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
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.93KNew |
$871K - $989K
|
5.93K
$1.74M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.85K+ 0.94% |
$859K - $976K
|
625K
$183M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
5.84K+ 3.61% |
$858K - $974K
|
168K
$49.1M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
5.75K+ 3.44% |
$846K - $961K
|
173K
$50.6M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.75K+ 0.8% |
$846K - $961K
|
725K
$212M
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.7K+ 3.93% |
$838K - $952K
|
151K
$44.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.65K+ 28.9% |
$831K - $944K
|
25.2K
$7.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.65K+ 7.26% |
$830K - $943K
|
83.4K
$24.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.63K+ 11.77% |
$828K - $941K
|
53.5K
$15.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
5.58K+ 46.08% |
$821K - $932K
|
17.7K
$5.18M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
5.56K+ 99.27% |
$817K - $928K
|
11.2K
$3.27M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.45K+ 1.78% |
$800K - $909K
|
311K
$91.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
5.43K+ 5.98% |
$798K - $906K
|
96.2K
$28.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.42KNew |
$797K - $906K
|
5.42K
$1.59M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.39K+ 3.32% |
$792K - $900K
|
168K
$49.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.3K+ 21.59% |
$779K - $884K
|
29.8K
$8.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Baskin Financial Services Inc.
|
BUY
|
- |
5.22K+ 2.21% |
$768K - $872K
|
242K
$70.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.22K+ 13.17% |
$766K - $871K
|
44.8K
$13.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.16K+ 12.9% |
$759K - $862K
|
45.2K
$13.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
5.16K+ 6.08% |
$758K - $862K
|
90K
$26.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
5.13K+ 4.31% |
$753K - $856K
|
124K
$36.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
5.06K+ 1.1% |
$743K - $845K
|
464K
$136M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.04K+ 2.81% |
$741K - $842K
|
184K
$54M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.02KNew |
$738K - $838K
|
5.02K
$1.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5K+ 113.54% |
$735K - $835K
|
9.4K
$2.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
BUY
|
- |
4.94KNew |
$726K - $825K
|
4.94K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
4.91K+ 32.19% |
$721K - $819K
|
20.2K
$5.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.87K+ 1.94% |
$716K - $814K
|
256K
$75M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.86K+ 1.26% |
$714K - $811K
|
391K
$115M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
4.82K+ 113.89% |
$709K - $805K
|
9.06K
$2.65M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.81K+ 20.57% |
$707K - $803K
|
28.2K
$8.26M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
4.81K+ 14.37% |
$706K - $803K
|
38.2K
$11.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
4.8K+ 0.54% |
$706K - $802K
|
900K
$263M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.75KNew |
$698K - $792K
|
4.75K
$1.39M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.72K+ 75.5% |
$693K - $788K
|
11K
$3.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
4.67K+ 19.04% |
$687K - $780K
|
29.2K
$8.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
4.63K+ 516.18% |
$680K - $772K
|
5.52K
$1.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.61K+ 83.49% |
$677K - $769K
|
10.1K
$2.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.59K+ 2.09% |
$675K - $767K
|
225K
$65.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
4.58K+ 4.54% |
$674K - $765K
|
106K
$30.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.56K+ 124.28% |
$670K - $762K
|
8.23K
$2.41M
|
|
|
Oct 26, 2021
Q3 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
4.55K+ 7.3% |
$668K - $759K
|
66.8K
$19.6M
|
|
|
Nov 01, 2021
Q3 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
4.53K+ 4.12% |
$666K - $757K
|
115K
$33.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
4.53K+ 3.32% |
$665K - $756K
|
141K
$41.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4.5K+ 2.29% |
$661K - $751K
|
201K
$58.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
BUY
|
- |
4.48K+ 14.88% |
$658K - $748K
|
34.6K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
4.47K+ 114.31% |
$657K - $747K
|
8.38K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.46K+ 13.39% |
$655K - $744K
|
37.8K
$11.1M
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.4K+ 24.91% |
$647K - $735K
|
22.1K
$6.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.39K+ 7.22% |
$645K - $733K
|
65.2K
$19.1M
|