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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
855+ 3.35% |
$132K - $147K
|
26.4K
$6.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
855+ 0.73% |
$132K - $147K
|
118K
$30.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
854+ 5.04% |
$131K - $147K
|
17.8K
$4.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Oklahoma
|
BUY
|
- |
850+ 18.4% |
$131K - $146K
|
5.47K
$1.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Pictet North America Advisors Sa
|
BUY
|
- |
850+ 0.77% |
$131K - $146K
|
111K
$28.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
843+ 4.9% |
$130K - $145K
|
18.1K
$4.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
841+ 1.62% |
$129K - $144K
|
52.7K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
837+ 2.22% |
$129K - $144K
|
38.6K
$9.99M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
834+ 0.91% |
$128K - $143K
|
92.1K
$23.8M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
826+ 3.66% |
$127K - $142K
|
23.4K
$6.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
817+ 0.32% |
$126K - $140K
|
256K
$66.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
811+ 2.13% |
$125K - $139K
|
38.9K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
809+ 3.19% |
$125K - $139K
|
26.2K
$6.77M
|
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
805+ 1.81% |
$124K - $138K
|
45.4K
$11.7M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
803+ 7.61% |
$124K - $138K
|
11.4K
$2.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
802+ 41.81% |
$123K - $138K
|
2.72K
$704K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
800+ 0.98% |
$123K - $137K
|
82.1K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
800+ 52.53% |
$123K - $137K
|
2.32K
$601K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
795+ 2.91% |
$122K - $137K
|
28.1K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
795+ 5.63% |
$122K - $137K
|
14.9K
$3.86M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
787+ 1.41% |
$121K - $135K
|
56.6K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
787+ 10.55% |
$121K - $135K
|
8.25K
$2.13M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
782+ 1.53% |
$120K - $134K
|
51.8K
$13.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
778+ 13.73% |
$120K - $134K
|
6.44K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
775+ 5.48% |
$119K - $133K
|
14.9K
$3.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
775+ 0.62% |
$119K - $133K
|
126K
$32.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
774+ 0.9% |
$119K - $133K
|
86.5K
$22.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
773+ 3.48% |
$119K - $133K
|
23K
$5.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
766+ 47.2% |
$118K - $132K
|
2.39K
$618K
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
762+ 20.36% |
$117K - $131K
|
4.51K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
758+ 6.41% |
$117K - $130K
|
12.6K
$3.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
757+ 3.01% |
$117K - $130K
|
25.9K
$6.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
750+ 5.49% |
$115K - $129K
|
14.4K
$3.73M
|
|
|
Feb 04, 2022
Q4 2021
|
First Long Island Investors, LLC
|
BUY
|
- |
749+ 0.65% |
$115K - $129K
|
115K
$29.8M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
748+ 45.31% |
$115K - $128K
|
2.4K
$621K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
746+ 2.3% |
$115K - $128K
|
33.1K
$8.57M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
746+ 55.42% |
$115K - $128K
|
2.09K
$541K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
745+ 2.51% |
$115K - $128K
|
30.4K
$7.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
744+ 30.31% |
$115K - $128K
|
3.2K
$828K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
743+ 2.32% |
$114K - $128K
|
32.7K
$8.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
BUY
|
- |
741+ 11.66% |
$114K - $127K
|
7.1K
$1.84M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
738+ 23.64% |
$114K - $127K
|
3.86K
$999K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
737+ 1.9% |
$113K - $127K
|
39.6K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
734+ 57.08% |
$113K - $126K
|
2.02K
$523K
|
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
732+ 1.54% |
$113K - $126K
|
48.4K
$12.5M
|
|
|
Feb 04, 2022
Q4 2021
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
730+ 8.71% |
$112K - $125K
|
9.11K
$2.36M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
729+ 3.43% |
$112K - $125K
|
22K
$5.69M
|
|
|
Jan 18, 2022
Q4 2021
|
Absher Wealth Management, LLC
|
BUY
|
- |
728+ 0.54% |
$112K - $125K
|
135K
$35M
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
726+ 2.43% |
$112K - $125K
|
30.7K
$7.93M
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
725+ 1.26% |
$112K - $125K
|
58.5K
$15.1M
|