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 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
20.6KNew |
$3.03M - $3.45M
|
20.6K
$6.05M
|
|
|
Nov 05, 2021
Q3 2021
|
James Hambro & Partners
|
BUY
|
- |
20.6K+ 3.04% |
$3.03M - $3.44M
|
698K
$205M
|
|
|
Nov 15, 2021
Q3 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
20.4K+ 27.41% |
$3M - $3.41M
|
94.9K
$27.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20.1K+ 15.5% |
$2.95M - $3.35M
|
150K
$43.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20K+ 4.28% |
$2.94M - $3.34M
|
488K
$143M
|
|
|
Nov 12, 2021
Q3 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
20K+ 2.77% |
$2.94M - $3.34M
|
742K
$217M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8K+ 10.17% |
$2.91M - $3.31M
|
215K
$62.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.7K+ 54.49% |
$2.89M - $3.29M
|
55.8K
$16.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19.3K+ 50.37% |
$2.84M - $3.23M
|
57.7K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
19.2K+ 92.13% |
$2.83M - $3.21M
|
40.1K
$11.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
BUY
|
- |
18.7K+ 24.28% |
$2.76M - $3.13M
|
96K
$28.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
18.7K+ 15.42% |
$2.74M - $3.11M
|
140K
$40.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
18.3K+ 5.03% |
$2.69M - $3.05M
|
382K
$112M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 12.24% |
$2.66M - $3.03M
|
166K
$48.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
17.8K+ 52.75% |
$2.62M - $2.98M
|
51.6K
$15.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 30.29% |
$2.59M - $2.94M
|
75.8K
$22.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
17.6K+ 43.67% |
$2.58M - $2.93M
|
57.7K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
17.4K+ 0.73% |
$2.55M - $2.9M
|
2.39M
$699M
|
|
|
Oct 22, 2021
Q3 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
17.3K+ 8.18% |
$2.54M - $2.89M
|
229K
$67.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
17.1K+ 0.99% |
$2.52M - $2.86M
|
1.74M
$510M
|
|
|
Oct 19, 2021
Q3 2021
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
16.9KNew |
$2.49M - $2.82M
|
16.9K
$4.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.8K+ 7.35% |
$2.47M - $2.81M
|
246K
$71.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.6K+ 8.54% |
$2.45M - $2.78M
|
211K
$61.9M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
16.5KNew |
$2.42M - $2.75M
|
16.5K
$4.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
16.2K+ 114.73% |
$2.38M - $2.7M
|
30.3K
$8.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
15.9K+ 8.98% |
$2.34M - $2.65M
|
193K
$56.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.8KNew |
$2.32M - $2.64M
|
15.8K
$4.63M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15.6K+ 4.48% |
$2.29M - $2.6M
|
363K
$106M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 7.22% |
$2.25M - $2.55M
|
227K
$66.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.3K+ 4.1% |
$2.25M - $2.55M
|
388K
$114M
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.2K+ 49.85% |
$2.23M - $2.54M
|
45.7K
$13.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.1K+ 58.6% |
$2.22M - $2.52M
|
40.9K
$12M
|
|
|
Nov 15, 2021
Q3 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
15.1K+ 556.54% |
$2.22M - $2.52M
|
17.8K
$5.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
15.1K+ 17.46% |
$2.22M - $2.52M
|
102K
$29.8M
|
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
14.9K+ 190.53% |
$2.19M - $2.48M
|
22.7K
$6.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
14.7K+ 8.79% |
$2.16M - $2.46M
|
182K
$53.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.5K+ 30.48% |
$2.13M - $2.42M
|
62K
$18.2M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14.3K+ 17.05% |
$2.09M - $2.38M
|
97.9K
$28.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.1K+ 29.55% |
$2.07M - $2.35M
|
61.8K
$18.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
14.1K+ 4.32% |
$2.07M - $2.35M
|
340K
$99.5M
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14K+ 649.23% |
$2.05M - $2.33M
|
16.1K
$4.72M
|
|
|
Oct 07, 2021
Q3 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
13.7K+ 10.33% |
$2.01M - $2.28M
|
146K
$42.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 12.9% |
$1.92M - $2.18M
|
114K
$33.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
12.9K+ 889.3% |
$1.89M - $2.15M
|
14.3K
$4.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12.5K+ 48.49% |
$1.83M - $2.08M
|
38.2K
$11.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.3K+ 28.63% |
$1.81M - $2.06M
|
55.4K
$16.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12.3K+ 8.96% |
$1.81M - $2.06M
|
150K
$43.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.2K+ 4.63% |
$1.8M - $2.05M
|
277K
$81.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 96.98% |
$1.8M - $2.04M
|
24.9K
$7.28M
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
11.9K+ 158.42% |
$1.75M - $1.99M
|
19.4K
$5.68M
|