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
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-617- 0.01% |
$95K - $106K
|
6.65M
$1.72B
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-618- 7.26% |
$95.1K - $106K
|
7.89K
$2.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-622- 8.71% |
$95.8K - $107K
|
6.52K
$1.69M
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
SELL
|
- |
-624- 14.92% |
$96.1K - $107K
|
3.56K
$921K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-628- 2.06% |
$96.7K - $108K
|
29.8K
$7.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
SELL
|
- |
-628- 1.02% |
$96.7K - $108K
|
60.8K
$15.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-628- 1.11% |
$96.7K - $108K
|
56K
$14.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-639- 0.27% |
$98.4K - $110K
|
235K
$60.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
SELL
|
- |
-642- 1.19% |
$98.8K - $110K
|
53.3K
$13.8M
|
|
|
Aug 02, 2023
Q4 2021
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-642- 4.55% |
$98.8K - $110K
|
13.5K
$3.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-647- 4.34% |
$99.6K - $111K
|
14.2K
$3.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-649- 9.52% |
$99.9K - $111K
|
6.17K
$1.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-651- 0.68% |
$100K - $112K
|
94.4K
$24.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-664- 2.4% |
$102K - $114K
|
27K
$7M
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-665- 0.42% |
$102K - $114K
|
159K
$41.3M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-668- 14.36% |
$103K - $115K
|
3.99K
$1.03M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-677- 2.58% |
$104K - $116K
|
25.6K
$6.63M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-683- 5.57% |
$105K - $117K
|
11.6K
$2.99M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-684- 9.35% |
$105K - $117K
|
6.63K
$1.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-685- 2.58% |
$105K - $118K
|
25.8K
$6.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-686- 2.61% |
$106K - $118K
|
25.6K
$6.62M
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-691- 3.3% |
$106K - $119K
|
20.2K
$5.24M
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
SELL
|
- |
-692- 0.49% |
$107K - $119K
|
140K
$36.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-695- 1.46% |
$107K - $119K
|
47K
$12.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-698- 0.29% |
$107K - $120K
|
243K
$62.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-699- 0.2% |
$108K - $120K
|
354K
$91.5M
|
|
|
Jan 19, 2022
Q4 2021
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-700- 3.9% |
$108K - $120K
|
17.3K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-700- 1.42% |
$108K - $120K
|
48.4K
$12.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-705- 2.91% |
$109K - $121K
|
23.5K
$6.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-710- 5.26% |
$109K - $122K
|
12.8K
$3.31M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-718- 9.75% |
$111K - $123K
|
6.65K
$1.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
SELL
|
- |
-725- 7.77% |
$112K - $125K
|
8.61K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-726Closed |
$112K - $125K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-727- 1.98% |
$112K - $125K
|
36K
$9.32M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
SELL
|
- |
-728- 2.62% |
$112K - $125K
|
27K
$6.99M
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
SELL
|
- |
-729- 33.64% |
$112K - $125K
|
1.44K
$372K
|
|
|
Feb 01, 2022
Q4 2021
|
Bell Bank
|
SELL
|
- |
-733- 7.72% |
$113K - $126K
|
8.76K
$2.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-739- 13.62% |
$114K - $127K
|
4.69K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-741- 7.07% |
$114K - $127K
|
9.75K
$2.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-743- 0.67% |
$114K - $128K
|
111K
$28.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-750- 1.7% |
$115K - $129K
|
43.3K
$11.2M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-750- 2.1% |
$115K - $129K
|
34.9K
$9.04M
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-752- 3.33% |
$116K - $129K
|
21.8K
$5.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
SELL
|
- |
-753- 1.64% |
$116K - $129K
|
45.2K
$11.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-759- 3.67% |
$117K - $130K
|
19.9K
$5.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-759- 0.73% |
$117K - $130K
|
103K
$26.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-760- 1.94% |
$117K - $131K
|
38.4K
$9.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-760- 24.34% |
$117K - $131K
|
2.36K
$612K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-764- 8.33% |
$118K - $131K
|
8.4K
$2.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-767- 4.88% |
$118K - $132K
|
15K
$3.87M
|