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
Feb 14, 2022 Q4 2021
Hilton Capital Management, LLC

SELL
 -
-1.49K
- 1.71%
$230K - $256K
85.7K $22.1M
Sep 18, 2023 Q4 2021
Washington Capital Management Inc

SELL
 -
-1.5K
- 9.09%
$230K - $257K
15K $3.85M
Jan 26, 2022 Q4 2021
Lvw Advisors, LLC

SELL
 -
-1.5K
- 3.46%
$230K - $257K
41.7K $10.7M
Jan 25, 2022 Q4 2021
Summit Place Financial Advisors, LLC

SELL
 -
-1.5K
Closed
$231K - $257K
0 $0
Feb 14, 2022 Q4 2021
Continental Advisors LLC

Chicago, IL
SELL
 -
-1.5K
- 9.02%
$231K - $258K
15.1K $3.9M
Jan 25, 2022 Q4 2021
Brown Miller Wealth Management, LLC

SELL
 -
-1.51K
- 3.67%
$232K - $259K
39.6K $10.2M
Feb 11, 2022 Q4 2021
Schwerin Boyle Capital Management Inc

Springfield, MA
SELL
 -
-1.51K
- 0.68%
$232K - $259K
221K $56.9M
Jan 24, 2022 Q4 2021
Arden Trust CO

SELL
 -
-1.52K
- 3.18%
$234K - $261K
46.2K $11.9M
Jan 21, 2022 Q4 2021
Gibraltar Capital Management, Inc.

SELL
 -
-1.53K
- 3.58%
$235K - $262K
41.1K $10.6M
Feb 03, 2022 Q4 2021
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-1.54K
- 1.03%
$236K - $264K
148K $38.2M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-1.54K
- 0.4%
$237K - $265K
387K $99.5M
Jan 12, 2022 Q4 2021
Engrave Wealth Partners LLC

SELL
 -
-1.56K
- 32.12%
$240K - $268K
3.29K $847K
Feb 04, 2022 Q4 2021
Seven Springs Wealth Group, LLC

SELL
 -
-1.56K
Closed
$241K - $269K
0 $0
Feb 02, 2022 Q4 2021
Tfc Financial Management

SELL
 -
-1.58K
- 23.73%
$244K - $272K
5.08K $1.31M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.6K
- 0.22%
$246K - $274K
723K $186M
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-1.63K
Closed
$251K - $280K
0 $0
Jan 31, 2022 Q4 2021
Harvest Investment Services, LLC

SELL
 -
-1.63K
- 39.72%
$251K - $280K
2.48K $638K
Feb 10, 2022 Q4 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-1.65K
- 41.02%
$253K - $283K
2.37K $609K
Dec 27, 2022 Q4 2021
Schechter Investment Advisors, LLC

Birmingham, MI
SELL
 -
-1.65K
- 3.89%
$254K - $283K
40.7K $10.5M
Jun 17, 2024 Q4 2021
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-1.66K
- 12.68%
$256K - $286K
11.5K $2.95M
Jan 19, 2022 Q4 2021
Eagle Ridge Investment Management

SELL
 -
-1.67K
- 2.22%
$257K - $287K
73.5K $18.9M
Jan 25, 2022 Q4 2021
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-1.68K
- 2.53%
$258K - $288K
64.7K $16.7M
Jan 26, 2022 Q4 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-1.68K
- 14.64%
$259K - $289K
9.8K $2.52M
Feb 11, 2022 Q4 2021
J. W. Coons Advisors, LLC

SELL
 -
-1.69K
- 6.73%
$260K - $290K
23.4K $6.03M
Feb 14, 2022 Q4 2021
Loomis Sayles & CO L P

SELL
 -
-1.7K
- 14.23%
$261K - $291K
10.2K $2.63M
Jan 18, 2022 Q4 2021
Ellsworth Advisors, LLC

SELL
 -
-1.7K
Closed
$262K - $292K
0 $0
Feb 07, 2022 Q4 2021
Silvant Capital Management LLC

