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
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
2.09KNew |
$322K - $359K
|
2.09K
$541K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.08K+ 4.09% |
$321K - $358K
|
53K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
2.08K+ 3.11% |
$320K - $357K
|
69K
$17.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.08K+ 2.92% |
$320K - $357K
|
73.3K
$19M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.08K+ 3.43% |
$320K - $357K
|
62.7K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.07K+ 2.07% |
$319K - $356K
|
102K
$26.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.06KNew |
$317K - $354K
|
2.06K
$533K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.05K+ 0.97% |
$316K - $352K
|
213K
$55.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.04K+ 8.84% |
$315K - $351K
|
25.2K
$6.52M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.04K+ 1.9% |
$315K - $351K
|
110K
$28.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
2.04KNew |
$314K - $351K
|
2.04K
$529K
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
2.04K+ 167.38% |
$314K - $350K
|
3.25K
$842K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
2.03K+ 4.69% |
$313K - $349K
|
45.3K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
2.03K+ 8.18% |
$312K - $348K
|
26.8K
$6.93M
|
|
|
Aug 28, 2024
Q4 2021
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.02K+ 3.44% |
$311K - $347K
|
60.6K
$15.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
2.01K+ 15.43% |
$309K - $345K
|
15K
$3.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.01K+ 74.91% |
$309K - $345K
|
4.68K
$1.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.01K+ 10.46% |
$309K - $345K
|
21.2K
$5.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
2K+ 2.4% |
$308K - $344K
|
85.6K
$22.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Tanager Wealth Management LLP
|
BUY
|
- |
2KNew |
$308K - $344K
|
2K
$518K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2K+ 4.25% |
$308K - $344K
|
49K
$12.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2K+ 6.72% |
$308K - $343K
|
31.7K
$8.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.99K+ 6.66% |
$306K - $341K
|
31.8K
$8.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.99K+ 44.72% |
$306K - $341K
|
6.42K
$1.66M
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.96K+ 7.84% |
$301K - $336K
|
26.9K
$6.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Wilsey Asset Management Inc
|
BUY
|
- |
1.96K+ 1.23% |
$301K - $336K
|
161K
$41.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.95K+ 18.97% |
$300K - $335K
|
12.2K
$3.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.94K+ 14.54% |
$298K - $332K
|
15.2K
$3.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.06% |
$296K - $331K
|
64.8K
$16.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.92K+ 3.52% |
$296K - $330K
|
56.4K
$14.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.92K+ 0.08% |
$295K - $329K
|
2.43M
$630M
|
|
|
Feb 14, 2022
Q4 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.92K+ 63.67% |
$295K - $329K
|
4.93K
$1.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 11.13% |
$294K - $328K
|
19.1K
$4.93M
|
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
1.89KNew |
$291K - $325K
|
1.89K
$489K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.89K+ 5.1% |
$291K - $324K
|
38.9K
$10.1M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.89K+ 6.7% |
$291K - $324K
|
30.1K
$7.78M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.88K+ 8.03% |
$290K - $324K
|
25.4K
$6.56M
|
|
|
May 12, 2022
Q4 2021
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.88KNew |
$289K - $323K
|
1.88K
$486K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
1.87K+ 3.63% |
$288K - $322K
|
53.4K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.87KNew |
$288K - $321K
|
1.87K
$484K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.85KNew |
$285K - $318K
|
1.85K
$480K
|
|
|
Feb 01, 2022
Q4 2021
|
Defender Capital, Llc.
|
BUY
|
- |
1.85KNew |
$285K - $318K
|
1.85K
$479K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.85K+ 7.83% |
$284K - $317K
|
25.4K
$6.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
1.84K+ 1.8% |
$283K - $316K
|
104K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1.84K+ 4.89% |
$283K - $316K
|
39.5K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.84K+ 13.37% |
$283K - $316K
|
15.6K
$4.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.83K+ 26.02% |
$282K - $315K
|
8.87K
$2.3M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.83KNew |
$281K - $313K
|
1.83K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.81K+ 41.18% |
$278K - $310K
|
6.2K
$1.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Bfsg, LLC
|
BUY
|
- |
1.8K+ 7.43% |
$277K - $309K
|
26K
$6.73M
|