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
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-471- 0.57% |
$72.5K - $80.9K
|
82K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-472- 4.56% |
$72.7K - $81.1K
|
9.88K
$2.56M
|
|
|
Nov 16, 2023
Q4 2021
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-477- 70.77% |
$73.4K - $81.9K
|
197
$51K
|
|
|
Feb 17, 2022
Q4 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-479- 3.04% |
$73.7K - $82.3K
|
15.3K
$3.95M
|
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-480- 2.67% |
$73.9K - $82.5K
|
17.5K
$4.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-481- 1.49% |
$74K - $82.6K
|
31.8K
$8.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-484- 2.09% |
$74.5K - $83.1K
|
22.6K
$5.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-486- 0.91% |
$74.8K - $83.5K
|
53K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-488- 1.72% |
$75.1K - $83.8K
|
27.8K
$7.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-500- 15.55% |
$77K - $85.9K
|
2.72K
$703K
|
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-500- 11.57% |
$77K - $85.9K
|
3.82K
$989K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 3.88% |
$77K - $85.9K
|
12.4K
$3.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-500- 0.92% |
$77K - $85.9K
|
53.7K
$13.9M
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-501- 2.84% |
$77.1K - $86.1K
|
17.2K
$4.44M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-503- 0.4% |
$77.4K - $86.4K
|
127K
$32.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-510- 1.94% |
$78.5K - $87.6K
|
25.7K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-510- 3.13% |
$78.5K - $87.6K
|
15.8K
$4.09M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-514- 1.2% |
$79.1K - $88.3K
|
42.3K
$11M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-517- 13.57% |
$79.6K - $88.8K
|
3.29K
$852K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-518- 7.67% |
$79.7K - $89K
|
6.24K
$1.61M
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-520- 2.22% |
$80K - $89.3K
|
22.9K
$5.94M
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-520- 1.76% |
$80K - $89.3K
|
29.1K
$7.53M
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-522- 1.42% |
$80.4K - $89.7K
|
36.2K
$9.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-526- 9.53% |
$81K - $90.4K
|
5K
$1.29M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-528- 0.64% |
$81.3K - $90.7K
|
82.2K
$21.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-531- 2.98% |
$81.7K - $91.2K
|
17.3K
$4.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Pettee Investors, Inc.
|
SELL
|
- |
-535- 0.72% |
$82.4K - $91.9K
|
74K
$19.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-536- 0.25% |
$82.5K - $92.1K
|
213K
$55.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-536- 1.33% |
$82.5K - $92.1K
|
39.9K
$10.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
SELL
|
- |
-541- 1.18% |
$83.3K - $92.9K
|
45.5K
$11.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Searle & Co.
|
SELL
|
- |
-544- 6.51% |
$83.7K - $93.4K
|
7.81K
$2.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-545- 0.74% |
$83.9K - $93.6K
|
73.4K
$19M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-552- 4.53% |
$85K - $94.8K
|
11.6K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-553- 4.53% |
$85.1K - $95K
|
11.6K
$3.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-553- 0.98% |
$85.1K - $95K
|
56.1K
$14.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-555- 0.45% |
$85.4K - $95.3K
|
123K
$31.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-559- 22.18% |
$86.1K - $96K
|
1.96K
$507K
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-565- 5.04% |
$87K - $97.1K
|
10.7K
$2.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-579- 12.5% |
$89.1K - $99.5K
|
4.05K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-580- 4.35% |
$89.3K - $99.6K
|
12.8K
$3.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-584- 7.79% |
$89.9K - $100K
|
6.91K
$1.79M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-584- 53.43% |
$89.9K - $100K
|
509
$132K
|
|
|
Feb 14, 2022
Q4 2021
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-591- 1.01% |
$91K - $102K
|
57.8K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-594- 27.59% |
$91.4K - $102K
|
1.56K
$403K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-605- 2.24% |
$93.1K - $104K
|
26.4K
$6.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-605- 8.4% |
$93.1K - $104K
|
6.6K
$1.71M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-611- 3.95% |
$94.1K - $105K
|
14.9K
$3.85M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-611- 2.94% |
$94.1K - $105K
|
20.2K
$5.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-614- 0.33% |
$94.5K - $105K
|
186K
$48.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-615- 0.85% |
$94.7K - $106K
|
71.4K
$18.5M
|