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 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
22.2KNew |
$3.42M - $3.82M
|
22.2K
$5.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 11.49% |
$3.41M - $3.81M
|
215K
$55.4M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
22KNew |
$3.39M - $3.78M
|
22K
$5.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
21.8K+ 106.85% |
$3.36M - $3.75M
|
42.2K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
21.8K+ 60.45% |
$3.35M - $3.74M
|
57.8K
$14.9M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
21.8KNew |
$3.35M - $3.74M
|
21.8K
$5.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
21.7KNew |
$3.34M - $3.73M
|
21.7K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
21.6K+ 9.74% |
$3.33M - $3.71M
|
244K
$62.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
21.6KNew |
$3.33M - $3.71M
|
21.6K
$5.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
21.1K+ 3.56% |
$3.25M - $3.62M
|
614K
$158M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21KNew |
$3.23M - $3.61M
|
21K
$5.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
21K+ 70.0% |
$3.23M - $3.61M
|
51K
$13.1M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
20.9KNew |
$3.22M - $3.59M
|
20.9K
$5.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
20.9K+ 7.14% |
$3.21M - $3.59M
|
313K
$80.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
20.6K+ 14.72% |
$3.16M - $3.53M
|
160K
$41.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
20.4KNew |
$3.14M - $3.51M
|
20.4K
$5.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
20.3K+ 9.03% |
$3.12M - $3.49M
|
245K
$63.1M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
20.1KNew |
$3.1M - $3.46M
|
20.1K
$5.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.1KNew |
$3.09M - $3.45M
|
20.1K
$5.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.1K+ 8.1% |
$3.09M - $3.45M
|
268K
$69M
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
20.1KNew |
$3.09M - $3.45M
|
20.1K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
20K+ 66.67% |
$3.08M - $3.44M
|
50K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
19.7KNew |
$3.04M - $3.39M
|
19.7K
$5.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
19.6KNew |
$3.02M - $3.37M
|
19.6K
$5.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
19.6K+ 31.41% |
$3.02M - $3.36M
|
82K
$21.1M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.5K+ 106.74% |
$3.01M - $3.36M
|
37.9K
$9.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
19.3K+ 2.15% |
$2.97M - $3.32M
|
919K
$237M
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
19.1KNew |
$2.94M - $3.29M
|
19.1K
$4.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
19KNew |
$2.92M - $3.26M
|
19K
$4.89M
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
18.8KNew |
$2.9M - $3.23M
|
18.8K
$4.84M
|
|
|
Jan 07, 2022
Q4 2021
|
Cullinan Associates Inc
|
BUY
|
- |
18.8K+ 13.73% |
$2.89M - $3.23M
|
156K
$40.1M
|
|
|
Feb 05, 2025
Q4 2021
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
BUY
|
- |
18.7KNew |
$2.88M - $3.21M
|
18.7K
$4.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
18.6K+ 5.0% |
$2.86M - $3.19M
|
390K
$100M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18.6K+ 340.13% |
$2.86M - $3.19M
|
24K
$6.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
18.5KNew |
$2.85M - $3.18M
|
18.5K
$4.77M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
18.5K+ 25.5% |
$2.85M - $3.18M
|
91.1K
$23.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.4K+ 29.69% |
$2.83M - $3.16M
|
80.3K
$20.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
18.4K+ 0.49% |
$2.83M - $3.16M
|
3.8M
$978M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
18.4KNew |
$2.83M - $3.16M
|
18.4K
$4.73M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
18.3KNew |
$2.81M - $3.14M
|
18.3K
$4.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
18.2KNew |
$2.8M - $3.13M
|
18.2K
$4.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
18.1K+ 491.06% |
$2.79M - $3.11M
|
21.8K
$5.61M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
18.1KNew |
$2.78M - $3.11M
|
18.1K
$4.65M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
18K+ 1.98% |
$2.78M - $3.1M
|
930K
$239M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
17.9K+ 12.0% |
$2.75M - $3.07M
|
167K
$43M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$2.75M - $3.07M
|
17.9K
$4.6M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
17.8KNew |
$2.75M - $3.07M
|
17.8K
$4.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
17.8K+ 0.28% |
$2.74M - $3.06M
|
6.39M
$1.64B
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
17.7KNew |
$2.72M - $3.04M
|
17.7K
$4.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
17.6K+ 8.36% |
$2.71M - $3.02M
|
228K
$58.7M
|