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
Global Strategic Investment Solutions, LLC

SELL
 -
-2.62K
- 57.89%
$403K - $449K
1.9K $490K
Jan 31, 2022 Q4 2021
Bourgeon Capital Management LLC

SELL
 -
-2.62K
- 2.26%
$403K - $450K
113K $29.2M
Jan 14, 2022 Q4 2021
Praetorian Wealth Management, Inc.

SELL
 -
-2.63K
Closed
$405K - $451K
0 $0
Jan 28, 2022 Q4 2021
Wespac Advisors, LLC

SELL
 -
-2.63K
- 13.55%
$405K - $452K
16.8K $4.32M
Feb 14, 2022 Q4 2021
First Foundation Advisors

Irvine, CA
SELL
 -
-2.64K
- 1.26%
$406K - $453K
207K $53.3M
Feb 11, 2022 Q4 2021
Keystone Financial Group

SELL
 -
-2.66K
- 14.65%
$409K - $456K
15.5K $3.98M
Jan 19, 2022 Q4 2021
Bristlecone Advisors, LLC

SELL
 -
-2.68K
- 6.31%
$413K - $461K
39.8K $10.3M
Feb 16, 2022 Q4 2021
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-2.69K
- 6.9%
$414K - $462K
36.3K $9.34M
Jan 18, 2022 Q4 2021
Caprock Group, Inc.

SELL
 -
-2.69K
- 8.65%
$414K - $462K
28.4K $7.31M
Jan 10, 2022 Q4 2021
Fcf Advisors LLC

SELL
 -
-2.7K
- 10.44%
$416K - $464K
23.2K $5.96M
Jan 27, 2022 Q4 2021
Close Asset Management LTD

SELL
 -
-2.72K
- 3.58%
$419K - $467K
73.3K $18.9M
Feb 14, 2022 Q4 2021
Credit Agricole S A

SELL
 -
-2.72K
- 2.79%
$419K - $468K
95K $24.5M
Feb 01, 2022 Q4 2021
First Bank & Trust

SELL
 -
-2.73K
- 28.38%
$421K - $469K
6.89K $1.77M
Feb 14, 2022 Q4 2021
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-2.79K
- 3.48%
$429K - $479K
77.4K $19.9M
Feb 11, 2022 Q4 2021
Estabrook Capital Management

New York, NY
SELL
 -
-2.82K
- 1.35%
$434K - $484K
206K $53.1M
Feb 11, 2022 Q4 2021
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-2.82K
Closed
$434K - $485K
0 $0
Feb 10, 2022 Q4 2021
Citizens Financial Group Inc

SELL
 -
-2.83K
- 1.52%
$436K - $486K
184K $47.3M
Feb 04, 2022 Q4 2021
Amg National Trust Bank

SELL
 -
-2.84K
- 4.7%
$438K - $489K
57.6K $14.8M
Jan 13, 2022 Q4 2021
Hemington Wealth Management

SELL
 -
-2.87K
- 30.77%
$442K - $494K
6.47K $1.66M
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-2.91K
- 3.11%
$447K - $499K
90.4K $23.3M
Feb 11, 2022 Q4 2021
Parkwood LLC

Cleveland, OH
SELL
 -
-2.99K
- 6.07%
$460K - $514K
46.3K $11.9M
Jan 25, 2022 Q4 2021
Deroy & Devereaux Private Investment Counsel Inc

SELL
 -
-3K
- 1.75%
$462K - $516K
169K $43.5M
Feb 04, 2022 Q4 2021
Hosking Partners LLP

SELL
 -
-3.01K
- 1.86%
$464K - $517K
159K $40.9M
Jan 19, 2022 Q4 2021
Tuttle Capital Management, LLC

SELL
 -
-3.03K
Closed
$466K - $520K
0 $0
Feb 04, 2022 Q4 2021
Matisse Capital

SELL
 -
-3.03K
Closed
$467K - $521K
0 $0
Feb 03, 2022 Q4 2021
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-3.05K
- 0.74%
$469K - $524K
409K $105M
Feb 11, 2022 Q4 2021
Silicon Valley Capital Partners

SELL
 -
-3.05K
Closed
$469K - $524K
0 $0
Feb 03, 2022 Q4 2021
Garland Capital Management Inc

SELL
 -
-3.05K
- 6.02%
$470K - $524K
47.6K $12.3M
Feb 10, 2022 Q4 2021
Weil Company, Inc.

SELL
 -
-3.06K
- 9.69%
$472K - $526K
28.6K $7.35M
Feb 02, 2022 Q4 2021
Sea Bridge Investment Advisors LLC

SELL
 -
-3.07K
- 9.82%
$472K - $527K
28.2K $7.25M
Feb 01, 2022 Q4 2021
Eagle Global Advisors LLC

Houston, TX
SELL
 -
-3.09K
- 1.47%
$476K - $531K
207K $53.3M
Feb 28, 2022 Q4 2021
Camden Capital, LLC

SELL
 -
-3.11K
- 25.09%
$478K - $534K
9.28K $2.39M
Feb 13, 2025 Q4 2021
Ategra Capital Management, LLC

Vienna, VA
SELL
 -
-3.12K
- 26.06%
$480K - $536K
8.85K $2.28M
Feb 14, 2022 Q4 2021
Treasurer Of The State Of North Carolina

SELL
 -
-3.12K
- 0.25%
$481K - $537K
1.26M $325M
Feb 14, 2022 Q4 2021
Western Wealth Management, LLC

SELL
 -
-3.13K
- 9.13%
$482K - $538K
31.2K $8.02M
Feb 08, 2022 Q4 2021
Parsec Financial Management, Inc.

SELL
 -
-3.16K
- 1.02%
$487K - $543K
307K $79M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-3.18K
- 9.07%
$489K - $546K
31.9K $8.2M
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-3.18K
- 3.54%
$489K - $546K
86.6K $22.3M
Feb 11, 2022 Q4 2021
Arch Point Investors

Coral Gables, FL
SELL
 -
-3.2K
Closed
$492K - $549K
0 $0
Feb 14, 2022 Q4 2021
Hgi Capital Management, LLC

New York, NY
SELL
 -
-3.25K
- 18.2%
$500K - $558K
14.6K $3.76M
Jan 26, 2022 Q4 2021
Franklin Street Advisors Inc

SELL
 -
-3.27K
- 1.43%
$504K - $562K
226K $58.1M
Feb 11, 2022 Q4 2021
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-3.27K
- 14.11%
$504K - $562K
19.9K $5.13M
Jan 12, 2022 Q4 2021
Resource Planning Group

SELL
 -
-3.28K
- 50.18%
$505K - $563K
3.26K $838K
Feb 17, 2022 Q4 2021
Prio Wealth Limited Partnership

Boston, MA
SELL
 -
-3.33K
- 0.79%
$513K - $573K
419K $108M
Feb 10, 2022 Q4 2021
Rhumbline Advisers

Boston, MA
SELL
 -
-3.34K
- 0.07%
$514K - $574K
4.89M $1.26B
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

SELL
 -
-3.34K
- 9.69%
$514K - $574K
31.1K $8.01M
Feb 10, 2022 Q4 2021
Premier Asset Management LLC

Chicago, IL
SELL
 -
-3.36K
- 20.45%
$518K - $578K
13.1K $3.37M
Jan 26, 2022 Q4 2021
Van Eck Associates Corp

SELL
 -
-3.37K
- 12.66%
$518K - $578K
23.2K $5.98M
Jan 28, 2022 Q4 2021
Simmons Bank

SELL
 -
-3.38K
- 3.75%
$520K - $580K
86.6K $22.3M

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