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 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-208- 0.56% |
$30.6K - $34.7K
|
36.8K
$10.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-208- 1.31% |
$30.6K - $34.7K
|
15.7K
$4.59M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-209- 11.05% |
$30.7K - $34.9K
|
1.68K
$493K
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-210- 0.85% |
$30.9K - $35.1K
|
24.5K
$7.17M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-212- 1.03% |
$31.2K - $35.4K
|
20.3K
$5.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-212- 0.33% |
$31.2K - $35.4K
|
63.4K
$18.6M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-213- 8.74% |
$31.3K - $35.6K
|
2.22K
$651K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-214- 4.09% |
$31.5K - $35.7K
|
5.02K
$1.47M
|
|
|
Oct 18, 2021
Q3 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-215Closed |
$31.6K - $35.9K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-218- 0.24% |
$32K - $36.4K
|
92.1K
$27M
|
|
|
Nov 03, 2021
Q3 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-220- 1.83% |
$32.3K - $36.7K
|
11.8K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-221- 1.75% |
$32.5K - $36.9K
|
12.4K
$3.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-223- 2.88% |
$32.8K - $37.2K
|
7.52K
$2.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-224- 0.23% |
$32.9K - $37.4K
|
96.6K
$28.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Hoertkorn Richard Charles
|
SELL
|
- |
-225- 0.31% |
$33.1K - $37.6K
|
72.1K
$21.1M
|
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-225- 0.52% |
$33.1K - $37.6K
|
43.4K
$12.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-225- 2.72% |
$33.1K - $37.6K
|
8.06K
$2.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-233- 2.19% |
$34.2K - $38.9K
|
10.4K
$3.04M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-237- 0.71% |
$34.8K - $39.6K
|
33.4K
$9.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-240- 10.4% |
$35.3K - $40.1K
|
2.07K
$605K
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-245- 8.1% |
$36K - $40.9K
|
2.78K
$814K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-245- 2.24% |
$36K - $40.9K
|
10.7K
$3.13M
|
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-248- 0.63% |
$36.4K - $41.4K
|
39K
$11.4M
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-249- 1.26% |
$36.6K - $41.6K
|
19.4K
$5.69M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-250- 4.35% |
$36.7K - $41.7K
|
5.5K
$1.61M
|
|
|
Oct 08, 2021
Q3 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-250- 15.63% |
$36.7K - $41.7K
|
1.35K
$395K
|
|
|
Oct 19, 2021
Q3 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-250- 0.49% |
$36.7K - $41.7K
|
50.8K
$14.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-250- 1.9% |
$36.7K - $41.7K
|
12.9K
$3.77M
|
|
|
Nov 16, 2021
Q3 2021
|
Klcm Advisors, Inc.
|
SELL
|
- |
-250- 1.93% |
$36.7K - $41.7K
|
12.7K
$3.73M
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-251- 1.75% |
$36.9K - $41.9K
|
14.1K
$4.12M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-253- 0.46% |
$37.2K - $42.2K
|
54.9K
$16.1M
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-253- 2.64% |
$37.2K - $42.2K
|
9.34K
$2.73M
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-254- 2.03% |
$37.3K - $42.4K
|
12.3K
$3.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-254- 0.72% |
$37.3K - $42.4K
|
35.2K
$10.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-255- 0.91% |
$37.5K - $42.6K
|
27.9K
$8.16M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-257- 1.72% |
$37.8K - $42.9K
|
14.7K
$4.31M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-257- 10.62% |
$37.8K - $42.9K
|
2.16K
$634K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-259- 2.35% |
$38.1K - $43.2K
|
10.8K
$3.15M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-260- 1.89% |
$38.2K - $43.4K
|
13.5K
$3.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-263- 0.5% |
$38.7K - $43.9K
|
52.4K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-263Closed |
$38.7K - $43.9K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-265- 16.97% |
$38.9K - $44.2K
|
1.3K
$380K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-268- 1.09% |
$39.4K - $44.8K
|
24.3K
$7.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-269- 2.37% |
$39.5K - $44.9K
|
11.1K
$3.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 7.28% |
$39.7K - $45.1K
|
3.44K
$1.01M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-271- 5.61% |
$39.8K - $45.3K
|
4.56K
$1.33M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-272- 2.23% |
$40K - $45.4K
|
11.9K
$3.49M
|
|
|
Oct 04, 2021
Q3 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-275- 3.4% |
$40.4K - $45.9K
|
7.82K
$2.29M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-276- 1.43% |
$40.6K - $46.1K
|
19K
$5.57M
|
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-276- 1.89% |
$40.6K - $46.1K
|
14.3K
$4.19M
|