Purchases and Sales Made in Q4 2021 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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
Endurance Wealth Management, Inc.

SELL
 -
-1.25K
- 1.08%
$192K - $215K
114K $29.4M
Feb 11, 2022 Q4 2021
Prospector Partners LLC

Guilford, CT
SELL
 -
-1.25K
- 1.45%
$192K - $215K
84.8K $21.8M
Jan 27, 2022 Q4 2021
Brookmont Capital Management

Dallas, TX
SELL
 -
-1.26K
- 4.22%
$194K - $217K
28.6K $7.37M
Feb 11, 2022 Q4 2021
Indie Asset Partners, LLC

Carmel, IN
SELL
 -
-1.27K
- 31.15%
$195K - $218K
2.8K $721K
Feb 07, 2022 Q4 2021
Parthenon LLC

SELL
 -
-1.28K
- 2.61%
$196K - $219K
47.6K $12.3M
Feb 14, 2022 Q4 2021
Source Financial Advisors LLC

New York, NY
SELL
 -
-1.28K
- 3.47%
$196K - $219K
35.5K $9.14M
Jan 24, 2022 Q4 2021
Brand Asset Management Group, Inc.

SELL
 -
-1.29K
Closed
$199K - $222K
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-1.29K
- 3.35%
$199K - $222K
37.2K $9.58M
Jan 27, 2022 Q4 2021
Brown Advisory Inc

SELL
 -
-1.3K
- 0.05%
$200K - $223K
2.39M $614M
Feb 10, 2022 Q4 2021
Te Ahumairangi Investment Management LTD

Wellington Central, Q2
SELL
 -
-1.3K
- 44.83%
$200K - $223K
1.6K $412K
May 11, 2023 Q4 2021
Tucker Asset Management LLC

Littleton, CO
SELL
 -
-1.31K
- 64.51%
$201K - $225K
719 $185K
Jan 27, 2022 Q4 2021
Peak Financial Management, Inc.

SELL
 -
-1.31K
Closed
$201K - $225K
0 $0
Feb 14, 2022 Q4 2021
X Square Capital, LLC

SELL
 -
-1.32K
- 5.2%
$203K - $226K
24K $6.18M
Jan 10, 2022 Q4 2021
Summit Financial Group, Inc.

SELL
 -
-1.32K
- 8.46%
$203K - $227K
14.3K $3.67M
Feb 14, 2022 Q4 2021
Connable Office Inc

SELL
 -
-1.32K
- 3.59%
$203K - $227K
35.4K $9.11M
Jan 13, 2022 Q4 2021
44 Wealth Management LLC

SELL
 -
-1.33K
- 8.3%
$204K - $228K
14.6K $3.77M
Jan 19, 2022 Q4 2021
Ti Trust, Inc

SELL
 -
-1.33K
- 13.61%
$205K - $229K
8.45K $2.17M
Feb 07, 2022 Q4 2021
Gen Trust, LLC

SELL
 -
-1.34K
Closed
$207K - $231K
0 $0
Jan 21, 2022 Q4 2021
Sabal Trust CO

SELL
 -
-1.36K
- 0.54%
$209K - $234K
249K $64.1M
Feb 10, 2022 Q4 2021
Granite Investment Partners, LLC

SELL
 -
-1.37K
- 2.75%
$210K - $234K
48.3K $12.4M
Jan 31, 2022 Q4 2021
Acas, LLC

SELL
 -
-1.37K
- 49.87%
$211K - $236K
1.38K $355K
Feb 09, 2022 Q4 2021
First Horizon Advisors, Inc.

