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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
193+ 3.02% |
$29.7K - $33.2K
|
6.58K
$1.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
192+ 10.48% |
$29.6K - $33K
|
2.02K
$524K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
191+ 0.77% |
$29.4K - $32.8K
|
24.9K
$6.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
191+ 2.11% |
$29.4K - $32.8K
|
9.25K
$2.39M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
190New |
$29.2K - $32.6K
|
190
$49.2K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
189+ 1.95% |
$29.1K - $32.5K
|
9.87K
$2.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
186+ 0.53% |
$28.6K - $32K
|
35.2K
$9.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
184+ 2.26% |
$28.3K - $31.6K
|
8.31K
$2.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Hgk Asset Management Inc
|
BUY
|
- |
184+ 0.4% |
$28.3K - $31.6K
|
46K
$11.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
183+ 3.04% |
$28.2K - $31.4K
|
6.19K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
180+ 2.76% |
$27.7K - $30.9K
|
6.7K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
180+ 0.98% |
$27.7K - $30.9K
|
18.5K
$4.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
179+ 0.49% |
$27.6K - $30.7K
|
36.6K
$9.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
179+ 0.52% |
$27.6K - $30.7K
|
34.7K
$8.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
178+ 1.61% |
$27.4K - $30.6K
|
11.2K
$2.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
178+ 3.14% |
$27.4K - $30.6K
|
5.85K
$1.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
176+ 3.5% |
$27.1K - $30.2K
|
5.2K
$1.35M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
176+ 0.22% |
$27.1K - $30.2K
|
81.8K
$21.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
BUY
|
- |
175+ 17.5% |
$26.9K - $30.1K
|
1.18K
$304K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
175+ 0.55% |
$26.9K - $30.1K
|
31.7K
$8.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
174+ 3.14% |
$26.8K - $29.9K
|
5.72K
$1.48M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
174+ 1.46% |
$26.8K - $29.9K
|
12.1K
$3.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
174+ 1.34% |
$26.8K - $29.9K
|
13.2K
$3.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
171+ 0.46% |
$26.3K - $29.4K
|
37.1K
$9.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
169+ 7.9% |
$26K - $29K
|
2.31K
$597K
|
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
168+ 0.22% |
$25.9K - $28.9K
|
75.2K
$19.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
168+ 9.27% |
$25.9K - $28.9K
|
1.98K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
167+ 1.43% |
$25.7K - $28.7K
|
11.9K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
167+ 2.88% |
$25.7K - $28.7K
|
5.97K
$1.55M
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
165+ 1.72% |
$25.4K - $28.3K
|
9.75K
$2.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
165+ 0.33% |
$25.4K - $28.3K
|
50.5K
$13.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
165+ 7.0% |
$25.4K - $28.3K
|
2.52K
$653K
|
|
|
Feb 02, 2022
Q4 2021
|
Am Investment Strategies LLC
|
BUY
|
- |
162+ 0.63% |
$24.9K - $27.8K
|
25.7K
$6.66M
|
|
|
Jan 18, 2022
Q4 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
161+ 1.57% |
$24.8K - $27.7K
|
10.4K
$2.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
161+ 0.88% |
$24.8K - $27.7K
|
18.5K
$4.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
161+ 0.93% |
$24.8K - $27.7K
|
17.5K
$4.52M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
160+ 4.86% |
$24.6K - $27.5K
|
3.45K
$893K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
160+ 0.37% |
$24.6K - $27.5K
|
42.9K
$11.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
159+ 2.86% |
$24.5K - $27.3K
|
5.71K
$1.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
159+ 3.4% |
$24.5K - $27.3K
|
4.84K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
159+ 0.99% |
$24.5K - $27.3K
|
16.3K
$4.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
158+ 1.92% |
$24.3K - $27.1K
|
8.37K
$2.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157+ 32.85% |
$24.2K - $27K
|
635
$164K
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
155+ 1.56% |
$23.9K - $26.6K
|
10.1K
$2.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
155+ 0.27% |
$23.9K - $26.6K
|
56.6K
$14.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
155+ 0.48% |
$23.9K - $26.6K
|
32.2K
$8.33M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
154+ 30.31% |
$23.7K - $26.5K
|
662
$171K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
153+ 27.47% |
$23.6K - $26.3K
|
710
$184K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
150+ 176.47% |
$23.1K - $25.8K
|
235
$60.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
150+ 2.2% |
$23.1K - $25.8K
|
6.97K
$1.8M
|