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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
25+ 0.89% |
$3.85K - $4.29K
|
2.85K
$737K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
25+ 0.3% |
$3.85K - $4.29K
|
8.28K
$2.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Wendell David Associates Inc
|
BUY
|
- |
24+ 0.45% |
$3.69K - $4.12K
|
5.42K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
24+ 0.11% |
$3.69K - $4.12K
|
21.1K
$5.47M
|
|
|
Jan 24, 2022
Q4 2021
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
23+ 1.25% |
$3.54K - $3.95K
|
1.86K
$482K
|
|
|
Feb 15, 2022
Q4 2021
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23New |
$3.54K - $3.95K
|
23
$5.95K
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
23+ 0.61% |
$3.54K - $3.95K
|
3.82K
$989K
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
22+ 0.21% |
$3.39K - $3.78K
|
10.7K
$2.76M
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
21+ 0.2% |
$3.23K - $3.61K
|
10.4K
$2.69M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21+ 0.7% |
$3.23K - $3.61K
|
3.03K
$784K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
20+ 0.1% |
$3.08K - $3.44K
|
20.3K
$5.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
20+ 0.1% |
$3.08K - $3.44K
|
20.3K
$5.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
20+ 0.1% |
$3.08K - $3.44K
|
20.8K
$5.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20+ 3.92% |
$3.08K - $3.44K
|
530
$137K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
20+ 1.2% |
$3.08K - $3.44K
|
1.69K
$438K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
19+ 0.66% |
$2.92K - $3.26K
|
2.89K
$748K
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
19+ 0.37% |
$2.92K - $3.26K
|
5.2K
$1.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19+ 0.05% |
$2.92K - $3.26K
|
38.7K
$10M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
19+ 0.1% |
$2.92K - $3.26K
|
19.3K
$5M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19New |
$2.92K - $3.26K
|
19
$4.92K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
19+ 0.12% |
$2.92K - $3.26K
|
16.2K
$4.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
19+ 0.4% |
$2.92K - $3.26K
|
4.78K
$1.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
18+ 0.07% |
$2.77K - $3.09K
|
25.7K
$6.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
17+ 0.53% |
$2.62K - $2.92K
|
3.23K
$837K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
16+ 0.01% |
$2.46K - $2.75K
|
167K
$43.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.59% |
$2.31K - $2.58K
|
2.55K
$660K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
15+ 0.5% |
$2.31K - $2.58K
|
2.99K
$775K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.42% |
$2.31K - $2.58K
|
3.59K
$928K
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
15+ 0.06% |
$2.31K - $2.58K
|
24.9K
$6.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.49% |
$2.16K - $2.4K
|
2.86K
$740K
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
14+ 0.07% |
$2.16K - $2.4K
|
18.9K
$4.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
14+ 0.45% |
$2.16K - $2.4K
|
3.11K
$805K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
14+ 0.75% |
$2.16K - $2.4K
|
1.87K
$485K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
13+ 0.67% |
$2K - $2.23K
|
1.96K
$506K
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
12+ 0.81% |
$1.85K - $2.06K
|
1.5K
$387K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
12+ 0.47% |
$1.85K - $2.06K
|
2.58K
$667K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.27% |
$1.85K - $2.06K
|
4.43K
$1.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
10+ 0.5% |
$1.54K - $1.72K
|
2.02K
$524K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
10+ 0.27% |
$1.54K - $1.72K
|
3.71K
$961K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10+ 0.58% |
$1.54K - $1.72K
|
1.75K
$452K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
10New |
$1.54K - $1.72K
|
10
$2.59K
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
10+ 0.46% |
$1.54K - $1.72K
|
2.2K
$570K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$1.54K - $1.72K
|
10.1K
$2.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
9+ 0.28% |
$1.39K - $1.55K
|
3.22K
$833K
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
9+ 0.07% |
$1.39K - $1.55K
|
12.2K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.58% |
$1.39K - $1.55K
|
1.56K
$403K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
9+ 0.15% |
$1.39K - $1.55K
|
6.11K
$1.58M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
BUY
|
- |
8+ 0.01% |
$1.23K - $1.37K
|
65.1K
$16.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
BUY
|
- |
8+ 0.14% |
$1.23K - $1.37K
|
5.56K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
BUY
|
- |
8+ 0.15% |
$1.23K - $1.37K
|
5.49K
$1.42M
|