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 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-112- 0.48% |
$17.2K - $19.2K
|
23.1K
$5.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Lathrop Investment Management Corp
|
SELL
|
- |
-114- 4.55% |
$17.5K - $19.6K
|
2.39K
$619K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
SELL
|
- |
-114- 0.38% |
$17.5K - $19.6K
|
29.8K
$7.7M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-114- 6.88% |
$17.5K - $19.6K
|
1.54K
$399K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-115- 15.75% |
$17.7K - $19.8K
|
615
$159K
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-116- 1.48% |
$17.9K - $19.9K
|
7.7K
$1.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-116- 3.23% |
$17.9K - $19.9K
|
3.48K
$900K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-116- 2.2% |
$17.9K - $19.9K
|
5.15K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-116- 5.38% |
$17.9K - $19.9K
|
2.04K
$528K
|
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-116- 5.23% |
$17.9K - $19.9K
|
2.1K
$543K
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-117- 0.38% |
$18K - $20.1K
|
30.8K
$7.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-120- 3.26% |
$18.5K - $20.6K
|
3.56K
$922K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-123- 0.53% |
$18.9K - $21.1K
|
23.1K
$5.97M
|
|
|
Feb 02, 2022
Q4 2021
|
Derbend Asset Management
|
SELL
|
- |
-124- 1.41% |
$19.1K - $21.3K
|
8.65K
$2.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-125- 8.95% |
$19.2K - $21.5K
|
1.27K
$329K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-125- 1.11% |
$19.2K - $21.5K
|
11.1K
$2.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-125- 0.79% |
$19.2K - $21.5K
|
15.7K
$4.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-126- 0.12% |
$19.4K - $21.6K
|
105K
$27.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-127- 0.12% |
$19.6K - $21.8K
|
104K
$26.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-128- 0.24% |
$19.7K - $22K
|
52.5K
$13.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-130- 0.71% |
$20K - $22.3K
|
18.1K
$4.69M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-130- 0.5% |
$20K - $22.3K
|
25.8K
$6.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-131- 2.3% |
$20.2K - $22.5K
|
5.56K
$1.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-131- 0.05% |
$20.2K - $22.5K
|
249K
$64.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-133- 15.63% |
$20.5K - $22.8K
|
718
$186K
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
SELL
|
- |
-134- 3.27% |
$20.6K - $23K
|
3.97K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-134- 7.82% |
$20.6K - $23K
|
1.58K
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-134- 0.33% |
$20.6K - $23K
|
41K
$10.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-135- 0.73% |
$20.8K - $23.2K
|
18.3K
$4.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-135- 0.98% |
$20.8K - $23.2K
|
13.6K
$3.53M
|
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-136- 0.76% |
$20.9K - $23.4K
|
17.6K
$4.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-138- 1.98% |
$21.2K - $23.7K
|
6.84K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-138- 0.59% |
$21.2K - $23.7K
|
23.4K
$6.07M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-139- 4.25% |
$21.4K - $23.9K
|
3.13K
$810K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-140- 0.46% |
$21.6K - $24K
|
30.4K
$7.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Management Associates
New York, NY |
SELL
|
- |
-140- 2.13% |
$21.6K - $24K
|
6.44K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-141- 4.47% |
$21.7K - $24.2K
|
3.01K
$780K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-142- 0.79% |
$21.9K - $24.4K
|
17.8K
$4.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-142- 3.9% |
$21.9K - $24.4K
|
3.5K
$906K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-143- 0.29% |
$22K - $24.6K
|
49.4K
$12.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-148- 0.75% |
$22.8K - $25.4K
|
19.5K
$5.05M
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-150- 0.43% |
$23.1K - $25.8K
|
35K
$9.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Ocean Capital Management, LLC
|
SELL
|
- |
-150- 4.92% |
$23.1K - $25.8K
|
2.9K
$750K
|
|
|
Feb 11, 2022
Q4 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-150- 1.47% |
$23.1K - $25.8K
|
10.1K
$2.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-155- 1.76% |
$23.9K - $26.6K
|
8.67K
$2.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-156- 6.33% |
$24K - $26.8K
|
2.31K
$598K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-156- 0.65% |
$24K - $26.8K
|
24K
$6.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-156- 0.44% |
$24K - $26.8K
|
35K
$9.07M
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-158- 1.0% |
$24.3K - $27.1K
|
15.7K
$4.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-158- 1.81% |
$24.3K - $27.1K
|
8.58K
$2.22M
|