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 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-856- 0.56% |
$126K - $143K
|
151K
$44.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-857- 7.5% |
$126K - $143K
|
10.6K
$3.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-860- 0.35% |
$126K - $144K
|
245K
$71.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-870- 5.94% |
$128K - $145K
|
13.8K
$4.03M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-871- 4.76% |
$128K - $145K
|
17.4K
$5.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-874- 1.12% |
$128K - $146K
|
77.5K
$22.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-877- 5.33% |
$129K - $146K
|
15.6K
$4.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-880- 1.59% |
$129K - $147K
|
54.3K
$15.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-883- 8.95% |
$130K - $147K
|
8.99K
$2.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-885- 0.13% |
$130K - $148K
|
702K
$206M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-889- 4.76% |
$131K - $148K
|
17.8K
$5.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-893- 2.8% |
$131K - $149K
|
31K
$9.07M
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-893- 5.38% |
$131K - $149K
|
15.7K
$4.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-895- 10.07% |
$132K - $149K
|
8K
$2.34M
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-903- 0.62% |
$133K - $151K
|
145K
$42.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-905- 5.26% |
$133K - $151K
|
16.3K
$4.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-906- 3.46% |
$133K - $151K
|
25.3K
$7.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-907- 2.1% |
$133K - $151K
|
42.2K
$12.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-910- 3.73% |
$134K - $152K
|
23.5K
$6.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-911- 1.24% |
$134K - $152K
|
72.6K
$21.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-912- 1.31% |
$134K - $152K
|
68.5K
$20.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-915- 6.45% |
$134K - $153K
|
13.3K
$3.88M
|
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-925- 3.68% |
$136K - $154K
|
24.2K
$7.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-928- 4.25% |
$136K - $155K
|
20.9K
$6.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-928- 0.89% |
$136K - $155K
|
103K
$30.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-930- 1.2% |
$137K - $155K
|
76.5K
$22.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-930- 14.25% |
$137K - $155K
|
5.6K
$1.64M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-933- 0.59% |
$137K - $156K
|
157K
$46M
|
|
|
Oct 18, 2021
Q3 2021
|
Trh Financial, LLC
|
SELL
|
- |
-936- 23.04% |
$138K - $156K
|
3.13K
$916K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-938- 0.23% |
$138K - $157K
|
404K
$118M
|
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-938- 1.16% |
$138K - $157K
|
80K
$23.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-939- 0.7% |
$138K - $157K
|
134K
$39.3M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-943- 1.11% |
$139K - $157K
|
83.9K
$24.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-943- 0.53% |
$139K - $157K
|
177K
$51.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-944- 7.34% |
$139K - $158K
|
11.9K
$3.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-950- 17.6% |
$140K - $159K
|
4.45K
$1.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-955- 22.13% |
$140K - $159K
|
3.36K
$984K
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-967- 3.27% |
$142K - $161K
|
28.6K
$8.38M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-982- 14.13% |
$144K - $164K
|
5.97K
$1.75M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
SELL
|
- |
-985- 9.4% |
$145K - $164K
|
9.5K
$2.78M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-986- 2.49% |
$145K - $165K
|
38.7K
$11.3M
|
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-999- 4.06% |
$147K - $167K
|
23.6K
$6.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1K- 2.32% |
$147K - $167K
|
42.1K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1K- 0.42% |
$147K - $167K
|
235K
$68.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1K- 3.56% |
$147K - $167K
|
27.2K
$7.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-1.02K- 5.5% |
$150K - $170K
|
17.5K
$5.13M
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.41% |
$152K - $172K
|
41.8K
$12.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.04K- 4.21% |
$152K - $173K
|
23.6K
$6.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.04K- 1.25% |
$153K - $174K
|
82.5K
$24.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.05KClosed |
$154K - $175K
|
0
$0
|