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
|
Seeyond
Paris, I0 |
SELL
|
- |
-203- 1.09% |
$31.2K - $34.9K
|
18.4K
$4.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-204- 0.54% |
$31.4K - $35K
|
37.5K
$9.7M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
SELL
|
- |
-205- 2.75% |
$31.6K - $35.2K
|
7.26K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-205- 0.98% |
$31.6K - $35.2K
|
20.6K
$5.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-211- 0.9% |
$32.5K - $36.2K
|
23.2K
$6M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-214- 0.31% |
$32.9K - $36.8K
|
68.3K
$17.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-221- 0.98% |
$34K - $38K
|
22.3K
$5.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-222- 0.39% |
$34.2K - $38.1K
|
56.4K
$14.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-225- 2.37% |
$34.6K - $38.7K
|
9.27K
$2.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-225- 0.26% |
$34.6K - $38.7K
|
86.7K
$22.4M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-225- 2.01% |
$34.6K - $38.7K
|
11K
$2.85M
|
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-227- 0.99% |
$34.9K - $39K
|
22.8K
$5.89M
|
|
|
Feb 07, 2022
Q4 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-227- 1.31% |
$34.9K - $39K
|
17.1K
$4.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-228- 5.33% |
$35.1K - $39.2K
|
4.05K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-228- 1.93% |
$35.1K - $39.2K
|
11.6K
$3M
|
|
|
Feb 09, 2022
Q4 2021
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-229- 5.46% |
$35.3K - $39.3K
|
3.97K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
SELL
|
- |
-229- 0.6% |
$35.3K - $39.3K
|
37.7K
$9.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-230- 2.55% |
$35.4K - $39.5K
|
8.77K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-232- 1.7% |
$35.7K - $39.9K
|
13.4K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Unio Capital LLC
|
SELL
|
- |
-233- 4.16% |
$35.9K - $40K
|
5.37K
$1.39M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-235- 5.9% |
$36.2K - $40.4K
|
3.75K
$971K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-236- 1.71% |
$36.3K - $40.5K
|
13.6K
$3.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
SELL
|
- |
-238- 0.61% |
$36.6K - $40.9K
|
38.5K
$9.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-241- 7.0% |
$37.1K - $41.4K
|
3.2K
$829K
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-241- 1.98% |
$37.1K - $41.4K
|
11.9K
$3.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-243- 7.9% |
$37.4K - $41.7K
|
2.83K
$733K
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-244- 3.0% |
$37.6K - $41.9K
|
7.9K
$2.04M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-245- 3.81% |
$37.7K - $42.1K
|
6.18K
$1.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-247- 1.27% |
$38K - $42.4K
|
19.2K
$4.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-249- 0.54% |
$38.3K - $42.8K
|
46.1K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-250- 0.85% |
$38.5K - $42.9K
|
29.1K
$7.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Cardinal Capital Management
|
SELL
|
- |
-253- 0.5% |
$38.9K - $43.5K
|
50.1K
$13M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-254- 0.25% |
$39.1K - $43.6K
|
103K
$26.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
SELL
|
- |
-255- 0.8% |
$39.3K - $43.8K
|
31.8K
$8.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-255- 2.34% |
$39.3K - $43.8K
|
10.7K
$2.76M
|
|
|
Feb 03, 2022
Q4 2021
|
Bull Street Advisors, LLC
|
SELL
|
- |
-257- 1.61% |
$39.6K - $44.1K
|
15.7K
$4.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-257- 1.27% |
$39.6K - $44.1K
|
20K
$5.17M
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-258- 0.5% |
$39.7K - $44.3K
|
51.7K
$13.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Salem Capital Management Inc
|
SELL
|
- |
-258- 0.82% |
$39.7K - $44.3K
|
31.1K
$8.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-260- 7.41% |
$40K - $44.7K
|
3.25K
$841K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-260- 0.88% |
$40K - $44.7K
|
29.4K
$7.6M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-261- 1.61% |
$40.2K - $44.8K
|
16K
$4.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-267- 74.58% |
$41.1K - $45.9K
|
91
$23.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Wd Rutherford LLC
|
SELL
|
- |
-270- 1.11% |
$41.6K - $46.4K
|
24.1K
$6.23M
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-270- 2.67% |
$41.6K - $46.4K
|
9.86K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-270- 0.08% |
$41.6K - $46.4K
|
354K
$91.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-271- 0.98% |
$41.7K - $46.6K
|
27.4K
$7.09M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-274- 0.27% |
$42.2K - $47.1K
|
102K
$26.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-277- 0.58% |
$42.6K - $47.6K
|
47.2K
$12.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-279- 11.74% |
$42.9K - $47.9K
|
2.1K
$543K
|