Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 15, 2021 Q3 2021
Worldquant Millennium Advisors LLC

New York, NY
BUY
 -
32.4K
+ 265.31%
$4.76M - $5.41M
44.6K $10.7M
Nov 15, 2021 Q3 2021
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
32.2K
+ 4.59%
$4.73M - $5.38M
734K $177M
Mar 22, 2023 Q3 2021
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
32.2K
+ 4.59%
$4.73M - $5.38M
734K $177M
Nov 15, 2021 Q3 2021
Guggenheim Capital LLC

Chicago, IL
BUY
 -
31.6K
+ 8.5%
$4.64M - $5.27M
403K $97M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
31.3K
+ 18.43%
$4.6M - $5.23M
201K $48.5M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
31K
+ 3.57%
$4.56M - $5.18M
900K $217M
Nov 03, 2021 Q3 2021
Wealth Enhancement Advisory Services, LLC

BUY
 -
30.6K
+ 121.55%
$4.49M - $5.11M
55.7K $13.4M
Nov 15, 2021 Q3 2021
Nicholas Investment Partners, LP

Rancho Santa Fe, CA
BUY
 -
30K
New
$4.41M - $5.01M
30K $7.22M
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
29.6K
+ 4.14%
$4.35M - $4.95M
745K $179M
Nov 15, 2021 Q3 2021
Leuthold Group, LLC

BUY
 -
29.6K
New
$4.35M - $4.94M
29.6K $7.13M
Nov 04, 2021 Q3 2021
Quilter PLC

BUY
 -
29.4K
+ 4.9%
$4.32M - $4.91M
630K $152M
Nov 01, 2021 Q3 2021
Xml Financial, LLC

BUY
 -
29.4K
+ 181.66%
$4.32M - $4.91M
45.6K $11M
Oct 18, 2021 Q3 2021
Gradient Investments LLC

BUY
 -
28.7K
+ 15.11%
$4.22M - $4.8M
219K $52.7M
Dec 08, 2021 Q3 2021
Jb Capital LLC

BUY
 -
28.3K
New
$4.16M - $4.72M
28.3K $6.81M
Nov 15, 2021 Q3 2021
Mirae Asset Global Investments Co., Ltd.

BUY
 -
28.2K
+ 5.13%
$4.14M - $4.7M
577K $139M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
28.1K
+ 1.17%
$4.13M - $4.7M
2.43M $586M
Nov 02, 2021 Q3 2021
Inverness Counsel LLC

BUY
 -
27.7K
+ 136.32%
$4.08M - $4.63M
48.1K $11.6M
Nov 05, 2021 Q3 2021
Texas Capital Bank Wealth Management Services Inc

BUY
 -
27.7K
+ 58.38%
$4.07M - $4.63M
75.2K $18.1M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
26.9K
+ 7.64%
$3.95M - $4.49M
379K $91.2M
Nov 08, 2021 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.8K
+ 238.4%
$3.94M - $4.48M
38.1K $9.16M
Dec 13, 2023 Q3 2021
Continuum Advisory, LLC

Eagle, ID
BUY
 -
26.8K
+ 238.4%
$3.94M - $4.48M
38.1K $9.16M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.8K
+ 2.6%
$3.93M - $4.47M
1.06M $254M
Oct 19, 2021 Q3 2021
Assenagon Asset Management S.A.

BUY
 -
26.5K
+ 189.25%
$3.89M - $4.42M
40.5K $9.75M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
26.3K
New
$3.86M - $4.39M
26.3K $6.32M
Nov 12, 2021 Q3 2021
Lombard Odier Asset Management (Europe) LTD

London, X0
BUY
 -
26.3K
+ 25.01%
$3.86M - $4.38M
131K $31.6M
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
26.2K
+ 8.04%
$3.85M - $4.38M
352K $84.8M
Nov 15, 2021 Q3 2021
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
26.1K
+ 747.63%
$3.84M - $4.36M
29.6K $7.14M
Oct 20, 2021 Q3 2021
Copeland Capital Management, LLC

BUY
 -
26K
+ 60.74%
$3.83M - $4.35M
68.9K $16.6M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
25.8K
+ 1.78%
$3.79M - $4.31M
1.48M $356M
Nov 15, 2021 Q3 2021
Penserra Capital Management LLC

Orinda, CA
BUY
 -
25.5K
+ 19.54%
$3.75M - $4.26M
156K $37.6M
Nov 12, 2021 Q3 2021
Crestline Management, LP

Fort Worth, TX
BUY
 -
25.3K
New
$3.71M - $4.22M
25.3K $6.08M
Nov 05, 2021 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
24.7K
+ 3.89%
$3.63M - $4.13M
660K $159M
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
24.7K
+ 3.89%
$3.63M - $4.13M
660K $159M
Nov 03, 2021 Q3 2021
Rwq Financial Management Services, Inc.

BUY
 -
24.7K
+ 50.8%
$3.63M - $4.12M
73.3K $17.7M
Nov 12, 2021 Q3 2021
Smead Capital Management, Inc.

Phoenix, AZ
BUY
 -
24.3K
+ 3.06%
$3.57M - $4.06M
820K $197M
Nov 09, 2021 Q3 2021
Commerce Bank

Kansas City, MO
BUY
 -
23.8K
+ 1.7%
$3.49M - $3.97M
1.42M $342M
Nov 12, 2021 Q3 2021
Cibc World Markets Corp

New York, NY
BUY
 -
23.6K
+ 1.57%
$3.47M - $3.94M
1.52M $367M
Oct 12, 2021 Q3 2021
Roberts Wealth Advisors, LLC

BUY
 -
23.5K
New
$3.45M - $3.92M
23.5K $5.65M
Nov 15, 2021 Q3 2021
Y Intercept (Hong Kong) LTD

BUY
 -
23.2K
+ 641.18%
$3.41M - $3.88M
26.9K $6.47M
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
23.2K
+ 7.13%
$3.4M - $3.87M
348K $83.8M
Nov 08, 2021 Q3 2021
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
22.9K
+ 7.18%
$3.37M - $3.83M
342K $82.4M
Nov 15, 2021 Q3 2021
Wealthfront Advisers LLC

BUY
 -
22.2K
+ 12.59%
$3.27M - $3.71M
199K $47.9M
Aug 30, 2024 Q3 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
22.1K
+ 3.8%
$3.25M - $3.69M
604K $146M
Nov 08, 2021 Q3 2021
Congress Asset Management CO

BUY
 -
22K
+ 12.69%
$3.24M - $3.68M
196K $47.1M
Nov 15, 2021 Q3 2021
Odey Asset Management Group LTD

London, X0
BUY
 -
21.9K
+ 90.58%
$3.22M - $3.66M
46.2K $11.1M
Nov 04, 2021 Q3 2021
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
21.3K
+ 0.14%
$3.12M - $3.55M
14.7M $3.55B
Oct 29, 2021 Q3 2021
Vontobel Holding Ltd.

BUY
 -
21.1K
+ 15.43%
$3.1M - $3.52M
158K $37.9M
Nov 15, 2021 Q3 2021
Lake Street Advisors Group, LLC

BUY
 -
20.8K
+ 124.77%
$3.06M - $3.47M
37.5K $9.02M
Nov 15, 2021 Q3 2021
Studio Investment Management LLC

Chicago, IL
BUY
 -
20.6K
New
$3.03M - $3.45M
20.6K $4.97M

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