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 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.19K+ 3.14% |
$183K - $204K
|
39.1K
$10.1M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.19K+ 1.53% |
$183K - $204K
|
79K
$20.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.18K+ 30.94% |
$182K - $203K
|
5.01K
$1.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.18K+ 38.68% |
$182K - $203K
|
4.23K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.18K+ 6.21% |
$181K - $202K
|
20.2K
$5.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
1.17K+ 9.82% |
$181K - $201K
|
13.1K
$3.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.17K+ 0.36% |
$180K - $201K
|
328K
$85M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.17K+ 3.0% |
$180K - $201K
|
40.1K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.17K+ 2.46% |
$180K - $201K
|
48.7K
$12.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
1.16K+ 21.95% |
$179K - $200K
|
6.46K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
1.16K+ 23.12% |
$178K - $199K
|
6.16K
$1.59M
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
1.16K+ 7.8% |
$178K - $198K
|
16K
$4.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1.15K+ 7.78% |
$176K - $197K
|
15.9K
$4.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
BUY
|
- |
1.14K+ 1.82% |
$176K - $197K
|
64K
$16.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.14K+ 1.65% |
$175K - $195K
|
70.1K
$18.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
1.13K+ 3.42% |
$175K - $195K
|
34.3K
$8.88M
|
|
|
Feb 07, 2023
Q4 2021
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.13KNew |
$175K - $195K
|
1.13K
$293K
|
|
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.13K+ 1.29% |
$174K - $194K
|
88.5K
$22.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.12K+ 11.93% |
$172K - $192K
|
10.5K
$2.72M
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.12K+ 1.84% |
$172K - $192K
|
61.7K
$16M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.11K+ 2.25% |
$171K - $191K
|
50.6K
$13.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.11K+ 10.34% |
$171K - $191K
|
11.9K
$3.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
1.11K+ 18.78% |
$171K - $191K
|
7.03K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.11K+ 5.5% |
$171K - $190K
|
21.3K
$5.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.11K+ 6.89% |
$170K - $190K
|
17.2K
$4.44M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.11K+ 0.51% |
$170K - $190K
|
216K
$55.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.1K+ 8.86% |
$169K - $189K
|
13.5K
$3.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
1.09K+ 3.18% |
$168K - $188K
|
35.4K
$9.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.09K+ 1.95% |
$168K - $187K
|
57K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.09K+ 30.01% |
$168K - $187K
|
4.72K
$1.22M
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.08K+ 3.58% |
$167K - $186K
|
31.3K
$8.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.08K+ 2.46% |
$166K - $185K
|
44.9K
$11.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.08K+ 10.35% |
$165K - $185K
|
11.5K
$2.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.08K+ 3.36% |
$165K - $185K
|
33.1K
$8.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.07K+ 4.93% |
$165K - $184K
|
22.8K
$5.89M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.07K+ 3.1% |
$165K - $184K
|
35.6K
$9.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.07KNew |
$164K - $183K
|
1.07K
$276K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.06K+ 12.69% |
$163K - $182K
|
9.43K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.06K+ 3.43% |
$163K - $182K
|
32K
$8.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.06K+ 4.17% |
$163K - $181K
|
26.4K
$6.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.05K+ 16.89% |
$162K - $180K
|
7.27K
$1.88M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
1.05K+ 1.15% |
$161K - $180K
|
91.9K
$23.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 3.53% |
$161K - $180K
|
30.7K
$7.94M
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1.04K+ 1.15% |
$160K - $179K
|
92K
$23.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
1.04K+ 14.2% |
$160K - $179K
|
8.37K
$2.17M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.04K+ 3.4% |
$160K - $178K
|
31.6K
$8.18M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.03K+ 2.98% |
$159K - $177K
|
35.7K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.03K+ 1.74% |
$159K - $177K
|
60.4K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.03KNew |
$158K - $177K
|
1.03K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
1.03K+ 0.39% |
$158K - $177K
|
265K
$68.7M
|