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 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
42+ 1.53% |
$6.47K - $7.21K
|
2.78K
$720K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
42+ 0.64% |
$6.47K - $7.21K
|
6.58K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Burns J W & CO Inc
|
BUY
|
- |
41+ 0.05% |
$6.31K - $7.04K
|
81.5K
$21.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
BUY
|
- |
41+ 2.89% |
$6.31K - $7.04K
|
1.46K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
41+ 0.77% |
$6.31K - $7.04K
|
5.36K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
41+ 0.0% |
$6.31K - $7.04K
|
7.14M
$1.85B
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
40+ 0.09% |
$6.16K - $6.87K
|
46K
$11.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.12% |
$6.16K - $6.87K
|
32K
$8.29M
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
40+ 0.37% |
$6.16K - $6.87K
|
10.7K
$2.78M
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
40+ 2.12% |
$6.16K - $6.87K
|
1.93K
$499K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39+ 0.56% |
$6K - $6.7K
|
7.06K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
39+ 0.75% |
$6K - $6.7K
|
5.23K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
39+ 3.01% |
$6K - $6.7K
|
1.34K
$346K
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
38+ 2.35% |
$5.85K - $6.53K
|
1.66K
$428K
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
37+ 2.7% |
$5.7K - $6.36K
|
1.41K
$365K
|
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
36+ 0.13% |
$5.54K - $6.18K
|
28.5K
$7.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
36+ 0.17% |
$5.54K - $6.18K
|
21.2K
$5.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
35+ 0.52% |
$5.39K - $6.01K
|
6.76K
$1.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
34+ 1.26% |
$5.23K - $5.84K
|
2.73K
$706K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
34+ 0.11% |
$5.23K - $5.84K
|
31.8K
$8.23M
|
|
|
Feb 03, 2022
Q4 2021
|
Miller Howard Investments Inc
|
BUY
|
- |
33+ 0.93% |
$5.08K - $5.67K
|
3.59K
$928K
|
|
|
Jan 14, 2022
Q4 2021
|
Windward Capital Management CO
|
BUY
|
- |
32+ 0.06% |
$4.93K - $5.5K
|
52.5K
$13.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
32+ 0.11% |
$4.93K - $5.5K
|
29.8K
$7.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32+ 0.72% |
$4.93K - $5.5K
|
4.49K
$1.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
32+ 0.04% |
$4.93K - $5.5K
|
91K
$23.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
32+ 0.67% |
$4.93K - $5.5K
|
4.84K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
31+ 1.65% |
$4.77K - $5.33K
|
1.91K
$495K
|
|
|
Dec 12, 2024
Q4 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
31+ 0.23% |
$4.77K - $5.33K
|
13.2K
$3.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
30+ 0.3% |
$4.62K - $5.15K
|
10.1K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
30+ 0.34% |
$4.62K - $5.15K
|
8.92K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
30+ 0.16% |
$4.62K - $5.15K
|
19.4K
$5.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Westhampton Capital, LLC
|
BUY
|
- |
30+ 0.67% |
$4.62K - $5.15K
|
4.48K
$1.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
30+ 0.59% |
$4.62K - $5.15K
|
5.14K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
30+ 1.23% |
$4.62K - $5.15K
|
2.47K
$640K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
29+ 0.44% |
$4.46K - $4.98K
|
6.63K
$1.72M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
29+ 3.7% |
$4.46K - $4.98K
|
812
$210K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
29+ 0.03% |
$4.46K - $4.98K
|
101K
$26.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
29+ 0.46% |
$4.46K - $4.98K
|
6.33K
$1.64M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
28+ 0.76% |
$4.31K - $4.81K
|
3.69K
$956K
|
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
28+ 0.2% |
$4.31K - $4.81K
|
14.2K
$3.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
28+ 0.04% |
$4.31K - $4.81K
|
62.6K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.21% |
$4.31K - $4.81K
|
13.3K
$3.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
27+ 0.55% |
$4.16K - $4.64K
|
4.95K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.81% |
$4.16K - $4.64K
|
3.36K
$869K
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
26New |
$4K - $4.47K
|
26
$6.73K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
26+ 2.93% |
$4K - $4.47K
|
913
$236K
|
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
25+ 0.47% |
$3.85K - $4.29K
|
5.3K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Wisconsin Capital Management LLC
|
BUY
|
- |
25+ 0.06% |
$3.85K - $4.29K
|
44.4K
$11.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
25New |
$3.85K - $4.29K
|
25
$6.47K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25+ 23.36% |
$3.85K - $4.29K
|
132
$34.2K
|