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 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
459+ 0.21% |
$70.7K - $78.8K
|
216K
$55.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
459+ 0.73% |
$70.7K - $78.8K
|
63.6K
$16.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
459+ 0.48% |
$70.7K - $78.8K
|
96.3K
$24.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
457+ 7.26% |
$70.4K - $78.5K
|
6.76K
$1.75M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
455+ 12.18% |
$70K - $78.2K
|
4.19K
$1.08M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
453+ 29.45% |
$69.7K - $77.8K
|
1.99K
$515K
|
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
BUY
|
- |
452+ 0.25% |
$69.6K - $77.6K
|
180K
$46.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
450+ 4.03% |
$69.3K - $77.3K
|
11.6K
$3M
|
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
450New |
$69.3K - $77.3K
|
450
$116K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
450+ 8.79% |
$69.3K - $77.3K
|
5.57K
$1.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
449+ 1.18% |
$69.1K - $77.1K
|
38.6K
$10M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
448+ 1.75% |
$69K - $77K
|
26.1K
$6.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
444+ 1.45% |
$68.3K - $76.3K
|
31.1K
$8.05M
|
|
|
Jan 10, 2022
Q4 2021
|
Xr Securities LLC
|
BUY
|
- |
442+ 13.12% |
$68K - $75.9K
|
3.81K
$986K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
432+ 1.13% |
$66.5K - $74.2K
|
38.5K
$9.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
432+ 0.34% |
$66.5K - $74.2K
|
128K
$33M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
432+ 1.13% |
$66.5K - $74.2K
|
38.5K
$9.96M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
430+ 4.6% |
$66.2K - $73.9K
|
9.78K
$2.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Violich Capital Management, Inc.
|
BUY
|
- |
430+ 1.48% |
$66.2K - $73.9K
|
29.5K
$7.62M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
430+ 3.9% |
$66.2K - $73.9K
|
11.5K
$2.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
429+ 3.1% |
$66K - $73.7K
|
14.3K
$3.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
428+ 0.66% |
$65.9K - $73.5K
|
65.7K
$17M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
BUY
|
- |
425+ 1.39% |
$65.4K - $73K
|
31K
$8.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
425+ 22.43% |
$65.4K - $73K
|
2.32K
$600K
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
423+ 14.08% |
$65.1K - $72.7K
|
3.43K
$887K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
423New |
$65.1K - $72.7K
|
423
$109K
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
422+ 30.27% |
$65K - $72.5K
|
1.82K
$470K
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
422+ 0.54% |
$65K - $72.5K
|
77.9K
$20.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
421+ 1.13% |
$64.8K - $72.3K
|
37.6K
$9.74M
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
420+ 0.4% |
$64.7K - $72.1K
|
105K
$27.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
418+ 12.18% |
$64.3K - $71.8K
|
3.85K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
418+ 8.38% |
$64.3K - $71.8K
|
5.4K
$1.4M
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
415+ 0.94% |
$63.9K - $71.3K
|
44.5K
$11.5M
|
|
|
May 27, 2022
Q4 2021
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
414+ 2.48% |
$63.7K - $71.1K
|
17.1K
$4.42M
|
|
|
Feb 18, 2022
Q4 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
413+ 2.34% |
$63.6K - $70.9K
|
18.1K
$4.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
410+ 2.1% |
$63.1K - $70.4K
|
19.9K
$5.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
410+ 15.24% |
$63.1K - $70.4K
|
3.1K
$802K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
409+ 30.61% |
$63K - $70.3K
|
1.75K
$452K
|
|
|
Feb 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
408+ 0.56% |
$62.8K - $70.1K
|
72.9K
$18.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
406+ 5.18% |
$62.5K - $69.7K
|
8.24K
$2.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
404+ 32.61% |
$62.2K - $69.4K
|
1.64K
$425K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
404+ 1.51% |
$62.2K - $69.4K
|
27.1K
$7.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
403+ 13433.33% |
$62K - $69.2K
|
406
$105K
|
|
|
Feb 07, 2022
Q4 2021
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
403+ 0.93% |
$62K - $69.2K
|
43.7K
$11.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
403+ 6.41% |
$62K - $69.2K
|
6.69K
$1.73M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
400+ 29.65% |
$61.6K - $68.7K
|
1.75K
$453K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
399+ 9.95% |
$61.4K - $68.5K
|
4.41K
$1.14M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
396+ 11.88% |
$61K - $68K
|
3.73K
$965K
|
|
|
Feb 09, 2022
Q4 2021
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
396+ 0.91% |
$61K - $68K
|
44K
$11.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
BUY
|
- |
394+ 0.23% |
$60.7K - $67.7K
|
173K
$44.8M
|