Purchases and Sales Made in Q3 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-5.84K
- 20.15%
$858K - $975K
23.1K $6.77M
Nov 12, 2021 Q3 2021
Brandes Investment Partners, LP

La Jolla, CA
SELL
 -
-5.88K
- 1.63%
$863K - $981K
355K $104M
Nov 16, 2021 Q3 2021
Westshore Wealth, LLC

SELL
 -
-5.9K
- 66.57%
$868K - $986K
2.97K $868K
Jun 28, 2022 Q3 2021
Stelac Advisory Services LLC

New York, NY
SELL
 -
-5.92K
- 49.18%
$871K - $989K
6.12K $1.79M
Nov 08, 2021 Q3 2021
Securian Asset Management, Inc

SELL
 -
-5.97K
- 2.34%
$877K - $997K
249K $73M
Nov 15, 2021 Q3 2021
Capital International LTD

Los Angeles, CA
SELL
 -
-5.98K
- 2.21%
$879K - $998K
264K $77.4M
Nov 08, 2021 Q3 2021
Saturna Capital Corp

Bellingham, WA
SELL
 -
-6K
- 47.06%
$882K - $1M
6.75K $1.98M
Nov 12, 2021 Q3 2021
Nicola Wealth Management Ltd.

Vancouver, A1
SELL
 -
-6K
- 7.1%
$882K - $1M
78.5K $23M
Nov 10, 2021 Q3 2021
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
SELL
 -
-6.01K
- 1.58%
$883K - $1M
374K $110M
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-6.02K
- 15.41%
$885K - $1.01M
33K $9.68M
Nov 04, 2021 Q3 2021
Deseret Mutual Benefit Administrators

SELL
 -
-6.07K
- 24.94%
$892K - $1.01M
18.3K $5.35M
Oct 07, 2021 Q3 2021
First Fiduciary Investment Counsel, Inc.

SELL
 -
-6.08K
- 3.61%
$893K - $1.01M
162K $47.5M
Nov 15, 2021 Q3 2021
Aqr Capital Management LLC

Greenwich, CT
SELL
 -
-6.12K
- 0.23%
$899K - $1.02M
2.61M $763M
Nov 12, 2021 Q3 2021
Achmea Investment Management B.V.

SELL
 -
-6.18K
- 2.97%
$909K - $1.03M
202K $59.1M
Nov 12, 2021 Q3 2021
Stamos Capital Partners, L.P.

Menlo Park, CA
SELL
 -
-6.19K
- 12.49%
$910K - $1.03M
43.4K $12.7M
Nov 04, 2021 Q3 2021
Beck Mack & Oliver LLC

New York, NY
SELL
 -
-6.22K
- 1.13%
$914K - $1.04M
542K $159M
Oct 14, 2021 Q3 2021
Madden Securities Corp

SELL
 -
-6.23K
Closed
$915K - $1.04M
0 $0
Nov 01, 2021 Q3 2021
Janney Capital Management LLC

SELL
 -
-6.24K
- 3.18%
$917K - $1.04M
190K $55.5M
Nov 10, 2021 Q3 2021
Parsec Financial Management, Inc.

SELL
 -
-6.32K
- 2.0%
$928K - $1.05M
310K $90.8M
Oct 25, 2021 Q3 2021
Convergence Investment Partners, LLC

SELL
 -
-6.33K
- 23.23%
$930K - $1.06M
20.9K $6.13M
Nov 05, 2021 Q3 2021
Roosevelt Investment Group LLC

SELL
 -
-6.34K
- 2.91%
$931K - $1.06M
212K $62M
Nov 12, 2021 Q3 2021
Parkwood LLC

Cleveland, OH
SELL
 -
-6.4K
- 11.48%
$940K - $1.07M
49.3K $14.4M
Nov 15, 2021 Q3 2021
Source Financial Advisors LLC

New York, NY
SELL
 -
-6.42K
- 14.86%
$944K - $1.07M
36.8K $10.8M
Oct 29, 2021 Q3 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-6.46K
- 8.87%
$949K - $1.08M
66.4K $19.4M
Nov 09, 2021 Q3 2021
Truadvice, LLC

