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 07, 2021
Q3 2021
|
Ims Capital Management
|
SELL
|
- |
-1.74K- 21.69% |
$255K - $290K
|
6.27K
$1.84M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.75KClosed |
$257K - $292K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.75K- 10.67% |
$258K - $293K
|
14.7K
$4.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.75K- 57.08% |
$258K - $293K
|
1.32K
$386K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.76K- 30.42% |
$259K - $294K
|
4.03K
$1.18M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-1.78K- 2.66% |
$261K - $296K
|
65K
$19M
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.78K- 1.57% |
$262K - $297K
|
111K
$32.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-1.78K- 1.52% |
$262K - $297K
|
116K
$33.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-1.81K- 24.83% |
$266K - $302K
|
5.47K
$1.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 48.16% |
$268K - $305K
|
1.96K
$575K
|
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.83K- 6.78% |
$269K - $305K
|
25.1K
$7.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.83KClosed |
$269K - $306K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-1.85K- 20.04% |
$271K - $308K
|
7.36K
$2.16M
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.85K- 14.14% |
$272K - $309K
|
11.2K
$3.29M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.85K- 4.65% |
$272K - $309K
|
37.9K
$11.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.86K- 1.73% |
$273K - $310K
|
106K
$30.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.86K- 43.73% |
$274K - $311K
|
2.4K
$702K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.87K- 3.45% |
$275K - $312K
|
52.2K
$15.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.89K- 20.9% |
$277K - $315K
|
7.15K
$2.09M
|
|
|
Nov 03, 2021
Q3 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.94K- 19.03% |
$285K - $323K
|
8.24K
$2.41M
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1.99K- 39.09% |
$292K - $332K
|
3.1K
$907K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.99K- 8.77% |
$293K - $333K
|
20.7K
$6.08M
|
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
SELL
|
- |
-2K- 2.14% |
$294K - $334K
|
91.2K
$26.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-2K- 5.04% |
$294K - $334K
|
37.7K
$11M
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-2KClosed |
$294K - $334K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2K- 3.31% |
$294K - $334K
|
58.5K
$17.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-2.01K- 2.24% |
$295K - $335K
|
87.6K
$25.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-2.02K- 5.82% |
$297K - $337K
|
32.6K
$9.56M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.02KClosed |
$297K - $337K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.04K- 0.89% |
$299K - $340K
|
226K
$66.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.04K- 3.67% |
$299K - $340K
|
53.4K
$15.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Farmers Trust CO
|
SELL
|
- |
-2.04K- 2.78% |
$300K - $341K
|
71.3K
$20.9M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.05K- 19.44% |
$301K - $342K
|
8.48K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.07K- 43.5% |
$305K - $346K
|
2.69K
$789K
|
|
|
Nov 15, 2021
Q3 2021
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.08KClosed |
$305K - $346K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.1K- 3.7% |
$309K - $351K
|
54.6K
$16M
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.11K- 3.83% |
$311K - $353K
|
53.1K
$15.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-2.12K- 1.61% |
$311K - $353K
|
130K
$38M
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.12K- 2.41% |
$311K - $353K
|
85.7K
$25.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-2.12K- 0.98% |
$312K - $354K
|
214K
$62.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-2.13K- 3.24% |
$313K - $355K
|
63.5K
$18.6M
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.14K- 1.23% |
$315K - $358K
|
172K
$50.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.16K- 16.06% |
$317K - $360K
|
11.3K
$3.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2.16K- 2.11% |
$317K - $360K
|
100K
$29.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.16K- 6.5% |
$317K - $361K
|
31.1K
$9.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-2.16K- 0.48% |
$318K - $361K
|
452K
$132M
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.17K- 2.23% |
$320K - $363K
|
95.3K
$27.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.18K- 0.68% |
$321K - $364K
|
321K
$93.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.19K- 33.12% |
$322K - $366K
|
4.42K
$1.29M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-2.2K- 4.4% |
$323K - $367K
|
47.7K
$14M
|