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 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-3.39K- 1.58% |
$522K - $582K
|
211K
$54.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Buckhead Capital Management LLC
|
SELL
|
- |
-3.43K- 8.62% |
$528K - $590K
|
36.4K
$9.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.47K- 40.26% |
$535K - $597K
|
5.15K
$1.33M
|
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3.5KClosed |
$539K - $601K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.52K- 0.93% |
$542K - $605K
|
373K
$96.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.53K- 0.67% |
$543K - $606K
|
524K
$135M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.53K- 0.94% |
$543K - $606K
|
371K
$95.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.55K- 5.02% |
$546K - $610K
|
67.2K
$17.3M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-3.57K- 3.95% |
$549K - $613K
|
86.8K
$22.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-3.58K- 14.62% |
$551K - $614K
|
20.9K
$5.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-3.59K- 8.49% |
$552K - $616K
|
38.6K
$9.95M
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-3.69K- 0.4% |
$568K - $634K
|
918K
$236M
|
|
|
Feb 15, 2022
Q4 2021
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-3.7K- 9.16% |
$570K - $636K
|
36.7K
$9.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.77K- 0.92% |
$580K - $647K
|
403K
$104M
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-3.8K- 0.71% |
$585K - $653K
|
534K
$137M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.91K- 22.02% |
$602K - $672K
|
13.9K
$3.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.95K- 6.58% |
$608K - $679K
|
56.1K
$14.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4K- 90.01% |
$616K - $687K
|
444
$114K
|
|
|
Jan 13, 2022
Q4 2021
|
Nexus Investment Management Ulc
|
SELL
|
- |
-4.01K- 1.53% |
$617K - $689K
|
258K
$66.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.03K- 2.34% |
$620K - $692K
|
168K
$43.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-4.07K- 0.53% |
$626K - $698K
|
768K
$198M
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-4.11K- 2.01% |
$633K - $707K
|
201K
$51.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.13K- 70.52% |
$636K - $710K
|
1.73K
$445K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.18K- 0.49% |
$644K - $718K
|
855K
$220M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4.19K- 36.49% |
$645K - $719K
|
7.29K
$1.88M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.24K- 1.94% |
$653K - $729K
|
215K
$55.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.25K- 21.42% |
$655K - $730K
|
15.6K
$4.01M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.3K- 20.91% |
$662K - $738K
|
16.3K
$4.19M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-4.37KClosed |
$673K - $751K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-4.44K- 31.61% |
$683K - $762K
|
9.6K
$2.47M
|
|
|
Jan 18, 2022
Q4 2021
|
Qv Investors Inc.
|
SELL
|
- |
-4.5K- 7.6% |
$693K - $773K
|
54.7K
$14.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-4.54KClosed |
$699K - $780K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.55K- 0.84% |
$700K - $781K
|
537K
$138M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
SELL
|
- |
-4.55K- 26.14% |
$701K - $782K
|
12.9K
$3.31M
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.56KClosed |
$702K - $783K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-4.58K- 5.75% |
$704K - $786K
|
75K
$19.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.64K- 12.14% |
$715K - $798K
|
33.6K
$8.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.75K- 1.94% |
$732K - $816K
|
240K
$61.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-4.77K- 12.33% |
$734K - $820K
|
33.9K
$8.73M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.81K- 1.45% |
$740K - $826K
|
328K
$84.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-4.81K- 2.85% |
$741K - $827K
|
164K
$42.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.86K- 44.31% |
$748K - $835K
|
6.11K
$1.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.97KClosed |
$765K - $854K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5K- 1.01% |
$770K - $859K
|
490K
$126M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.18K- 1.66% |
$797K - $889K
|
306K
$78.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.18K- 3.76% |
$798K - $890K
|
132K
$34.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-5.21K- 12.3% |
$802K - $895K
|
37.2K
$9.57M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.25K- 1.64% |
$808K - $901K
|
316K
$81.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-5.25K- 4.07% |
$809K - $903K
|
124K
$31.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
SELL
|
- |
-5.27K- 2.12% |
$812K - $906K
|
244K
$62.7M
|