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 28, 2022
Q4 2021
|
Tufton Capital Management
|
SELL
|
- |
-351- 0.28% |
$54K - $60.3K
|
125K
$32.3M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-351- 0.45% |
$54K - $60.3K
|
78.4K
$20.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-352- 1.54% |
$54.2K - $60.5K
|
22.5K
$5.83M
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-352- 0.82% |
$54.2K - $60.5K
|
42.4K
$11M
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-353- 15.51% |
$54.3K - $60.6K
|
1.92K
$498K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-357- 1.85% |
$55K - $61.3K
|
18.9K
$4.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-358- 3.98% |
$55.1K - $61.5K
|
8.63K
$2.23M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-360- 2.15% |
$55.4K - $61.8K
|
16.4K
$4.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-362- 0.64% |
$55.7K - $62.2K
|
56.4K
$14.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-367- 6.56% |
$56.5K - $63K
|
5.23K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-369- 3.01% |
$56.8K - $63.4K
|
11.9K
$3.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-370- 0.31% |
$57K - $63.6K
|
118K
$30.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-371- 3.71% |
$57.1K - $63.7K
|
9.63K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-372- 2.32% |
$57.3K - $63.9K
|
15.6K
$4.04M
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-375- 1.6% |
$57.7K - $64.4K
|
23.1K
$5.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-375- 10.52% |
$57.7K - $64.4K
|
3.19K
$826K
|
|
|
Jan 26, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-376- 1.69% |
$57.9K - $64.6K
|
21.9K
$5.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Terril Brothers, Inc.
|
SELL
|
- |
-381- 1.55% |
$58.7K - $65.4K
|
24.1K
$6.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-383- 0.64% |
$59K - $65.8K
|
59.5K
$15.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
SELL
|
- |
-385- 0.53% |
$59.3K - $66.1K
|
71.7K
$18.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-387- 0.39% |
$59.6K - $66.5K
|
99.4K
$25.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-393- 5.6% |
$60.5K - $67.5K
|
6.63K
$1.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-394- 0.63% |
$60.7K - $67.7K
|
62.2K
$16.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-394- 0.2% |
$60.7K - $67.7K
|
201K
$51.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-397- 1.44% |
$61.1K - $68.2K
|
27.2K
$7.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-398- 1.19% |
$61.3K - $68.4K
|
33K
$8.53M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-400- 4.73% |
$61.6K - $68.7K
|
8.06K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-400- 3.46% |
$61.6K - $68.7K
|
11.2K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
SELL
|
- |
-400- 0.38% |
$61.6K - $68.7K
|
104K
$27M
|
|
|
Feb 02, 2022
Q4 2021
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-400- 4.96% |
$61.6K - $68.7K
|
7.66K
$1.98M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-404- 2.08% |
$62.2K - $69.4K
|
19K
$4.93M
|
|
|
Feb 14, 2022
Q4 2021
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-406- 2.69% |
$62.5K - $69.7K
|
14.7K
$3.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-406- 1.68% |
$62.5K - $69.7K
|
23.7K
$6.14M
|
|
|
Jan 24, 2022
Q4 2021
|
Citizens & Northern Corp
|
SELL
|
- |
-407- 1.28% |
$62.7K - $69.9K
|
31.4K
$8.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-410- 23.54% |
$63.1K - $70.4K
|
1.33K
$345K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-411- 95.36% |
$63.3K - $70.6K
|
20
$5.18K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
SELL
|
- |
-412- 1.25% |
$63.4K - $70.8K
|
32.6K
$8.44M
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-420- 0.65% |
$64.7K - $72.1K
|
64.5K
$16.7M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-428- 0.29% |
$65.9K - $73.5K
|
145K
$37.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-433- 15.13% |
$66.7K - $74.4K
|
2.43K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-436- 4.2% |
$67.1K - $74.9K
|
9.95K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
SELL
|
- |
-445- 0.62% |
$68.5K - $76.4K
|
70.9K
$18.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-447- 2.17% |
$68.8K - $76.8K
|
20.1K
$5.21M
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
SELL
|
- |
-450- 5.63% |
$69.3K - $77.3K
|
7.54K
$1.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-450- 0.51% |
$69.3K - $77.3K
|
87.1K
$22.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-459- 8.37% |
$70.7K - $78.8K
|
5.02K
$1.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-460- 13.69% |
$70.8K - $79K
|
2.9K
$751K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-467- 2.27% |
$71.9K - $80.2K
|
20.1K
$5.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-468- 11.99% |
$72K - $80.4K
|
3.44K
$889K
|
|
|
Feb 08, 2022
Q4 2021
|
Univest Financial Corp
|
SELL
|
- |
-469- 1.14% |
$72.2K - $80.6K
|
40.8K
$10.6M
|