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 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
251+ 0.66% |
$38.6K - $43.1K
|
38.4K
$9.95M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
251+ 9.16% |
$38.6K - $43.1K
|
2.99K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
250+ 1.06% |
$38.5K - $42.9K
|
23.9K
$6.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
249+ 1.62% |
$38.3K - $42.8K
|
15.7K
$4.05M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
248+ 2.24% |
$38.2K - $42.6K
|
11.3K
$2.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
246+ 5.72% |
$37.9K - $42.3K
|
4.55K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
BUY
|
- |
246+ 1.77% |
$37.9K - $42.3K
|
14.2K
$3.66M
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
246+ 14.07% |
$37.9K - $42.3K
|
2K
$516K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
241+ 0.31% |
$37.1K - $41.4K
|
76.8K
$19.9M
|
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
241+ 1.69% |
$37.1K - $41.4K
|
14.5K
$3.74M
|
|
|
Jan 31, 2022
Q4 2021
|
Account Management LLC
|
BUY
|
- |
240+ 0.85% |
$36.9K - $41.2K
|
28.5K
$7.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
236+ 0.45% |
$36.3K - $40.5K
|
52.6K
$13.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
233+ 15.27% |
$35.9K - $40K
|
1.76K
$455K
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
233+ 0.52% |
$35.9K - $40K
|
45.3K
$11.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
231+ 0.71% |
$35.6K - $39.7K
|
32.9K
$8.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
226+ 0.96% |
$34.8K - $38.8K
|
23.7K
$6.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
225+ 1.45% |
$34.6K - $38.7K
|
15.8K
$4.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
225+ 1.17% |
$34.6K - $38.7K
|
19.4K
$5.01M
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
224+ 3.36% |
$34.5K - $38.5K
|
6.89K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
224+ 2.02% |
$34.5K - $38.5K
|
11.3K
$2.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
220+ 0.43% |
$33.9K - $37.8K
|
51.8K
$13.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
220+ 16.6% |
$33.9K - $37.8K
|
1.55K
$400K
|
|
|
Jan 20, 2022
Q4 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
219+ 0.58% |
$33.7K - $37.6K
|
38.3K
$9.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
219+ 13.48% |
$33.7K - $37.6K
|
1.84K
$477K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
218+ 2.62% |
$33.6K - $37.4K
|
8.53K
$2.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
217+ 7.39% |
$33.4K - $37.3K
|
3.15K
$816K
|
|
|
Feb 15, 2022
Q4 2021
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
217+ 2.39% |
$33.4K - $37.3K
|
9.31K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
215New |
$33.1K - $36.9K
|
215
$55.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
213+ 3.39% |
$32.8K - $36.6K
|
6.5K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
212+ 0.31% |
$32.6K - $36.4K
|
68.4K
$17.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
211+ 0.97% |
$32.5K - $36.2K
|
21.9K
$5.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
211+ 5.91% |
$32.5K - $36.2K
|
3.78K
$978K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
210+ 0.91% |
$32.3K - $36.1K
|
23.2K
$6M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
210+ 1.85% |
$32.3K - $36.1K
|
11.5K
$2.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
209+ 4.3% |
$32.2K - $35.9K
|
5.07K
$1.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
208+ 0.04% |
$32K - $35.7K
|
495K
$128M
|
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
BUY
|
- |
207+ 0.2% |
$31.9K - $35.6K
|
103K
$26.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
206New |
$31.7K - $35.4K
|
206
$53.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
206+ 1.51% |
$31.7K - $35.4K
|
13.8K
$3.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
201+ 1.96% |
$30.9K - $34.5K
|
10.4K
$2.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
201+ 0.48% |
$30.9K - $34.5K
|
42.4K
$11M
|
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
200+ 0.95% |
$30.8K - $34.4K
|
21.3K
$5.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Harbor Advisory Corp
|
BUY
|
- |
200+ 0.88% |
$30.8K - $34.4K
|
22.8K
$5.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200+ 13.3% |
$30.8K - $34.4K
|
1.7K
$441K
|
|
|
Feb 15, 2022
Q4 2021
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
199+ 1.24% |
$30.6K - $34.2K
|
16.2K
$4.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
197+ 2.93% |
$30.3K - $33.8K
|
6.91K
$1.79M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
196New |
$30.2K - $33.7K
|
196
$50.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
195+ 9.93% |
$30K - $33.5K
|
2.16K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
195+ 0.12% |
$30K - $33.5K
|
160K
$41.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
193+ 1.5% |
$29.7K - $33.2K
|
13.1K
$3.38M
|