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 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-1.04K- 2.52% |
$160K - $179K
|
40.3K
$10.4M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.05K- 7.97% |
$161K - $180K
|
12.1K
$3.1M
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 1.12% |
$161K - $180K
|
92.8K
$23.9M
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.05KClosed |
$162K - $180K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.05K- 1.56% |
$162K - $181K
|
66.6K
$17.2M
|
|
Jan 13, 2022
Q4 2021
|
Grant
|
SELL
|
- |
-1.06K- 8.82% |
$163K - $181K
|
10.9K
$2.81M
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.07K- 3.92% |
$164K - $183K
|
26.1K
$6.71M
|
|
Feb 09, 2022
Q4 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.07K- 1.76% |
$165K - $184K
|
59.8K
$15.4M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.07KClosed |
$165K - $184K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.07K- 0.53% |
$165K - $184K
|
201K
$51.6M
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-1.07K- 15.87% |
$165K - $184K
|
5.69K
$1.47M
|
|
Feb 04, 2022
Q4 2021
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.08K- 13.64% |
$166K - $185K
|
6.81K
$1.75M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.1K- 4.55% |
$169K - $188K
|
23K
$5.92M
|
|
Jan 18, 2022
Q4 2021
|
Asset Planning Services Inc
|
SELL
|
- |
-1.1K- 2.4% |
$169K - $189K
|
44.7K
$11.5M
|
|
Jun 14, 2024
Q4 2021
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.1K- 3.51% |
$170K - $189K
|
30.4K
$7.81M
|
|
Feb 10, 2022
Q4 2021
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 13.93% |
$171K - $191K
|
6.88K
$1.77M
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.12K- 2.98% |
$173K - $193K
|
36.5K
$9.39M
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.13K- 3.46% |
$174K - $194K
|
31.5K
$8.12M
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.15K- 2.18% |
$176K - $197K
|
51.3K
$13.2M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.15K- 0.47% |
$177K - $197K
|
243K
$62.6M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.15K- 3.01% |
$177K - $197K
|
37K
$9.53M
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.16K- 1.64% |
$178K - $198K
|
69.3K
$17.8M
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.16K- 0.9% |
$178K - $198K
|
127K
$32.6M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.16K- 27.92% |
$179K - $200K
|
3.01K
$773K
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.17K- 4.35% |
$180K - $201K
|
25.7K
$6.61M
|
|
Feb 08, 2022
Q4 2021
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.17K- 2.23% |
$181K - $201K
|
51.5K
$13.2M
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.18K- 0.52% |
$182K - $203K
|
225K
$58M
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.19K- 3.49% |
$183K - $204K
|
32.8K
$8.44M
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.19K- 14.48% |
$183K - $205K
|
7.04K
$1.81M
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-1.19K- 1.1% |
$183K - $205K
|
107K
$27.5M
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.2K- 4.92% |
$184K - $205K
|
23.1K
$5.95M
|
|
Feb 14, 2022
Q4 2021
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-1.2K- 13.79% |
$185K - $206K
|
7.5K
$1.93M
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.2K- 1.21% |
$185K - $206K
|
98.3K
$25.3M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.2K- 6.8% |
$185K - $207K
|
16.5K
$4.25M
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.21K- 7.41% |
$186K - $208K
|
15.1K
$3.89M
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.21K- 1.1% |
$187K - $208K
|
109K
$28M
|
|
Feb 09, 2022
Q4 2021
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-1.22K- 9.19% |
$187K - $209K
|
12K
$3.09M
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-1.22K- 8.97% |
$187K - $209K
|
12.4K
$3.18M
|
|
Feb 10, 2022
Q4 2021
|
Ns Partners LTD
|
SELL
|
- |
-1.22K- 0.51% |
$188K - $210K
|
240K
$61.8M
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.22KClosed |
$188K - $210K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.23KClosed |
$189K - $211K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.23K- 1.63% |
$189K - $211K
|
74K
$19.1M
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.23K- 20.81% |
$190K - $212K
|
4.69K
$1.21M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.24K- 6.9% |
$190K - $212K
|
16.7K
$4.29M
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.24KClosed |
$191K - $213K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.24K- 1.81% |
$191K - $213K
|
67.3K
$17.3M
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.24KClosed |
$191K - $213K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-1.25K- 5.09% |
$192K - $214K
|
23.2K
$5.97M
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.25K- 5.99% |
$192K - $214K
|
19.5K
$5.03M
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.25KClosed |
$192K - $215K
|
0
$0
|