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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-5.29K- 6.91% |
$814K - $909K
|
71.3K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.3K- 1.21% |
$816K - $911K
|
432K
$111M
|
|
|
Feb 08, 2022
Q4 2021
|
Private Management Group Inc
|
SELL
|
- |
-5.36K- 1.68% |
$825K - $921K
|
315K
$81M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.38K- 5.92% |
$828K - $924K
|
85.5K
$22M
|
|
|
Feb 09, 2022
Q4 2021
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-5.44K- 10.92% |
$837K - $934K
|
44.4K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.45K- 0.22% |
$839K - $936K
|
2.43M
$627M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-5.59K- 41.0% |
$861K - $961K
|
8.05K
$2.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
SELL
|
- |
-5.62K- 38.14% |
$865K - $966K
|
9.12K
$2.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Cambiar Investors LLC
|
SELL
|
- |
-5.66K- 1.67% |
$871K - $972K
|
333K
$85.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5.72K- 11.52% |
$881K - $983K
|
43.9K
$11.3M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-5.95K- 1.98% |
$915K - $1.02M
|
294K
$75.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Torray LLC
|
SELL
|
- |
-6K- 5.24% |
$924K - $1.03M
|
109K
$28M
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-6.07K- 1.97% |
$934K - $1.04M
|
302K
$77.6M
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.12K- 2.23% |
$942K - $1.05M
|
269K
$69.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-6.15K- 2.86% |
$946K - $1.06M
|
209K
$53.7M
|
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.15K- 17.25% |
$947K - $1.06M
|
29.5K
$7.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.16K- 74.68% |
$948K - $1.06M
|
2.09K
$537K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.17K- 0.92% |
$949K - $1.06M
|
663K
$171M
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-6.19K- 46.7% |
$953K - $1.06M
|
7.06K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.19K- 15.15% |
$954K - $1.06M
|
34.7K
$8.93M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-6.3K- 0.84% |
$970K - $1.08M
|
744K
$192M
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-6.43K- 13.46% |
$990K - $1.1M
|
41.4K
$10.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-6.44K- 2.54% |
$992K - $1.11M
|
247K
$63.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
SELL
|
- |
-6.47K- 37.09% |
$996K - $1.11M
|
11K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-6.48K- 5.65% |
$998K - $1.11M
|
108K
$27.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6.49K- 1.39% |
$998K - $1.11M
|
460K
$118M
|
|
|
Feb 14, 2022
Q4 2021
|
Ulysses Management LLC
New York, NY |
SELL
|
- |
-6.5K- 4.59% |
$1M - $1.12M
|
135K
$34.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Twin Capital Management Inc
|
SELL
|
- |
-6.55K- 6.44% |
$1.01M - $1.12M
|
95.1K
$24.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-6.74K- 0.89% |
$1.04M - $1.16M
|
753K
$194M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.8KClosed |
$1.05M - $1.17M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 46.67% |
$1.08M - $1.2M
|
8K
$2.06M
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
SELL
|
- |
-7.05K- 1.74% |
$1.08M - $1.21M
|
397K
$102M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7.19K- 30.34% |
$1.11M - $1.23M
|
16.5K
$4.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.24K- 9.88% |
$1.11M - $1.24M
|
66.1K
$17M
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
SELL
|
- |
-7.25K- 0.33% |
$1.12M - $1.25M
|
2.21M
$570M
|
|
|
Feb 11, 2022
Q4 2021
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-7.3K- 21.85% |
$1.12M - $1.25M
|
26.1K
$6.72M
|
|
|
Feb 08, 2022
Q4 2021
|
La Financiere De L'Echiquier
|
SELL
|
- |
-7.3K- 17.38% |
$1.12M - $1.25M
|
34.7K
$8.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.4K- 17.22% |
$1.14M - $1.27M
|
35.6K
$9.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.58K- 2.74% |
$1.17M - $1.3M
|
269K
$69.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.77K- 26.66% |
$1.2M - $1.33M
|
21.4K
$5.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-7.88K- 0.45% |
$1.21M - $1.35M
|
1.73M
$446M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
SELL
|
- |
-8.31K- 5.9% |
$1.28M - $1.43M
|
133K
$34.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-8.34K- 42.71% |
$1.28M - $1.43M
|
11.2K
$2.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.34K- 20.01% |
$1.28M - $1.43M
|
33.3K
$8.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.46K- 83.58% |
$1.3M - $1.45M
|
1.66K
$428K
|
|
|
Mar 28, 2024
Q4 2021
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-8.5KClosed |
$1.31M - $1.46M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-8.54K- 1.57% |
$1.31M - $1.47M
|
533K
$137M
|
|
|
Feb 07, 2022
Q4 2021
|
Homestead Advisers Corp
|
SELL
|
- |
-8.8K- 0.75% |
$1.35M - $1.51M
|
1.17M
$302M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.82K- 15.83% |
$1.36M - $1.52M
|
46.9K
$12.1M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-9.05K- 26.98% |
$1.39M - $1.55M
|
24.5K
$6.31M
|