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 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.86K+ 41.05% |
$997K - $1.22M
|
16.7K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.84K+ 11.03% |
$993K - $1.21M
|
48.7K
$13.8M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.84K+ 11.03% |
$993K - $1.21M
|
48.7K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.84KNew |
$992K - $1.21M
|
4.84K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.78K+ 7.36% |
$980K - $1.2M
|
69.7K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.77K+ 23.26% |
$978K - $1.19M
|
25.3K
$7.15M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.76KNew |
$977K - $1.19M
|
4.76K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.72K+ 9.57% |
$969K - $1.18M
|
54.1K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.72KNew |
$968K - $1.18M
|
4.72K
$1.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.71KNew |
$966K - $1.18M
|
4.71K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 10.84% |
$960K - $1.17M
|
47.9K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.67KNew |
$959K - $1.17M
|
4.67K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.67K+ 23.94% |
$958K - $1.17M
|
24.2K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.67KNew |
$957K - $1.17M
|
4.67K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63K+ 117.52% |
$950K - $1.16M
|
8.57K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.61K+ 18.5% |
$945K - $1.15M
|
29.5K
$8.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.6KNew |
$943K - $1.15M
|
4.6K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
4.57KNew |
$938K - $1.14M
|
4.57K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.57KNew |
$937K - $1.14M
|
4.57K
$1.29M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.53K+ 0.93% |
$930K - $1.13M
|
490K
$139M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$922K - $1.13M
|
4.5K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.48KNew |
$920K - $1.12M
|
4.48K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.48K+ 24.63% |
$919K - $1.12M
|
22.7K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
4.47K+ 9.89% |
$917K - $1.12M
|
49.6K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 15.58% |
$916K - $1.12M
|
33.1K
$9.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.44K+ 1.83% |
$911K - $1.11M
|
247K
$70M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.42KNew |
$907K - $1.11M
|
4.42K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.42K+ 0.64% |
$906K - $1.11M
|
697K
$197M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.38K+ 11.12% |
$898K - $1.1M
|
43.7K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.28KNew |
$879K - $1.07M
|
4.28K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.28K+ 3.63% |
$879K - $1.07M
|
122K
$34.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.28KNew |
$877K - $1.07M
|
4.28K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.27K+ 6.91% |
$877K - $1.07M
|
66.1K
$18.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.27KNew |
$876K - $1.07M
|
4.27K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.26KNew |
$875K - $1.07M
|
4.26K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.25KNew |
$872K - $1.06M
|
4.25K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
4.24KNew |
$870K - $1.06M
|
4.24K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.24K+ 0.51% |
$869K - $1.06M
|
828K
$234M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.23K+ 85.54% |
$868K - $1.06M
|
9.18K
$2.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.18K+ 3.05% |
$858K - $1.05M
|
141K
$40M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.17K+ 1.98% |
$855K - $1.04M
|
215K
$60.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.16KNew |
$854K - $1.04M
|
4.16K
$1.18M
|
|
|
Apr 29, 2025
Q4 2024
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
4.16KNew |
$854K - $1.04M
|
4.16K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 5.68% |
$851K - $1.04M
|
77.2K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.13KNew |
$847K - $1.03M
|
4.13K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.13K+ 1.36% |
$846K - $1.03M
|
308K
$87.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.12KNew |
$846K - $1.03M
|
4.12K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.12K+ 18.11% |
$845K - $1.03M
|
26.8K
$7.6M
|