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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-511- 6.97% |
$75.1K - $85.3K
|
6.82K
$2M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-512- 5.19% |
$75.2K - $85.5K
|
9.35K
$2.74M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-513- 2.7% |
$75.4K - $85.7K
|
18.5K
$5.42M
|
|
|
Aug 02, 2023
Q3 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-518- 3.54% |
$76.1K - $86.5K
|
14.1K
$4.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-523- 13.2% |
$76.9K - $87.3K
|
3.44K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-525- 3.8% |
$77.2K - $87.7K
|
13.3K
$3.89M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-527- 7.55% |
$77.5K - $88K
|
6.45K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-530- 0.28% |
$77.9K - $88.5K
|
187K
$54.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-541- 1.23% |
$79.5K - $90.3K
|
43.4K
$12.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-543Closed |
$79.8K - $90.7K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-543- 0.59% |
$79.8K - $90.7K
|
90.9K
$26.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-549- 6.77% |
$80.7K - $91.7K
|
7.56K
$2.21M
|
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-550- 9.72% |
$80.8K - $91.8K
|
5.11K
$1.5M
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-552- 9.49% |
$81.1K - $92.2K
|
5.27K
$1.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-554- 2.49% |
$81.4K - $92.5K
|
21.7K
$6.36M
|
|
|
Oct 26, 2021
Q3 2021
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-555- 4.03% |
$81.6K - $92.7K
|
13.2K
$3.87M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-560- 1.35% |
$82.3K - $93.5K
|
40.9K
$12M
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-563- 4.68% |
$82.7K - $94K
|
11.5K
$3.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-569- 8.81% |
$83.6K - $95K
|
5.89K
$1.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-569- 12.26% |
$83.6K - $95K
|
4.07K
$1.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-571- 2.62% |
$83.9K - $95.3K
|
21.3K
$6.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
SELL
|
- |
-581- 6.21% |
$85.4K - $97K
|
8.77K
$2.57M
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-583- 29.0% |
$85.7K - $97.3K
|
1.43K
$418K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-583- 20.13% |
$85.7K - $97.3K
|
2.31K
$677K
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-585- 37.38% |
$86K - $97.7K
|
980
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-587- 27.49% |
$86.3K - $98K
|
1.55K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-593- 0.8% |
$87.2K - $99K
|
74K
$21.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-596- 0.51% |
$87.6K - $99.5K
|
116K
$34M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-596- 3.8% |
$87.6K - $99.5K
|
15.1K
$4.42M
|
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-600- 11.01% |
$88.2K - $100K
|
4.85K
$1.42M
|
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-600- 7.1% |
$88.2K - $100K
|
7.85K
$2.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-600- 0.94% |
$88.2K - $100K
|
63.2K
$18.5M
|
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-600- 4.48% |
$88.2K - $100K
|
12.8K
$3.75M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-601- 25.23% |
$88.3K - $100K
|
1.78K
$522K
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-603- 1.47% |
$88.6K - $101K
|
40.3K
$11.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
SELL
|
- |
-606Closed |
$89.1K - $101K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-614- 0.62% |
$90.2K - $103K
|
99.1K
$29M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-616- 0.73% |
$90.5K - $103K
|
84K
$24.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-620- 1.01% |
$91.1K - $104K
|
60.5K
$17.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-620- 0.95% |
$91.1K - $104K
|
64.9K
$19M
|
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-629- 0.48% |
$92.4K - $105K
|
130K
$37.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-630- 0.88% |
$92.6K - $105K
|
70.9K
$20.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-640- 3.96% |
$94.1K - $107K
|
15.5K
$4.55M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-642- 3.54% |
$94.4K - $107K
|
17.5K
$5.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-647- 14.11% |
$95.1K - $108K
|
3.94K
$1.15M
|
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-648- 1.51% |
$95.2K - $108K
|
42.2K
$12.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-649- 3.51% |
$95.4K - $108K
|
17.9K
$5.23M
|
|
|
Nov 05, 2021
Q3 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-655- 0.95% |
$96.3K - $109K
|
68.5K
$20.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
SELL
|
- |
-655- 2.3% |
$96.3K - $109K
|
27.9K
$8.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-657- 1.79% |
$96.6K - $110K
|
36K
$10.5M
|