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
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
8.17KNew |
$1.2M - $1.36M
|
8.17K
$2.39M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.08K+ 5.08% |
$1.19M - $1.35M
|
167K
$49M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
8.07K+ 2.17% |
$1.19M - $1.35M
|
380K
$111M
|
|
|
Nov 09, 2021
Q3 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8K+ 39.09% |
$1.18M - $1.34M
|
28.5K
$8.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
8K+ 3.76% |
$1.18M - $1.34M
|
221K
$64.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.92K+ 64.2% |
$1.16M - $1.32M
|
20.3K
$5.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7.85K+ 1.18% |
$1.15M - $1.31M
|
672K
$197M
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7.78K+ 5.99% |
$1.14M - $1.3M
|
138K
$40.3M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
7.77K+ 10.36% |
$1.14M - $1.3M
|
82.7K
$24.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
7.74K+ 23.37% |
$1.14M - $1.29M
|
40.8K
$12M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.71K+ 3.21% |
$1.13M - $1.29M
|
248K
$72.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
7.69K+ 1.46% |
$1.13M - $1.28M
|
533K
$156M
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.65KNew |
$1.12M - $1.28M
|
7.65K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
7.53K+ 6.86% |
$1.11M - $1.26M
|
117K
$34.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.5K+ 9.61% |
$1.1M - $1.25M
|
85.5K
$25.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.48K+ 0.18% |
$1.1M - $1.25M
|
4.14M
$1.21B
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
7.47K+ 17.76% |
$1.1M - $1.25M
|
49.5K
$14.5M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.44K+ 5.22% |
$1.09M - $1.24M
|
150K
$43.9M
|
|
|
Jan 17, 2024
Q3 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.43K+ 5.81% |
$1.09M - $1.24M
|
135K
$39.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.37K+ 59.39% |
$1.08M - $1.23M
|
19.8K
$5.79M
|
|
|
Oct 27, 2021
Q3 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
7.35K+ 78.92% |
$1.08M - $1.23M
|
16.7K
$4.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7.28K+ 82.56% |
$1.07M - $1.22M
|
16.1K
$4.71M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.26K+ 761.11% |
$1.07M - $1.21M
|
8.22K
$2.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
7.21K+ 4.22% |
$1.06M - $1.2M
|
178K
$52.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.02K+ 13.09% |
$1.03M - $1.17M
|
60.7K
$17.8M
|
|
|
Oct 26, 2021
Q3 2021
|
Nat West Group PLC
|
BUY
|
- |
6.98K+ 33.29% |
$1.03M - $1.17M
|
28K
$8.19M
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.92K+ 7.09% |
$1.02M - $1.16M
|
105K
$30.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.91K+ 5.75% |
$1.02M - $1.15M
|
127K
$37.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.83K+ 13.01% |
$1M - $1.14M
|
59.3K
$17.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$999K - $1.14M
|
6.8K
$1.99M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.76K+ 0.36% |
$994K - $1.13M
|
1.87M
$548M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.75K+ 7.73% |
$992K - $1.13M
|
94.1K
$27.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.58K+ 34.9% |
$967K - $1.1M
|
25.4K
$7.45M
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
6.47K+ 3.73% |
$950K - $1.08M
|
180K
$52.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
6.46K+ 24.03% |
$949K - $1.08M
|
33.3K
$9.76M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
6.43K+ 66.44% |
$945K - $1.07M
|
16.1K
$4.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.43K+ 1.79% |
$944K - $1.07M
|
366K
$107M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.42KNew |
$943K - $1.07M
|
6.42K
$1.88M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.4K+ 1.2% |
$941K - $1.07M
|
542K
$159M
|
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
6.37K+ 4.62% |
$936K - $1.06M
|
144K
$42.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
6.31K+ 1.85% |
$927K - $1.05M
|
347K
$102M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.25K+ 21.36% |
$918K - $1.04M
|
35.5K
$10.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.19K+ 14.48% |
$910K - $1.03M
|
49K
$14.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
6.19K+ 2.6% |
$910K - $1.03M
|
244K
$71.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6.12K+ 3.27% |
$899K - $1.02M
|
193K
$56.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.09K+ 1.41% |
$895K - $1.02M
|
438K
$128M
|
|
|
Nov 10, 2021
Q3 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
6.08K+ 14.52% |
$894K - $1.02M
|
47.9K
$14M
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
6.04K+ 14.75% |
$888K - $1.01M
|
47K
$13.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
5.98K+ 2.19% |
$879K - $998K
|
278K
$81.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.95K+ 3.59% |
$874K - $993K
|
172K
$50.2M
|