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 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
911+ 0.97% |
$187K - $228K
|
95.1K
$25.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
911+ 299.67% |
$187K - $228K
|
1.22K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
910New |
$187K - $228K
|
910
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
908+ 0.98% |
$186K - $227K
|
93.9K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
906New |
$186K - $227K
|
906
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
906+ 8.71% |
$186K - $227K
|
11.3K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
902New |
$185K - $226K
|
902
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
900+ 10.42% |
$185K - $225K
|
9.54K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
899New |
$184K - $225K
|
899
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
897+ 0.94% |
$184K - $225K
|
96.8K
$26.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
894New |
$183K - $224K
|
894
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
879New |
$180K - $220K
|
879
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
878New |
$180K - $220K
|
878
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
878New |
$180K - $220K
|
878
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
877New |
$180K - $220K
|
877
$237K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
875New |
$180K - $219K
|
875
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
873New |
$179K - $219K
|
873
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
872New |
$179K - $218K
|
872
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
870New |
$179K - $218K
|
870
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 4.04% |
$177K - $216K
|
22.2K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
863+ 1.98% |
$177K - $216K
|
44.4K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
854New |
$175K - $214K
|
854
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
854+ 2.18% |
$175K - $214K
|
40.1K
$10.8M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
852New |
$175K - $213K
|
852
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
851+ 3.55% |
$175K - $213K
|
24.8K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
851+ 97.37% |
$175K - $213K
|
1.73K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
850+ 11.56% |
$174K - $213K
|
8.2K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
848New |
$174K - $212K
|
848
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
846New |
$174K - $212K
|
846
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
844New |
$173K - $211K
|
844
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
837+ 1.68% |
$172K - $209K
|
50.5K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
836+ 8.69% |
$172K - $209K
|
10.5K
$2.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
833+ 0.93% |
$171K - $208K
|
89.9K
$24.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
822+ 49.82% |
$169K - $206K
|
2.47K
$669K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
814+ 2.77% |
$167K - $204K
|
30.2K
$8.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
809+ 5.31% |
$166K - $202K
|
16.1K
$4.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
804+ 4.35% |
$165K - $201K
|
19.3K
$5.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
804+ 23.04% |
$165K - $201K
|
4.29K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
800+ 4.34% |
$164K - $200K
|
19.2K
$5.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
790+ 20.1% |
$162K - $198K
|
4.72K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
787+ 3.39% |
$161K - $197K
|
24K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
786+ 13.76% |
$161K - $197K
|
6.5K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
778+ 70.15% |
$160K - $195K
|
1.89K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
776+ 1.13% |
$159K - $194K
|
69.3K
$18.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
776+ 3.48% |
$159K - $194K
|
23.1K
$6.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
774+ 14.06% |
$159K - $194K
|
6.28K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
770+ 10.49% |
$158K - $193K
|
8.11K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
759+ 3.06% |
$156K - $190K
|
25.6K
$6.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
754+ 5.44% |
$155K - $189K
|
14.6K
$3.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
730+ 14.63% |
$150K - $183K
|
5.72K
$1.55M
|