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 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-110- 0.18% |
$16.2K - $18.4K
|
59.9K
$17.5M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-110- 1.7% |
$16.2K - $18.4K
|
6.35K
$1.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-111- 1.5% |
$16.3K - $18.5K
|
7.31K
$2.14M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-112- 19.96% |
$16.5K - $18.7K
|
449
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-114- 0.82% |
$16.8K - $19K
|
13.8K
$4.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-115- 0.43% |
$16.9K - $19.2K
|
26.5K
$7.76M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-116- 1.74% |
$17K - $19.4K
|
6.53K
$1.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-117- 0.46% |
$17.2K - $19.5K
|
25.4K
$7.43M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-118- 4.77% |
$17.3K - $19.7K
|
2.36K
$690K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-118- 0.85% |
$17.3K - $19.7K
|
13.8K
$4.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-121- 12.68% |
$17.8K - $20.2K
|
833
$244K
|
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-121- 3.79% |
$17.8K - $20.2K
|
3.07K
$900K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Os, LLC
|
SELL
|
- |
-123- 1.83% |
$18.1K - $20.5K
|
6.59K
$1.93M
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-125- 1.76% |
$18.4K - $20.9K
|
6.96K
$2.04M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-125- 0.25% |
$18.4K - $20.9K
|
49.5K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 1.05% |
$18.4K - $20.9K
|
11.7K
$3.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-125- 2.55% |
$18.4K - $20.9K
|
4.79K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-125- 0.06% |
$18.4K - $20.9K
|
223K
$65.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-126- 1.35% |
$18.5K - $21K
|
9.2K
$2.69M
|
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-127- 1.64% |
$18.7K - $21.2K
|
7.63K
$2.24M
|
|
|
Nov 10, 2021
Q3 2021
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-127- 0.1% |
$18.7K - $21.2K
|
127K
$37.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-129- 2.1% |
$19K - $21.5K
|
6.02K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-129- 0.67% |
$19K - $21.5K
|
19.1K
$5.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-129- 6.49% |
$19K - $21.5K
|
1.86K
$544K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-130- 1.37% |
$19.1K - $21.7K
|
9.39K
$2.75M
|
|
|
Oct 27, 2021
Q3 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-131- 1.38% |
$19.3K - $21.9K
|
9.37K
$2.74M
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-131- 5.69% |
$19.3K - $21.9K
|
2.17K
$636K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-133- 0.15% |
$19.5K - $22.2K
|
90.1K
$26.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-134- 2.48% |
$19.7K - $22.4K
|
5.27K
$1.54M
|
|
|
Oct 13, 2021
Q3 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-135- 0.73% |
$19.8K - $22.5K
|
18.4K
$5.39M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
SELL
|
- |
-136- 0.33% |
$20K - $22.7K
|
40.7K
$11.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-136- 2.76% |
$20K - $22.7K
|
4.8K
$1.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-136- 0.7% |
$20K - $22.7K
|
19.4K
$5.68M
|
|
|
Oct 22, 2021
Q3 2021
|
Ami Asset Management Corp
|
SELL
|
- |
-140- 2.41% |
$20.6K - $23.4K
|
5.67K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-140- 1.25% |
$20.6K - $23.4K
|
11K
$3.23M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-140- 0.97% |
$20.6K - $23.4K
|
14.2K
$4.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-143- 7.76% |
$21K - $23.9K
|
1.7K
$498K
|
|
|
Nov 15, 2021
Q3 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-143- 6.82% |
$21K - $23.9K
|
1.95K
$572K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-144- 0.24% |
$21.2K - $24K
|
60.9K
$17.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-144- 6.7% |
$21.2K - $24K
|
2K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-145- 5.58% |
$21.3K - $24.2K
|
2.46K
$719K
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-150- 0.7% |
$22K - $25K
|
21.3K
$6.24M
|
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-150- 1.9% |
$22K - $25K
|
7.75K
$2.27M
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
SELL
|
- |
-150- 0.96% |
$22K - $25K
|
15.5K
$4.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-150- 0.34% |
$22K - $25K
|
44K
$12.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-150- 0.72% |
$22K - $25K
|
20.6K
$6.03M
|
|
|
Dec 02, 2021
Q3 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-150- 4.7% |
$22K - $25K
|
3.04K
$891K
|
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-150- 0.48% |
$22K - $25K
|
31.2K
$9.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-150- 0.76% |
$22K - $25K
|
19.7K
$5.76M
|
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-152- 0.74% |
$22.3K - $25.4K
|
20.3K
$5.95M
|