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 10, 2022
Q4 2021
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
4.25K+ 3.88% |
$654K - $730K
|
114K
$29.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.24KNew |
$652K - $728K
|
4.24K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.22K+ 2.18% |
$650K - $725K
|
198K
$50.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.21K+ 4.91% |
$649K - $724K
|
90.1K
$23.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
4.2K+ 3.0% |
$647K - $721K
|
144K
$37.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.18K+ 4.55% |
$644K - $718K
|
96.2K
$24.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.17K+ 2.43% |
$642K - $716K
|
176K
$45.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.15K+ 25.77% |
$639K - $713K
|
20.3K
$5.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$638K - $712K
|
4.15K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4.14K+ 141.53% |
$637K - $711K
|
7.06K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Stiles Financial Services Inc
|
BUY
|
- |
4.12KNew |
$634K - $708K
|
4.12K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.1K+ 20.37% |
$631K - $704K
|
24.2K
$6.23M
|
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
4.08K+ 23.02% |
$628K - $701K
|
21.8K
$5.61M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
4.05KNew |
$624K - $696K
|
4.05K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.04K+ 1.58% |
$622K - $694K
|
259K
$66.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
4.02K+ 1.71% |
$619K - $691K
|
239K
$61.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.02K+ 1419.43% |
$618K - $690K
|
4.3K
$1.11M
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
4KNew |
$616K - $687K
|
4K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4K+ 900.68% |
$616K - $687K
|
4.44K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4K+ 1.34% |
$615K - $686K
|
303K
$78M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.99K+ 73.65% |
$615K - $686K
|
9.42K
$2.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3.99KNew |
$615K - $686K
|
3.99K
$1.03M
|
|
|
Jan 19, 2022
Q4 2021
|
Vancity Investment Management LTD
Vancouver, A1 |
BUY
|
- |
3.97K+ 2.72% |
$612K - $682K
|
150K
$38.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.95K+ 33.67% |
$607K - $678K
|
15.7K
$4.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.92K+ 6.32% |
$603K - $673K
|
65.9K
$17M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.9KNew |
$600K - $670K
|
3.9K
$1M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.88K+ 48.26% |
$597K - $667K
|
11.9K
$3.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.87K+ 3.16% |
$596K - $665K
|
127K
$32.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.87KNew |
$596K - $665K
|
3.87K
$996K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.87K+ 24.11% |
$595K - $664K
|
19.9K
$5.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Keene & Associates, Inc.
|
BUY
|
- |
3.85KNew |
$592K - $661K
|
3.85K
$990K
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.84KNew |
$592K - $660K
|
3.84K
$989K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.84K+ 51.63% |
$591K - $659K
|
11.3K
$2.9M
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
3.83K+ 10.59% |
$590K - $658K
|
40K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.82KNew |
$588K - $656K
|
3.82K
$983K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.81KNew |
$587K - $655K
|
3.81K
$981K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.81KNew |
$586K - $654K
|
3.81K
$980K
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.8K+ 4.84% |
$585K - $652K
|
82.2K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.77K+ 29.5% |
$580K - $647K
|
16.5K
$4.26M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
3.76K+ 43.83% |
$579K - $647K
|
12.4K
$3.18M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
3.76KNew |
$579K - $646K
|
3.76K
$968K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
3.74K+ 1.18% |
$575K - $642K
|
321K
$82.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.72K+ 1.41% |
$572K - $638K
|
267K
$68.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.71K+ 34.24% |
$571K - $637K
|
14.5K
$3.74M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.7K+ 47.34% |
$569K - $635K
|
11.5K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.69K+ 13.1% |
$568K - $634K
|
31.9K
$8.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.68K+ 15.91% |
$567K - $632K
|
26.8K
$6.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.68K+ 2.07% |
$567K - $632K
|
182K
$46.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
3.68KNew |
$566K - $631K
|
3.68K
$946K
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.68K+ 144.34% |
$566K - $631K
|
6.22K
$1.6M
|