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 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
317+ 0.35% |
$48.8K - $54.5K
|
91.9K
$23.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
316+ 22.8% |
$48.6K - $54.3K
|
1.7K
$440K
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
315+ 0.94% |
$48.5K - $54.1K
|
33.7K
$8.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
BUY
|
- |
315+ 0.87% |
$48.5K - $54.1K
|
36.6K
$9.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
314+ 1.45% |
$48.3K - $53.9K
|
22K
$5.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
313+ 2.88% |
$48.2K - $53.8K
|
11.2K
$2.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
313+ 1.65% |
$48.2K - $53.8K
|
19.3K
$4.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
310+ 15.91% |
$47.7K - $53.3K
|
2.26K
$584K
|
|
|
Feb 14, 2022
Q4 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
308+ 3.14% |
$47.4K - $52.9K
|
10.1K
$2.62M
|
|
|
Jan 28, 2022
Q4 2021
|
Taylor Wealth Management Partners
Boston, MA |
BUY
|
- |
308+ 0.46% |
$47.4K - $52.9K
|
67.2K
$17.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
307+ 1.74% |
$47.3K - $52.7K
|
18K
$4.65M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
305+ 1.53% |
$47K - $52.4K
|
20.2K
$5.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
304+ 4.19% |
$46.8K - $52.2K
|
7.56K
$1.96M
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
303+ 1.15% |
$46.6K - $52K
|
26.6K
$6.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
303+ 2.14% |
$46.6K - $52K
|
14.5K
$3.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
300+ 20.91% |
$46.2K - $51.5K
|
1.74K
$449K
|
|
|
Jan 26, 2022
Q4 2021
|
Foundry Partners, LLC
|
BUY
|
- |
300+ 0.09% |
$46.2K - $51.5K
|
339K
$87.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
300+ 1.37% |
$46.2K - $51.5K
|
22.2K
$5.75M
|
|
|
Jan 28, 2022
Q4 2021
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
300+ 2.63% |
$46.2K - $51.5K
|
11.7K
$3.03M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
299+ 0.34% |
$46K - $51.4K
|
89.5K
$23.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
298+ 3.06% |
$45.9K - $51.2K
|
10K
$2.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
297+ 2.71% |
$45.7K - $51K
|
11.3K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
297+ 18.23% |
$45.7K - $51K
|
1.93K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
288+ 13.93% |
$44.3K - $49.5K
|
2.36K
$609K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
286+ 63.7% |
$44K - $49.1K
|
735
$190K
|
|
|
Jan 12, 2022
Q4 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
284+ 1.25% |
$43.7K - $48.8K
|
23K
$5.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
284+ 35.63% |
$43.7K - $48.8K
|
1.08K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
279+ 5.27% |
$42.9K - $47.9K
|
5.57K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
279+ 1.56% |
$42.9K - $47.9K
|
18.1K
$4.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
277+ 0.24% |
$42.6K - $47.6K
|
116K
$30M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
277+ 3.53% |
$42.6K - $47.6K
|
8.13K
$2.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
277+ 11.76% |
$42.6K - $47.6K
|
2.63K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
274+ 1.06% |
$42.2K - $47.1K
|
26.2K
$6.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
272+ 3.89% |
$41.9K - $46.7K
|
7.26K
$1.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
271+ 3.29% |
$41.7K - $46.6K
|
8.5K
$2.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
271+ 6.88% |
$41.7K - $46.6K
|
4.21K
$1.09M
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
270+ 6.09% |
$41.6K - $46.4K
|
4.71K
$1.22M
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
270+ 0.37% |
$41.6K - $46.4K
|
72.8K
$18.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
270+ 12.04% |
$41.6K - $46.4K
|
2.51K
$650K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
265+ 5.77% |
$40.8K - $45.5K
|
4.86K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
265+ 1.62% |
$40.8K - $45.5K
|
16.6K
$4.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
BUY
|
- |
263+ 8.87% |
$40.5K - $45.2K
|
3.23K
$835K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
260+ 2.77% |
$40K - $44.7K
|
9.65K
$2.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
259+ 0.71% |
$39.9K - $44.5K
|
36.9K
$9.54M
|
|
|
Jan 07, 2022
Q4 2021
|
Woodstock Corp
|
BUY
|
- |
258+ 0.44% |
$39.7K - $44.3K
|
59.3K
$15.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
257+ 0.41% |
$39.6K - $44.1K
|
63.6K
$16.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
257+ 15.2% |
$39.6K - $44.1K
|
1.95K
$504K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
257+ 0.31% |
$39.6K - $44.1K
|
83.7K
$21.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
255+ 0.89% |
$39.3K - $43.8K
|
29K
$7.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Meridian Management CO
|
BUY
|
- |
254+ 0.78% |
$39.1K - $43.6K
|
32.9K
$8.52M
|