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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.39K+ 21.31% |
$644K - $732K
|
25K
$7.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.36K+ 1.48% |
$641K - $728K
|
300K
$87.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
4.34K+ 35.85% |
$638K - $725K
|
16.4K
$4.82M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
4.32K+ 8.52% |
$635K - $721K
|
55K
$16.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
4.27K+ 20.75% |
$628K - $713K
|
24.8K
$7.28M
|
|
|
Nov 10, 2021
Q3 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
4.26K+ 20.63% |
$627K - $712K
|
24.9K
$7.3M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.23K+ 4.83% |
$622K - $706K
|
91.8K
$26.9M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.22K+ 169.89% |
$619K - $704K
|
6.7K
$1.96M
|
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
4.2K+ 0.52% |
$617K - $701K
|
819K
$240M
|
|
|
Oct 13, 2021
Q3 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
4.18K+ 15.57% |
$615K - $699K
|
31.1K
$9.09M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
4.18K+ 8.75% |
$615K - $698K
|
52K
$15.2M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.12K+ 12.36% |
$605K - $688K
|
37.4K
$11M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.1K+ 21.17% |
$603K - $685K
|
23.5K
$6.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.1K+ 17.73% |
$603K - $685K
|
27.2K
$7.97M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.09K+ 3.92% |
$600K - $682K
|
108K
$31.7M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.07K+ 5.18% |
$598K - $680K
|
82.7K
$24.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.07K+ 4.74% |
$597K - $679K
|
89.8K
$26.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.06K+ 1.56% |
$597K - $678K
|
265K
$77.6M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.06K+ 5.67% |
$597K - $678K
|
75.6K
$22.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
4.05K+ 7.41% |
$595K - $676K
|
58.6K
$17.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
4.03K+ 2.25% |
$592K - $673K
|
183K
$53.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
4.02K+ 2.47% |
$591K - $671K
|
167K
$48.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4K+ 11.9% |
$587K - $667K
|
37.6K
$11M
|
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
3.97K+ 7.32% |
$583K - $663K
|
58.2K
$17.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.94K+ 71.2% |
$578K - $657K
|
9.46K
$2.77M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.93K+ 11.31% |
$577K - $656K
|
38.7K
$11.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
3.93K+ 141.59% |
$577K - $655K
|
6.7K
$1.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
3.91K+ 1.25% |
$575K - $653K
|
316K
$92.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.91K+ 0.86% |
$575K - $653K
|
458K
$134M
|
|
|
Oct 29, 2021
Q3 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
3.88KNew |
$570K - $648K
|
3.88K
$1.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Premier Fund Managers LTD
|
BUY
|
- |
3.83K+ 9.91% |
$563K - $640K
|
42.5K
$12.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.83KNew |
$562K - $639K
|
3.83K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.74K+ 4.05% |
$550K - $625K
|
96.3K
$28.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
3.73K+ 2.99% |
$548K - $623K
|
129K
$37.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.69K+ 12.31% |
$543K - $616K
|
33.7K
$9.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.67K+ 35.43% |
$540K - $613K
|
14K
$4.11M
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.64K+ 0.91% |
$535K - $608K
|
403K
$118M
|
|
|
Nov 05, 2021
Q3 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.57K+ 43.72% |
$524K - $595K
|
11.7K
$3.43M
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
BUY
|
- |
3.56K+ 741.46% |
$523K - $594K
|
4.04K
$1.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.56K+ 0.82% |
$523K - $594K
|
440K
$129M
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 5.24% |
$522K - $593K
|
71.3K
$20.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
3.54K+ 4.05% |
$521K - $592K
|
91K
$26.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
BUY
|
- |
3.54K+ 8.99% |
$520K - $591K
|
42.9K
$12.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.52K+ 17.43% |
$517K - $588K
|
23.7K
$6.95M
|
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
BUY
|
- |
3.5K+ 3.97% |
$514K - $584K
|
91.5K
$26.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.49K+ 2.46% |
$512K - $582K
|
145K
$42.4M
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
3.47K+ 14.64% |
$509K - $579K
|
27.1K
$7.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.46K+ 1.75% |
$509K - $578K
|
201K
$58.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
BUY
|
- |
3.45K+ 9.94% |
$507K - $576K
|
38.2K
$11.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
3.43KNew |
$504K - $573K
|
3.43K
$1M
|