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 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
6.05K+ 56.5% |
$1.24M - $1.51M
|
16.8K
$4.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03K+ 31.35% |
$1.24M - $1.51M
|
25.3K
$7.16M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
6.03KNew |
$1.24M - $1.51M
|
6.03K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
5.98KNew |
$1.23M - $1.5M
|
5.98K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
5.95K+ 83.17% |
$1.22M - $1.49M
|
13.1K
$3.71M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
5.87K+ 91.89% |
$1.2M - $1.47M
|
12.3K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.83K+ 14.32% |
$1.2M - $1.46M
|
46.6K
$13.2M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
5.8KNew |
$1.19M - $1.45M
|
5.8K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 367.17% |
$1.19M - $1.45M
|
7.36K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
5.77KNew |
$1.18M - $1.44M
|
5.77K
$1.63M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
5.71KNew |
$1.17M - $1.43M
|
5.71K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.71K+ 19.37% |
$1.17M - $1.43M
|
35.2K
$9.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.7KNew |
$1.17M - $1.43M
|
5.7K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 22.37% |
$1.15M - $1.4M
|
30.7K
$8.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.59KNew |
$1.15M - $1.4M
|
5.59K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.58K+ 308.74% |
$1.15M - $1.4M
|
7.39K
$2.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
5.57KNew |
$1.14M - $1.39M
|
5.57K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.56KNew |
$1.14M - $1.39M
|
5.56K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
5.54KNew |
$1.14M - $1.39M
|
5.54K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.53KNew |
$1.14M - $1.38M
|
5.53K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.52K+ 344.94% |
$1.13M - $1.38M
|
7.12K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
5.5K+ 3.99% |
$1.13M - $1.38M
|
144K
$40.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.49K+ 1.53% |
$1.13M - $1.37M
|
365K
$103M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.48KNew |
$1.12M - $1.37M
|
5.48K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.44K+ 3.27% |
$1.12M - $1.36M
|
172K
$48.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.44K+ 6.2% |
$1.12M - $1.36M
|
93.3K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.31K+ 5.06% |
$1.09M - $1.33M
|
110K
$31.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5.31KNew |
$1.09M - $1.33M
|
5.31K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.26KNew |
$1.08M - $1.32M
|
5.26K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.25KNew |
$1.08M - $1.31M
|
5.25K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.23K+ 0.52% |
$1.07M - $1.31M
|
1.02M
$288M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.22K+ 14.68% |
$1.07M - $1.31M
|
40.8K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.12KNew |
$1.05M - $1.28M
|
5.12K
$1.45M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.11KNew |
$1.05M - $1.28M
|
5.11K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
5.09K+ 12.94% |
$1.05M - $1.27M
|
44.5K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.06KNew |
$1.04M - $1.27M
|
5.06K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
5.06K+ 134.49% |
$1.04M - $1.27M
|
8.82K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.04K+ 26.08% |
$1.03M - $1.26M
|
24.4K
$6.9M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
5.03KNew |
$1.03M - $1.26M
|
5.03K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.99K+ 295.44% |
$1.02M - $1.25M
|
6.68K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
4.95K+ 9.43% |
$1.02M - $1.24M
|
57.5K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.93K+ 6.11% |
$1.01M - $1.23M
|
85.6K
$24.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.91KNew |
$1.01M - $1.23M
|
4.91K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 25.69% |
$1.01M - $1.23M
|
24K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.88K+ 0.66% |
$1M - $1.22M
|
745K
$211M
|