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 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-382- 10.33% |
$56.1K - $63.8K
|
3.32K
$971K
|
|
|
Nov 15, 2021
Q3 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-387- 2.76% |
$56.9K - $64.6K
|
13.6K
$3.99M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-388- 1.28% |
$57K - $64.8K
|
29.9K
$8.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-389- 0.96% |
$57.2K - $65K
|
40K
$11.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-392- 3.25% |
$57.6K - $65.5K
|
11.7K
$3.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-393- 14.68% |
$57.8K - $65.6K
|
2.28K
$669K
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-399- 8.18% |
$58.6K - $66.6K
|
4.48K
$1.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
SELL
|
- |
-400- 1.68% |
$58.8K - $66.8K
|
23.4K
$6.85M
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-400- 2.65% |
$58.8K - $66.8K
|
14.7K
$4.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-400- 1.99% |
$58.8K - $66.8K
|
19.7K
$5.76M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-406- 0.29% |
$59.7K - $67.8K
|
141K
$41.2M
|
|
|
Oct 21, 2021
Q3 2021
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-408- 18.15% |
$60K - $68.1K
|
1.84K
$539K
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-414- 2.15% |
$60.8K - $69.1K
|
18.8K
$5.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-415- 1.71% |
$61K - $69.3K
|
23.8K
$6.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-425- 6.14% |
$62.5K - $71K
|
6.5K
$1.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-430- 2.68% |
$63.2K - $71.8K
|
15.6K
$4.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-435- 12.12% |
$63.9K - $72.6K
|
3.16K
$924K
|
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-438- 17.52% |
$64.4K - $73.1K
|
2.06K
$604K
|
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-442- 4.04% |
$65K - $73.8K
|
10.5K
$3.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-444- 19.0% |
$65.3K - $74.1K
|
1.89K
$554K
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-449- 0.14% |
$66K - $75K
|
311K
$91.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Garland Capital Management Inc
|
SELL
|
- |
-450- 0.88% |
$66.1K - $75.1K
|
50.7K
$14.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-450- 10.71% |
$66.1K - $75.1K
|
3.75K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-450- 5.97% |
$66.1K - $75.1K
|
7.09K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-450- 1.39% |
$66.1K - $75.1K
|
32K
$9.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-451- 0.52% |
$66.3K - $75.3K
|
86.8K
$25.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-456- 2.03% |
$67K - $76.1K
|
22K
$6.44M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-457- 0.97% |
$67.2K - $76.3K
|
46.7K
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-458- 1.93% |
$67.3K - $76.5K
|
23.2K
$6.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-460- 13.86% |
$67.6K - $76.8K
|
2.86K
$837K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-461- 1.06% |
$67.8K - $77K
|
43.1K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-465- 0.08% |
$68.3K - $77.6K
|
593K
$174M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-467- 5.44% |
$68.6K - $78K
|
8.11K
$2.38M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-468- 20.45% |
$68.8K - $78.1K
|
1.82K
$533K
|
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
SELL
|
- |
-473- 0.45% |
$69.5K - $79K
|
106K
$31M
|
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-473- 2.88% |
$69.5K - $79K
|
16K
$4.67M
|
|
|
Nov 03, 2021
Q3 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-478- 1.58% |
$70.3K - $79.8K
|
29.9K
$8.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-481- 1.96% |
$70.7K - $80.3K
|
24.1K
$7.06M
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-483- 1.8% |
$71K - $80.7K
|
26.3K
$7.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-486- 0.58% |
$71.4K - $81.2K
|
82.7K
$24.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-491- 3.44% |
$72.2K - $82K
|
13.8K
$4.03M
|
|
|
Oct 18, 2021
Q3 2021
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-497- 0.82% |
$73K - $83K
|
59.8K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-498- 17.75% |
$73.2K - $83.2K
|
2.31K
$676K
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 3.97% |
$73.5K - $83.5K
|
12.1K
$3.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-500- 1.12% |
$73.5K - $83.5K
|
44K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-500- 4.47% |
$73.5K - $83.5K
|
10.7K
$3.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-501- 1.59% |
$73.6K - $83.7K
|
30.9K
$9.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
SELL
|
- |
-504- 3.24% |
$74.1K - $84.2K
|
15.1K
$4.41M
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-509- 7.01% |
$74.8K - $85K
|
6.75K
$1.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-511- 1.77% |
$75.1K - $85.3K
|
28.3K
$8.29M
|