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 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
17.6KNew |
$2.7M - $3.02M
|
17.6K
$4.52M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
17.4KNew |
$2.68M - $2.99M
|
17.4K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$4.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$4.44M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.2K+ 0.92% |
$2.65M - $2.96M
|
1.89M
$486M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$2.65M - $2.96M
|
17.2K
$4.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
17K+ 23.3% |
$2.62M - $2.92M
|
90.1K
$23.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
16.9KNew |
$2.61M - $2.91M
|
16.9K
$4.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
BUY
|
- |
16.9K+ 2.92% |
$2.6M - $2.9M
|
595K
$153M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.8K+ 10.11% |
$2.59M - $2.89M
|
183K
$47.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
16.6K+ 31.0% |
$2.55M - $2.84M
|
70K
$18M
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
16.5KNew |
$2.55M - $2.84M
|
16.5K
$4.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
16.4KNew |
$2.52M - $2.81M
|
16.4K
$4.22M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
16.4K+ 28.35% |
$2.52M - $2.81M
|
74.1K
$19.1M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
16.3K+ 4.28% |
$2.51M - $2.81M
|
398K
$102M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.3K+ 13.75% |
$2.5M - $2.79M
|
135K
$34.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
16.2K+ 1.34% |
$2.5M - $2.78M
|
1.22M
$314M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
16.1KNew |
$2.48M - $2.77M
|
16.1K
$4.15M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
16.1KNew |
$2.48M - $2.77M
|
16.1K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
16K+ 16684.38% |
$2.47M - $2.75M
|
16.1K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16K+ 38.49% |
$2.46M - $2.75M
|
57.6K
$14.8M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
16KNew |
$2.46M - $2.74M
|
16K
$4.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
15.9K+ 127.49% |
$2.45M - $2.74M
|
28.4K
$7.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
15.8KNew |
$2.43M - $2.71M
|
15.8K
$4.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
15.7K+ 10.04% |
$2.41M - $2.69M
|
172K
$44.2M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
15.6K+ 29.16% |
$2.4M - $2.68M
|
69K
$17.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
15.5KNew |
$2.39M - $2.66M
|
15.5K
$3.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Westwood Wealth Management
|
BUY
|
- |
15.5KNew |
$2.38M - $2.66M
|
15.5K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.3K+ 30.1% |
$2.36M - $2.63M
|
66.3K
$17.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
15.3KNew |
$2.35M - $2.62M
|
15.3K
$3.93M
|
|
|
Feb 13, 2025
Q4 2021
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$2.35M - $2.62M
|
15.3K
$3.93M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
15.2KNew |
$2.34M - $2.61M
|
15.2K
$3.92M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
15.1K+ 15.64% |
$2.32M - $2.59M
|
111K
$28.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14.7K+ 1.87% |
$2.27M - $2.53M
|
803K
$207M
|
|
|
Feb 14, 2022
Q4 2021
|
Lindenwold Advisors
|
BUY
|
- |
14.6KNew |
$2.25M - $2.51M
|
14.6K
$3.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Wulff, Hansen & Co.
|
BUY
|
- |
14.6KNew |
$2.25M - $2.51M
|
14.6K
$3.75M
|
|
|
Feb 09, 2022
Q4 2021
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
14.5KNew |
$2.23M - $2.49M
|
14.5K
$3.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
14.5K+ 15.12% |
$2.23M - $2.49M
|
110K
$28.4M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14.4K+ 5.27% |
$2.22M - $2.48M
|
288K
$74.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.3K+ 5.4% |
$2.21M - $2.46M
|
280K
$72M
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
14.2K+ 7.13% |
$2.18M - $2.44M
|
213K
$54.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
14.2K+ 109.07% |
$2.18M - $2.43M
|
27.1K
$6.99M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
14.1K+ 6.68% |
$2.17M - $2.42M
|
225K
$57.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
14K+ 4.09% |
$2.16M - $2.41M
|
356K
$91.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
13.9KNew |
$2.14M - $2.38M
|
13.9K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
13.6K+ 3.85% |
$2.09M - $2.33M
|
366K
$94.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
13.5KNew |
$2.08M - $2.32M
|
13.5K
$3.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13.5K+ 23.5% |
$2.08M - $2.32M
|
71K
$18.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5KNew |
$2.07M - $2.32M
|
13.5K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
13.5K+ 339.65% |
$2.07M - $2.31M
|
17.4K
$4.48M
|