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
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.6K+ 13.66% |
$1.71M - $1.94M
|
96.8K
$24M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 7.49% |
$1.69M - $1.92M
|
166K
$41.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
11.5K+ 139.02% |
$1.68M - $1.91M
|
19.7K
$4.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Sara Bay Financial
|
BUY
|
- |
11.2K+ 21.3% |
$1.65M - $1.88M
|
64K
$15.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.2K+ 1.44% |
$1.65M - $1.87M
|
789K
$196M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11.2K+ 98.59% |
$1.64M - $1.87M
|
22.5K
$5.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
11K+ 74.76% |
$1.61M - $1.83M
|
25.6K
$6.37M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.9K+ 12.77% |
$1.6M - $1.82M
|
96.4K
$24M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 42.32% |
$1.59M - $1.81M
|
36.5K
$9.07M
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.8K+ 42.32% |
$1.59M - $1.81M
|
36.5K
$9.07M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
10.8K+ 44.25% |
$1.58M - $1.8M
|
35.1K
$8.73M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.7K+ 10.87% |
$1.58M - $1.79M
|
109K
$27.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.6K+ 0.94% |
$1.55M - $1.77M
|
1.13M
$282M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
10.6K+ 1.47% |
$1.55M - $1.76M
|
729K
$181M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
10.5K+ 25.05% |
$1.54M - $1.75M
|
52.4K
$13M
|
|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.4K+ 3.29% |
$1.53M - $1.74M
|
327K
$81.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Mizuho Markets Americas LLC
|
BUY
|
- |
10.2K+ 0.59% |
$1.5M - $1.7M
|
1.75M
$434M
|
|
|
Nov 15, 2021
Q3 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
10.2KNew |
$1.49M - $1.7M
|
10.2K
$2.52M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
10.1KNew |
$1.48M - $1.68M
|
10.1K
$2.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.89K+ 8.28% |
$1.45M - $1.65M
|
129K
$32.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.83K+ 3.4% |
$1.44M - $1.64M
|
299K
$74.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.8K+ 30.71% |
$1.44M - $1.64M
|
41.7K
$10.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
9.71KNew |
$1.43M - $1.62M
|
9.71K
$2.41M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.67K+ 8.97% |
$1.42M - $1.61M
|
118K
$29.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
9.64K+ 6.11% |
$1.42M - $1.61M
|
167K
$41.6M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
9.62K+ 2.52% |
$1.41M - $1.61M
|
391K
$97.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
9.58KNew |
$1.41M - $1.6M
|
9.58K
$2.38M
|
|
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
9.55KNew |
$1.4M - $1.59M
|
9.55K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
9.38K+ 18.05% |
$1.38M - $1.57M
|
61.4K
$15.3M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Handelsbanken Fonder Ab
|
BUY
|
- |
9.33K+ 1.43% |
$1.37M - $1.56M
|
661K
$164M
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.32K+ 53.83% |
$1.37M - $1.56M
|
26.6K
$6.62M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
9.3K+ 4.26% |
$1.37M - $1.55M
|
227K
$56.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
9.27K+ 22.16% |
$1.36M - $1.55M
|
51.1K
$12.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Seizert Capital Partners, LLC
|
BUY
|
- |
9.26K+ 2.15% |
$1.36M - $1.55M
|
440K
$109M
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.22K+ 103.68% |
$1.35M - $1.54M
|
18.1K
$4.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
9.14K+ 10.54% |
$1.34M - $1.53M
|
95.8K
$23.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.13K+ 3.56% |
$1.34M - $1.52M
|
265K
$66M
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
8.91K+ 124.22% |
$1.31M - $1.49M
|
16.1K
$4M
|
|
|
Nov 10, 2021
Q3 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
8.75K+ 0.78% |
$1.29M - $1.46M
|
1.13M
$280M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8.72K+ 3.5% |
$1.28M - $1.46M
|
258K
$64.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.67K+ 6.31% |
$1.27M - $1.45M
|
146K
$36.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
BUY
|
- |
8.63K+ 14.81% |
$1.27M - $1.44M
|
66.9K
$16.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
8.53K+ 3.48% |
$1.25M - $1.43M
|
254K
$63.1M
|
|
|
Mar 28, 2024
Q3 2021
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.5KNew |
$1.25M - $1.42M
|
8.5K
$2.11M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
8.37KNew |
$1.23M - $1.4M
|
8.37K
$2.08M
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.34K+ 47.43% |
$1.23M - $1.39M
|
25.9K
$6.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
8.33K+ 35.13% |
$1.22M - $1.39M
|
32K
$7.96M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.3K+ 4.12% |
$1.22M - $1.39M
|
210K
$52.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.17KNew |
$1.2M - $1.36M
|
8.17K
$2.03M
|