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
|
Burney CO
Reston, VA |
SELL
|
- |
-279- 1.09% |
$42.9K - $47.9K
|
25.4K
$6.58M
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-286- 11.04% |
$44K - $49.1K
|
2.31K
$597K
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-287- 0.82% |
$44.2K - $49.3K
|
34.8K
$9.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-287- 5.15% |
$44.2K - $49.3K
|
5.28K
$1.37M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-292- 0.52% |
$45K - $50.2K
|
55.7K
$14.4M
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-294- 5.58% |
$45.3K - $50.5K
|
4.97K
$1.29M
|
|
|
Jan 19, 2022
Q4 2021
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-295- 10.55% |
$45.4K - $50.7K
|
2.5K
$647K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-295- 5.01% |
$45.4K - $50.7K
|
5.59K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-295- 1.66% |
$45.4K - $50.7K
|
17.5K
$4.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-298- 2.16% |
$45.9K - $51.2K
|
13.5K
$3.49M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-300- 2.04% |
$46.2K - $51.5K
|
14.4K
$3.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-300- 1.28% |
$46.2K - $51.5K
|
23.2K
$6M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-300- 12.85% |
$46.2K - $51.5K
|
2.03K
$526K
|
|
|
Jan 31, 2022
Q4 2021
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-300- 3.98% |
$46.2K - $51.5K
|
7.25K
$1.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-300- 0.5% |
$46.2K - $51.5K
|
59.5K
$15.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-300- 0.35% |
$46.2K - $51.5K
|
85.1K
$22M
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-301- 1.43% |
$46.3K - $51.7K
|
20.8K
$5.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-301- 0.5% |
$46.3K - $51.7K
|
59.9K
$15.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-301- 5.89% |
$46.3K - $51.7K
|
4.81K
$1.24M
|
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-301- 3.45% |
$46.3K - $51.7K
|
8.43K
$2.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-304- 0.36% |
$46.8K - $52.2K
|
85K
$22M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-306- 1.09% |
$47.1K - $52.6K
|
27.8K
$7.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-308- 0.64% |
$47.4K - $52.9K
|
47.6K
$12.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-309- 2.6% |
$47.6K - $53.1K
|
11.6K
$2.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-311- 0.93% |
$47.9K - $53.4K
|
33.2K
$8.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-312- 0.51% |
$48K - $53.6K
|
60.4K
$15.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Gam Holding Ag
|
SELL
|
- |
-319- 0.47% |
$49.1K - $54.8K
|
67K
$17.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-319- 15.73% |
$49.1K - $54.8K
|
1.71K
$442K
|
|
|
Jan 21, 2022
Q4 2021
|
Goodwin Daniel L
|
SELL
|
- |
-320- 1.16% |
$49.3K - $55K
|
27.2K
$7.05M
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-323- 2.07% |
$49.7K - $55.5K
|
15.3K
$3.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-327- 0.19% |
$50.3K - $56.2K
|
175K
$45.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-329- 3.95% |
$50.6K - $56.5K
|
8K
$2.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-330- 3.54% |
$50.8K - $56.7K
|
8.98K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-332- 1.25% |
$51.1K - $57K
|
26.3K
$6.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-334- 4.34% |
$51.4K - $57.4K
|
7.36K
$1.9M
|
|
|
Mar 08, 2022
Q4 2021
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-335- 0.66% |
$51.6K - $57.5K
|
50.4K
$13.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-336- 4.49% |
$51.7K - $57.7K
|
7.15K
$1.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-338- 9.75% |
$52K - $58.1K
|
3.13K
$809K
|
|
|
Feb 14, 2022
Q4 2021
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-338- 18.52% |
$52K - $58.1K
|
1.49K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-338- 1.07% |
$52K - $58.1K
|
31.3K
$8.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-339- 4.27% |
$52.2K - $58.2K
|
7.59K
$1.96M
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-340- 0.34% |
$52.3K - $58.4K
|
99.9K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-341- 32.48% |
$52.5K - $58.6K
|
709
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-342- 17.51% |
$52.6K - $58.7K
|
1.61K
$417K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-344- 16.75% |
$53K - $59.1K
|
1.71K
$443K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-345- 4.45% |
$53.1K - $59.3K
|
7.4K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-348- 0.53% |
$53.6K - $59.8K
|
65.8K
$17M
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-350- 1.95% |
$53.9K - $60.1K
|
17.6K
$4.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-350- 5.18% |
$53.9K - $60.1K
|
6.4K
$1.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-351- 12.13% |
$54K - $60.3K
|
2.54K
$658K
|