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 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.47K+ 41.46% |
$226K - $253K
|
5.02K
$1.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Profit Investment Management, LLC
|
BUY
|
- |
1.47K+ 27.59% |
$226K - $252K
|
6.78K
$1.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Community Trust & Investment CO
|
BUY
|
- |
1.46K+ 0.8% |
$225K - $251K
|
184K
$47.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.45K+ 15.54% |
$224K - $250K
|
10.8K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.45K+ 69.08% |
$224K - $249K
|
3.55K
$920K
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.45K+ 3.58% |
$223K - $249K
|
41.9K
$10.9M
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.45K+ 1.17% |
$223K - $249K
|
125K
$32.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.45K+ 6.17% |
$223K - $249K
|
24.9K
$6.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 0.48% |
$222K - $248K
|
300K
$77.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
1.44KNew |
$221K - $247K
|
1.44K
$371K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
1.43K+ 13.07% |
$220K - $246K
|
12.4K
$3.21M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.43KNew |
$220K - $245K
|
1.43K
$370K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
1.42KNew |
$219K - $244K
|
1.42K
$368K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.42K+ 0.86% |
$218K - $244K
|
166K
$42.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.41K+ 2.0% |
$218K - $243K
|
71.9K
$18.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.41KNew |
$217K - $242K
|
1.41K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.4K+ 4.03% |
$216K - $241K
|
36.2K
$9.37M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.4K+ 1.7% |
$216K - $241K
|
84.1K
$21.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.4KNew |
$215K - $240K
|
1.4K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.4KNew |
$215K - $240K
|
1.4K
$361K
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.4K+ 28.94% |
$215K - $240K
|
6.22K
$1.61M
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.39KNew |
$215K - $239K
|
1.39K
$361K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.39KNew |
$214K - $239K
|
1.39K
$360K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$214K - $239K
|
1.39K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 4.19% |
$213K - $238K
|
34.4K
$8.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.38KNew |
$212K - $237K
|
1.38K
$357K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.38K+ 1.21% |
$212K - $237K
|
115K
$29.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.37K+ 1.77% |
$211K - $236K
|
78.6K
$20.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.37K+ 5.59% |
$211K - $235K
|
25.9K
$6.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.37KNew |
$210K - $235K
|
1.37K
$354K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 4.33% |
$210K - $234K
|
32.9K
$8.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.36KNew |
$210K - $234K
|
1.36K
$353K
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.36KNew |
$210K - $234K
|
1.36K
$352K
|
|
|
Feb 18, 2022
Q4 2021
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
1.35KNew |
$208K - $232K
|
1.35K
$350K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
1.35K+ 0.99% |
$208K - $232K
|
138K
$35.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
1.35K+ 2.49% |
$208K - $232K
|
55.5K
$14.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.35K+ 1.28% |
$208K - $232K
|
107K
$27.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.35K+ 6.18% |
$208K - $232K
|
23.1K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.35K+ 29.68% |
$207K - $231K
|
5.89K
$1.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.35K+ 95.94% |
$207K - $231K
|
2.75K
$711K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
1.35K+ 2.98% |
$207K - $231K
|
46.4K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.34K+ 12.66% |
$207K - $231K
|
12K
$3.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.34K+ 18.31% |
$207K - $231K
|
8.68K
$2.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.34K+ 3.58% |
$207K - $231K
|
38.8K
$10M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
1.33K+ 20.3% |
$204K - $228K
|
7.85K
$2.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.32K+ 4.51% |
$203K - $227K
|
30.5K
$7.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
1.32K+ 4.84% |
$203K - $226K
|
28.5K
$7.39M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.32KNew |
$203K - $226K
|
1.32K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.32K+ 3.01% |
$203K - $226K
|
45.1K
$11.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
1.32KNew |
$203K - $226K
|
1.32K
$341K
|