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 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$1.23K - $1.37K
|
1.96K
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.11% |
$1.23K - $1.37K
|
7.57K
$1.96M
|
|
|
Feb 07, 2022
Q4 2021
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
8+ 0.37% |
$1.23K - $1.37K
|
2.18K
$563K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
8+ 0.62% |
$1.23K - $1.37K
|
1.29K
$334K
|
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
7+ 0.27% |
$1.08K - $1.2K
|
2.62K
$678K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7+ 0.07% |
$1.08K - $1.2K
|
10.3K
$2.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
7+ 0.28% |
$1.08K - $1.2K
|
2.53K
$655K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.07% |
$1.08K - $1.2K
|
10.7K
$2.77M
|
|
|
Feb 13, 2025
Q4 2021
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
7+ 0.22% |
$1.08K - $1.2K
|
3.26K
$844K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
6+ 0.45% |
$924 - $1.03K
|
1.34K
$346K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.41% |
$924 - $1.03K
|
1.48K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.02% |
$924 - $1.03K
|
25.1K
$6.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.06% |
$924 - $1.03K
|
10.7K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.03% |
$924 - $1.03K
|
18K
$4.66M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
5+ 0.1% |
$770 - $859
|
5.21K
$1.35M
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
5+ 0.03% |
$770 - $859
|
18K
$4.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5+ 0.37% |
$770 - $859
|
1.36K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.01% |
$616 - $687
|
31.5K
$8.15M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4+ 0.38% |
$616 - $687
|
1.07K
$276K
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
3+ 0.02% |
$462 - $515
|
14.3K
$3.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.03% |
$462 - $515
|
9.38K
$2.43M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3+ 0.16% |
$462 - $515
|
1.9K
$492K
|
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.12% |
$462 - $515
|
2.51K
$651K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.19% |
$462 - $515
|
1.61K
$417K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.07% |
$462 - $515
|
4.01K
$1.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.14% |
$308 - $344
|
1.48K
$382K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2+ 0.79% |
$308 - $344
|
254
$65.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
2+ 0.48% |
$308 - $344
|
417
$108K
|
|
|
Jan 19, 2022
Q4 2021
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$308 - $344
|
19.5K
$5.05M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.19% |
$308 - $344
|
1.08K
$280K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.11% |
$308 - $344
|
1.82K
$471K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.22% |
$308 - $344
|
926
$240K
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$308 - $344
|
2.48K
$643K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2+ 0.02% |
$308 - $344
|
11.6K
$3.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$308 - $344
|
3.14K
$813K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$154 - $172
|
6.17K
$1.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$154 - $172
|
3.59K
$928K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.09% |
$154 - $172
|
93
$24.1K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.64% |
$154 - $172
|
157
$40.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
1+ 1.0% |
$154 - $172
|
101
$26.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$154 - $172
|
3.5K
$906K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
1+ 0.06% |
$154 - $172
|
1.76K
$454K
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$154 - $172
|
2.32K
$600K
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$154 - $172
|
2.55K
$659K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.07% |
$154 - $172
|
1.41K
$366K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.23% |
$154 - $172
|
429
$111K
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.05% |
$154 - $172
|
1.89K
$488K
|
|
|
Jan 25, 2022
Q4 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1+ 0.02% |
$154 - $172
|
5.92K
$1.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$154 - $172
|
1.43K
$371K
|
|
|
Jan 24, 2022
Q4 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$154 - $172
|
38.2K
$9.9M
|