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 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.11K+ 11.22% |
$843K - $1.03M
|
40.7K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.11KNew |
$842K - $1.03M
|
4.11K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.1K+ 18.53% |
$840K - $1.03M
|
26.2K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
4.09KNew |
$839K - $1.02M
|
4.09K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.09KNew |
$839K - $1.02M
|
4.09K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.05KNew |
$831K - $1.01M
|
4.05K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.03K+ 462.08% |
$828K - $1.01M
|
4.91K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 5.47% |
$821K - $1M
|
77.1K
$21.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3.94KNew |
$807K - $985K
|
3.94K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.93K+ 13.73% |
$807K - $985K
|
32.6K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.93K+ 5.7% |
$807K - $984K
|
72.9K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.93K+ 7.67% |
$806K - $983K
|
55.1K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.92KNew |
$804K - $981K
|
3.92K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.91K+ 4.5% |
$802K - $979K
|
90.8K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.9KNew |
$801K - $977K
|
3.9K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.87K+ 3.19% |
$794K - $969K
|
125K
$35.4M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.84KNew |
$787K - $960K
|
3.84K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
3.83K+ 13.39% |
$786K - $958K
|
32.4K
$9.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.82KNew |
$784K - $957K
|
3.82K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.81K+ 1.61% |
$781K - $952K
|
240K
$68M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.78KNew |
$776K - $946K
|
3.78K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.77K+ 36.52% |
$773K - $943K
|
14.1K
$3.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.76K+ 1.26% |
$772K - $941K
|
303K
$85.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.76K+ 6.36% |
$772K - $941K
|
62.9K
$17.8M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.72KNew |
$763K - $931K
|
3.72K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$762K - $929K
|
3.71K
$1.05M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 81.85% |
$761K - $929K
|
8.25K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71K+ 1.48% |
$761K - $928K
|
254K
$72M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.67K+ 91.94% |
$753K - $919K
|
7.67K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.66K+ 55.19% |
$752K - $917K
|
10.3K
$2.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.61KNew |
$741K - $904K
|
3.61K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.61K+ 0.87% |
$740K - $903K
|
417K
$118M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.59KNew |
$737K - $899K
|
3.59K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.55K+ 1.36% |
$729K - $889K
|
264K
$74.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.51K+ 2.13% |
$719K - $877K
|
168K
$47.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.5K+ 0.81% |
$718K - $876K
|
437K
$124M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$716K - $873K
|
3.49K
$988K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3.48KNew |
$714K - $871K
|
3.48K
$985K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.48K+ 1.65% |
$713K - $870K
|
214K
$60.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$711K - $868K
|
3.47K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.44KNew |
$706K - $861K
|
3.44K
$974K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.4K+ 3.76% |
$697K - $850K
|
93.8K
$26.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
3.38KNew |
$694K - $846K
|
3.38K
$957K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.37K+ 61.81% |
$692K - $844K
|
8.83K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.37KNew |
$691K - $843K
|
3.37K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$691K - $842K
|
3.37K
$953K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.36KNew |
$690K - $842K
|
3.36K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.36KNew |
$690K - $841K
|
3.36K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.32KNew |
$680K - $830K
|
3.32K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.29KNew |
$675K - $824K
|
3.29K
$932K
|