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 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
3.65K+ 1.95% |
$562K - $627K
|
190K
$49.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
3.65KNew |
$562K - $627K
|
3.65K
$944K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
3.64KNew |
$560K - $625K
|
3.64K
$941K
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.64K+ 7.35% |
$560K - $625K
|
53.1K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 94.09% |
$554K - $618K
|
7.43K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.6KNew |
$554K - $618K
|
3.6K
$932K
|
|
|
Feb 28, 2022
Q4 2021
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.6KNew |
$553K - $618K
|
3.6K
$930K
|
|
|
Feb 14, 2022
Q4 2021
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
3.59KNew |
$552K - $617K
|
3.59K
$929K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.58K+ 5.18% |
$551K - $615K
|
72.6K
$18.8M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
3.56KNew |
$548K - $612K
|
3.56K
$921K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
3.55K+ 24.18% |
$547K - $611K
|
18.3K
$4.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 1.41% |
$547K - $610K
|
255K
$65.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.54K+ 3.77% |
$544K - $607K
|
97.2K
$25.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.53K+ 11.66% |
$543K - $606K
|
33.8K
$8.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.53KNew |
$543K - $606K
|
3.53K
$912K
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.52KNew |
$542K - $605K
|
3.52K
$911K
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$538K - $601K
|
3.5K
$905K
|
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
3.46KNew |
$533K - $594K
|
3.46K
$895K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.43K+ 2.54% |
$528K - $590K
|
138K
$35.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Corvex Management LP
New York, NY |
BUY
|
- |
3.4K+ 0.8% |
$523K - $584K
|
426K
$110M
|
|
|
Jan 31, 2022
Q4 2021
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
3.39KNew |
$522K - $583K
|
3.39K
$878K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
3.38K+ 19.7% |
$520K - $581K
|
20.5K
$5.31M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.35KNew |
$515K - $575K
|
3.35K
$866K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.34KNew |
$514K - $573K
|
3.34K
$863K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.33K+ 1.73% |
$513K - $572K
|
196K
$50.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.31K+ 19.71% |
$509K - $568K
|
20.1K
$5.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.31K+ 1.98% |
$509K - $568K
|
170K
$44M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
3.3K+ 32.26% |
$508K - $567K
|
13.5K
$3.5M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.29KNew |
$507K - $566K
|
3.29K
$852K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.29K+ 8.1% |
$507K - $566K
|
43.9K
$11.4M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.28KNew |
$505K - $563K
|
3.28K
$849K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.27K+ 8.14% |
$503K - $561K
|
43.4K
$11.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
3.26K+ 4.14% |
$502K - $560K
|
82K
$21.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 4.27% |
$501K - $559K
|
79.5K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.24K+ 21.92% |
$498K - $556K
|
18K
$4.66M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3.21KNew |
$494K - $552K
|
3.21K
$831K
|
|
|
Feb 15, 2022
Q4 2021
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.21KNew |
$494K - $552K
|
3.21K
$831K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.2K+ 105.05% |
$493K - $550K
|
6.25K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.2KNew |
$492K - $549K
|
3.2K
$827K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.19K+ 33.16% |
$491K - $548K
|
12.8K
$3.31M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.18K+ 42.09% |
$490K - $546K
|
10.7K
$2.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvest Volatility Management LLC
|
BUY
|
- |
3.17KNew |
$488K - $545K
|
3.17K
$821K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.14K+ 0.08% |
$484K - $540K
|
4.01M
$1.04B
|
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
3.14KNew |
$484K - $540K
|
3.14K
$813K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.13K+ 12.42% |
$482K - $538K
|
28.4K
$7.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3.13K+ 6.5% |
$482K - $538K
|
51.3K
$13.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
3.13K+ 9.76% |
$481K - $537K
|
35.1K
$9.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.12K+ 3.94% |
$480K - $536K
|
82.2K
$21.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.11KNew |
$479K - $534K
|
3.11K
$805K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.1K+ 0.17% |
$477K - $532K
|
1.79M
$463M
|