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 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7.56K+ 705.88% |
$1.55M - $1.89M
|
8.63K
$2.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.46KNew |
$1.53M - $1.87M
|
7.46K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.39KNew |
$1.52M - $1.85M
|
7.39K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
7.36K+ 318.99% |
$1.51M - $1.84M
|
9.66K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.3K+ 7.69% |
$1.5M - $1.83M
|
102K
$28.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
7.28KNew |
$1.49M - $1.82M
|
7.28K
$2.06M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.26K+ 62.45% |
$1.49M - $1.82M
|
18.9K
$5.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 6.05% |
$1.49M - $1.81M
|
127K
$35.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23K+ 2.3% |
$1.48M - $1.81M
|
321K
$90.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7.23K+ 13.51% |
$1.48M - $1.81M
|
60.7K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.21KNew |
$1.48M - $1.81M
|
7.21K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.17K+ 8.23% |
$1.47M - $1.79M
|
94.3K
$26.7M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
7.16KNew |
$1.47M - $1.79M
|
7.16K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.14K+ 13.69% |
$1.47M - $1.79M
|
59.3K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.1K+ 1.13% |
$1.46M - $1.78M
|
633K
$179M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
7.01K+ 2.09% |
$1.44M - $1.75M
|
342K
$96.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
7KNew |
$1.44M - $1.75M
|
7K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.98K+ 12.72% |
$1.43M - $1.75M
|
61.8K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.97K+ 36.21% |
$1.43M - $1.74M
|
26.2K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
6.95K+ 5.3% |
$1.43M - $1.74M
|
138K
$39.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.94KNew |
$1.42M - $1.74M
|
6.94K
$1.97M
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
6.93KNew |
$1.42M - $1.73M
|
6.93K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
6.8KNew |
$1.4M - $1.7M
|
6.8K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.78K+ 8.56% |
$1.39M - $1.7M
|
86K
$24.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
6.76KNew |
$1.39M - $1.69M
|
6.76K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.76KNew |
$1.39M - $1.69M
|
6.76K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.74K+ 2.26% |
$1.38M - $1.69M
|
304K
$86.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
6.73KNew |
$1.38M - $1.68M
|
6.73K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.68K+ 90.8% |
$1.37M - $1.67M
|
14K
$3.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.67K+ 4.74% |
$1.37M - $1.67M
|
147K
$41.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
6.66KNew |
$1.37M - $1.67M
|
6.66K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64K+ 99.7% |
$1.36M - $1.66M
|
13.3K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.6KNew |
$1.35M - $1.65M
|
6.6K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.57KNew |
$1.35M - $1.65M
|
6.57K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.55K+ 6.22% |
$1.34M - $1.64M
|
112K
$31.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.45K+ 8.43% |
$1.32M - $1.62M
|
83K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
6.44KNew |
$1.32M - $1.61M
|
6.44K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.42K+ 18.4% |
$1.32M - $1.61M
|
41.3K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.39KNew |
$1.31M - $1.6M
|
6.39K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
6.36KNew |
$1.3M - $1.59M
|
6.36K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.34K+ 2.58% |
$1.3M - $1.59M
|
252K
$71.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$1.3M - $1.58M
|
6.32K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.27KNew |
$1.29M - $1.57M
|
6.27K
$1.78M
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
6.27KNew |
$1.29M - $1.57M
|
6.27K
$1.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.19K+ 25.05% |
$1.27M - $1.55M
|
30.9K
$8.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.15K+ 36.7% |
$1.26M - $1.54M
|
22.9K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.12K+ 45.52% |
$1.26M - $1.53M
|
19.6K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.06K+ 1.99% |
$1.24M - $1.52M
|
310K
$87.9M
|