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 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-278- 0.58% |
$40.9K - $46.4K
|
47.6K
$13.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Pictet North America Advisors Sa
|
SELL
|
- |
-285- 0.26% |
$41.9K - $47.6K
|
110K
$32.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-288- 1.23% |
$42.3K - $48.1K
|
23.1K
$6.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-289- 0.16% |
$42.5K - $48.3K
|
180K
$52.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-289- 0.39% |
$42.5K - $48.3K
|
73.2K
$21.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
SELL
|
- |
-290- 0.06% |
$42.6K - $48.4K
|
494K
$145M
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
SELL
|
- |
-290- 0.55% |
$42.6K - $48.4K
|
52.6K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-295- 7.34% |
$43.4K - $49.3K
|
3.73K
$1.09M
|
|
|
Nov 02, 2021
Q3 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-298- 0.52% |
$43.8K - $49.8K
|
56.8K
$16.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-299- 6.65% |
$43.9K - $49.9K
|
4.2K
$1.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
SELL
|
- |
-300- 1.72% |
$44.1K - $50.1K
|
17.1K
$5.01M
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-300- 1.53% |
$44.1K - $50.1K
|
19.3K
$5.65M
|
|
|
Nov 16, 2021
Q3 2021
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-300- 4.77% |
$44.1K - $50.1K
|
5.99K
$1.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-303- 1.01% |
$44.5K - $50.6K
|
29.7K
$8.7M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-306- 1.17% |
$45K - $51.1K
|
25.8K
$7.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-307- 1.5% |
$45.1K - $51.3K
|
20.2K
$5.92M
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-309- 2.17% |
$45.4K - $51.6K
|
14K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-313- 16.13% |
$46K - $52.3K
|
1.63K
$477K
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-319- 1.66% |
$46.9K - $53.3K
|
18.9K
$5.54M
|
|
|
Oct 21, 2021
Q3 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-325- 1.75% |
$47.8K - $54.3K
|
18.2K
$5.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-328- 2.07% |
$48.2K - $54.8K
|
15.6K
$4.55M
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
SELL
|
- |
-329- 0.7% |
$48.4K - $54.9K
|
46.9K
$13.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-332- 0.23% |
$48.8K - $55.4K
|
145K
$42.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-333- 0.73% |
$48.9K - $55.6K
|
45.4K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-333- 9.09% |
$48.9K - $55.6K
|
3.33K
$976K
|
|
|
Nov 12, 2021
Q3 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-335- 1.12% |
$49.2K - $55.9K
|
29.6K
$8.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-336- 1.63% |
$49.4K - $56.1K
|
20.2K
$5.92M
|
|
|
Nov 04, 2021
Q3 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-336- 0.21% |
$49.4K - $56.1K
|
162K
$47.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-338- 3.99% |
$49.7K - $56.4K
|
8.13K
$2.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-338- 4.73% |
$49.7K - $56.4K
|
6.82K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-340- 1.88% |
$50K - $56.8K
|
17.7K
$5.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-345- 0.33% |
$50.7K - $57.6K
|
105K
$30.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
SELL
|
- |
-347- 2.43% |
$51K - $57.9K
|
13.9K
$4.07M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-350- 1.55% |
$51.4K - $58.4K
|
22.3K
$6.52M
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-350- 10.88% |
$51.4K - $58.4K
|
2.87K
$840K
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-352- 3.71% |
$51.7K - $58.8K
|
9.12K
$2.67M
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-352- 0.58% |
$51.7K - $58.8K
|
60.1K
$17.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-354- 4.62% |
$52K - $59.1K
|
7.31K
$2.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-355- 1.1% |
$52.2K - $59.3K
|
32K
$9.38M
|
|
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-360- 3.02% |
$52.9K - $60.1K
|
11.6K
$3.39M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-363- 4.58% |
$53.4K - $60.6K
|
7.56K
$2.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-365- 0.82% |
$53.6K - $60.9K
|
44K
$12.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerville Kurt F
|
SELL
|
- |
-366- 20.32% |
$53.8K - $61.1K
|
1.44K
$420K
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
SELL
|
- |
-368- 1.14% |
$54.1K - $61.4K
|
31.9K
$9.34M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-369- 1.2% |
$54.2K - $61.6K
|
30.4K
$8.91M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-370- 1.19% |
$54.4K - $61.8K
|
30.7K
$8.98M
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-370- 2.66% |
$54.4K - $61.8K
|
13.6K
$3.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-377- 1.25% |
$55.4K - $63K
|
29.8K
$8.71M
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-379- 5.68% |
$55.7K - $63.3K
|
6.29K
$1.84M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-381- 2.1% |
$56K - $63.6K
|
17.8K
$5.2M
|