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 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.1K+ 13.12% |
$477K - $532K
|
26.7K
$6.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.08KNew |
$475K - $530K
|
3.08K
$798K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
3.08K+ 5.25% |
$474K - $529K
|
61.7K
$16M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.08K+ 2.64% |
$474K - $529K
|
120K
$31M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
3.06K+ 4.6% |
$470K - $525K
|
69.4K
$18M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.04KNew |
$468K - $523K
|
3.04K
$787K
|
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
BUY
|
- |
3.04KNew |
$468K - $523K
|
3.04K
$787K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
3.04KNew |
$467K - $522K
|
3.04K
$786K
|
|
|
Feb 04, 2022
Q4 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.04KNew |
$467K - $521K
|
3.04K
$785K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.03KNew |
$466K - $520K
|
3.03K
$784K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.03K+ 51.39% |
$466K - $520K
|
8.92K
$2.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.03KNew |
$466K - $520K
|
3.03K
$784K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.01K+ 2.42% |
$463K - $516K
|
127K
$32.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Eulav Asset Management
|
BUY
|
- |
3K+ 3.26% |
$462K - $515K
|
95K
$24.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.99KNew |
$460K - $514K
|
2.99K
$774K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
2.99K+ 1.17% |
$460K - $513K
|
258K
$66.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.96K+ 0.83% |
$455K - $508K
|
358K
$92.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
2.93KNew |
$451K - $503K
|
2.93K
$758K
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.92K+ 4.58% |
$450K - $502K
|
66.6K
$17.2M
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
2.91K+ 1.07% |
$448K - $499K
|
273K
$70.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.91K+ 2.32% |
$448K - $499K
|
128K
$33.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.9K+ 5.77% |
$446K - $498K
|
53.2K
$13.8M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
2.89K+ 7.14% |
$445K - $497K
|
43.4K
$11.2M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.89K+ 0.43% |
$445K - $496K
|
680K
$176M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.89K+ 0.43% |
$445K - $496K
|
680K
$176M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.88K+ 26.25% |
$443K - $495K
|
13.8K
$3.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.88K+ 2.49% |
$443K - $495K
|
119K
$30.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.86K+ 7.41% |
$439K - $490K
|
41.4K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.84K+ 2.28% |
$438K - $489K
|
127K
$33M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.84K+ 14.44% |
$437K - $488K
|
22.5K
$5.83M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 10.68% |
$437K - $488K
|
29.4K
$7.61M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.84K+ 6.34% |
$437K - $488K
|
47.6K
$12.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.83K+ 2.42% |
$436K - $486K
|
120K
$30.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.83K+ 1.89% |
$436K - $486K
|
153K
$39.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.82K+ 19.34% |
$435K - $485K
|
17.4K
$4.51M
|
|
|
Feb 04, 2022
Q4 2021
|
Salzhauer Michael
|
BUY
|
- |
2.8K+ 32.33% |
$431K - $481K
|
11.5K
$2.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.8K+ 8.9% |
$431K - $481K
|
34.2K
$8.86M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.78K+ 2.64% |
$429K - $478K
|
108K
$28M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.77K+ 4.68% |
$426K - $475K
|
61.9K
$16M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
2.76K+ 7.28% |
$425K - $475K
|
40.7K
$10.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Carderock Capital Management Inc
|
BUY
|
- |
2.76K+ 10.32% |
$425K - $474K
|
29.5K
$7.63M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
2.76KNew |
$425K - $474K
|
2.76K
$714K
|
|
|
Dec 15, 2022
Q4 2021
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.75KNew |
$423K - $472K
|
2.75K
$710K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.74K+ 7.8% |
$421K - $470K
|
37.9K
$9.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.74KNew |
$421K - $470K
|
2.74K
$708K
|
|
|
Feb 10, 2022
Q4 2021
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
2.73KNew |
$421K - $469K
|
2.73K
$707K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
2.73K+ 10.52% |
$420K - $468K
|
28.6K
$7.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
2.72KNew |
$419K - $467K
|
2.72K
$704K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.71K+ 2.96% |
$417K - $466K
|
94.2K
$24.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.7KNew |
$416K - $464K
|
2.7K
$700K
|