Purchases and Sales Made in Q4 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-2.01K
- 3.94%
$310K - $346K
49K $12.7M
Feb 11, 2022 Q4 2021
Petix & Botte CO

SELL
 -
-2.01K
Closed
$310K - $346K
0 $0
Jan 18, 2022 Q4 2021
David J Yvars Group

SELL
 -
-2.02K
- 62.43%
$311K - $347K
1.22K $315K
Feb 10, 2022 Q4 2021
Cape Cod Five Cents Savings Bank

Orleans, MA
SELL
 -
-2.03K
- 2.41%
$312K - $348K
82.1K $21.2M
Feb 14, 2022 Q4 2021
Teza Capital Management LLC

Chicago, IL
SELL
 -
-2.03K
Closed
$313K - $349K
0 $0
Feb 01, 2022 Q4 2021
Morningstar Investment Services LLC

Chicago, IL
SELL
 -
-2.05K
- 1.12%
$315K - $351K
180K $46.7M
Feb 07, 2022 Q4 2021
Thompson Investment Management, Inc.

SELL
 -
-2.06K
- 2.58%
$318K - $354K
78K $20.2M
Jan 31, 2022 Q4 2021
Wescott Financial Advisory Group, LLC

SELL
 -
-2.08K
Closed
$320K - $357K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-2.08K
Closed
$321K - $358K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-2.1K
Closed
$323K - $360K
0 $0
Jan 31, 2022 Q4 2021
Stillwater Capital Advisors, LLC

SELL
 -
-2.13K
- 1.68%
$328K - $366K
125K $32.4M
Feb 14, 2022 Q4 2021
Wealth Advisors Of Iowa, LLC

SELL
 -
-2.16K
Closed
$333K - $372K
0 $0
Jan 13, 2022 Q4 2021
Abner Herrman & Brock LLC

SELL
 -
-2.18K
- 1.34%
$335K - $374K
160K $41.5M
Jan 28, 2022 Q4 2021
Arrow Financial Corp

SELL
 -
-2.19K
- 3.53%
$336K - $375K
59.7K $15.5M
Feb 10, 2022 Q4 2021
Lavaca Capital LLC

Houston, TX
SELL
 -
-2.19K
- 16.72%
$337K - $376K
10.9K $2.82M
Jan 10, 2022 Q4 2021
Carret Asset Management, LLC

SELL
 -
-2.21K
- 1.34%
$339K - $379K
163K $42.1M
Feb 04, 2022 Q4 2021
Bank Hapoalim Bm

SELL
 -
-2.22K
- 8.09%
$341K - $381K
25.2K $6.52M
Feb 14, 2022 Q4 2021
Atom Investors LP

Austin, TX
SELL
 -
-2.22K
- 35.73%
$342K - $381K
3.99K $1.03M
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-2.24K
- 0.59%
$345K - $385K
378K $97.8M
Jan 03, 2022 Q4 2021
Rempart Asset Management Inc.

Montreal, Z4
SELL
 -
-2.25K
- 1.85%
$346K - $387K
120K $30.9M
Mar 31, 2022 Q4 2021
Zwj Investment Counsel Inc

SELL
 -
-2.27K
- 0.82%
$349K - $390K
275K $71.1M
Jan 24, 2022 Q4 2021
Walter & Keenan Wealth Management LLC

SELL
 -
-2.3K
- 4.21%
$354K - $395K
52.3K $13.5M
Aug 12, 2024 Q4 2021
Abound Wealth Management

Franklin, TN
SELL
 -
-2.3K
- 71.01%
$354K - $395K
938 $243K
Feb 11, 2022 Q4 2021
South State Corp

SELL
 -
-2.3K
- 1.47%
$354K - $395K
155K $40M
Feb 14, 2022 Q4 2021
Jeereddi Investments, LP

Los Angeles, CA
SELL
 -
-2.31K
Closed
$356K - $397K
0 $0
Jan 25, 2022 Q4 2021
Davis Rea Ltd.

