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 08, 2022
Q4 2021
|
Shaker Investments LLC
|
SELL
|
- |
-72- 0.89% |
$11.1K - $12.4K
|
8.04K
$2.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-72- 2.01% |
$11.1K - $12.4K
|
3.52K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-73- 0.53% |
$11.2K - $12.5K
|
13.7K
$3.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-73- 3.32% |
$11.2K - $12.5K
|
2.12K
$550K
|
|
|
Jan 21, 2022
Q4 2021
|
Sequent Asset Management, LLC
|
SELL
|
- |
-74- 2.5% |
$11.4K - $12.7K
|
2.89K
$748K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-75- 4.69% |
$11.5K - $12.9K
|
1.53K
$395K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-75- 0.63% |
$11.5K - $12.9K
|
11.8K
$3.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-75- 0.14% |
$11.5K - $12.9K
|
54.9K
$14.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-76- 1.23% |
$11.7K - $13.1K
|
6.08K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-76- 7.76% |
$11.7K - $13.1K
|
904
$234K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-77- 0.41% |
$11.9K - $13.2K
|
18.6K
$4.82M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-77- 0.92% |
$11.9K - $13.2K
|
8.3K
$2.15M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-78- 2.66% |
$12K - $13.4K
|
2.86K
$740K
|
|
|
Feb 10, 2022
Q4 2021
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-79- 0.32% |
$12.2K - $13.6K
|
24.9K
$6.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-79- 0.13% |
$12.2K - $13.6K
|
60K
$15.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-79- 6.22% |
$12.2K - $13.6K
|
1.19K
$308K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-80- 0.97% |
$12.3K - $13.7K
|
8.2K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-80- 0.07% |
$12.3K - $13.7K
|
112K
$29M
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-85- 4.31% |
$13.1K - $14.6K
|
1.89K
$489K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-87- 1.23% |
$13.4K - $14.9K
|
7K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-87- 1.15% |
$13.4K - $14.9K
|
7.45K
$1.93M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-89- 0.33% |
$13.7K - $15.3K
|
27.1K
$7.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-90- 0.05% |
$13.9K - $15.5K
|
169K
$43.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-90- 0.09% |
$13.9K - $15.5K
|
94.9K
$24.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-94- 5.35% |
$14.5K - $16.1K
|
1.66K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-94- 1.61% |
$14.5K - $16.1K
|
5.75K
$1.49M
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
SELL
|
- |
-95- 5.87% |
$14.6K - $16.3K
|
1.52K
$394K
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-95- 0.3% |
$14.6K - $16.3K
|
31.3K
$8.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-96- 2.03% |
$14.8K - $16.5K
|
4.62K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Mattern Wealth Management LLC
|
SELL
|
- |
-96- 0.67% |
$14.8K - $16.5K
|
14.2K
$3.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-96- 0.29% |
$14.8K - $16.5K
|
33.2K
$8.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-99- 0.49% |
$15.2K - $17K
|
20.1K
$5.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-99- 58.58% |
$15.2K - $17K
|
70
$18.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-99- 6.15% |
$15.2K - $17K
|
1.51K
$391K
|
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-100- 2.06% |
$15.4K - $17.2K
|
4.76K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.42% |
$15.4K - $17.2K
|
23.7K
$6.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.75% |
$15.4K - $17.2K
|
13.2K
$3.41M
|
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-100- 0.87% |
$15.4K - $17.2K
|
11.4K
$2.95M
|
|
|
Feb 04, 2022
Q4 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-100- 0.52% |
$15.4K - $17.2K
|
19.2K
$4.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 5.26% |
$15.4K - $17.2K
|
1.8K
$466K
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-100- 0.11% |
$15.4K - $17.2K
|
89.8K
$23.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-100- 1.07% |
$15.4K - $17.2K
|
9.2K
$2.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-100- 1.59% |
$15.4K - $17.2K
|
6.18K
$1.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-101- 1.62% |
$15.5K - $17.3K
|
6.13K
$1.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-101- 0.03% |
$15.5K - $17.3K
|
400K
$104M
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
SELL
|
- |
-101- 1.52% |
$15.5K - $17.3K
|
6.54K
$1.69M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-102- 1.53% |
$15.7K - $17.5K
|
6.54K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-104- 9.48% |
$16K - $17.9K
|
993
$257K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-105- 3.42% |
$16.2K - $18K
|
2.97K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-112- 7.5% |
$17.2K - $19.2K
|
1.38K
$357K
|