SELL
 -
-1.37K
- 0.68%
$211K - $236K
200K $51.4M
Jan 27, 2022 Q4 2021
Cypress Point Wealth Management, LLC

Dallas, TX
SELL
 -
-1.38K
Closed
$212K - $237K
0 $0
Feb 15, 2022 Q4 2021
Flaharty Asset Management, LLC

SELL
 -
-1.38K
Closed
$213K - $237K
0 $0
Feb 17, 2022 Q4 2021
Virtu Financial LLC

New York, NY
SELL
 -
-1.38K
- 27.51%
$213K - $237K
3.64K $937K
Feb 10, 2022 Q4 2021
Smith, Salley & Associates

SELL
 -
-1.39K
- 0.7%
$214K - $239K
196K $50.6M
Oct 31, 2022 Q4 2021
Prentice Wealth Management LLC

SELL
 -
-1.4K
- 13.94%
$215K - $240K
8.62K $2.22M
Feb 10, 2022 Q4 2021
Peloton Wealth Strategists

Indianapolis, IN
SELL
 -
-1.4K
- 3.32%
$216K - $240K
40.7K $10.5M
Feb 14, 2022 Q4 2021
Arrow Mark Colorado Holdings LLC

Denver, CO
SELL
 -
-1.4K
- 0.53%
$216K - $240K
264K $67.8M
Feb 14, 2022 Q4 2021
Quaker Wealth Management, LLC

SELL
 -
-1.41K
Closed
$216K - $241K
0 $0
Feb 11, 2022 Q4 2021
Clifford Swan Investment Counsel LLC

SELL
 -
-1.41K
- 0.63%
$218K - $243K
223K $57.4M
Jan 19, 2022 Q4 2021
Howard Capital Management Group, LLC

SELL
 -
-1.42K
- 0.67%
$219K - $244K
212K $54.5M
Jan 13, 2022 Q4 2021
Mc Guire Investment Group, LLC

SELL
 -
-1.43K
Closed
$220K - $246K
0 $0
Feb 08, 2022 Q4 2021
Motco

SELL
 -
-1.43K
- 1.21%
$221K - $246K
117K $30M
Feb 15, 2022 Q4 2021
Strategic Financial Services, Inc,

Utica, NY
SELL
 -
-1.43K
- 3.86%
$221K - $246K
35.7K $9.2M
Feb 27, 2023 Q4 2021
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-1.44K
- 1.2%
$221K - $247K
118K $30.3M
Feb 09, 2022 Q4 2021
Essex Private Wealth Management, LLC

Topsfield, MA
SELL
 -
-1.44K
Closed
$221K - $247K
0 $0
Jan 28, 2022 Q4 2021
Highland Capital Management, LLC

SELL
 -
-1.44K
- 0.65%
$221K - $247K
219K $56.5M
Feb 10, 2022 Q4 2021
Tortoise Investment Management, LLC

SELL
 -
-1.44K
- 35.2%
$221K - $247K
2.65K $681K
Jan 19, 2022 Q4 2021
Villere St Denis J & CO LLC

SELL
 -
-1.45K
- 0.93%
$223K - $249K
155K $40M
Feb 10, 2022 Q4 2021
Oak Associates LTD

Akron, OH
SELL
 -
-1.45K
- 0.68%
$223K - $249K
212K $54.5M
Feb 14, 2022 Q4 2021
Jefferies Group LLC

New York, NY
SELL
 -
-1.46K
- 7.48%
$225K - $251K
18.1K $4.65M
Sep 21, 2023 Q4 2021
Jefferies Group LLC

New York, NY
SELL
 -
-1.46K
- 7.48%
$225K - $251K
18.1K $4.65M
Jan 21, 2022 Q4 2021
Harrington Investments, Inc

SELL
 -
-1.47K
- 27.09%
$226K - $252K
3.94K $1.01M
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-1.47K
- 18.43%
$226K - $253K
6.51K $1.68M
Jan 26, 2022 Q4 2021
Rmb Capital Management, LLC

SELL
 -
-1.49K
- 0.41%
$229K - $255K
364K $93.8M
Feb 04, 2022 Q4 2021
Sumitomo Life Insurance CO

SELL
 -
-1.49K
- 2.8%
$229K - $255K
51.6K $13.3M
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.49K
- 5.51%
$229K - $256K
25.5K $6.57M
Jan 25, 2022 Q4 2021
New Jersey Better Educational Savings Trust

SELL
 -
-1.49K
- 18.74%
$229K - $256K
6.46K $1.66M

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