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 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
724+ 3.31% |
$111K - $124K
|
22.6K
$5.85M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
723New |
$111K - $124K
|
723
$187K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
722+ 6.52% |
$111K - $124K
|
11.8K
$3.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
722+ 3.01% |
$111K - $124K
|
24.7K
$6.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
717+ 14.84% |
$110K - $123K
|
5.55K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
717+ 1.87% |
$110K - $123K
|
39K
$10.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
716+ 21.12% |
$110K - $123K
|
4.11K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
716+ 4.1% |
$110K - $123K
|
18.2K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
715+ 1.88% |
$110K - $123K
|
38.7K
$10M
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
715+ 1.32% |
$110K - $123K
|
55K
$14.2M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
713+ 1.52% |
$110K - $122K
|
47.7K
$12.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
709+ 2.46% |
$109K - $122K
|
29.5K
$7.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
705+ 1.1% |
$109K - $121K
|
64.7K
$16.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
704+ 12.04% |
$108K - $121K
|
6.55K
$1.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
702+ 1.24% |
$108K - $121K
|
57.5K
$14.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
701+ 3.04% |
$108K - $120K
|
23.8K
$6.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
698New |
$107K - $120K
|
698
$181K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
698+ 39.44% |
$107K - $120K
|
2.47K
$639K
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
697+ 2.09% |
$107K - $120K
|
34K
$8.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
691+ 1.11% |
$106K - $119K
|
62.8K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
686+ 1.63% |
$106K - $118K
|
42.7K
$11.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
684+ 33.2% |
$105K - $117K
|
2.74K
$710K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
679New |
$105K - $117K
|
679
$176K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
672+ 17.31% |
$103K - $115K
|
4.55K
$1.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
672+ 1.8% |
$103K - $115K
|
38K
$9.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
667+ 1.65% |
$103K - $115K
|
41.1K
$10.6M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
BUY
|
- |
666+ 2.46% |
$103K - $114K
|
27.7K
$7.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
665+ 10.04% |
$102K - $114K
|
7.29K
$1.89M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
664+ 2.97% |
$102K - $114K
|
23.1K
$5.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
664+ 0.74% |
$102K - $114K
|
90K
$23.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
660+ 22.11% |
$102K - $113K
|
3.65K
$943K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
660+ 8.14% |
$102K - $113K
|
8.77K
$2.27M
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
657+ 12.46% |
$101K - $113K
|
5.93K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
655+ 35.03% |
$101K - $113K
|
2.53K
$653K
|
|
|
Jan 04, 2022
Q4 2021
|
Canandaigua National Corp
|
BUY
|
- |
654+ 0.62% |
$101K - $112K
|
106K
$27.5M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
653+ 10.45% |
$101K - $112K
|
6.9K
$1.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
652+ 0.75% |
$100K - $112K
|
87.6K
$22.7M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
649+ 71.95% |
$99.9K - $111K
|
1.55K
$401K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
641+ 15.51% |
$98.7K - $110K
|
4.77K
$1.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
639+ 2.1% |
$98.4K - $110K
|
31.1K
$8.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
634+ 3.18% |
$97.6K - $109K
|
20.6K
$5.32M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
630+ 1.61% |
$97K - $108K
|
39.8K
$10.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Brave Asset Management Inc
|
BUY
|
- |
623+ 1.44% |
$95.9K - $107K
|
44K
$11.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
621+ 0.68% |
$95.6K - $107K
|
91.9K
$23.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
620+ 0.29% |
$95.4K - $107K
|
214K
$55.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
620+ 11.33% |
$95.4K - $107K
|
6.09K
$1.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
619+ 32.87% |
$95.3K - $106K
|
2.5K
$647K
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
617+ 1.99% |
$95K - $106K
|
31.6K
$8.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
617+ 0.44% |
$95K - $106K
|
139K
$36.1M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
617+ 10.01% |
$95K - $106K
|
6.78K
$1.76M
|