Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q4 2024. 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 13, 2025
Q4 2024
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
22.2KNew |
$4.55M - $5.55M
|
22.2K
$6.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
21.9K+ 62.75% |
$4.49M - $5.48M
|
56.7K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
21.9K+ 65.34% |
$4.49M - $5.47M
|
55.3K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 6.0% |
$4.49M - $5.47M
|
386K
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21.7K+ 4.35% |
$4.45M - $5.42M
|
520K
$151M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
21.7K+ 7.73% |
$4.44M - $5.42M
|
302K
$87.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 141.61% |
$4.4M - $5.37M
|
36.6K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3K+ 2.9% |
$4.37M - $5.33M
|
756K
$219M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
21.2KNew |
$4.35M - $5.3M
|
21.2K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 56.43% |
$4.34M - $5.29M
|
58.6K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21KNew |
$4.32M - $5.26M
|
21K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
21K+ 4.12% |
$4.3M - $5.24M
|
529K
$153M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$4.29M - $5.24M
|
20.9K
$6.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
20.9K+ 28.74% |
$4.28M - $5.22M
|
93.4K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
20.8K+ 4.05% |
$4.28M - $5.22M
|
535K
$155M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20.2K+ 1755.83% |
$4.14M - $5.05M
|
21.3K
$6.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20.2KNew |
$4.14M - $5.05M
|
20.2K
$5.85M
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
20.1KNew |
$4.13M - $5.04M
|
20.1K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.1K+ 3.26% |
$4.12M - $5.03M
|
637K
$185M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20KNew |
$4.1M - $5M
|
20K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
19.7K+ 4.52% |
$4.05M - $4.94M
|
456K
$132M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
19.7K+ 6.34% |
$4.04M - $4.93M
|
331K
$95.9M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
19.6K+ 317.19% |
$4.03M - $4.91M
|
25.8K
$7.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
19.6KNew |
$4.02M - $4.91M
|
19.6K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.6K+ 1.1% |
$4.02M - $4.9M
|
1.8M
$523M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.2K+ 12.51% |
$3.94M - $4.8M
|
173K
$50M
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
19.2KNew |
$3.93M - $4.8M
|
19.2K
$5.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19K+ 5.77% |
$3.89M - $4.74M
|
347K
$101M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
18.9K+ 36.11% |
$3.88M - $4.73M
|
71.3K
$20.7M
|
|
|
Jun 04, 2025
Q4 2024
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
18.6KNew |
$3.82M - $4.66M
|
18.6K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
18.5KNew |
$3.8M - $4.64M
|
18.5K
$5.37M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
18.5KNew |
$3.8M - $4.63M
|
18.5K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
17.9K+ 69.53% |
$3.67M - $4.48M
|
43.6K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
17.8KNew |
$3.65M - $4.45M
|
17.8K
$5.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.7KNew |
$3.63M - $4.42M
|
17.7K
$5.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.6K+ 12.24% |
$3.62M - $4.41M
|
162K
$46.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
17.5K+ 15.27% |
$3.59M - $4.38M
|
132K
$38.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
17.4K+ 15.65% |
$3.57M - $4.35M
|
128K
$37.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.3K+ 14.01% |
$3.55M - $4.33M
|
141K
$40.8M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17KNew |
$3.49M - $4.26M
|
17K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.9K+ 11.27% |
$3.47M - $4.23M
|
167K
$48.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
16.8KNew |
$3.45M - $4.21M
|
16.8K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.8K+ 34.0% |
$3.45M - $4.2M
|
66.2K
$19.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
16.8KNew |
$3.44M - $4.2M
|
16.8K
$4.86M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
16.7K+ 90.82% |
$3.44M - $4.19M
|
35.2K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.7K+ 1.89% |
$3.42M - $4.17M
|
899K
$261M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
16.6KNew |
$3.4M - $4.15M
|
16.6K
$4.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
16.5K+ 13.89% |
$3.38M - $4.13M
|
135K
$39.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 22.97% |
$3.38M - $4.13M
|
88.3K
$25.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.4KNew |
$3.37M - $4.11M
|
16.4K
$4.76M
|