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
|
Life Planning Partners, Inc
|
BUY
|
- |
1.03KNew |
$158K - $176K
|
1.03K
$266K
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
1.02K+ 5.74% |
$157K - $175K
|
18.8K
$4.86M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.01K+ 15.07% |
$155K - $173K
|
7.71K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.01K+ 4.06% |
$155K - $173K
|
25.9K
$6.69M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
1.01K+ 3.42% |
$155K - $173K
|
30.4K
$7.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1K+ 14.12% |
$154K - $172K
|
8.09K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1K+ 25.77% |
$154K - $172K
|
4.88K
$1.26M
|
|
|
Feb 08, 2022
Q4 2021
|
S&Co Inc
Boston, MA |
BUY
|
- |
1K+ 4.23% |
$154K - $172K
|
24.7K
$6.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
995+ 0.31% |
$153K - $171K
|
322K
$83.3M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
994New |
$153K - $171K
|
994
$257K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
991+ 2.6% |
$153K - $170K
|
39.1K
$10.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
987+ 2.11% |
$152K - $170K
|
47.8K
$12.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
987+ 18.73% |
$152K - $170K
|
6.26K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
982+ 6.95% |
$151K - $169K
|
15.1K
$3.91M
|
|
|
Jan 18, 2022
Q4 2021
|
Reliant Investment Management, LLC
|
BUY
|
- |
980+ 3.34% |
$151K - $168K
|
30.3K
$7.84M
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
978+ 68.54% |
$151K - $168K
|
2.41K
$622K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
977+ 10.53% |
$150K - $168K
|
10.3K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
977+ 0.99% |
$150K - $168K
|
100K
$25.9M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
972+ 2.42% |
$150K - $167K
|
41.1K
$10.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
971+ 1.76% |
$149K - $167K
|
56.2K
$14.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
971+ 1.74% |
$149K - $167K
|
56.6K
$14.7M
|
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
968+ 13.6% |
$149K - $166K
|
8.09K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
968+ 2.37% |
$149K - $166K
|
41.8K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
968+ 5.86% |
$149K - $166K
|
17.5K
$4.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
966+ 0.55% |
$149K - $166K
|
175K
$45.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
966+ 2.17% |
$149K - $166K
|
45.5K
$11.8M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
961+ 4.83% |
$148K - $165K
|
20.8K
$5.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
961+ 29.91% |
$148K - $165K
|
4.17K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
960+ 2.67% |
$148K - $165K
|
36.9K
$9.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
952+ 6.42% |
$147K - $164K
|
15.8K
$4.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
940+ 6.22% |
$145K - $161K
|
16K
$4.15M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
939+ 2.08% |
$145K - $161K
|
46.1K
$11.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
938+ 2.48% |
$144K - $161K
|
38.7K
$10M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
929+ 12.94% |
$143K - $160K
|
8.11K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
924+ 13.84% |
$142K - $159K
|
7.6K
$1.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
923+ 0.39% |
$142K - $159K
|
237K
$61.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
920+ 30.97% |
$142K - $158K
|
3.89K
$1.01M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
919New |
$141K - $158K
|
919
$238K
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
901+ 2.74% |
$139K - $155K
|
33.8K
$8.76M
|
|
|
Jun 28, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
900+ 24.19% |
$139K - $155K
|
4.62K
$1.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
899+ 3.6% |
$138K - $154K
|
25.9K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
893+ 12.18% |
$137K - $153K
|
8.22K
$2.13M
|
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
BUY
|
- |
883+ 9.42% |
$136K - $152K
|
10.3K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
882+ 1.03% |
$136K - $152K
|
86.8K
$22.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
876+ 9.26% |
$135K - $150K
|
10.3K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
875+ 4.41% |
$135K - $150K
|
20.7K
$5.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
866+ 1.91% |
$133K - $149K
|
46.3K
$12M
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
BUY
|
- |
866+ 5.67% |
$133K - $149K
|
16.1K
$4.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
865+ 1.59% |
$133K - $149K
|
55.3K
$14.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
863+ 36.8% |
$133K - $148K
|
3.21K
$830K
|