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 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-986- 3.09% |
$202K - $247K
|
30.9K
$8.96M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-998- 2.74% |
$205K - $250K
|
35.5K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 37.31% |
$205K - $250K
|
1.68K
$487K
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.23% |
$205K - $250K
|
30K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 0.89% |
$205K - $250K
|
111K
$32.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1K- 7.32% |
$205K - $250K
|
12.7K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$205K - $250K
|
3K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1K- 0.87% |
$205K - $250K
|
114K
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1K- 7.97% |
$205K - $251K
|
11.6K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1K- 0.98% |
$206K - $251K
|
101K
$29.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1K- 0.8% |
$206K - $251K
|
124K
$36M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 5.17% |
$206K - $252K
|
18.4K
$5.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.9% |
$207K - $253K
|
52.2K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.01K- 18.0% |
$208K - $253K
|
4.61K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.02K- 1.43% |
$209K - $255K
|
70.3K
$20.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.02K- 0.22% |
$209K - $255K
|
455K
$132M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.02K- 4.06% |
$209K - $255K
|
24.1K
$6.98M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.03K- 1.11% |
$210K - $257K
|
90.9K
$26.4M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 4.76% |
$211K - $257K
|
20.5K
$5.95M
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.03K- 7.54% |
$211K - $257K
|
12.6K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 5.12% |
$213K - $259K
|
19.2K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 10.92% |
$213K - $260K
|
8.48K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 14.22% |
$214K - $261K
|
6.29K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 12.4% |
$216K - $263K
|
7.43K
$2.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 25.73% |
$216K - $264K
|
3.05K
$883K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.06K- 19.59% |
$217K - $265K
|
4.34K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-1.06K- 0.95% |
$217K - $265K
|
110K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-1.06K- 7.08% |
$218K - $266K
|
13.9K
$4.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.06K- 6.09% |
$218K - $266K
|
16.4K
$4.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 0.46% |
$219K - $267K
|
232K
$67.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 8.64% |
$219K - $267K
|
11.3K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.07K- 5.11% |
$220K - $268K
|
19.9K
$5.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.07K- 9.71% |
$220K - $268K
|
9.96K
$2.89M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.07K- 0.46% |
$220K - $268K
|
230K
$66.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$220K - $269K
|
47.5K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 3.28% |
$220K - $269K
|
31.6K
$9.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.08K- 79.41% |
$222K - $270K
|
280
$81.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.08K- 5.23% |
$222K - $271K
|
19.6K
$5.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.09K- 3.38% |
$223K - $272K
|
31.1K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.09K- 2.02% |
$224K - $273K
|
52.9K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.09K- 3.65% |
$224K - $273K
|
28.8K
$8.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.11K- 15.95% |
$227K - $277K
|
5.82K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.11K- 6.71% |
$227K - $277K
|
15.4K
$4.45M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.11K- 14.39% |
$227K - $277K
|
6.59K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.11K- 1.74% |
$228K - $278K
|
62.6K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.11K- 7.89% |
$229K - $279K
|
13K
$3.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.13K- 1.49% |
$232K - $283K
|
74.7K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.13K- 39.62% |
$232K - $284K
|
1.73K
$501K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.14K- 1.24% |
$233K - $285K
|
91K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.14K- 0.27% |
$233K - $285K
|
417K
$121M
|