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 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
394+ 5.5% |
$60.7K - $67.7K
|
7.56K
$1.96M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
393+ 4.07% |
$60.5K - $67.5K
|
10.1K
$2.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
392+ 2.56% |
$60.3K - $67.3K
|
15.7K
$4.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
389+ 3.43% |
$59.9K - $66.8K
|
11.7K
$3.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
386+ 0.71% |
$59.4K - $66.3K
|
54.7K
$14.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
385+ 0.53% |
$59.3K - $66.1K
|
73.6K
$19M
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
381+ 0.53% |
$58.7K - $65.4K
|
72K
$18.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
381+ 0.99% |
$58.7K - $65.4K
|
38.7K
$10M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
380+ 3.06% |
$58.5K - $65.3K
|
12.8K
$3.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
379+ 17.29% |
$58.3K - $65.1K
|
2.57K
$665K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
379+ 1.36% |
$58.3K - $65.1K
|
28.2K
$7.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
374New |
$57.6K - $64.2K
|
374
$96.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
373+ 21.03% |
$57.4K - $64.1K
|
2.15K
$556K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
369+ 5.13% |
$56.8K - $63.4K
|
7.57K
$1.96M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
367+ 0.25% |
$56.5K - $63K
|
146K
$37.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
367+ 1.65% |
$56.5K - $63K
|
22.6K
$5.86M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
367+ 9.79% |
$56.5K - $63K
|
4.11K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
367+ 18.81% |
$56.5K - $63K
|
2.32K
$600K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
362+ 1.65% |
$55.7K - $62.2K
|
22.3K
$5.78M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
359+ 15.52% |
$55.3K - $61.7K
|
2.67K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
358+ 21.01% |
$55.1K - $61.5K
|
2.06K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
356+ 2.58% |
$54.8K - $61.2K
|
14.2K
$3.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
355+ 0.26% |
$54.6K - $61K
|
138K
$35.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
351+ 0.72% |
$54K - $60.3K
|
49.3K
$12.8M
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
347+ 2.24% |
$53.4K - $59.6K
|
15.9K
$4.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
346New |
$53.3K - $59.4K
|
346
$89.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
346+ 3.75% |
$53.3K - $59.4K
|
9.58K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
346+ 3.27% |
$53.3K - $59.4K
|
10.9K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
345+ 0.27% |
$53.1K - $59.3K
|
129K
$33.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
344+ 3.45% |
$53K - $59.1K
|
10.3K
$2.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
340+ 3.38% |
$52.3K - $58.4K
|
10.4K
$2.69M
|
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
340+ 7.01% |
$52.3K - $58.4K
|
5.19K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
340+ 1.14% |
$52.3K - $58.4K
|
30K
$7.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
337+ 7.1% |
$51.9K - $57.9K
|
5.08K
$1.32M
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
335+ 1.3% |
$51.6K - $57.5K
|
26K
$6.73M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
334+ 10.93% |
$51.4K - $57.4K
|
3.39K
$878K
|
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
334+ 2.17% |
$51.4K - $57.4K
|
15.7K
$4.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
331New |
$51K - $56.9K
|
331
$85.7K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
330+ 1.09% |
$50.8K - $56.7K
|
30.5K
$7.89M
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
330+ 1.09% |
$50.8K - $56.7K
|
30.5K
$7.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
329+ 3.06% |
$50.6K - $56.5K
|
11.1K
$2.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
328+ 3.09% |
$50.5K - $56.3K
|
10.9K
$2.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Miramar Capital, LLC
|
BUY
|
- |
327+ 0.57% |
$50.3K - $56.2K
|
57.3K
$14.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
325+ 1.66% |
$50K - $55.8K
|
19.9K
$5.14M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
324+ 2.4% |
$49.9K - $55.7K
|
13.8K
$3.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
323+ 6.18% |
$49.7K - $55.5K
|
5.55K
$1.44M
|
|
|
Feb 02, 2022
Q4 2021
|
Royal Harbor Partners, LLC
|
BUY
|
- |
321+ 3.6% |
$49.4K - $55.1K
|
9.23K
$2.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
319+ 0.57% |
$49.1K - $54.8K
|
56.5K
$14.6M
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
317+ 2.58% |
$48.8K - $54.5K
|
12.6K
$3.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
317+ 1.81% |
$48.8K - $54.5K
|
17.8K
$4.61M
|