Purchases and Sales Made in Q4 2021 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
5.69KNew |
$875K - $977K
|
5.69K
$1.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5.67K+ 142.3% |
$873K - $974K
|
9.66K
$2.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Riverwater Partners LLC
|
BUY
|
- |
5.66KNew |
$871K - $972K
|
5.66K
$1.47M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.65K+ 2.49% |
$869K - $970K
|
232K
$60.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
5.64K+ 9.12% |
$868K - $968K
|
67.4K
$17.4M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
5.62KNew |
$865K - $965K
|
5.62K
$1.45M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
5.6KNew |
$862K - $962K
|
5.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.59K+ 2.49% |
$861K - $961K
|
230K
$59.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.58K+ 22.55% |
$858K - $958K
|
30.3K
$7.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
5.57K+ 36.75% |
$857K - $957K
|
20.7K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.56K+ 2.59% |
$855K - $954K
|
220K
$57M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
5.55KNew |
$854K - $953K
|
5.55K
$1.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5.53K+ 3.66% |
$851K - $950K
|
157K
$40.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
5.53K+ 36.18% |
$851K - $949K
|
20.8K
$5.38M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.52KNew |
$850K - $948K
|
5.52K
$1.43M
|
|
|
Feb 14, 2022
Q4 2021
|
5th Street Advisors, LLC
|
BUY
|
- |
5.5KNew |
$847K - $945K
|
5.5K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
5.48KNew |
$844K - $942K
|
5.48K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.47K+ 9.13% |
$842K - $940K
|
65.4K
$16.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.46K+ 0.38% |
$841K - $938K
|
1.42M
$369M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.42K+ 8.77% |
$834K - $931K
|
67.2K
$17.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
5.37K+ 2.94% |
$827K - $923K
|
188K
$48.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.37KNew |
$827K - $923K
|
5.37K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
5.35K+ 12.05% |
$824K - $919K
|
49.7K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.3K+ 7466.2% |
$816K - $911K
|
5.37K
$1.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
5.3K+ 196.95% |
$816K - $910K
|
7.99K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
5.28KNew |
$813K - $907K
|
5.28K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
5.27K+ 28.47% |
$811K - $905K
|
23.8K
$6.15M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
5.25K+ 13.3% |
$808K - $902K
|
44.7K
$11.6M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.25KNew |
$807K - $901K
|
5.25K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
5.24KNew |
$807K - $901K
|
5.24K
$1.36M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.23K+ 80.18% |
$805K - $899K
|
11.8K
$3.04M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.21K+ 2.62% |
$801K - $894K
|
204K
$52.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.19K+ 26.24% |
$799K - $892K
|
25K
$6.46M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.16KNew |
$794K - $886K
|
5.16K
$1.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
5.14K+ 8.07% |
$791K - $882K
|
68.8K
$17.8M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.11K+ 3.05% |
$787K - $878K
|
172K
$44.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$778K - $868K
|
5.06K
$1.31M
|
|
|
Feb 16, 2022
Q4 2021
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.05KNew |
$777K - $867K
|
5.05K
$1.31M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
5.04KNew |
$776K - $866K
|
5.04K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.02K+ 1.28% |
$772K - $862K
|
396K
$103M
|
|
|
Apr 29, 2022
Q4 2021
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
5KNew |
$770K - $859K
|
5K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5KNew |
$769K - $859K
|
5K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 25.33% |
$768K - $857K
|
24.7K
$6.39M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
4.99KNew |
$768K - $857K
|
4.99K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
4.98K+ 10.6% |
$767K - $856K
|
52K
$13.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.98K+ 194.41% |
$766K - $855K
|
7.53K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
4.93K+ 31.62% |
$758K - $846K
|
20.5K
$5.31M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
4.92KNew |
$757K - $845K
|
4.92K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
4.89K+ 2.08% |
$753K - $840K
|
240K
$62.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.89K+ 4.17% |
$753K - $840K
|
122K
$31.6M
|