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
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.24K+ 0.72% |
$1.27M - $1.42M
|
1.16M
$299M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
8.21KNew |
$1.26M - $1.41M
|
8.21K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
8.2K+ 10.45% |
$1.26M - $1.41M
|
86.7K
$22.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
8.16KNew |
$1.26M - $1.4M
|
8.16K
$2.1M
|
|
|
Dec 09, 2024
Q4 2021
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
8.16K+ 0.16% |
$1.26M - $1.4M
|
5.12M
$1.32B
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
8.12KNew |
$1.25M - $1.39M
|
8.12K
$2.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.1K+ 2.92% |
$1.25M - $1.39M
|
285K
$73.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.06KNew |
$1.24M - $1.38M
|
8.06K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
8.01K+ 2.63% |
$1.23M - $1.38M
|
312K
$80.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
8K+ 10.84% |
$1.23M - $1.37M
|
81.8K
$21.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
7.97K+ 5.27% |
$1.23M - $1.37M
|
159K
$41M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
7.96K+ 5.74% |
$1.23M - $1.37M
|
147K
$37.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.96K+ 30.59% |
$1.22M - $1.37M
|
34K
$8.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7.93KNew |
$1.22M - $1.36M
|
7.93K
$2.04M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.91K+ 6.73% |
$1.22M - $1.36M
|
125K
$32.3M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
7.91KNew |
$1.22M - $1.36M
|
7.91K
$2.04M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
7.91K+ 14.2% |
$1.22M - $1.36M
|
63.6K
$16.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.87K+ 2.97% |
$1.21M - $1.35M
|
273K
$70.2M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
7.87KNew |
$1.21M - $1.35M
|
7.87K
$2.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
7.81KNew |
$1.2M - $1.34M
|
7.81K
$2.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
7.74K+ 4.8% |
$1.19M - $1.33M
|
169K
$43.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7.68K+ 0.55% |
$1.18M - $1.32M
|
1.41M
$364M
|
|
|
Feb 10, 2022
Q4 2021
|
Dixon Fnancial Services, Inc.
|
BUY
|
- |
7.67KNew |
$1.18M - $1.32M
|
7.67K
$1.98M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.66K+ 5.11% |
$1.18M - $1.32M
|
158K
$40.6M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.62KNew |
$1.17M - $1.31M
|
7.62K
$1.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7.58K+ 2.58% |
$1.17M - $1.3M
|
302K
$77.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
7.58KNew |
$1.17M - $1.3M
|
7.58K
$1.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.53K+ 27.73% |
$1.16M - $1.29M
|
34.7K
$8.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
7.47KNew |
$1.15M - $1.28M
|
7.47K
$1.92M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
7.3K+ 41.2% |
$1.12M - $1.25M
|
25K
$6.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
7.28KNew |
$1.12M - $1.25M
|
7.28K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
7.28KNew |
$1.12M - $1.25M
|
7.28K
$1.87M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
7.26KNew |
$1.12M - $1.25M
|
7.26K
$1.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
7.25K+ 16.72% |
$1.12M - $1.25M
|
50.6K
$13M
|
|
|
Feb 01, 2022
Q4 2021
|
Ccm Investment Advisers LLC
|
BUY
|
- |
7.23K+ 7.86% |
$1.11M - $1.24M
|
99.3K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
7.23KNew |
$1.11M - $1.24M
|
7.23K
$1.86M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
7.23K+ 46.17% |
$1.11M - $1.24M
|
22.9K
$5.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
7.23K+ 0.97% |
$1.11M - $1.24M
|
749K
$193M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.21KNew |
$1.11M - $1.24M
|
7.21K
$1.85M
|
|
|
Jan 19, 2022
Q4 2021
|
Swarthmore Group Inc
|
BUY
|
- |
7.2K+ 18.07% |
$1.11M - $1.24M
|
47.1K
$12.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
7.17K+ 165.64% |
$1.1M - $1.23M
|
11.5K
$2.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
7.13KNew |
$1.1M - $1.22M
|
7.13K
$1.84M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.12KNew |
$1.1M - $1.22M
|
7.12K
$1.83M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.1K+ 9.39% |
$1.09M - $1.22M
|
82.7K
$21.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.08KNew |
$1.09M - $1.22M
|
7.08K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7.04K+ 8.69% |
$1.08M - $1.21M
|
88.1K
$22.7M
|
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.01K+ 5.18% |
$1.08M - $1.2M
|
142K
$36.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
7KNew |
$1.08M - $1.2M
|
7K
$1.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.96K+ 54.39% |
$1.07M - $1.2M
|
19.8K
$5.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
6.95K+ 43.45% |
$1.07M - $1.19M
|
23K
$5.91M
|