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 31, 2022
Q4 2021
|
Klcm Advisors, Inc.
|
BUY
|
- |
69+ 0.54% |
$10.6K - $11.9K
|
12.8K
$3.31M
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
67+ 0.88% |
$10.3K - $11.5K
|
7.7K
$1.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
67+ 1.12% |
$10.3K - $11.5K
|
6.05K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66+ 1.42% |
$10.2K - $11.3K
|
4.71K
$1.22M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
65+ 1.34% |
$10K - $11.2K
|
4.92K
$1.27M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
64+ 0.63% |
$9.85K - $11K
|
10.3K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
64+ 1.45% |
$9.85K - $11K
|
4.48K
$1.16M
|
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
63+ 1.38% |
$9.7K - $10.8K
|
4.64K
$1.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
63+ 0.24% |
$9.7K - $10.8K
|
26.4K
$6.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
62+ 0.78% |
$9.54K - $10.7K
|
8.01K
$2.07M
|
|
|
Jan 04, 2022
Q4 2021
|
Stillwater Investment Management, LLC
|
BUY
|
- |
61+ 0.17% |
$9.39K - $10.5K
|
36.8K
$9.51M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
61+ 2.54% |
$9.39K - $10.5K
|
2.46K
$638K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
61+ 1.63% |
$9.39K - $10.5K
|
3.8K
$982K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60+ 3.34% |
$9.24K - $10.3K
|
1.86K
$480K
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
60+ 0.98% |
$9.24K - $10.3K
|
6.2K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
60+ 0.42% |
$9.24K - $10.3K
|
14.4K
$3.74M
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
59+ 1.94% |
$9.08K - $10.1K
|
3.09K
$801K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
57+ 5.82% |
$8.77K - $9.79K
|
1.04K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
56+ 0.84% |
$8.62K - $9.62K
|
6.75K
$1.75M
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.69% |
$8.62K - $9.62K
|
8.14K
$2.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
56+ 1.79% |
$8.62K - $9.62K
|
3.18K
$824K
|
|
|
Feb 09, 2022
Q4 2021
|
Benedict Financial Advisors Inc
|
BUY
|
- |
56+ 0.33% |
$8.62K - $9.62K
|
17.2K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
56+ 0.29% |
$8.62K - $9.62K
|
19.2K
$4.96M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
55+ 0.6% |
$8.47K - $9.45K
|
9.28K
$2.4M
|
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
55+ 0.93% |
$8.47K - $9.45K
|
5.98K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
55+ 0.31% |
$8.47K - $9.45K
|
17.6K
$4.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53+ 1.63% |
$8.16K - $9.1K
|
3.3K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
53+ 0.63% |
$8.16K - $9.1K
|
8.47K
$2.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Exchange Capital Management, Inc.
|
BUY
|
- |
52+ 0.16% |
$8K - $8.93K
|
32.3K
$8.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
BUY
|
- |
52+ 1.02% |
$8K - $8.93K
|
5.15K
$1.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
52+ 1.9% |
$8K - $8.93K
|
2.8K
$724K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
52+ 5200.0% |
$8K - $8.93K
|
53
$13.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
51+ 0.98% |
$7.85K - $8.76K
|
5.24K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
50+ 0.43% |
$7.7K - $8.59K
|
11.8K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
50+ 1.55% |
$7.7K - $8.59K
|
3.27K
$846K
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
50+ 0.22% |
$7.7K - $8.59K
|
23.1K
$5.99M
|
|
|
Feb 08, 2022
Q4 2021
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
50+ 0.39% |
$7.7K - $8.59K
|
12.9K
$3.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
49+ 0.78% |
$7.54K - $8.42K
|
6.33K
$1.64M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
48+ 1.33% |
$7.39K - $8.25K
|
3.66K
$947K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
48New |
$7.39K - $8.25K
|
48
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
46+ 1.36% |
$7.08K - $7.9K
|
3.43K
$887K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
45+ 0.17% |
$6.93K - $7.73K
|
26.4K
$6.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
45+ 0.14% |
$6.93K - $7.73K
|
31.9K
$8.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
45+ 0.26% |
$6.93K - $7.73K
|
17.7K
$4.57M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
45+ 0.27% |
$6.93K - $7.73K
|
16.8K
$4.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
44+ 0.39% |
$6.77K - $7.56K
|
11.3K
$2.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
44+ 3.56% |
$6.77K - $7.56K
|
1.28K
$331K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 0.37% |
$6.77K - $7.56K
|
11.8K
$3.06M
|
|
|
Jan 19, 2022
Q4 2021
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
42+ 1.03% |
$6.47K - $7.21K
|
4.12K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42+ 0.17% |
$6.47K - $7.21K
|
25.3K
$6.55M
|