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 08, 2022
Q4 2021
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.62KNew |
$250K - $278K
|
1.62K
$419K
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.62KNew |
$250K - $278K
|
1.62K
$419K
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.62K+ 31.73% |
$250K - $278K
|
6.73K
$1.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.62K+ 51.79% |
$249K - $278K
|
4.75K
$1.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
1.62K+ 43.87% |
$249K - $277K
|
5.3K
$1.37M
|
|
|
Jan 07, 2022
Q4 2021
|
Somerset Trust CO
|
BUY
|
- |
1.61K+ 3.99% |
$248K - $277K
|
41.9K
$10.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
1.6K+ 0.55% |
$246K - $275K
|
291K
$75.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.6K+ 7.51% |
$246K - $274K
|
22.8K
$5.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.6KNew |
$246K - $274K
|
1.6K
$413K
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.59KNew |
$245K - $273K
|
1.59K
$411K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.59KNew |
$245K - $273K
|
1.59K
$411K
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.59K+ 11.21% |
$244K - $272K
|
15.7K
$4.07M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.58K+ 37.32% |
$244K - $272K
|
5.83K
$1.51M
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.58K+ 5.89% |
$242K - $271K
|
28.3K
$7.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.57K+ 3.57% |
$242K - $270K
|
45.6K
$11.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.57K+ 10.25% |
$242K - $270K
|
16.9K
$4.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.57K+ 28.7% |
$242K - $270K
|
7.04K
$1.82M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
1.56KNew |
$241K - $269K
|
1.56K
$405K
|
|
|
Feb 01, 2022
Q4 2021
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$241K - $268K
|
1.56K
$404K
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
BUY
|
- |
1.55K+ 5.22% |
$239K - $266K
|
31.3K
$8.09M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.55KNew |
$238K - $266K
|
1.55K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.55KNew |
$238K - $266K
|
1.55K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.55KNew |
$238K - $266K
|
1.55K
$400K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.55K+ 6.58% |
$238K - $265K
|
25K
$6.48M
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
1.54K+ 4.86% |
$236K - $264K
|
33.2K
$8.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.53K+ 24.46% |
$236K - $263K
|
7.79K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.53K+ 20.73% |
$235K - $262K
|
8.9K
$2.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.53KNew |
$235K - $262K
|
1.53K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.53KNew |
$235K - $262K
|
1.53K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Aviva PLC
|
BUY
|
- |
1.53K+ 0.09% |
$235K - $262K
|
1.65M
$428M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.52K+ 5.95% |
$235K - $262K
|
27.1K
$7.02M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.52K+ 9.26% |
$234K - $261K
|
18K
$4.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.52KNew |
$234K - $261K
|
1.52K
$394K
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.52KNew |
$234K - $261K
|
1.52K
$393K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.51K+ 13.54% |
$233K - $260K
|
12.7K
$3.29M
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
1.51K+ 2.96% |
$232K - $259K
|
52.6K
$13.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 3.83% |
$232K - $259K
|
40.9K
$10.6M
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$232K - $258K
|
1.5K
$389K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.5K+ 82.64% |
$232K - $258K
|
3.32K
$860K
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.5K+ 36.44% |
$231K - $258K
|
5.63K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.5K+ 3.43% |
$231K - $258K
|
45.2K
$11.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
1.5K+ 46.65% |
$230K - $257K
|
4.7K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.5K+ 0.81% |
$230K - $257K
|
186K
$48.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.49K+ 152.14% |
$230K - $257K
|
2.48K
$641K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
1.49K+ 30.68% |
$229K - $256K
|
6.34K
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.49K+ 17.31% |
$229K - $255K
|
10.1K
$2.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.49K+ 2.03% |
$229K - $255K
|
74.5K
$19.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.48K+ 7.3% |
$227K - $254K
|
21.7K
$5.61M
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
1.47KNew |
$226K - $253K
|
1.47K
$381K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.47K+ 1.75% |
$226K - $253K
|
85.6K
$22.2M
|