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
Oct 27, 2021 Q3 2021
Carret Asset Management, LLC

SELL
 -
-662
- 0.4%
$97.3K - $111K
165K $48.3M
Nov 12, 2021 Q3 2021
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-667
- 2.13%
$98K - $111K
30.7K $8.98M
Nov 12, 2021 Q3 2021
Wms Partners, LLC

SELL
 -
-668
- 3.26%
$98.2K - $112K
19.8K $5.81M
Oct 26, 2021 Q3 2021
Hudson Valley Investment Advisors Inc

SELL
 -
-669
- 0.8%
$98.3K - $112K
82.5K $24.2M
Oct 12, 2021 Q3 2021
Contravisory Investment Management, Inc.

SELL
 -
-686
- 1.94%
$101K - $115K
34.6K $10.1M
Nov 12, 2021 Q3 2021
Winslow Asset Management Inc

SELL
 -
-694
- 0.85%
$102K - $116K
80.6K $23.6M
Oct 20, 2021 Q3 2021
Personal Wealth Partners

Bloomington, MN
SELL
 -
-695
Closed
$102K - $116K
0 $0
Oct 08, 2021 Q3 2021
Golden Green, Inc.

SELL
 -
-696
- 21.07%
$102K - $116K
2.61K $764K
Nov 05, 2021 Q3 2021
Buckhead Capital Management LLC

SELL
 -
-696
- 1.72%
$102K - $116K
39.8K $11.7M
Nov 02, 2021 Q3 2021
Icon Advisers Inc

Greenwood Village, CO
SELL
 -
-700
- 1.0%
$103K - $117K
69.3K $20.3M
Sep 07, 2023 Q3 2021
Frank, Rimerman Advisors LLC

Palo Alto, CA
SELL
 -
-704
- 17.27%
$103K - $118K
3.37K $987K
Oct 21, 2021 Q3 2021
Arrow Financial Corp

SELL
 -
-708
- 1.13%
$104K - $118K
61.9K $18.1M
Nov 12, 2021 Q3 2021
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-709
- 3.17%
$104K - $118K
21.7K $6.35M
Nov 12, 2021 Q3 2021
Interchange Capital Partners, LLC

SELL
 -
-710
- 12.5%
$104K - $119K
4.97K $1.46M
Nov 04, 2021 Q3 2021
Insight 2811, Inc.

Chicago, IL
SELL
 -
-717
- 34.76%
$105K - $120K
1.35K $394K
Nov 09, 2021 Q3 2021
Bender Robert & Associates

SELL
 -
-725
- 14.54%
$107K - $121K
4.26K $1.25M
Nov 05, 2021 Q3 2021
Ycg, LLC

SELL
 -
-726
- 0.93%
$107K - $121K
77K $22.6M
Nov 10, 2021 Q3 2021
Summit Financial Strategies, Inc.

SELL
 -
-727
- 9.44%
$107K - $121K
6.98K $2.04M
Nov 10, 2021 Q3 2021
Hoyle Cohen, LLC

SELL
 -
-727
- 0.86%
$107K - $121K
83.6K $24.5M
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
SELL
 -
-731
- 3.58%
$107K - $122K
19.7K $5.76M
Nov 15, 2021 Q3 2021
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-735
- 2.4%
$108K - $123K
29.8K $8.74M
Nov 10, 2021 Q3 2021
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-736
- 11.05%
$108K - $123K
5.92K $1.73M
Oct 21, 2021 Q3 2021
Hillsdale Investment Management Inc.

Toronto, A6
SELL
 -
-740
- 50.34%
$109K - $124K
730 $214K
Nov 05, 2021 Q3 2021
Scott & Selber, Inc.

SELL
 -
-741
- 2.76%
$109K - $124K
26.1K $7.65M
Nov 01, 2021 Q3 2021
Measured Wealth Private Client Group, LLC

SELL
 -
-745
- 14.46%
$109K - $124K
4.41K $1.29M
Nov 15, 2021 Q3 2021
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-752
- 1.98%
$111K - $126K
37.2K $10.9M
Nov 12, 2021 Q3 2021
Octavia Wealth Advisors, LLC

SELL
 -
-757
- 4.13%
$111K - $126K
17.6K $5.14M
Oct 12, 2021 Q3 2021
Trust CO Of Toledo Na

Holland, OH
SELL
 -
-757
- 1.03%
$111K - $126K
72.5K $21.2M
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-770
- 0.66%
$113K - $129K
116K $33.9M
Oct 01, 2021 Q3 2021
Orrstown Financial Services Inc

Shippensburg, PA
SELL
 -
-771
- 9.34%
$113K - $129K
7.49K $2.19M
Nov 10, 2021 Q3 2021
Duff & Phelps Investment Management CO

Chicago, IL
SELL
 -
-775
- 2.36%
$114K - $129K
32K $9.38M
Oct 13, 2021 Q3 2021
Cypress Wealth Services, LLC

SELL
 -
-786
- 10.67%
$116K - $131K
6.58K $1.93M
Oct 18, 2021 Q3 2021
Steigerwald, Gordon & Koch Inc.

SELL
 -
-787
- 0.69%
$116K - $131K
114K $33.4M
Oct 26, 2021 Q3 2021
First Merchants Corp

SELL
 -
-787
- 1.38%
$116K - $131K
56.3K $16.5M
Oct 21, 2021 Q3 2021
Cardinal Capital Management

SELL
 -
-791
- 1.55%
$116K - $132K
50.4K $14.8M
Oct 25, 2021 Q3 2021
S. R. Schill & Associates

Mercer Island, WA
SELL
 -
-792
- 16.22%
$116K - $132K
4.09K $1.2M
Nov 12, 2021 Q3 2021
Weil Company, Inc.

SELL
 -
-796
- 2.46%
$117K - $133K
31.6K $9.26M
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-803
- 88.93%
$118K - $134K
100 $29.3K
Nov 12, 2021 Q3 2021
Keystone Financial Group

SELL
 -
-803
- 4.24%
$118K - $134K
18.1K $5.31M
Nov 12, 2021 Q3 2021
Sittner & Nelson, LLC

Eugene, OR
SELL
 -
-804
- 6.47%
$118K - $134K
11.6K $3.41M
Oct 27, 2021 Q3 2021
Iq Eq Fund Management (Ireland) LTD

SELL
 -
-814
- 1.68%
$120K - $136K
47.7K $14M
Nov 09, 2021 Q3 2021
Dubuque Bank & Trust CO

SELL
 -
-821
- 1.06%
$121K - $137K
76.6K $22.4M
Nov 10, 2021 Q3 2021
Barr E S & CO

Lexington, KY
SELL
 -
-825
- 0.35%
$121K - $138K
235K $68.8M
Nov 16, 2021 Q3 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-825
- 4.47%
$121K - $138K
17.7K $5.17M
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
SELL
 -
-841
- 9.72%
$124K - $140K
7.81K $2.29M
May 31, 2023 Q3 2021
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-841
- 25.56%
$124K - $140K
2.45K $717K
Nov 12, 2021 Q3 2021
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-848
- 0.93%
$125K - $142K
89.9K $26.3M
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-850
- 3.48%
$125K - $142K
23.6K $6.91M
Nov 04, 2021 Q3 2021
Independent Family Office, LLC

SELL
 -
-854
- 21.57%
$126K - $143K
3.11K $909K

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