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 05, 2021
Q3 2021
|
Todd Asset Management LLC
|
SELL
|
- |
-2.2K- 0.6% |
$323K - $367K
|
363K
$106M
|
|
|
Nov 12, 2021
Q3 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-2.21K- 0.32% |
$325K - $369K
|
696K
$204M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.23K- 0.37% |
$328K - $373K
|
595K
$174M
|
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.24K- 1.21% |
$329K - $374K
|
183K
$53.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-2.24K- 32.07% |
$330K - $375K
|
4.75K
$1.39M
|
|
|
Oct 19, 2021
Q3 2021
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-2.25K- 20.2% |
$331K - $376K
|
8.91K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.26K- 1.73% |
$333K - $378K
|
129K
$37.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-2.29K- 8.19% |
$337K - $383K
|
25.7K
$7.53M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.3K- 3.89% |
$338K - $384K
|
56.8K
$16.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-2.32K- 8.71% |
$341K - $387K
|
24.3K
$7.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-2.33K- 4.49% |
$343K - $390K
|
49.7K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.34K- 3.63% |
$344K - $391K
|
62.2K
$18.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.37K- 6.69% |
$349K - $396K
|
33.1K
$9.69M
|
|
|
Jul 09, 2025
Q3 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-2.37K- 1.98% |
$349K - $396K
|
118K
$34.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.39K- 0.51% |
$351K - $399K
|
467K
$137M
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-2.39K- 6.12% |
$352K - $400K
|
36.7K
$10.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.42K- 1.12% |
$356K - $404K
|
214K
$62.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-2.42K- 44.55% |
$356K - $404K
|
3.01K
$882K
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.44K- 26.38% |
$358K - $407K
|
6.8K
$1.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.44KClosed |
$358K - $407K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Unio Capital LLC
|
SELL
|
- |
-2.44K- 30.35% |
$359K - $408K
|
5.6K
$1.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.45K- 3.15% |
$360K - $409K
|
75.3K
$22M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.45K- 31.45% |
$360K - $409K
|
5.34K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-2.46K- 12.1% |
$361K - $411K
|
17.9K
$5.23M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.46K- 1.66% |
$362K - $411K
|
146K
$42.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-2.47K- 0.6% |
$364K - $413K
|
407K
$119M
|
|
|
Nov 10, 2021
Q3 2021
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-2.49K- 12.16% |
$367K - $416K
|
18K
$5.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Community Capital Management, LLC
|
SELL
|
- |
-2.5K- 22.32% |
$367K - $417K
|
8.7K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-2.5K- 7.14% |
$367K - $417K
|
32.5K
$9.52M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.52K- 1.09% |
$370K - $421K
|
229K
$67.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-2.54K- 1.19% |
$373K - $424K
|
211K
$61.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.56K- 3.5% |
$376K - $427K
|
70.4K
$20.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2.57K- 0.28% |
$378K - $430K
|
921K
$270M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.58K- 3.45% |
$380K - $431K
|
72.4K
$21.2M
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.59K- 0.93% |
$380K - $432K
|
277K
$81.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.69K- 0.63% |
$396K - $450K
|
422K
$124M
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.7K- 46.93% |
$396K - $450K
|
3.05K
$893K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.7K- 1.43% |
$397K - $451K
|
186K
$54.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-2.71K- 8.01% |
$398K - $452K
|
31.1K
$9.11M
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.71K- 1.54% |
$399K - $453K
|
174K
$50.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.76K- 2.92% |
$406K - $461K
|
91.8K
$26.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-2.79K- 20.38% |
$410K - $466K
|
10.9K
$3.19M
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.81KClosed |
$413K - $469K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.85K- 55.93% |
$418K - $475K
|
2.24K
$657K
|
|
|
Nov 09, 2021
Q3 2021
|
Crystal Rock Capital Management
|
SELL
|
- |
-2.85K- 18.7% |
$419K - $476K
|
12.4K
$3.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.88K- 7.69% |
$423K - $481K
|
34.6K
$10.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.9K- 6.14% |
$426K - $484K
|
44.4K
$13M
|
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.95K- 1.33% |
$433K - $492K
|
219K
$64.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3K- 7.28% |
$441K - $501K
|
38.2K
$11.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Ar Asset Management Inc
|
SELL
|
- |
-3K- 4.21% |
$441K - $501K
|
68.2K
$20M
|