SELL
 -
-1.71K
- 4.96%
$264K - $294K
32.9K $8.46M
Feb 04, 2022 Q4 2021
Tlwm

San Antonio, TX
SELL
 -
-1.78K
- 19.87%
$274K - $306K
7.18K $1.85M
Feb 15, 2022 Q4 2021
Albion Financial Group

SELL
 -
-1.79K
- 1.38%
$275K - $307K
128K $32.9M
Feb 10, 2022 Q4 2021
Alamar Capital Management, LLC

SELL
 -
-1.8K
Closed
$276K - $309K
0 $0
Jan 27, 2022 Q4 2021
Nbt Bank N A

SELL
 -
-1.81K
- 1.7%
$278K - $310K
104K $26.8M
Jan 28, 2022 Q4 2021
Heritage Investors Management Corp

SELL
 -
-1.82K
- 0.84%
$280K - $312K
214K $55.2M
Jan 31, 2022 Q4 2021
Dfpg Investments, LLC

SELL
 -
-1.84K
- 12.7%
$283K - $316K
12.7K $3.26M
Feb 14, 2022 Q4 2021
Cary Street Partners Asset Management LLC

Richmond, VA
SELL
 -
-1.85K
- 7.62%
$285K - $318K
22.5K $5.78M
Feb 15, 2022 Q4 2021
High Pines Wealth Management, LLC

Duxbury, MA
SELL
 -
-1.86K
- 5.99%
$286K - $320K
29.2K $7.51M
Feb 07, 2022 Q4 2021
Brr Op Co, LLC

SELL
 -
-1.88K
- 4.59%
$289K - $323K
39K $10M
Feb 11, 2022 Q4 2021
E Rn Financial, LLC

SELL
 -
-1.88K
Closed
$289K - $323K
0 $0
Feb 09, 2022 Q4 2021
Sandhill Capital Partners LLC

Buffalo, NY
SELL
 -
-1.88K
- 11.79%
$289K - $323K
14.1K $3.62M
Feb 10, 2022 Q4 2021
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.88K
- 5.47%
$290K - $323K
32.5K $8.36M
Feb 07, 2022 Q4 2021
Texas Capital Bank Wealth Management Services Inc

SELL
 -
-1.91K
- 2.54%
$294K - $329K
73.3K $18.9M
Feb 14, 2022 Q4 2021
Morse Asset Management, Inc

Darien, CT
SELL
 -
-1.92K
- 56.2%
$295K - $329K
1.49K $385K
Jan 19, 2022 Q4 2021
Redpoint Investment Management Pty LTD

SELL
 -
-1.92K
- 2.57%
$295K - $330K
72.9K $18.8M
Jan 27, 2022 Q4 2021
Ascent Wealth Partners, LLC

New Hartford, NY
SELL
 -
-1.94K
- 3.73%
$298K - $333K
50K $12.9M
Feb 14, 2022 Q4 2021
Odey Asset Management Group LTD

London, X0
SELL
 -
-1.94K
- 4.21%
$299K - $334K
44.2K $11.4M
Jan 12, 2022 Q4 2021
Webster Bank, N. A.

SELL
 -
-1.96K
- 1.7%
$301K - $336K
113K $29.1M
Jan 24, 2022 Q4 2021
Aegon Asset Management Uk PLC

SELL
 -
-1.96K
- 0.17%
$302K - $337K
1.18M $303M
Jan 25, 2022 Q4 2021
Hohimer Wealth Management, LLC

SELL
 -
-1.97K
- 4.72%
$303K - $339K
39.8K $10.2M
Feb 07, 2022 Q4 2021
Choate Investment Advisors

Boston, MA
SELL
 -
-1.98K
- 2.14%
$304K - $339K
90.4K $23.3M
Feb 10, 2022 Q4 2021
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-1.98K
- 1.2%
$305K - $341K
164K $42.1M

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