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 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$154 - $172
|
2.24K
$578K
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
1+ 6.25% |
$154 - $172
|
17
$4.4K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.04% |
$154 - $172
|
2.82K
$729K
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1- 0.68% |
$154 - $172
|
147
$38K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
SELL
|
- |
-1- 0.05% |
$154 - $172
|
2.17K
$562K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$154 - $172
|
26K
$6.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$154 - $172
|
8.83K
$2.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1- 0.05% |
$154 - $172
|
2.13K
$550K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1- 0.01% |
$154 - $172
|
14.8K
$3.83M
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
SELL
|
- |
-3- 0.08% |
$462 - $515
|
3.98K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3- 0.22% |
$462 - $515
|
1.36K
$351K
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
SELL
|
- |
-4- 0.02% |
$616 - $687
|
24.1K
$6.23M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-5- 0.21% |
$770 - $859
|
2.4K
$621K
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
SELL
|
- |
-5- 0.02% |
$770 - $859
|
31.9K
$8.26M
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5- 0.18% |
$770 - $859
|
2.81K
$728K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-6- 0.19% |
$924 - $1.03K
|
3.17K
$820K
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-7- 0.53% |
$1.08K - $1.2K
|
1.3K
$337K
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-7- 0.24% |
$1.08K - $1.2K
|
2.87K
$742K
|
|
|
Jan 31, 2022
Q4 2021
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-9- 0.01% |
$1.39K - $1.55K
|
60.3K
$15.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-9- 0.43% |
$1.39K - $1.55K
|
2.07K
$536K
|
|
|
Mar 30, 2022
Q4 2021
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-9- 0.09% |
$1.39K - $1.55K
|
9.7K
$2.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-10- 0.22% |
$1.54K - $1.72K
|
4.63K
$1.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
SELL
|
- |
-10- 0.47% |
$1.54K - $1.72K
|
2.11K
$545K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-10- 0.08% |
$1.54K - $1.72K
|
12.2K
$3.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-10- 0.38% |
$1.54K - $1.72K
|
2.61K
$674K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-10- 2.5% |
$1.54K - $1.72K
|
390
$101K
|
|
|
Jan 12, 2022
Q4 2021
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-11- 0.65% |
$1.69K - $1.89K
|
1.69K
$437K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-11- 0.01% |
$1.69K - $1.89K
|
92.3K
$23.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-11- 0.6% |
$1.69K - $1.89K
|
1.83K
$474K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12- 0.2% |
$1.85K - $2.06K
|
6.01K
$1.56M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-12- 0.08% |
$1.85K - $2.06K
|
15.8K
$4.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-12- 0.16% |
$1.85K - $2.06K
|
7.39K
$1.91M
|
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-13- 0.14% |
$2K - $2.23K
|
9K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-15- 0.01% |
$2.31K - $2.58K
|
120K
$31M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-15- 0.1% |
$2.31K - $2.58K
|
14.9K
$3.87M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.72% |
$2.46K - $2.75K
|
2.21K
$571K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.13% |
$2.46K - $2.75K
|
12.3K
$3.19M
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-19- 0.09% |
$2.92K - $3.26K
|
21.7K
$5.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-19- 0.57% |
$2.92K - $3.26K
|
3.3K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Tamar Securities, LLC
|
SELL
|
- |
-19- 1.01% |
$2.92K - $3.26K
|
1.86K
$482K
|
|
|
Jan 14, 2022
Q4 2021
|
Baugh & Associates, LLC
|
SELL
|
- |
-20- 0.06% |
$3.08K - $3.44K
|
35.8K
$9.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
SELL
|
- |
-20- 0.13% |
$3.08K - $3.44K
|
15K
$3.89M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 0.1% |
$3.08K - $3.44K
|
20.6K
$5.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.25% |
$3.08K - $3.44K
|
7.83K
$2.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-21- 0.05% |
$3.23K - $3.61K
|
41.6K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-21- 0.44% |
$3.23K - $3.61K
|
4.76K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-23- 0.13% |
$3.54K - $3.95K
|
17.8K
$4.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-23- 0.07% |
$3.54K - $3.95K
|
34.5K
$8.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-24- 1.52% |
$3.69K - $4.12K
|
1.56K
$403K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 0.31% |
$3.85K - $4.29K
|
7.93K
$2.05M
|