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 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-45Closed |
$6.93K - $7.73K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-45- 0.04% |
$6.93K - $7.73K
|
127K
$33M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-46- 2.73% |
$7.08K - $7.9K
|
1.64K
$423K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-47- 1.09% |
$7.24K - $8.07K
|
4.26K
$1.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-47- 0.23% |
$7.24K - $8.07K
|
20.5K
$5.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-47- 0.03% |
$7.24K - $8.07K
|
141K
$36.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
SELL
|
- |
-48- 0.04% |
$7.39K - $8.25K
|
110K
$28.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-48- 0.07% |
$7.39K - $8.25K
|
64.2K
$16.6M
|
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-49- 1.79% |
$7.54K - $8.42K
|
2.7K
$698K
|
|
|
Feb 14, 2022
Q4 2021
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-49- 0.2% |
$7.54K - $8.42K
|
25K
$6.46M
|
|
|
Jan 20, 2022
Q4 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-50- 2.33% |
$7.7K - $8.59K
|
2.1K
$543K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-50- 0.91% |
$7.7K - $8.59K
|
5.44K
$1.41M
|
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-50- 0.74% |
$7.7K - $8.59K
|
6.68K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.01% |
$7.7K - $8.59K
|
383K
$99M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-50- 1.64% |
$7.7K - $8.59K
|
2.99K
$775K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-50- 0.32% |
$7.7K - $8.59K
|
15.5K
$4.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-50- 1.81% |
$7.7K - $8.59K
|
2.71K
$702K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 0.32% |
$7.7K - $8.59K
|
15.7K
$4.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Albert D Mason Inc
|
SELL
|
- |
-52- 1.41% |
$8K - $8.93K
|
3.65K
$943K
|
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-53- 0.73% |
$8.16K - $9.1K
|
7.16K
$1.85M
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-53- 0.74% |
$8.16K - $9.1K
|
7.14K
$1.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
SELL
|
- |
-54- 0.61% |
$8.31K - $9.28K
|
8.85K
$2.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-55- 2.09% |
$8.47K - $9.45K
|
2.58K
$666K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-55- 5.4% |
$8.47K - $9.45K
|
964
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-55- 0.36% |
$8.47K - $9.45K
|
15K
$3.89M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
SELL
|
- |
-57- 1.58% |
$8.77K - $9.79K
|
3.56K
$922K
|
|
|
Jan 06, 2022
Q4 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-59- 1.0% |
$9.08K - $10.1K
|
5.86K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-60- 0.71% |
$9.24K - $10.3K
|
8.38K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Middleton & CO Inc
|
SELL
|
- |
-61- 0.05% |
$9.39K - $10.5K
|
128K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-61- 0.22% |
$9.39K - $10.5K
|
27.9K
$7.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-62- 0.38% |
$9.54K - $10.7K
|
16.4K
$4.25M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.92% |
$9.54K - $10.7K
|
3.17K
$819K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
SELL
|
- |
-64- 0.35% |
$9.85K - $11K
|
18K
$4.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-65- 0.17% |
$10K - $11.2K
|
37.6K
$9.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-65- 21.1% |
$10K - $11.2K
|
243
$62.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-66- 0.29% |
$10.2K - $11.3K
|
22.6K
$5.84M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-67- 0.96% |
$10.3K - $11.5K
|
6.9K
$1.78M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-69- 1.54% |
$10.6K - $11.9K
|
4.41K
$1.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
SELL
|
- |
-69- 2.43% |
$10.6K - $11.9K
|
2.78K
$718K
|
|
|
Feb 14, 2022
Q4 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-69- 0.77% |
$10.6K - $11.9K
|
8.91K
$2.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-69- 0.18% |
$10.6K - $11.9K
|
37.6K
$9.73M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
SELL
|
- |
-70- 0.13% |
$10.8K - $12K
|
54.8K
$14.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-70- 3.76% |
$10.8K - $12K
|
1.79K
$464K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-70Closed |
$10.8K - $12K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Biechele Royce Advisors
|
SELL
|
- |
-70- 4.74% |
$10.8K - $12K
|
1.41K
$364K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-70- 0.26% |
$10.8K - $12K
|
26.6K
$6.88M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-71- 0.59% |
$10.9K - $12.2K
|
12K
$3.11M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-71- 0.13% |
$10.9K - $12.2K
|
56.3K
$14.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
SELL
|
- |
-71- 0.14% |
$10.9K - $12.2K
|
51.7K
$13.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 1.5% |
$11.1K - $12.4K
|
4.74K
$1.23M
|