1.37% |
$6.91K - $7.85K
|
3.38K
$991K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-48- 10.43% |
$7.05K - $8.02K
|
412
$121K
|
|
|
Nov 12, 2021
Q3 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-48- 0.72% |
$7.05K - $8.02K
|
6.63K
$1.94M
|
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-49- 0.09% |
$7.2K - $8.18K
|
56.6K
$16.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-49- 0.48% |
$7.2K - $8.18K
|
10.2K
$2.99M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$7.35K - $8.35K
|
50
$14.6K
|
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-50- 0.72% |
$7.35K - $8.35K
|
6.9K
$2.02M
|
|
|
Oct 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 0.8% |
$7.35K - $8.35K
|
6.2K
$1.82M
|
|
|
Oct 21, 2021
Q3 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-50- 0.74% |
$7.35K - $8.35K
|
6.71K
$1.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-50- 2.85% |
$7.35K - $8.35K
|
1.7K
$499K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-50- 0.12% |
$7.35K - $8.35K
|
41.8K
$12.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-51- 0.1% |
$7.5K - $8.52K
|
51.8K
$15.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-53- 0.4% |
$7.79K - $8.85K
|
13.3K
$3.88M
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-54- 0.26% |
$7.94K - $9.02K
|
20.6K
$6.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-54- 0.4% |
$7.94K - $9.02K
|
13.3K
$3.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-54- 3.64% |
$7.94K - $9.02K
|
1.43K
$418K
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-54- 2.04% |
$7.94K - $9.02K
|
2.59K
$759K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-55- 0.22% |
$8.08K - $9.18K
|
24.5K
$7.16M
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-55- 1.42% |
$8.08K - $9.18K
|
3.81K
$1.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-55- 0.16% |
$8.08K - $9.18K
|
34.5K
$10.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-56- 1.38% |
$8.23K - $9.35K
|
4.01K
$1.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-56- 3.07% |
$8.23K - $9.35K
|
1.77K
$518K
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-57- 0.62% |
$8.38K - $9.52K
|
9.17K
$2.68M
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
SELL
|
- |
-58- 0.97% |
$8.52K - $9.68K
|
5.92K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Trust Investment Advisors
|
SELL
|
- |
-58- 0.61% |
$8.52K - $9.68K
|
9.52K
$2.79M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-58- 0.34% |
$8.52K - $9.68K
|
17K
$4.97M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-58- 3.95% |
$8.52K - $9.68K
|
1.41K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-60Closed |
$8.82K - $10K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-61- 0.1% |
$8.97K - $10.2K
|
60.2K
$17.6M
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-61- 0.06% |
$8.97K - $10.2K
|
99.5K
$29.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-62- 0.16% |
$9.11K - $10.4K
|
39.7K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-62- 0.6% |
$9.11K - $10.4K
|
10.2K
$3M
|
|
|
May 19, 2025
Q3 2021
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-62- 1.69% |
$9.11K - $10.4K
|
3.61K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-64- 0.31% |
$9.41K - $10.7K
|
20.4K
$5.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-65- 0.53% |
$9.55K - $10.9K
|
12.1K
$3.55M
|
|
|
Nov 10, 2021
Q3 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-66- 0.07% |
$9.7K - $11K
|
95K
$27.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-67- 0.26% |
$9.85K - $11.2K
|
25.8K
$7.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-67- 1.09% |
$9.85K - $11.2K
|
6.11K
$1.79M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-68- 1.79% |
$9.99K - $11.4K
|
3.73K
$1.09M
|
|
|
Oct 08, 2021
Q3 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-69- 1.12% |
$10.1K - $11.5K
|
6.1K
$1.79M
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-69- 2.68% |
$10.1K - $11.5K
|
2.51K
$734K
|
|
|
Nov 02, 2021
Q3 2021
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-70- 0.18% |
$10.3K - $11.7K
|
38K
$11.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-70Closed |
$10.3K - $11.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-70- 0.04% |
$10.3K - $11.7K
|
176K
$51.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-72- 1.5% |
$10.6K - $12K
|
4.72K
$1.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-72- 0.34% |
$10.6K - $12K
|
21.2K
$6.22M
|