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 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3K- 3.86% |
$441K - $501K
|
74.8K
$21.9M
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.02K- 0.57% |
$444K - $504K
|
528K
$155M
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.02K- 5.27% |
$444K - $505K
|
54.3K
$15.9M
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-3.04K- 1.04% |
$447K - $508K
|
289K
$84.8M
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.05K- 0.73% |
$448K - $509K
|
412K
$121M
|
|
Nov 15, 2021
Q3 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-3.11KClosed |
$457K - $519K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-3.12K- 22.03% |
$458K - $521K
|
11K
$3.23M
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.12K- 16.63% |
$459K - $521K
|
15.6K
$4.58M
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.15KClosed |
$463K - $526K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Security Asset Management
|
SELL
|
- |
-3.18K- 3.95% |
$467K - $531K
|
77.3K
$22.6M
|
|
Oct 19, 2021
Q3 2021
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.22K- 2.01% |
$473K - $537K
|
157K
$45.9M
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-3.22K- 39.34% |
$473K - $538K
|
4.97K
$1.45M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.23K- 1.72% |
$474K - $539K
|
184K
$53.8M
|
|
Oct 06, 2021
Q3 2021
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-3.23K- 1.95% |
$475K - $540K
|
162K
$47.6M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.28K- 1.17% |
$482K - $547K
|
276K
$81M
|
|
Oct 27, 2021
Q3 2021
|
Consolidated Investment Group LLC
|
SELL
|
- |
-3.3K- 7.68% |
$485K - $551K
|
39.7K
$11.6M
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-3.35K- 7.96% |
$492K - $559K
|
38.7K
$11.3M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.35K- 9.61% |
$492K - $560K
|
31.5K
$9.23M
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-3.4K- 3.1% |
$499K - $567K
|
106K
$31.1M
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-3.4K- 61.26% |
$500K - $568K
|
2.15K
$630K
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-3.42K- 6.21% |
$502K - $570K
|
51.6K
$15.1M
|
|
Oct 19, 2021
Q3 2021
|
Redwood Investments, LLC
|
SELL
|
- |
-3.42K- 7.28% |
$502K - $570K
|
43.5K
$12.7M
|
|
Nov 08, 2021
Q3 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.43K- 19.02% |
$505K - $573K
|
14.6K
$4.28M
|
|
Nov 15, 2021
Q3 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.49KClosed |
$513K - $583K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Private Management Group Inc
|
SELL
|
- |
-3.52K- 1.09% |
$517K - $588K
|
320K
$93.7M
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-3.54K- 1.62% |
$520K - $590K
|
215K
$62.9M
|
|
Nov 03, 2021
Q3 2021
|
Wilsey Asset Management Inc
|
SELL
|
- |
-3.6K- 2.21% |
$529K - $601K
|
159K
$46.7M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.63K- 1.38% |
$533K - $605K
|
258K
$75.6M
|
|
Nov 12, 2021
Q3 2021
|
George Kaiser Family Foundation
|
SELL
|
- |
-3.63K- 17.64% |
$534K - $606K
|
17K
$4.97M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-3.65KClosed |
$537K - $610K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Heartland Bank & Trust CO
|
SELL
|
- |
-3.65K- 29.09% |
$537K - $610K
|
8.91K
$2.61M
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.67KClosed |
$540K - $613K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.69K- 1.15% |
$543K - $617K
|
317K
$92.8M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.75K- 13.06% |
$551K - $626K
|
24.9K
$7.3M
|
|
Nov 15, 2021
Q3 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-3.81K- 6.12% |
$560K - $636K
|
58.4K
$17.1M
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.88K- 1.73% |
$570K - $648K
|
221K
$64.7M
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.92K- 1.1% |
$577K - $655K
|
354K
$104M
|
|
Oct 29, 2021
Q3 2021
|
La Financiere De L'Echiquier
|
SELL
|
- |
-4K- 8.7% |
$588K - $668K
|
42K
$12.3M
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-4.03K- 9.45% |
$592K - $672K
|
38.6K
$11.3M
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
SELL
|
- |
-4.03K- 0.78% |
$593K - $673K
|
513K
$150M
|
|
Nov 15, 2021
Q3 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-4.07KClosed |
$599K - $680K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-4.2K- 1.43% |
$617K - $701K
|
289K
$84.7M
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-4.28KClosed |
$628K - $714K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.3K- 0.93% |
$632K - $718K
|
459K
$134M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-4.36K- 0.72% |
$640K - $727K
|
600K
$176M
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.38K- 12.88% |
$644K - $732K
|
29.6K
$8.68M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-4.46K- 16.16% |
$655K - $745K
|
23.1K
$6.78M
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-4.46K- 2.02% |
$656K - $745K
|
216K
$63.3M
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-4.5K- 16.05% |
$661K - $751K
|
23.5K
$6.88M
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-4.54K- 0.58% |
$667K - $758K
|
772K
$226M
|