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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.12% |
$563K - $687K
|
127K
$36.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.75K- 1.36% |
$565K - $689K
|
200K
$58M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.78K- 1.02% |
$571K - $697K
|
269K
$77.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.79K- 1.61% |
$572K - $698K
|
171K
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.8K- 4.98% |
$575K - $701K
|
53.4K
$15.5M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.81K- 49.03% |
$577K - $704K
|
2.92K
$848K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.82K- 5.01% |
$578K - $705K
|
53.4K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.83K- 8.25% |
$581K - $709K
|
31.5K
$9.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.85K- 0.36% |
$585K - $713K
|
792K
$230M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.85K- 4.89% |
$585K - $713K
|
55.4K
$16.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.86K- 24.98% |
$587K - $717K
|
8.6K
$2.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.87K- 4.25% |
$588K - $718K
|
64.6K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.87K- 8.92% |
$588K - $718K
|
29.3K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.88K- 17.81% |
$590K - $720K
|
13.3K
$3.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.89K- 1.8% |
$592K - $722K
|
157K
$45.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.89K- 16.18% |
$593K - $723K
|
15K
$4.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.9K- 3.99% |
$594K - $725K
|
69.7K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 6.6% |
$594K - $725K
|
41K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 4.02% |
$598K - $729K
|
69.5K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2.92K- 1.58% |
$598K - $730K
|
182K
$52.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.92K- 1.33% |
$599K - $731K
|
216K
$62.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.92K- 21.83% |
$599K - $731K
|
10.5K
$3.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.93K- 1.81% |
$600K - $732K
|
159K
$46.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.93K- 2.61% |
$600K - $732K
|
109K
$31.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.94K- 0.97% |
$604K - $737K
|
302K
$87.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$5.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 11.45% |
$608K - $741K
|
22.9K
$6.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 12.71% |
$612K - $746K
|
20.5K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.02K- 0.52% |
$619K - $755K
|
575K
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-3.04K- 6.66% |
$624K - $761K
|
42.6K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.05K- 3.21% |
$625K - $763K
|
92K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-3.05K- 2.43% |
$626K - $763K
|
122K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.05K- 53.59% |
$626K - $764K
|
2.64K
$766K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.06K- 13.31% |
$629K - $767K
|
19.9K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.93% |
$640K - $780K
|
103K
$29.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.13K- 5.56% |
$642K - $783K
|
53.2K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.13K- 3.18% |
$642K - $783K
|
95.2K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.14K- 2.46% |
$645K - $786K
|
125K
$36.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.15K- 7.66% |
$646K - $788K
|
37.9K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-3.15K- 0.81% |
$647K - $789K
|
385K
$112M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.18K- 6.41% |
$652K - $796K
|
46.5K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.18K- 7.02% |
$652K - $796K
|
42.2K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-3.21K- 6.34% |
$658K - $802K
|
47.4K
$13.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.22K- 0.68% |
$660K - $805K
|
467K
$135M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.22K- 2.42% |
$660K - $805K
|
130K
$37.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.24K- 23.43% |
$665K - $811K
|
10.6K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.26K- 3.56% |
$670K - $817K
|
88.5K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.26K- 15.71% |
$670K - $817K
|
17.5K
$5.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.27K- 37.36% |
$670K - $817K
|
5.47K
$1.59M
|