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 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.7K+ 3.65% |
$416K - $464K
|
76.7K
$19.8M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
2.68K+ 50.24% |
$413K - $461K
|
8.02K
$2.07M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
2.68KNew |
$412K - $460K
|
2.68K
$693K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.66K+ 6.51% |
$410K - $457K
|
43.6K
$11.3M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.66K+ 2.95% |
$409K - $456K
|
92.8K
$24M
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
BUY
|
- |
2.66K+ 5.33% |
$409K - $456K
|
52.5K
$13.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
2.65KNew |
$408K - $456K
|
2.65K
$687K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
2.65K+ 10.67% |
$408K - $456K
|
27.5K
$7.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.64KNew |
$407K - $454K
|
2.64K
$684K
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.62K+ 5.14% |
$404K - $451K
|
53.6K
$13.9M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.61KNew |
$402K - $449K
|
2.61K
$676K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.6KNew |
$400K - $447K
|
2.6K
$673K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
2.59K+ 13.47% |
$399K - $445K
|
21.8K
$5.64M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.57KNew |
$396K - $442K
|
2.57K
$666K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.56KNew |
$394K - $439K
|
2.56K
$662K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.55K+ 5.87% |
$393K - $438K
|
46K
$11.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.54KNew |
$391K - $436K
|
2.54K
$657K
|
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
2.53KNew |
$390K - $435K
|
2.53K
$656K
|
|
|
Feb 15, 2022
Q4 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
2.53K+ 12.43% |
$390K - $435K
|
22.9K
$5.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.53K+ 12.77% |
$389K - $434K
|
22.3K
$5.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
2.53KNew |
$389K - $434K
|
2.53K
$653K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
2.52K+ 13.53% |
$387K - $432K
|
21.1K
$5.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.52KNew |
$387K - $432K
|
2.52K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 33.15% |
$386K - $431K
|
10.1K
$2.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.5K+ 5.53% |
$384K - $429K
|
47.6K
$12.3M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.47KNew |
$381K - $425K
|
2.47K
$640K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.46K+ 7.92% |
$378K - $422K
|
33.5K
$8.67M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
2.46K+ 16.1% |
$378K - $422K
|
17.7K
$4.58M
|
|
|
Jan 05, 2022
Q4 2021
|
Ims Capital Management
|
BUY
|
- |
2.45K+ 39.07% |
$377K - $421K
|
8.72K
$2.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.45K+ 24.13% |
$377K - $421K
|
12.6K
$3.26M
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
2.45K+ 8.77% |
$376K - $420K
|
30.3K
$7.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.45KNew |
$376K - $420K
|
2.45K
$633K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.44KNew |
$376K - $420K
|
2.44K
$632K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
2.44K+ 53.51% |
$376K - $419K
|
7.01K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.44K+ 10.66% |
$376K - $419K
|
25.3K
$6.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.43K+ 8.36% |
$374K - $418K
|
31.5K
$8.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.42K+ 12.33% |
$372K - $415K
|
22K
$5.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Ironvine Capital Partners, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 1.91% |
$372K - $415K
|
129K
$33.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
2.41K+ 434.41% |
$371K - $414K
|
2.97K
$768K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.41K+ 0.42% |
$371K - $414K
|
576K
$149M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.4K+ 8.95% |
$370K - $413K
|
29.3K
$7.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.4K+ 1.34% |
$370K - $413K
|
182K
$47.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
2.39KNew |
$368K - $411K
|
2.39K
$619K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.38K+ 2.89% |
$367K - $410K
|
84.9K
$22M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.38KNew |
$366K - $408K
|
2.38K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.38KNew |
$366K - $408K
|
2.38K
$615K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
2.37K+ 1.42% |
$365K - $407K
|
170K
$44M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.37K+ 9.51% |
$365K - $407K
|
27.3K
$7.07M
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.36KNew |
$363K - $405K
|
2.36K
$610K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 6.6% |
$361K - $402K
|
37.8K
$9.79M
|