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 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
SELL
|
- |
-154- 0.33% |
$22.6K - $25.7K
|
46K
$13.5M
|
|
|
Oct 04, 2021
Q3 2021
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-155- 0.42% |
$22.8K - $25.9K
|
36.7K
$10.7M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-155Closed |
$22.8K - $25.9K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
SELL
|
- |
-155- 0.32% |
$22.8K - $25.9K
|
48.4K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-155- 2.41% |
$22.8K - $25.9K
|
6.29K
$1.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-158- 1.08% |
$23.2K - $26.4K
|
14.5K
$4.25M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-158- 1.95% |
$23.2K - $26.4K
|
7.93K
$2.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-161- 5.62% |
$23.7K - $26.9K
|
2.7K
$791K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-163- 1.31% |
$24K - $27.2K
|
12.2K
$3.58M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-164- 3.21% |
$24.1K - $27.4K
|
4.94K
$1.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-165- 5.68% |
$24.3K - $27.6K
|
2.74K
$803K
|
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-165- 0.45% |
$24.3K - $27.6K
|
36.6K
$10.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-166- 0.04% |
$24.4K - $27.7K
|
377K
$110M
|
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-167- 5.18% |
$24.5K - $27.9K
|
3.06K
$895K
|
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-169- 4.8% |
$24.8K - $28.2K
|
3.35K
$981K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-170- 13.61% |
$25K - $28.4K
|
1.08K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-170- 0.15% |
$25K - $28.4K
|
112K
$32.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-174- 5.01% |
$25.6K - $29.1K
|
3.3K
$966K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-175- 3.91% |
$25.7K - $29.2K
|
4.31K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-175- 0.7% |
$25.7K - $29.2K
|
25K
$7.32M
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
SELL
|
- |
-176- 0.83% |
$25.9K - $29.4K
|
21.1K
$6.18M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-177- 0.41% |
$26K - $29.6K
|
43.2K
$12.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-177- 0.7% |
$26K - $29.6K
|
25K
$7.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-178- 3.27% |
$26.2K - $29.7K
|
5.27K
$1.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-178- 3.15% |
$26.2K - $29.7K
|
5.47K
$1.6M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-179- 0.48% |
$26.3K - $29.9K
|
36.9K
$10.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-181- 1.71% |
$26.6K - $30.2K
|
10.4K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-185- 1.12% |
$27.2K - $30.9K
|
16.3K
$4.77M
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
SELL
|
- |
-186- 1.9% |
$27.3K - $31.1K
|
9.63K
$2.82M
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-190- 7.7% |
$27.9K - $31.7K
|
2.28K
$667K
|
|
|
Oct 14, 2021
Q3 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-190- 0.22% |
$27.9K - $31.7K
|
85.4K
$25M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
SELL
|
- |
-193- 1.83% |
$28.4K - $32.2K
|
10.3K
$3.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-193- 1.33% |
$28.4K - $32.2K
|
14.3K
$4.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-196- 7.81% |
$28.8K - $32.7K
|
2.31K
$677K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
SELL
|
- |
-197- 3.03% |
$29K - $32.9K
|
6.3K
$1.85M
|
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-198- 4.52% |
$29.1K - $33.1K
|
4.18K
$1.22M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-199- 3.96% |
$29.2K - $33.2K
|
4.83K
$1.41M
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-200- 1.64% |
$29.4K - $33.4K
|
12K
$3.52M
|
|
|
Oct 21, 2021
Q3 2021
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-200- 9.36% |
$29.4K - $33.4K
|
1.94K
$567K
|
|
|
Nov 02, 2021
Q3 2021
|
Harvey Investment CO LLC
|
SELL
|
- |
-200- 1.01% |
$29.4K - $33.4K
|
19.7K
$5.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Ocean Capital Management, LLC
|
SELL
|
- |
-200- 6.15% |
$29.4K - $33.4K
|
3.05K
$893K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-200- 0.52% |
$29.4K - $33.4K
|
38.6K
$11.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-200- 4.61% |
$29.4K - $33.4K
|
4.14K
$1.21M
|
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-200- 0.86% |
$29.4K - $33.4K
|
23.1K
$6.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-200- 1.13% |
$29.4K - $33.4K
|
17.5K
$5.11M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-200- 2.7% |
$29.4K - $33.4K
|
7.2K
$2.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 0.92% |
$29.4K - $33.4K
|
21.5K
$6.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-204- 0.84% |
$30K - $34.1K
|
24K
$7.03M
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-206- 0.4% |
$30.3K - $34.4K
|
51.9K
$15.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-208- 0.46% |
$30.6K - $34.7K
|
45.4K
$13.3M
|