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 19, 2022
Q4 2021
|
Weybosset Research & Management LLC
|
SELL
|
- |
-160- 9.85% |
$24.6K - $27.5K
|
1.47K
$379K
|
|
|
Feb 11, 2022
Q4 2021
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-160- 5.54% |
$24.6K - $27.5K
|
2.73K
$706K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-161- 7.22% |
$24.8K - $27.7K
|
2.07K
$535K
|
|
|
Feb 09, 2022
Q4 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-164- 0.68% |
$25.2K - $28.2K
|
24.1K
$6.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Prairiewood Capital, LLC
|
SELL
|
- |
-165- 9.18% |
$25.4K - $28.3K
|
1.63K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-165- 0.77% |
$25.4K - $28.3K
|
21.2K
$5.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-166- 1.81% |
$25.6K - $28.5K
|
9.03K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-168- 0.75% |
$25.9K - $28.9K
|
22.2K
$5.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-168- 5.91% |
$25.9K - $28.9K
|
2.67K
$692K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-169- 0.65% |
$26K - $29K
|
25.9K
$6.71M
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-169- 0.76% |
$26K - $29K
|
22.1K
$5.72M
|
|
|
Jan 21, 2022
Q4 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-170- 1.06% |
$26.2K - $29.2K
|
15.9K
$4.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-170- 7.44% |
$26.2K - $29.2K
|
2.11K
$547K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-170- 0.55% |
$26.2K - $29.2K
|
30.5K
$7.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-171- 1.31% |
$26.3K - $29.4K
|
12.9K
$3.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-173- 2.07% |
$26.6K - $29.7K
|
8.19K
$2.12M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-174- 0.65% |
$26.8K - $29.9K
|
26.5K
$6.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-174- 2.37% |
$26.8K - $29.9K
|
7.18K
$1.86M
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-175- 2.24% |
$26.9K - $30.1K
|
7.65K
$1.98M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-175- 3.2% |
$26.9K - $30.1K
|
5.3K
$1.37M
|
|
|
Jan 25, 2022
Q4 2021
|
Mount Vernon Associates Inc
|
SELL
|
- |
-175- 0.68% |
$26.9K - $30.1K
|
25.7K
$6.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-176- 4.25% |
$27.1K - $30.2K
|
3.96K
$1.03M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-177- 4.35% |
$27.2K - $30.4K
|
3.89K
$1.01M
|
|
|
Jan 26, 2022
Q4 2021
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-180- 0.89% |
$27.7K - $30.9K
|
20K
$5.18M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-180- 1.12% |
$27.7K - $30.9K
|
15.9K
$4.1M
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-183- 9.29% |
$28.2K - $31.4K
|
1.79K
$462K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-184- 4.52% |
$28.3K - $31.6K
|
3.89K
$1.01M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-185- 0.84% |
$28.5K - $31.8K
|
21.9K
$5.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-185Closed |
$28.5K - $31.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-185- 1.62% |
$28.5K - $31.8K
|
11.2K
$2.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-185- 0.19% |
$28.5K - $31.8K
|
96.4K
$25M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-186- 1.4% |
$28.6K - $32K
|
13.1K
$3.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-187- 2.82% |
$28.8K - $32.1K
|
6.44K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
SELL
|
- |
-188- 2.06% |
$28.9K - $32.3K
|
8.94K
$2.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 0.4% |
$28.9K - $32.3K
|
46.9K
$12.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-189- 0.93% |
$29.1K - $32.5K
|
20.1K
$5.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Brooktree Capital Management
|
SELL
|
- |
-190- 1.39% |
$29.2K - $32.6K
|
13.5K
$3.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-197- 4.01% |
$30.3K - $33.8K
|
4.71K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
SELL
|
- |
-197- 2.45% |
$30.3K - $33.8K
|
7.86K
$2.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-198- 0.32% |
$30.5K - $34K
|
60.9K
$15.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Independent Investors Inc
|
SELL
|
- |
-200- 0.34% |
$30.8K - $34.4K
|
59.1K
$15.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-200- 3.08% |
$30.8K - $34.4K
|
6.3K
$1.63M
|
|
|
Jan 20, 2022
Q4 2021
|
Coerente Capital Management
|
SELL
|
- |
-200- 0.57% |
$30.8K - $34.4K
|
34.8K
$9.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Ar Asset Management Inc
|
SELL
|
- |
-200- 0.29% |
$30.8K - $34.4K
|
68K
$17.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-200- 0.45% |
$30.8K - $34.4K
|
43.8K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-200- 0.48% |
$30.8K - $34.4K
|
41.6K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-201- 0.42% |
$30.9K - $34.5K
|
47.7K
$12.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-202- 7.45% |
$31.1K - $34.7K
|
2.51K
$649K
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-202- 0.97% |
$31.1K - $34.7K
|
20.5K
$5.32M
|
|
|
Jan 10, 2022
Q4 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-202- 0.93% |
$31.1K - $34.7K
|
21.5K
$5.56M
|