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 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$361K - $402K
|
2.34K
$606K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.34K+ 59.75% |
$360K - $402K
|
6.25K
$1.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.33K+ 1.01% |
$358K - $400K
|
232K
$60M
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
2.31KNew |
$356K - $397K
|
2.31K
$598K
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
2.3KNew |
$355K - $396K
|
2.3K
$596K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.3K+ 16.72% |
$354K - $395K
|
16.1K
$4.16M
|
|
|
Feb 04, 2022
Q4 2021
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2.3KNew |
$353K - $394K
|
2.3K
$594K
|
|
|
Feb 14, 2022
Q4 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.3K+ 0.7% |
$353K - $394K
|
328K
$84.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$353K - $394K
|
2.3K
$594K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.29K+ 1.43% |
$353K - $394K
|
163K
$42.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
2.29K+ 17.58% |
$353K - $394K
|
15.3K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.29KNew |
$352K - $393K
|
2.29K
$592K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.28K+ 1.1% |
$352K - $392K
|
210K
$54.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2.28K+ 1.4% |
$350K - $391K
|
164K
$42.6M
|
|
|
Jan 26, 2022
Q4 2021
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.27K+ 1.21% |
$350K - $390K
|
189K
$49M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.27KNew |
$349K - $390K
|
2.27K
$587K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.27K+ 0.76% |
$349K - $389K
|
302K
$78.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.27K+ 2.19% |
$349K - $389K
|
106K
$27.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.26K+ 0.2% |
$348K - $388K
|
1.13M
$292M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
2.26K+ 1.27% |
$348K - $388K
|
180K
$46.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.25KNew |
$347K - $387K
|
2.25K
$583K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 1.75% |
$347K - $387K
|
131K
$33.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.25K+ 13.11% |
$346K - $386K
|
19.4K
$5.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
2.24K+ 52.37% |
$345K - $385K
|
6.52K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.23K+ 3.59% |
$344K - $384K
|
64.5K
$16.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.23KNew |
$343K - $383K
|
2.23K
$576K
|
|
|
Jan 05, 2022
Q4 2021
|
New England Research & Management, Inc.
|
BUY
|
- |
2.22KNew |
$342K - $382K
|
2.22K
$575K
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
2.22K+ 6.55% |
$342K - $382K
|
36.2K
$9.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.21K+ 17.69% |
$340K - $379K
|
14.7K
$3.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
2.2K+ 2.51% |
$339K - $379K
|
89.9K
$23.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 8.69% |
$339K - $378K
|
27.6K
$7.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
2.2K+ 1.48% |
$339K - $378K
|
151K
$39M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.2K+ 6.24% |
$338K - $377K
|
37.4K
$9.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
2.19K+ 2.09% |
$338K - $377K
|
107K
$27.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.18K+ 1.94% |
$336K - $375K
|
114K
$29.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.18KNew |
$336K - $375K
|
2.18K
$564K
|
|
|
Feb 03, 2022
Q4 2021
|
Redwood Investments, LLC
|
BUY
|
- |
2.18K+ 5.0% |
$335K - $374K
|
45.7K
$11.8M
|
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
BUY
|
- |
2.17K+ 4.21% |
$334K - $373K
|
53.7K
$13.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.17KNew |
$333K - $372K
|
2.17K
$561K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.17K+ 7.03% |
$333K - $372K
|
32.9K
$8.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.16KNew |
$332K - $371K
|
2.16K
$558K
|
|
|
Jan 14, 2022
Q4 2021
|
Addenda Capital Inc.
|
BUY
|
- |
2.15K+ 2.24% |
$331K - $369K
|
98K
$25.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
2.15K+ 4.18% |
$331K - $369K
|
53.6K
$13.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2.15K+ 3.39% |
$331K - $369K
|
65.6K
$17M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.14K+ 7.54% |
$329K - $367K
|
30.5K
$7.88M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.12KNew |
$326K - $364K
|
2.12K
$548K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
2.11K+ 1.37% |
$325K - $363K
|
156K
$40.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.1K+ 67.45% |
$323K - $361K
|
5.22K
$1.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.1K+ 4.34% |
$323K - $361K
|
50.4K
$13.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.09K+ 1.45% |
$322K - $359K
|
147K
$38M
|