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 28, 2022
Q4 2021
|
Security National Bank
|
BUY
|
- |
122+ 1.87% |
$18.8K - $21K
|
6.66K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
122+ 2.57% |
$18.8K - $21K
|
4.87K
$1.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
122+ 0.4% |
$18.8K - $21K
|
30.4K
$7.86M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
121+ 0.26% |
$18.6K - $20.8K
|
47.3K
$12.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
121+ 0.86% |
$18.6K - $20.8K
|
14.2K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
120+ 0.55% |
$18.5K - $20.6K
|
22K
$5.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
120+ 8.4% |
$18.5K - $20.6K
|
1.55K
$401K
|
|
|
Feb 14, 2022
Q4 2021
|
Dillon & Associates Inc
|
BUY
|
- |
118+ 0.63% |
$18.2K - $20.3K
|
18.9K
$4.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
118+ 0.45% |
$18.2K - $20.3K
|
26.1K
$6.77M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
117+ 1.09% |
$18K - $20.1K
|
10.8K
$2.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
116+ 3.56% |
$17.9K - $19.9K
|
3.37K
$873K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
115+ 230.0% |
$17.7K - $19.8K
|
165
$42.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
115+ 6.59% |
$17.7K - $19.8K
|
1.86K
$481K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
115+ 2.33% |
$17.7K - $19.8K
|
5.06K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
114+ 1.68% |
$17.5K - $19.6K
|
6.88K
$1.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
114+ 0.48% |
$17.5K - $19.6K
|
23.7K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
114+ 2.1% |
$17.5K - $19.6K
|
5.55K
$1.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
113+ 0.42% |
$17.4K - $19.4K
|
26.9K
$6.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
112+ 2.14% |
$17.2K - $19.2K
|
5.35K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
112+ 2.83% |
$17.2K - $19.2K
|
4.08K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
111+ 0.26% |
$17.1K - $19.1K
|
43.3K
$11.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
111+ 0.8% |
$17.1K - $19.1K
|
14.1K
$3.64M
|
|
|
Jan 25, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
110+ 0.51% |
$16.9K - $18.9K
|
21.8K
$5.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
110+ 0.45% |
$16.9K - $18.9K
|
24.6K
$6.37M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
108+ 2.8% |
$16.6K - $18.6K
|
3.97K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
108+ 4.0% |
$16.6K - $18.6K
|
2.81K
$727K
|
|
|
Feb 07, 2022
Q4 2021
|
Corbyn Investment Management Inc
|
BUY
|
- |
107+ 7.37% |
$16.5K - $18.4K
|
1.56K
$403K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
105+ 2.65% |
$16.2K - $18K
|
4.07K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
105+ 4.26% |
$16.2K - $18K
|
2.57K
$666K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
105+ 6.22% |
$16.2K - $18K
|
1.79K
$464K
|
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
104+ 2.48% |
$16K - $17.9K
|
4.3K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
104New |
$16K - $17.9K
|
104
$26.9K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
103+ 0.61% |
$15.9K - $17.7K
|
16.9K
$4.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
103+ 0.11% |
$15.9K - $17.7K
|
95.4K
$24.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
103+ 0.36% |
$15.9K - $17.7K
|
29.1K
$7.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
102+ 4.68% |
$15.7K - $17.5K
|
2.28K
$591K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.39% |
$15.5K - $17.3K
|
25.9K
$6.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
100+ 0.97% |
$15.4K - $17.2K
|
10.4K
$2.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
BUY
|
- |
100+ 0.69% |
$15.4K - $17.2K
|
14.7K
$3.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Emerald Advisers, LLC
|
BUY
|
- |
100New |
$15.4K - $17.2K
|
100
$25.9K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
100+ 7.66% |
$15.4K - $17.2K
|
1.41K
$364K
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
100+ 2.32% |
$15.4K - $17.2K
|
4.41K
$1.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
100+ 4.36% |
$15.4K - $17.2K
|
2.39K
$619K
|
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
100New |
$15.4K - $17.2K
|
100
$25.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
100+ 1.9% |
$15.4K - $17.2K
|
5.37K
$1.39M
|
|
|
Feb 03, 2022
Q4 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
100+ 0.03% |
$15.4K - $17.2K
|
340K
$88.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
99+ 0.53% |
$15.2K - $17K
|
18.9K
$4.88M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
97+ 6.1% |
$14.9K - $16.7K
|
1.69K
$437K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
95+ 0.2% |
$14.6K - $16.3K
|
48.5K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
95+ 5.34% |
$14.6K - $16.3K
|
1.88K
$485K
|