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 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
533+ 0.09% |
$82.1K - $91.6K
|
576K
$149M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
531+ 1.42% |
$81.7K - $91.2K
|
37.9K
$9.81M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
529+ 40.11% |
$81.4K - $90.9K
|
1.85K
$478K
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
527+ 5.54% |
$81.1K - $90.5K
|
10K
$2.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
526+ 2.49% |
$81K - $90.4K
|
21.6K
$5.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
526+ 2.41% |
$81K - $90.4K
|
22.3K
$5.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Skylands Capital, LLC
|
BUY
|
- |
525+ 0.83% |
$80.8K - $90.2K
|
63.7K
$16.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
BUY
|
- |
522+ 0.84% |
$80.4K - $89.7K
|
62.8K
$16.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
522+ 7.39% |
$80.4K - $89.7K
|
7.59K
$1.96M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
BUY
|
- |
519+ 5.77% |
$79.9K - $89.2K
|
9.52K
$2.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
519+ 1.62% |
$79.9K - $89.2K
|
32.6K
$8.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
517+ 2.56% |
$79.6K - $88.8K
|
20.7K
$5.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
516+ 2.21% |
$79.4K - $88.6K
|
23.9K
$6.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
515+ 0.95% |
$79.3K - $88.5K
|
54.9K
$14.2M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
514+ 15.24% |
$79.1K - $88.3K
|
3.89K
$1.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
512+ 1.61% |
$78.8K - $88K
|
32.2K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
511+ 12.63% |
$78.7K - $87.8K
|
4.56K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
507+ 12.44% |
$78K - $87.1K
|
4.58K
$1.19M
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
507+ 13.15% |
$78K - $87.1K
|
4.36K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
506+ 2.87% |
$77.9K - $86.9K
|
18.1K
$4.69M
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
506New |
$77.9K - $86.9K
|
506
$131K
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
503+ 15.93% |
$77.4K - $86.4K
|
3.66K
$947K
|
|
|
Feb 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
503+ 1.69% |
$77.4K - $86.4K
|
30.3K
$7.83M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
502+ 0.75% |
$77.3K - $86.2K
|
67.3K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
500+ 3.18% |
$77K - $85.9K
|
16.2K
$4.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
500+ 4.81% |
$77K - $85.9K
|
10.9K
$2.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
500+ 1.6% |
$77K - $85.9K
|
31.7K
$8.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
500+ 33.33% |
$77K - $85.9K
|
2K
$518K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
499+ 1.23% |
$76.8K - $85.7K
|
41.2K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
492New |
$75.7K - $84.5K
|
492
$127K
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
491+ 4.05% |
$75.6K - $84.3K
|
12.6K
$3.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
488+ 30.01% |
$75.1K - $83.8K
|
2.11K
$547K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
486+ 22.4% |
$74.8K - $83.5K
|
2.66K
$687K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
485+ 69.38% |
$74.7K - $83.3K
|
1.18K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
483+ 0.97% |
$74.4K - $83K
|
50.2K
$13M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
479+ 15.59% |
$73.7K - $82.3K
|
3.55K
$919K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
478+ 14.06% |
$73.6K - $82.1K
|
3.88K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
478+ 3.95% |
$73.6K - $82.1K
|
12.6K
$3.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
478+ 4.26% |
$73.6K - $82.1K
|
11.7K
$3.03M
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
477+ 1.45% |
$73.4K - $81.9K
|
33.4K
$8.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
475+ 2.59% |
$73.1K - $81.6K
|
18.8K
$4.87M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
473+ 1.53% |
$72.8K - $81.3K
|
31.5K
$8.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
BUY
|
- |
471+ 1.47% |
$72.5K - $80.9K
|
32.4K
$8.39M
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
470+ 2.23% |
$72.4K - $80.7K
|
21.5K
$5.56M
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
470+ 0.9% |
$72.4K - $80.7K
|
52.7K
$13.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
469+ 0.98% |
$72.2K - $80.6K
|
48.2K
$12.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
468+ 7.5% |
$72K - $80.4K
|
6.71K
$1.74M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
462+ 1.78% |
$71.1K - $79.4K
|
26.5K
$6.85M
|
|
|
Jan 25, 2022
Q4 2021
|
Wallington Asset Management, LLC
|
BUY
|
- |
461+ 0.46% |
$71K - $79.2K
|
100K
$25.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
461+ 0.61% |
$71K - $79.2K
|
75.8K
$19.6M
|