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 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.32K+ 62.71% |
$202K - $226K
|
3.41K
$883K
|
|
|
Feb 07, 2022
Q4 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
1.31K+ 0.91% |
$202K - $226K
|
146K
$37.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.31K+ 0.75% |
$202K - $225K
|
175K
$45.2M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.31KNew |
$201K - $225K
|
1.31K
$338K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.31KNew |
$201K - $225K
|
1.31K
$338K
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.31KNew |
$201K - $224K
|
1.31K
$338K
|
|
|
Feb 10, 2022
Q4 2021
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
1.3KNew |
$200K - $223K
|
1.3K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
1.3KNew |
$200K - $223K
|
1.3K
$336K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.3K+ 37.79% |
$200K - $223K
|
4.74K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.3K+ 5.03% |
$200K - $223K
|
27.1K
$7.01M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.3K+ 4.63% |
$200K - $223K
|
29.4K
$7.6M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
1.3K+ 4.22% |
$200K - $223K
|
32K
$8.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$199K - $222K
|
1.29K
$335K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.29K+ 4.89% |
$199K - $222K
|
27.7K
$7.17M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.29K+ 32.75% |
$199K - $222K
|
5.24K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$199K - $222K
|
1.29K
$334K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.29K+ 45.03% |
$199K - $222K
|
4.16K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$198K - $221K
|
1.29K
$333K
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
1.28KNew |
$197K - $220K
|
1.28K
$332K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.28K+ 1.8% |
$197K - $220K
|
72.3K
$18.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 2.86% |
$197K - $220K
|
46.1K
$11.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments America Inc.
Toronto, A6 |
BUY
|
- |
1.27K+ 2.44% |
$196K - $219K
|
53.5K
$13.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.27K+ 3.66% |
$196K - $218K
|
36K
$9.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.27K+ 1.64% |
$195K - $218K
|
78.8K
$20.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.27K+ 20.4% |
$195K - $218K
|
7.48K
$1.93M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 4.05% |
$194K - $217K
|
32.4K
$8.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
1.26K+ 3.79% |
$194K - $217K
|
34.5K
$8.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.26K+ 5.37% |
$194K - $216K
|
24.7K
$6.39M
|
|
|
Dec 30, 2022
Q4 2021
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
1.26K+ 8.37% |
$193K - $216K
|
16.3K
$4.21M
|
|
|
Jan 13, 2022
Q4 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
1.25KNew |
$192K - $215K
|
1.25K
$323K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
1.25KNew |
$192K - $215K
|
1.25K
$323K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.25K+ 1.91% |
$192K - $214K
|
66.5K
$17.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.25K+ 7.46% |
$192K - $214K
|
17.9K
$4.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
1.24K+ 0.38% |
$191K - $213K
|
329K
$85M
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
1.23K+ 1.17% |
$190K - $211K
|
107K
$27.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.23K+ 2.05% |
$189K - $211K
|
61.3K
$15.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.23K+ 12.42% |
$189K - $211K
|
11.1K
$2.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.23K+ 12.2% |
$189K - $210K
|
11.3K
$2.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.22K+ 1.46% |
$188K - $210K
|
85.3K
$22.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.22K+ 4.55% |
$188K - $210K
|
28K
$7.25M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.21K+ 1.67% |
$186K - $208K
|
73.8K
$19.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.21K+ 6.0% |
$186K - $208K
|
21.3K
$5.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 3.82% |
$184K - $206K
|
32.6K
$8.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.2K+ 15.18% |
$184K - $206K
|
9.08K
$2.35M
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.2K+ 15.18% |
$184K - $206K
|
9.08K
$2.35M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 6.36% |
$184K - $205K
|
20K
$5.18M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1.19KNew |
$184K - $205K
|
1.19K
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.19K+ 1.78% |
$183K - $205K
|
68.2K
$17.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.19K+ 3.38% |
$183K - $205K
|
36.5K
$9.43M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 6.78% |
$183K - $205K
|
18.7K
$4.85M
|