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 23, 2024
Q4 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
1.8K+ 9.32% |
$277K - $309K
|
21.1K
$5.46M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.8KNew |
$276K - $309K
|
1.8K
$465K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 14.45% |
$276K - $308K
|
14.2K
$3.68M
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
1.79K+ 30.7% |
$276K - $308K
|
7.63K
$1.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.78K+ 2.32% |
$275K - $306K
|
78.7K
$20.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$274K - $306K
|
1.78K
$461K
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
1.77KNew |
$272K - $304K
|
1.77K
$458K
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.76K+ 25.93% |
$271K - $303K
|
8.56K
$2.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
1.76K+ 1.41% |
$271K - $303K
|
126K
$32.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.76K+ 4.5% |
$271K - $302K
|
40.9K
$10.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.76KNew |
$271K - $302K
|
1.76K
$455K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.76K+ 11.34% |
$271K - $302K
|
17.3K
$4.47M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.76KNew |
$271K - $302K
|
1.76K
$455K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
1.76KNew |
$271K - $302K
|
1.76K
$455K
|
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
1.76KNew |
$270K - $302K
|
1.76K
$455K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.75KNew |
$269K - $301K
|
1.75K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.74K+ 26.49% |
$268K - $299K
|
8.32K
$2.15M
|
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.74KNew |
$267K - $298K
|
1.74K
$450K
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.72K+ 0.61% |
$265K - $296K
|
285K
$73.8M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.72K+ 7.78% |
$265K - $295K
|
23.8K
$6.16M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.72KNew |
$264K - $295K
|
1.72K
$444K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.71K+ 4.56% |
$263K - $293K
|
39.1K
$10.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.7K+ 7.56% |
$262K - $292K
|
24.2K
$6.26M
|
|
|
Jan 05, 2022
Q4 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.7K+ 1.16% |
$262K - $292K
|
149K
$38.5M
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1.7KNew |
$262K - $292K
|
1.7K
$440K
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 7.15% |
$261K - $292K
|
25.4K
$6.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.7KNew |
$261K - $291K
|
1.7K
$439K
|
|
|
Feb 04, 2022
Q4 2021
|
Tandem Capital Management Corp
|
BUY
|
- |
1.69K+ 9.74% |
$260K - $290K
|
19.1K
$4.93M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.69KNew |
$260K - $290K
|
1.69K
$438K
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.69KNew |
$260K - $290K
|
1.69K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.68KNew |
$259K - $289K
|
1.68K
$435K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.68KNew |
$259K - $289K
|
1.68K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.68KNew |
$258K - $288K
|
1.68K
$434K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.68K+ 2.54% |
$258K - $288K
|
67.8K
$17.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.67K+ 4.26% |
$258K - $288K
|
40.9K
$10.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
1.67K+ 3.89% |
$257K - $287K
|
44.6K
$11.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
1.67KNew |
$257K - $287K
|
1.67K
$432K
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.67K+ 1.35% |
$257K - $287K
|
125K
$32.4M
|
|
|
Feb 14, 2022
Q4 2021
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
1.66KNew |
$255K - $285K
|
1.66K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.66K+ 1.14% |
$255K - $284K
|
147K
$37.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.65KNew |
$254K - $283K
|
1.65K
$427K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
1.65KNew |
$254K - $283K
|
1.65K
$426K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.65KNew |
$254K - $283K
|
1.65K
$426K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.65KNew |
$253K - $283K
|
1.65K
$426K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.65KNew |
$253K - $283K
|
1.65K
$426K
|
|
|
Feb 14, 2022
Q4 2021
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$253K - $282K
|
1.64K
$425K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.64K+ 23.27% |
$252K - $282K
|
8.68K
$2.25M
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.64KNew |
$252K - $281K
|
1.64K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.63K+ 8.2% |
$251K - $280K
|
21.5K
$5.56M
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
1.63KNew |
$250K - $279K
|
1.63K
$421K
|