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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
4.85K+ 19.44% |
$746K - $833K
|
29.8K
$7.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.85K+ 19.22% |
$746K - $833K
|
30.1K
$7.78M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.84KNew |
$745K - $831K
|
4.84K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.84K+ 20.95% |
$745K - $831K
|
27.9K
$7.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.81K+ 0.05% |
$740K - $826K
|
9.82M
$2.54B
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
4.78K+ 0.83% |
$736K - $821K
|
578K
$150M
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
4.77K+ 73.44% |
$734K - $819K
|
11.3K
$2.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
4.77K+ 1.65% |
$734K - $819K
|
294K
$76.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
4.76K+ 22.38% |
$732K - $817K
|
26K
$6.73M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.74KNew |
$730K - $815K
|
4.74K
$1.23M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.73KNew |
$729K - $813K
|
4.73K
$1.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$728K - $812K
|
4.73K
$1.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Birinyi Associates Inc
|
BUY
|
- |
4.7K+ 34.06% |
$724K - $807K
|
18.5K
$4.79M
|
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.68K+ 5.1% |
$720K - $803K
|
96.4K
$25M
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.67K+ 3.12% |
$718K - $802K
|
154K
$39.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.67KNew |
$718K - $801K
|
4.67K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
4.65K+ 8.69% |
$716K - $799K
|
58.2K
$15.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.59K+ 22.66% |
$707K - $789K
|
24.8K
$6.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.58K+ 21.32% |
$705K - $786K
|
26K
$6.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.57KNew |
$703K - $785K
|
4.57K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
4.55K+ 255.16% |
$701K - $782K
|
6.34K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.55K+ 10.02% |
$700K - $782K
|
50K
$12.9M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
4.53K+ 5.34% |
$697K - $778K
|
89.4K
$23.1M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.51K+ 34.32% |
$694K - $775K
|
17.7K
$4.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.51KNew |
$694K - $774K
|
4.51K
$1.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Locust Wood Capital Advisers, LLC
|
BUY
|
- |
4.5K+ 1.42% |
$693K - $773K
|
321K
$83M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4.49KNew |
$692K - $772K
|
4.49K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.49KNew |
$691K - $771K
|
4.49K
$1.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
4.46K+ 21.99% |
$686K - $766K
|
24.7K
$6.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.45KNew |
$685K - $765K
|
4.45K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
4.45K+ 0.58% |
$684K - $764K
|
765K
$198M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
4.44KNew |
$683K - $762K
|
4.44K
$1.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
4.44K+ 2.65% |
$683K - $762K
|
172K
$44.5M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
4.43KNew |
$682K - $761K
|
4.43K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.4K+ 7.02% |
$678K - $756K
|
67.1K
$17.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.4K+ 301.23% |
$677K - $755K
|
5.86K
$1.52M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
4.4K+ 6.96% |
$677K - $755K
|
67.6K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
4.37KNew |
$673K - $751K
|
4.37K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
4.35K+ 6.15% |
$670K - $748K
|
75.1K
$19.4M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
4.35KNew |
$669K - $747K
|
4.35K
$1.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
4.35K+ 18.78% |
$669K - $746K
|
27.5K
$7.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.34K+ 12.87% |
$667K - $745K
|
38K
$9.84M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.33K+ 3.44% |
$667K - $744K
|
130K
$33.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
4.33KNew |
$666K - $743K
|
4.33K
$1.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
4.31K+ 148.25% |
$663K - $740K
|
7.21K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$663K - $739K
|
4.3K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Hedges Asset Management LLC
|
BUY
|
- |
4.3KNew |
$662K - $739K
|
4.3K
$1.11M
|
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
4.3K+ 330.62% |
$662K - $738K
|
5.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.29KNew |
$660K - $736K
|
4.29K
$1.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
4.28KNew |
$659K - $735K
|
4.28K
$1.11M
|