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 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
6.91KNew |
$1.06M - $1.19M
|
6.91K
$1.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.85K+ 50.17% |
$1.05M - $1.18M
|
20.5K
$5.28M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6.84K+ 6.98% |
$1.05M - $1.17M
|
105K
$26.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6.77KNew |
$1.04M - $1.16M
|
6.77K
$1.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
6.76KNew |
$1.04M - $1.16M
|
6.76K
$1.74M
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
6.75K+ 255.43% |
$1.04M - $1.16M
|
9.39K
$2.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
6.74K+ 0.29% |
$1.04M - $1.16M
|
2.29M
$590M
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.61KNew |
$1.02M - $1.14M
|
6.61K
$1.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
6.61KNew |
$1.02M - $1.13M
|
6.61K
$1.7M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
6.6KNew |
$1.02M - $1.13M
|
6.6K
$1.7M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.54K+ 9.64% |
$1.01M - $1.12M
|
74.4K
$19.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
6.53K+ 3.08% |
$1.01M - $1.12M
|
218K
$56.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.53KNew |
$1.01M - $1.12M
|
6.53K
$1.68M
|
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
6.49K+ 3.74% |
$999K - $1.12M
|
180K
$46.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.42KNew |
$988K - $1.1M
|
6.42K
$1.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
6.42KNew |
$988K - $1.1M
|
6.42K
$1.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
6.38K+ 14.38% |
$982K - $1.1M
|
50.7K
$13.1M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
6.37K+ 48.18% |
$980K - $1.09M
|
19.6K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.36K+ 6.63% |
$980K - $1.09M
|
102K
$26.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
6.36K+ 18.39% |
$979K - $1.09M
|
40.9K
$10.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.32K+ 19.69% |
$972K - $1.08M
|
38.4K
$9.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.3K+ 8.84% |
$970K - $1.08M
|
77.6K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
6.29K+ 120.42% |
$968K - $1.08M
|
11.5K
$2.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
6.27KNew |
$965K - $1.08M
|
6.27K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.25K+ 7.23% |
$962K - $1.07M
|
92.7K
$23.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
6.25K+ 0.88% |
$962K - $1.07M
|
715K
$184M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.24KNew |
$961K - $1.07M
|
6.24K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
6.24K+ 128.18% |
$961K - $1.07M
|
11.1K
$2.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.24K+ 20.91% |
$960K - $1.07M
|
36.1K
$9.29M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6.24KNew |
$960K - $1.07M
|
6.24K
$1.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.22K+ 1.89% |
$958K - $1.07M
|
335K
$86.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.2K+ 18.1% |
$954K - $1.07M
|
40.5K
$10.4M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.17KNew |
$950K - $1.06M
|
6.17K
$1.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
6.1K+ 3.32% |
$938K - $1.05M
|
190K
$48.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.09K+ 10.33% |
$937K - $1.05M
|
65K
$16.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
6.08KNew |
$936K - $1.04M
|
6.08K
$1.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.06K+ 9.61% |
$932K - $1.04M
|
69.1K
$17.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6KNew |
$923K - $1.03M
|
6K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6K+ 5.68% |
$923K - $1.03M
|
112K
$28.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Hendershot Investments Inc.
|
BUY
|
- |
5.97K+ 205.12% |
$918K - $1.02M
|
8.87K
$2.28M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.93K+ 5.19% |
$913K - $1.02M
|
120K
$30.9M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
5.92KNew |
$912K - $1.02M
|
5.92K
$1.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
5.87KNew |
$904K - $1.01M
|
5.87K
$1.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.82K+ 1.95% |
$896K - $1M
|
305K
$78.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.81K+ 417.0% |
$895K - $999K
|
7.21K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.77K+ 11.51% |
$889K - $992K
|
55.9K
$14.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
5.77KNew |
$888K - $990K
|
5.77K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
5.71K+ 378.01% |
$879K - $981K
|
7.22K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.7K+ 39.0% |
$878K - $979K
|
20.3K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.7KNew |
$877K - $979K
|
5.7K
$1.47M
|