Sarasota, FL
SELL
 -
-6.46K
Closed
$950K - $1.08M
0 $0
Oct 14, 2021 Q3 2021
Unigestion Holding Sa

SELL
 -
-6.47K
- 77.18%
$950K - $1.08M
1.91K $560K
Nov 10, 2021 Q3 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-6.48K
- 10.26%
$952K - $1.08M
56.7K $16.6M
Nov 09, 2021 Q3 2021
Wilkins Investment Counsel Inc

SELL
 -
-6.48K
Closed
$952K - $1.08M
0 $0
Nov 12, 2021 Q3 2021
Gabelli Funds LLC

Rye, NY
SELL
 -
-6.55K
- 1.3%
$963K - $1.09M
497K $145M
Mar 28, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-6.65K
- 83.38%
$977K - $1.11M
1.33K $388K
Oct 22, 2021 Q3 2021
Optimum Investment Advisors

SELL
 -
-6.77K
- 28.76%
$995K - $1.13M
16.8K $4.91M
Nov 10, 2021 Q3 2021
Panagora Asset Management Inc

Boston, MA
SELL
 -
-6.84K
- 0.4%
$1M - $1.14M
1.68M $492M
Nov 08, 2021 Q3 2021
Fishman Jay A LTD

Troy, MI
SELL
 -
-6.93K
- 2.86%
$1.02M - $1.16M
235K $68.9M
Nov 04, 2021 Q3 2021
Sawgrass Asset Management LLC

SELL
 -
-6.96K
- 22.68%
$1.02M - $1.16M
23.7K $6.95M
Oct 19, 2021 Q3 2021
Ballew Advisors, Inc

SELL
 -
-7K
Closed
$1.03M - $1.17M
0 $0
Nov 15, 2021 Q3 2021
Capital International Sarl

Los Angeles, CA
SELL
 -
-7.03K
- 5.74%
$1.03M - $1.17M
115K $33.8M
Nov 09, 2021 Q3 2021
Candriam S.C.A.

SELL
 -
-7.03K
- 2.3%
$1.03M - $1.17M
298K $87.3M
Nov 15, 2021 Q3 2021
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-7.05K
- 8.0%
$1.04M - $1.18M
81.1K $23.7M
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-7.1K
Closed
$1.04M - $1.18M
0 $0
Oct 25, 2021 Q3 2021
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-7.13K
Closed
$1.05M - $1.19M
0 $0
Nov 12, 2021 Q3 2021
Cooke & Bieler LP

SELL
 -
-7.33K
- 1.7%
$1.08M - $1.22M
423K $124M
Nov 04, 2021 Q3 2021
Absher Wealth Management, LLC

SELL
 -
-7.51K
- 5.29%
$1.1M - $1.25M
135K $39.4M
Nov 10, 2021 Q3 2021
Teza Capital Management LLC

Chicago, IL
SELL
 -
-7.54K
- 78.75%
$1.11M - $1.26M
2.03K $596K
Nov 15, 2021 Q3 2021
Capital Markets Trading Uk LLP

London, X0
SELL
 -
-7.56K
Closed
$1.11M - $1.26M
0 $0
Nov 18, 2021 Q3 2021
National Pension Service

Jeonju Si, Jeollabuk Do, M5
SELL
 -
-7.68K
- 0.2%
$1.13M - $1.28M
3.74M $1.1B
Oct 22, 2021 Q3 2021
Pm Capital LTD

SELL
 -
-7.77K
- 2.93%
$1.14M - $1.3M
257K $75.3M
Oct 26, 2021 Q3 2021
Tcw Group Inc

SELL
 -
-7.77K
- 1.33%
$1.14M - $1.3M
578K $169M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-7.78K
- 10.55%
$1.14M - $1.3M
66K $19.3M
Nov 15, 2021 Q3 2021
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
SELL
 -
-7.8K
- 72.9%
$1.15M - $1.3M
2.9K $849K

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