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 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
918New |
$188K - $230K
|
918
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
916+ 1.08% |
$188K - $229K
|
85.9K
$23.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
915New |
$188K - $229K
|
915
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
913+ 3.68% |
$187K - $229K
|
25.7K
$6.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
912New |
$187K - $228K
|
912
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
911New |
$187K - $228K
|
911
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
911New |
$187K - $228K
|
911
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
911+ 0.97% |
$187K - $228K
|
95.1K
$25.8M
|
|
|
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
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
910New |
$187K - $228K
|
910
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
908+ 0.98% |
$186K - $227K
|
93.9K
$25.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
908New |
$186K - $227K
|
908
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
907+ 0.66% |
$186K - $227K
|
138K
$37.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
906New |
$186K - $227K
|
906
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
906+ 8.71% |
$186K - $227K
|
11.3K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
904New |
$185K - $226K
|
904
$245K
|
|
|
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
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
900New |
$185K - $225K
|
900
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
899New |
$184K - $225K
|
899
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
899+ 4.24% |
$184K - $225K
|
22.1K
$5.99M
|
|
|
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 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
893+ 27.99% |
$183K - $224K
|
4.08K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
891New |
$183K - $223K
|
891
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
890+ 2.79% |
$183K - $223K
|
32.8K
$8.88M
|
|
|
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
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
878New |
$180K - $220K
|
878
$238K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
877New |
$180K - $220K
|
877
$238K
|
|
|
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
$237K
|
|
|
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
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
870New |
$179K - $218K
|
870
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
868+ 26.12% |
$178K - $217K
|
4.19K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 4.04% |
$177K - $216K
|
22.2K
$6.03M
|
|
|
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
$10.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
852New |
$175K - $213K
|
852
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
851+ 3.55% |
$175K - $213K
|
24.8K
$6.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
851+ 97.37% |
$175K - $213K
|
1.73K
$468K
|
|
|
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
$230K
|
|
|
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
$229K
|
|
|
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
|