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 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.34KClosed |
$196K - $223K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.34K- 4.1% |
$197K - $224K
|
31.4K
$9.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-1.35KClosed |
$198K - $225K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-1.35K- 4.17% |
$198K - $225K
|
31K
$9.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.35K- 9.93% |
$199K - $226K
|
12.3K
$3.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.37K- 0.15% |
$201K - $228K
|
912K
$267M
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-1.38K- 17.16% |
$202K - $230K
|
6.64K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-1.4K- 1.09% |
$206K - $234K
|
127K
$37.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.41K- 41.87% |
$206K - $235K
|
1.95K
$571K
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.41K- 1.09% |
$207K - $235K
|
128K
$37.4M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 2.95% |
$207K - $235K
|
46.3K
$13.6M
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.41K- 2.18% |
$207K - $236K
|
63.2K
$18.5M
|
|
|
Nov 05, 2021
Q3 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.42K- 3.31% |
$208K - $237K
|
41.3K
$12.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 1.11% |
$209K - $238K
|
127K
$37.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.43K- 4.22% |
$210K - $238K
|
32.4K
$9.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.43KClosed |
$210K - $238K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 14.0% |
$211K - $240K
|
8.83K
$2.59M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-1.44K- 1.67% |
$212K - $241K
|
84.8K
$24.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.45K- 1.11% |
$213K - $242K
|
129K
$37.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.45K- 6.36% |
$213K - $242K
|
21.3K
$6.25M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-1.45K- 1.2% |
$213K - $242K
|
119K
$34.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-1.46K- 10.08% |
$215K - $244K
|
13K
$3.81M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.46K- 0.91% |
$215K - $244K
|
160K
$46.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.47K- 1.56% |
$216K - $245K
|
92.4K
$27.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.49K- 1.26% |
$219K - $249K
|
117K
$34.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 12.51% |
$220K - $250K
|
10.5K
$3.07M
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.5K- 9.2% |
$221K - $251K
|
14.8K
$4.34M
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.51K- 1.41% |
$222K - $252K
|
105K
$30.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.51K- 1.19% |
$222K - $253K
|
126K
$36.8M
|
|
|
Jun 14, 2024
Q3 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.53K- 4.63% |
$224K - $255K
|
31.5K
$9.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.53K- 1.75% |
$225K - $256K
|
85.9K
$25.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 2.12% |
$229K - $260K
|
72.1K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.56K- 2.65% |
$230K - $261K
|
57.5K
$16.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.59K- 0.62% |
$233K - $265K
|
255K
$74.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-1.59K- 4.76% |
$234K - $265K
|
31.8K
$9.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-1.6KClosed |
$234K - $266K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.6KClosed |
$235K - $267K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1.6K- 8.77% |
$235K - $267K
|
16.6K
$4.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.61K- 7.59% |
$236K - $268K
|
19.5K
$5.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.61K- 5.13% |
$236K - $269K
|
29.8K
$8.72M
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.61KClosed |
$237K - $269K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.63K- 18.3% |
$239K - $271K
|
7.25K
$2.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.65K- 9.93% |
$243K - $276K
|
15K
$4.38M
|
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.65K- 6.59% |
$243K - $276K
|
23.5K
$6.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.65KClosed |
$243K - $276K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-1.7K- 1.55% |
$250K - $284K
|
108K
$31.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.7K- 3.42% |
$250K - $284K
|
48.1K
$14.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-1.72K- 11.48% |
$252K - $286K
|
13.2K
$3.87M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.72K- 1.64% |
$253K - $287K
|
103K
$30.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.73K- 1.66% |
$254K - $288K
|
103K
$30M
|