SELL
 -
-2.35K
- 4.14%
$362K - $404K
54.5K $14.1M
Aug 06, 2024 Q4 2021
Mason Investment Advisory Services, Inc.

Reston, VA
SELL
 -
-2.39K
- 19.08%
$367K - $410K
10.1K $2.62M
Oct 08, 2024 Q4 2021
Cladis Investment Advisory, LLC

Billings, MT
SELL
 -
-2.4K
- 42.12%
$369K - $412K
3.29K $852K
Feb 09, 2022 Q4 2021
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-2.4K
- 12.87%
$369K - $412K
16.3K $4.21M
Feb 14, 2022 Q4 2021
Stelac Advisory Services LLC

New York, NY
SELL
 -
-2.4K
- 39.22%
$370K - $412K
3.72K $963K
Jan 18, 2022 Q4 2021
Courier Capital LLC

SELL
 -
-2.42K
- 2.78%
$372K - $415K
84.4K $21.8M
Feb 02, 2022 Q4 2021
Security Asset Management

SELL
 -
-2.43K
- 3.14%
$374K - $417K
74.9K $19.4M
Jan 12, 2022 Q4 2021
Mcia Inc

SELL
 -
-2.43K
Closed
$374K - $418K
0 $0
Feb 15, 2022 Q4 2021
Vestcor Inc

Fredericton, A3
SELL
 -
-2.43K
- 4.38%
$375K - $418K
53.1K $13.7M
Jan 31, 2022 Q4 2021
Qvr LLC

SELL
 -
-2.44K
Closed
$376K - $419K
0 $0
Feb 02, 2022 Q4 2021
Jb Capital LLC

SELL
 -
-2.45K
- 8.65%
$377K - $420K
25.8K $6.69M
Feb 11, 2022 Q4 2021
Walkner Condon Financial Advisors LLC

SELL
 -
-2.45K
Closed
$377K - $420K
0 $0
Feb 14, 2022 Q4 2021
Haverford Trust CO

Radnor, PA
SELL
 -
-2.45K
- 0.16%
$377K - $421K
1.53M $395M
Feb 03, 2022 Q4 2021
Roffman Miller Associates Inc

Philadelphia, PA
SELL
 -
-2.48K
- 0.85%
$382K - $426K
289K $74.9M
Feb 04, 2022 Q4 2021
Resources Management Corp

West Hartford, CT
SELL
 -
-2.49K
- 1.72%
$383K - $427K
142K $36.8M
Feb 11, 2022 Q4 2021
Gabelli Funds LLC

Rye, NY
SELL
 -
-2.5K
- 0.5%
$385K - $429K
494K $128M
Feb 11, 2022 Q4 2021
Cna Financial Corp

Chicago, IL
SELL
 -
-2.5K
- 7.69%
$385K - $429K
30K $7.76M
Jan 14, 2022 Q4 2021
First Fiduciary Investment Counsel, Inc.

SELL
 -
-2.52K
- 1.55%
$387K - $432K
160K $41.3M
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.52K
- 2.31%
$388K - $433K
107K $27.7M
Feb 11, 2022 Q4 2021
Bank Of Nova Scotia Trust CO

SELL
 -
-2.55K
- 1.24%
$393K - $439K
203K $52.5M
Feb 08, 2022 Q4 2021
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-2.56K
- 6.1%
$394K - $440K
39.4K $10.2M
Jan 27, 2022 Q4 2021
Janney Capital Management LLC

SELL
 -
-2.59K
- 1.36%
$398K - $444K
187K $48.4M
Feb 02, 2022 Q4 2021
Wesbanco Bank Inc

SELL
 -
-2.61K
- 0.82%
$401K - $447K
314K $81.3M
Jan 21, 2022 Q4 2021
Golden Green, Inc.

SELL
 -
-2.61K
Closed
$401K - $448K
0 $0

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