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 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-7.88K- 33.73% |
$1.16M - $1.32M
|
15.5K
$4.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7.95K- 19.79% |
$1.17M - $1.33M
|
32.2K
$9.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-8K- 3.68% |
$1.18M - $1.34M
|
209K
$61.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-8K- 28.57% |
$1.18M - $1.34M
|
20K
$5.86M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-8.05K- 50.0% |
$1.18M - $1.34M
|
8.05K
$2.36M
|
|
|
Oct 28, 2021
Q3 2021
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-8.2K- 4.5% |
$1.21M - $1.37M
|
174K
$51M
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-8.29K- 4.92% |
$1.22M - $1.38M
|
160K
$46.9M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-8.38K- 40.14% |
$1.23M - $1.4M
|
12.5K
$3.66M
|
|
|
May 26, 2023
Q3 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-8.45K- 7.05% |
$1.24M - $1.41M
|
111K
$32.6M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-8.81K- 9.16% |
$1.29M - $1.47M
|
87.4K
$25.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-8.9K- 26.64% |
$1.31M - $1.49M
|
24.5K
$7.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.19K- 0.89% |
$1.35M - $1.53M
|
1.02M
$299M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-9.29K- 2.38% |
$1.37M - $1.55M
|
382K
$112M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.29K- 1.59% |
$1.37M - $1.55M
|
576K
$169M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-9.38K- 26.76% |
$1.38M - $1.57M
|
25.7K
$7.52M
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-9.53K- 0.75% |
$1.4M - $1.59M
|
1.26M
$370M
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-9.68K- 21.12% |
$1.42M - $1.62M
|
36.2K
$10.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-9.71K- 1.43% |
$1.43M - $1.62M
|
669K
$196M
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-9.77K- 62.72% |
$1.44M - $1.63M
|
5.81K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-9.8K- 3.0% |
$1.44M - $1.64M
|
317K
$92.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
SELL
|
- |
-9.8K- 70.65% |
$1.44M - $1.64M
|
4.07K
$1.19M
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-9.82K- 5.99% |
$1.44M - $1.64M
|
154K
$45.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
SELL
|
- |
-9.99K- 27.31% |
$1.47M - $1.67M
|
26.6K
$7.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-10KClosed |
$1.47M - $1.67M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-10.1K- 6.82% |
$1.48M - $1.68M
|
138K
$40.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10.1K- 8.68% |
$1.48M - $1.68M
|
106K
$31M
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-10.1K- 72.97% |
$1.48M - $1.69M
|
3.74K
$1.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
SELL
|
- |
-10.2K- 4.24% |
$1.51M - $1.71M
|
231K
$67.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.5K- 34.94% |
$1.54M - $1.75M
|
19.5K
$5.72M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-10.6KClosed |
$1.55M - $1.77M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-10.6KClosed |
$1.56M - $1.77M
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-10.6K- 1.39% |
$1.56M - $1.77M
|
750K
$220M
|
|
|
Nov 12, 2021
Q3 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-10.8K- 16.56% |
$1.58M - $1.8M
|
54.2K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-10.8K- 1.26% |
$1.59M - $1.8M
|
844K
$247M
|
|
|
Oct 29, 2021
Q3 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-10.9K- 9.71% |
$1.61M - $1.83M
|
102K
$29.8M
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-11KClosed |
$1.61M - $1.83M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-11K- 98.49% |
$1.62M - $1.84M
|
169
$49.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Eulav Asset Management
|
SELL
|
- |
-11K- 10.68% |
$1.62M - $1.84M
|
92K
$26.9M
|
|
|
Oct 15, 2021
Q3 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-11.1K- 11.49% |
$1.62M - $1.85M
|
85.1K
$24.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-11.2K- 16.76% |
$1.64M - $1.87M
|
55.5K
$16.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-11.2K- 41.27% |
$1.65M - $1.88M
|
16K
$4.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-11.3K- 0.43% |
$1.65M - $1.88M
|
2.59M
$760M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.3K- 5.53% |
$1.66M - $1.88M
|
193K
$56.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-11.3K- 1.35% |
$1.66M - $1.89M
|
823K
$241M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11.4K- 12.51% |
$1.67M - $1.9M
|
79.5K
$23.3M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.4K- 32.71% |
$1.68M - $1.9M
|
23.5K
$6.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-11.4KClosed |
$1.68M - $1.91M
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-11.5K- 1.6% |
$1.7M - $1.93M
|
709K
$208M
|
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
SELL
|
- |
-11.8K- 7.9% |
$1.73M - $1.96M
|
137K
$40.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Mainstay Capital Management LLC
|
SELL
|
- |
-11.8KClosed |
$1.73M - $1.97M
|
0
$0
|