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 24, 2022
Q4 2021
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
615+ 9.17% |
$94.7K - $106K
|
7.32K
$1.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
615+ 1.32% |
$94.7K - $106K
|
47.2K
$12.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
614+ 7.63% |
$94.5K - $105K
|
8.66K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
614+ 1.98% |
$94.5K - $105K
|
31.7K
$8.2M
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
614+ 6.66% |
$94.5K - $105K
|
9.84K
$2.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
613New |
$94.4K - $105K
|
613
$159K
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
608+ 1.96% |
$93.6K - $104K
|
31.7K
$8.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
605+ 13.78% |
$93.1K - $104K
|
5K
$1.29M
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
604+ 27.37% |
$93K - $104K
|
2.81K
$727K
|
|
|
Feb 04, 2022
Q4 2021
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
603+ 1.39% |
$92.8K - $104K
|
44.1K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
600+ 13.22% |
$92.4K - $103K
|
5.14K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
600+ 57.36% |
$92.4K - $103K
|
1.65K
$426K
|
|
|
Jan 12, 2022
Q4 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
598+ 2.4% |
$92.1K - $103K
|
25.5K
$6.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
596+ 1.6% |
$91.7K - $102K
|
37.8K
$9.79M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
596+ 1.58% |
$91.7K - $102K
|
38.4K
$9.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
593+ 1.6% |
$91.3K - $102K
|
37.7K
$9.76M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
BUY
|
- |
590+ 17.79% |
$90.8K - $101K
|
3.91K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
588+ 2.33% |
$90.5K - $101K
|
25.8K
$6.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
586+ 1.28% |
$90.2K - $101K
|
46.5K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
585+ 2.61% |
$90.1K - $100K
|
23K
$5.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
583+ 0.6% |
$89.7K - $100K
|
97K
$25.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
580+ 8.81% |
$89.3K - $99.6K
|
7.17K
$1.85M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
577+ 1.66% |
$88.8K - $99.1K
|
35.3K
$9.15M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
575New |
$88.5K - $98.8K
|
575
$149K
|
|
|
Feb 09, 2022
Q4 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
573+ 32.97% |
$88.2K - $98.4K
|
2.31K
$598K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
571+ 3.65% |
$87.9K - $98.1K
|
16.2K
$4.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
569+ 13.97% |
$87.6K - $97.7K
|
4.64K
$1.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
565+ 20.91% |
$87K - $97.1K
|
3.27K
$845K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
564+ 10.26% |
$86.8K - $96.9K
|
6.06K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
561+ 22.38% |
$86.4K - $96.4K
|
3.07K
$794K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
560+ 2.61% |
$86.2K - $96.2K
|
22K
$5.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
559+ 25.53% |
$86.1K - $96K
|
2.75K
$711K
|
|
|
Feb 16, 2022
Q4 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
559+ 2.99% |
$86.1K - $96K
|
19.3K
$4.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
559+ 1.59% |
$86.1K - $96K
|
35.7K
$9.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
558+ 2.78% |
$85.9K - $95.9K
|
20.7K
$5.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
558+ 3.31% |
$85.9K - $95.9K
|
17.4K
$4.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
553+ 14.85% |
$85.1K - $95K
|
4.28K
$1.11M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
551+ 3.16% |
$84.8K - $94.7K
|
18K
$4.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
550+ 5.06% |
$84.7K - $94.5K
|
11.4K
$2.95M
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
BUY
|
- |
548+ 22.42% |
$84.4K - $94.1K
|
2.99K
$774K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
545+ 4.23% |
$83.9K - $93.6K
|
13.4K
$3.48M
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
545+ 2.77% |
$83.9K - $93.6K
|
20.2K
$5.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
542+ 2.15% |
$83.4K - $93.1K
|
25.7K
$6.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
541+ 0.77% |
$83.3K - $92.9K
|
70.4K
$18.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
541+ 1.26% |
$83.3K - $92.9K
|
43.6K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
539+ 12.77% |
$83K - $92.6K
|
4.76K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
539+ 1.96% |
$83K - $92.6K
|
28.1K
$7.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
538+ 1.76% |
$82.8K - $92.4K
|
31.1K
$8.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
535+ 6.59% |
$82.4K - $91.9K
|
8.65K
$2.24M
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
533+ 5.58% |
$82.1K - $91.6K
|
10.1K
$2.61M
|