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 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.14% |
$3.85K - $4.29K
|
17.6K
$4.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-25- 0.21% |
$3.85K - $4.29K
|
11.6K
$3.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-25- 0.67% |
$3.85K - $4.29K
|
3.68K
$953K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-25- 0.44% |
$3.85K - $4.29K
|
5.6K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-25- 1.9% |
$3.85K - $4.29K
|
1.29K
$334K
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-26- 1.31% |
$4K - $4.47K
|
1.96K
$508K
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-26- 1.62% |
$4K - $4.47K
|
1.58K
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-26- 0.61% |
$4K - $4.47K
|
4.22K
$1.09M
|
|
|
Feb 20, 2025
Q4 2021
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-27- 1.04% |
$4.16K - $4.64K
|
2.58K
$666K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-28- 0.95% |
$4.31K - $4.81K
|
2.93K
$757K
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-28- 0.11% |
$4.31K - $4.81K
|
26.1K
$6.76M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-28- 0.48% |
$4.31K - $4.81K
|
5.85K
$1.51M
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-30- 1.61% |
$4.62K - $5.15K
|
1.83K
$474K
|
|
|
Jan 26, 2022
Q4 2021
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-30- 0.98% |
$4.62K - $5.15K
|
3.02K
$782K
|
|
|
Feb 10, 2022
Q4 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 18.75% |
$4.62K - $5.15K
|
130
$33.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 0.38% |
$4.62K - $5.15K
|
7.93K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.28% |
$4.62K - $5.15K
|
10.7K
$2.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Jacobs & CO
|
SELL
|
- |
-32- 1.42% |
$4.93K - $5.5K
|
2.22K
$574K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
SELL
|
- |
-32- 3.36% |
$4.93K - $5.5K
|
921
$238K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-32- 94.12% |
$4.93K - $5.5K
|
2
$518
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
SELL
|
- |
-33- 0.32% |
$5.08K - $5.67K
|
10.2K
$2.63M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-34- 0.24% |
$5.23K - $5.84K
|
14.3K
$3.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-34- 0.27% |
$5.23K - $5.84K
|
12.7K
$3.29M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-35- 0.41% |
$5.39K - $6.01K
|
8.44K
$2.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-36- 0.23% |
$5.54K - $6.18K
|
15.8K
$4.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-36- 10.26% |
$5.54K - $6.18K
|
315
$81.5K
|
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-36- 0.55% |
$5.54K - $6.18K
|
6.53K
$1.69M
|
|
|
Jan 26, 2022
Q4 2021
|
Cim, LLC
|
SELL
|
- |
-37- 1.04% |
$5.7K - $6.36K
|
3.52K
$911K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-37- 0.64% |
$5.7K - $6.36K
|
5.71K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-37Closed |
$5.7K - $6.36K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-38- 0.2% |
$5.85K - $6.53K
|
19K
$4.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-38- 0.65% |
$5.85K - $6.53K
|
5.78K
$1.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-38- 1.64% |
$5.85K - $6.53K
|
2.28K
$589K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-38- 0.19% |
$5.85K - $6.53K
|
20K
$5.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-38- 2.83% |
$5.85K - $6.53K
|
1.31K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-39- 0.14% |
$6K - $6.7K
|
27.8K
$7.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-40- 0.13% |
$6.16K - $6.87K
|
30.4K
$7.87M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-41- 0.25% |
$6.31K - $7.04K
|
16.4K
$4.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-41- 0.1% |
$6.31K - $7.04K
|
39.4K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-41- 1.99% |
$6.31K - $7.04K
|
2.02K
$523K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-41- 0.32% |
$6.31K - $7.04K
|
12.8K
$3.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
SELL
|
- |
-43- 0.58% |
$6.62K - $7.39K
|
7.4K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-43Closed |
$6.62K - $7.39K
|
0
$0
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-43- 2.98% |
$6.62K - $7.39K
|
1.4K
$362K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-44- 4.62% |
$6.77K - $7.56K
|
908
$235K
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
SELL
|
- |
-44- 0.46% |
$6.77K - $7.56K
|
9.52K
$2.46M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-45- 0.49% |
$6.93K - $7.73K
|
9.1K
$2.35M
|
|
|
Jan 18, 2022
Q4 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-45- 1.62% |
$6.93K - $7.73K
|
2.73K
$707K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-45- 1.4% |
$6.93K - $7.73K
|
3.18K
$822K
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-45- 0.86% |
$6.93K - $7.73K
|
5.2K
$1.34M
|