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
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-73- 0.09% |
$10.7K - $12.2K
|
81.6K
$23.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-75- 0.02% |
$11K - $12.5K
|
327K
$95.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-76- 0.53% |
$11.2K - $12.7K
|
14.1K
$4.14M
|
|
|
Nov 08, 2021
Q3 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-77- 0.16% |
$11.3K - $12.9K
|
47.4K
$13.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-77- 1.77% |
$11.3K - $12.9K
|
4.28K
$1.25M
|
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-78- 3.77% |
$11.5K - $13K
|
1.99K
$583K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-80- 5.6% |
$11.8K - $13.4K
|
1.35K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-80- 0.59% |
$11.8K - $13.4K
|
13.6K
$3.97M
|
|
|
Dec 20, 2021
Q3 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-80- 0.5% |
$11.8K - $13.4K
|
15.8K
$4.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
SELL
|
- |
-81- 0.5% |
$11.9K - $13.5K
|
16K
$4.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-82- 1.22% |
$12.1K - $13.7K
|
6.63K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-83- 1.89% |
$12.2K - $13.9K
|
4.3K
$1.26M
|
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-85- 0.26% |
$12.5K - $14.2K
|
32.6K
$9.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-86- 2.68% |
$12.6K - $14.4K
|
3.12K
$914K
|
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-87- 1.84% |
$12.8K - $14.5K
|
4.63K
$1.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-87- 0.38% |
$12.8K - $14.5K
|
22.5K
$6.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-87- 0.63% |
$12.8K - $14.5K
|
13.8K
$4.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-87- 7.35% |
$12.8K - $14.5K
|
1.1K
$321K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-89- 2.66% |
$13.1K - $14.9K
|
3.26K
$954K
|
|
|
Oct 12, 2021
Q3 2021
|
Salem Capital Management Inc
|
SELL
|
- |
-92- 0.29% |
$13.5K - $15.4K
|
31.3K
$9.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-93- 0.08% |
$13.7K - $15.5K
|
117K
$34.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
SELL
|
- |
-94- 4.43% |
$13.8K - $15.7K
|
2.03K
$594K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-94- 0.68% |
$13.8K - $15.7K
|
13.8K
$4.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Sippican Capital Advisors
|
SELL
|
- |
-95- 1.3% |
$14K - $15.9K
|
7.22K
$2.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-95- 1.19% |
$14K - $15.9K
|
7.89K
$2.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-95- 0.36% |
$14K - $15.9K
|
26.6K
$7.8M
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-95- 1.19% |
$14K - $15.9K
|
7.89K
$2.31M
|
|
|
Feb 13, 2025
Q3 2021
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-95- 0.79% |
$14K - $15.9K
|
12K
$3.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-97- 0.53% |
$14.3K - $16.2K
|
18.3K
$5.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
SELL
|
- |
-98- 0.09% |
$14.4K - $16.4K
|
110K
$32.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-99- 12.41% |
$14.6K - $16.5K
|
699
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-99- 0.26% |
$14.6K - $16.5K
|
37.3K
$10.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
SELL
|
- |
-100- 0.04% |
$14.7K - $16.7K
|
249K
$72.9M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 7.54% |
$14.7K - $16.7K
|
1.23K
$359K
|
|
|
Nov 03, 2021
Q3 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-100- 6.68% |
$14.7K - $16.7K
|
1.4K
$409K
|
|
|
Nov 02, 2021
Q3 2021
|
Skylands Capital, LLC
|
SELL
|
- |
-100- 0.16% |
$14.7K - $16.7K
|
63.1K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-100- 1.31% |
$14.7K - $16.7K
|
7.54K
$2.21M
|
|
|
Oct 28, 2021
Q3 2021
|
Emerald Advisers, LLC
|
SELL
|
- |
-100Closed |
$14.7K - $16.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 9.52% |
$14.7K - $16.7K
|
950
$278K
|
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-100- 1.97% |
$14.7K - $16.7K
|
4.97K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-100- 1.83% |
$14.7K - $16.7K
|
5.38K
$1.58M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-100- 69.93% |
$14.7K - $16.7K
|
43
$12.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 1.57% |
$14.7K - $16.7K
|
6.28K
$1.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-100- 5.19% |
$14.7K - $16.7K
|
1.83K
$534K
|
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-101- 3.55% |
$14.8K - $16.9K
|
2.75K
$804K
|
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-105- 0.32% |
$15.4K - $17.5K
|
32.3K
$9.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-107- 0.09% |
$15.7K - $17.9K
|
123K
$35.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-109- 0.09% |
$16K - $18.2K
|
124K
$36.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-109- 1.86% |
$16K - $18.2K
|
5.74K
$1.68M
|
|
|
Oct 21, 2021
Q3 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-110- 6.41% |
$16.2K - $18.4K
|
1.61K
$471K
|