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 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
93+ 0.13% |
$14.3K - $16K
|
69.2K
$17.9M
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
92+ 0.77% |
$14.2K - $15.8K
|
12.1K
$3.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
92+ 2.75% |
$14.2K - $15.8K
|
3.44K
$891K
|
|
|
Jan 21, 2022
Q4 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
91+ 0.16% |
$14K - $15.6K
|
58.3K
$15.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
91+ 0.03% |
$14K - $15.6K
|
335K
$86.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Sp Asset Management
|
BUY
|
- |
91+ 4.1% |
$14K - $15.6K
|
2.31K
$597K
|
|
|
Dec 19, 2024
Q4 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
91+ 2.12% |
$14K - $15.6K
|
4.39K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
90+ 0.55% |
$13.9K - $15.5K
|
16.4K
$4.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
89+ 0.38% |
$13.7K - $15.3K
|
23.3K
$6.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
88+ 1.0% |
$13.5K - $15.1K
|
8.85K
$2.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
88+ 2.35% |
$13.5K - $15.1K
|
3.84K
$994K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
87+ 0.59% |
$13.4K - $14.9K
|
14.9K
$3.86M
|
|
|
Feb 07, 2022
Q4 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
87+ 1.7% |
$13.4K - $14.9K
|
5.21K
$1.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
86+ 1.7% |
$13.2K - $14.8K
|
5.15K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
86+ 2.77% |
$13.2K - $14.8K
|
3.19K
$826K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
86+ 2.23% |
$13.2K - $14.8K
|
3.95K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
86+ 1.16% |
$13.2K - $14.8K
|
7.53K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
85+ 1.23% |
$13.1K - $14.6K
|
6.98K
$1.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
85+ 1.95% |
$13.1K - $14.6K
|
4.43K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
85+ 0.62% |
$13.1K - $14.6K
|
13.8K
$3.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
84+ 6.26% |
$12.9K - $14.4K
|
1.43K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
84+ 0.64% |
$12.9K - $14.4K
|
13.3K
$3.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
84+ 3.32% |
$12.9K - $14.4K
|
2.62K
$677K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
84+ 120.0% |
$12.9K - $14.4K
|
154
$39.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
83+ 10.09% |
$12.8K - $14.3K
|
906
$234K
|
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
82+ 0.93% |
$12.6K - $14.1K
|
8.87K
$2.3M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
82+ 6.5% |
$12.6K - $14.1K
|
1.34K
$348K
|
|
|
Jan 20, 2022
Q4 2021
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
81+ 1.6% |
$12.5K - $13.9K
|
5.13K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
81+ 0.42% |
$12.5K - $13.9K
|
19.3K
$5M
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
80+ 0.39% |
$12.3K - $13.7K
|
20.5K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
80New |
$12.3K - $13.7K
|
80
$20.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
79+ 0.53% |
$12.2K - $13.6K
|
15.1K
$3.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
79+ 1.1% |
$12.2K - $13.6K
|
7.26K
$1.88M
|
|
|
Jan 18, 2022
Q4 2021
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
79+ 2.04% |
$12.2K - $13.6K
|
3.96K
$1.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
79+ 0.69% |
$12.2K - $13.6K
|
11.5K
$2.97M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
79+ 2.98% |
$12.2K - $13.6K
|
2.73K
$706K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
77+ 0.89% |
$11.9K - $13.2K
|
8.72K
$2.26M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
77+ 0.05% |
$11.9K - $13.2K
|
143K
$36.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
75+ 2.7% |
$11.5K - $12.9K
|
2.85K
$739K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
74+ 1.08% |
$11.4K - $12.7K
|
6.94K
$1.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
72+ 0.97% |
$11.1K - $12.4K
|
7.47K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
72+ 2.06% |
$11.1K - $12.4K
|
3.56K
$922K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
71+ 1.07% |
$10.9K - $12.2K
|
6.69K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
71+ 3.18% |
$10.9K - $12.2K
|
2.31K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
70+ 1.17% |
$10.8K - $12K
|
6.06K
$1.57M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
70+ 3.96% |
$10.8K - $12K
|
1.84K
$476K
|
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
70+ 0.38% |
$10.8K - $12K
|
18.3K
$4.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
69+ 1.13% |
$10.6K - $11.9K
|
6.17K
$1.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
69+ 0.43% |
$10.6K - $11.9K
|
16K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
69+ 1.01% |
$10.6K - $11.9K
|
6.89K
$1.78M
|