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 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-777- 5.73% |
$120K - $133K
|
12.8K
$3.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-796- 22.67% |
$123K - $137K
|
2.72K
$703K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 0.43% |
$123K - $137K
|
185K
$47.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-800- 7.92% |
$123K - $137K
|
9.31K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-805- 3.43% |
$124K - $138K
|
22.7K
$5.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-812- 3.88% |
$125K - $139K
|
20.1K
$5.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-815- 1.55% |
$125K - $140K
|
51.8K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-819- 24.25% |
$126K - $141K
|
2.56K
$662K
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-822- 9.63% |
$127K - $141K
|
7.71K
$2M
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
SELL
|
- |
-826- 5.36% |
$127K - $142K
|
14.6K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-826- 0.22% |
$127K - $142K
|
372K
$96.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-831- 14.92% |
$128K - $143K
|
4.74K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-834- 8.85% |
$128K - $143K
|
8.59K
$2.22M
|
|
|
Feb 02, 2022
Q4 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-839- 20.49% |
$129K - $144K
|
3.26K
$843K
|
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-856- 0.91% |
$132K - $147K
|
93.2K
$24.1M
|
|
|
Feb 14, 2022
Q4 2021
|
626 Financial, LLC
|
SELL
|
- |
-857- 6.02% |
$132K - $147K
|
13.4K
$3.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-857- 0.77% |
$132K - $147K
|
110K
$28.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-865- 22.79% |
$133K - $149K
|
2.93K
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-867- 7.07% |
$133K - $149K
|
11.4K
$2.95M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-870- 2.19% |
$134K - $149K
|
38.9K
$10.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-872- 5.56% |
$134K - $150K
|
14.8K
$3.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-876- 11.31% |
$135K - $150K
|
6.87K
$1.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-883- 6.27% |
$136K - $152K
|
13.2K
$3.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-885- 0.69% |
$136K - $152K
|
128K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-896- 4.05% |
$138K - $154K
|
21.2K
$5.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-896- 18.67% |
$138K - $154K
|
3.9K
$1.01M
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-896- 15.75% |
$138K - $154K
|
4.79K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-946- 8.56% |
$146K - $163K
|
10.1K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-956- 3.94% |
$147K - $164K
|
23.3K
$6.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Ycg, LLC
|
SELL
|
- |
-957- 1.24% |
$147K - $164K
|
76.1K
$19.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-961- 8.53% |
$148K - $165K
|
10.3K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-962- 8.99% |
$148K - $165K
|
9.73K
$2.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-969- 1.74% |
$149K - $166K
|
54.8K
$14.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-975- 15.58% |
$150K - $167K
|
5.29K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-975- 2.55% |
$150K - $167K
|
37.3K
$9.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-983- 7.26% |
$151K - $169K
|
12.6K
$3.25M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-997- 4.63% |
$153K - $171K
|
20.5K
$5.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-998- 15.16% |
$154K - $171K
|
5.58K
$1.45M
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-999- 3.74% |
$154K - $172K
|
25.7K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1K- 4.84% |
$154K - $172K
|
19.6K
$5.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-1KClosed |
$154K - $172K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
SELL
|
- |
-1K- 15.52% |
$154K - $172K
|
5.45K
$1.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.01K- 4.39% |
$155K - $173K
|
21.9K
$5.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.01K- 3.19% |
$156K - $174K
|
30.7K
$7.94M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 8.49% |
$156K - $174K
|
10.9K
$2.82M
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.02K- 4.77% |
$156K - $174K
|
20.3K
$5.25M
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.02K- 24.95% |
$157K - $175K
|
3.07K
$795K
|
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.03K- 13.81% |
$159K - $177K
|
6.45K
$1.67M
|
|
|
Jan 31, 2022
Q4 2021
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.03K- 1.37% |
$159K - $178K
|
74.6K
$19.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 5.52% |
$160K - $178K
|
17.7K
$4.59M
|