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 03, 2023
Q4 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
150+ 2.99% |
$23.1K - $25.8K
|
5.17K
$1.34M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149+ 3.12% |
$22.9K - $25.6K
|
4.92K
$1.27M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
147+ 0.49% |
$22.6K - $25.3K
|
29.9K
$7.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
147+ 0.18% |
$22.6K - $25.3K
|
80.8K
$20.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
146+ 0.74% |
$22.5K - $25.1K
|
19.9K
$5.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
145+ 1.99% |
$22.3K - $24.9K
|
7.43K
$1.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Lipe & Dalton
|
BUY
|
- |
145+ 8.26% |
$22.3K - $24.9K
|
1.9K
$492K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
144+ 2.92% |
$22.2K - $24.7K
|
5.08K
$1.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
144+ 0.26% |
$22.2K - $24.7K
|
56K
$14.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
143+ 10.21% |
$22K - $24.6K
|
1.54K
$399K
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
143+ 1.0% |
$22K - $24.6K
|
14.5K
$3.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
143+ 0.94% |
$22K - $24.6K
|
15.4K
$3.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
141+ 1.88% |
$21.7K - $24.2K
|
7.66K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
140+ 2.18% |
$21.6K - $24K
|
6.56K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
140+ 1.38% |
$21.6K - $24K
|
10.3K
$2.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
140+ 3.97% |
$21.6K - $24K
|
3.67K
$949K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
140+ 2.25% |
$21.6K - $24K
|
6.35K
$1.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
139+ 0.62% |
$21.4K - $23.9K
|
22.7K
$5.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
138+ 1.65% |
$21.2K - $23.7K
|
8.48K
$2.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
136+ 5.15% |
$20.9K - $23.4K
|
2.78K
$719K
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
136+ 1.12% |
$20.9K - $23.4K
|
12.3K
$3.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
135+ 1.6% |
$20.8K - $23.2K
|
8.56K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
134+ 0.37% |
$20.6K - $23K
|
36.6K
$9.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
134+ 1.11% |
$20.6K - $23K
|
12.2K
$3.15M
|
|
|
Jan 19, 2022
Q4 2021
|
M. Kraus & CO
|
BUY
|
- |
133+ 1.82% |
$20.5K - $22.8K
|
7.45K
$1.93M
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
133+ 0.84% |
$20.5K - $22.8K
|
15.9K
$4.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 4.62% |
$20.3K - $22.7K
|
2.99K
$774K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
132+ 3.32% |
$20.3K - $22.7K
|
4.11K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
132+ 0.33% |
$20.3K - $22.7K
|
40.1K
$10.4M
|
|
|
Apr 04, 2022
Q4 2021
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
131New |
$20.2K - $22.5K
|
131
$33.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Premier Fund Managers LTD
|
BUY
|
- |
131+ 0.31% |
$20.2K - $22.5K
|
42.6K
$11M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
131+ 0.97% |
$20.2K - $22.5K
|
13.6K
$3.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
130+ 9.43% |
$20K - $22.3K
|
1.51K
$390K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
129+ 0.74% |
$19.9K - $22.2K
|
17.7K
$4.58M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
129+ 0.28% |
$19.9K - $22.2K
|
45.7K
$11.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
128+ 0.87% |
$19.7K - $22K
|
14.8K
$3.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
128+ 0.5% |
$19.7K - $22K
|
25.9K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
127+ 7.13% |
$19.6K - $21.8K
|
1.91K
$494K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
127+ 6.67% |
$19.6K - $21.8K
|
2.03K
$526K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
126+ 0.64% |
$19.4K - $21.6K
|
20K
$5.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
125+ 0.78% |
$19.2K - $21.5K
|
16.1K
$4.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
125+ 1.27% |
$19.2K - $21.5K
|
10K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Hourglass Capital, LLC
|
BUY
|
- |
125+ 4.17% |
$19.2K - $21.5K
|
3.12K
$808K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
125+ 6.6% |
$19.2K - $21.5K
|
2.02K
$522K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
124+ 0.42% |
$19.1K - $21.3K
|
29.4K
$7.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
124+ 1.72% |
$19.1K - $21.3K
|
7.32K
$1.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
123+ 3.7% |
$18.9K - $21.1K
|
3.45K
$892K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
123+ 0.2% |
$18.9K - $21.1K
|
62.9K
$16.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
123+ 0.22% |
$18.9K - $21.1K
|
55.5K
$14.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
122+ 2.21% |
$18.8K - $21K
|
5.65K
$1.46M
|