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 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
333+ 2.81% |
$68.3K - $83.3K
|
12.2K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
332+ 3.7% |
$68.1K - $83.1K
|
9.3K
$2.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
332+ 6.73% |
$68.1K - $83.1K
|
5.27K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
330+ 19.76% |
$67.7K - $82.6K
|
2K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
330+ 1.67% |
$67.7K - $82.6K
|
20.1K
$5.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
329+ 3.55% |
$67.5K - $82.3K
|
9.59K
$2.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
328+ 1.26% |
$67.3K - $82.1K
|
26.3K
$7.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
327+ 10.98% |
$67.1K - $81.8K
|
3.31K
$894K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
324+ 19.78% |
$66.5K - $81.1K
|
1.96K
$531K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
323+ 4.93% |
$66.3K - $80.8K
|
6.87K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
322+ 8.75% |
$66.1K - $80.6K
|
4K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
317+ 11.91% |
$65K - $79.3K
|
2.98K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
317+ 3.38% |
$65K - $79.3K
|
9.69K
$2.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.15% |
$64.6K - $78.8K
|
212K
$57.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
315+ 4.37% |
$64.6K - $78.8K
|
7.53K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
313+ 0.31% |
$64.2K - $78.3K
|
101K
$27.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
313New |
$64.2K - $78.3K
|
313
$84.6K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
312+ 0.87% |
$64K - $78.1K
|
36K
$9.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
311+ 1.29% |
$63.8K - $77.8K
|
24.5K
$6.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
310+ 1.64% |
$63.6K - $77.6K
|
19.2K
$5.2M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
308+ 15.2% |
$63.2K - $77.1K
|
2.33K
$631K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
307+ 2.1% |
$63K - $76.8K
|
15K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
305+ 3.61% |
$62.6K - $76.3K
|
8.76K
$2.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
303+ 3.55% |
$62.2K - $75.8K
|
8.83K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
301+ 3.26% |
$61.8K - $75.3K
|
9.54K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 1.35% |
$61.6K - $75.1K
|
22.6K
$6.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300+ 3.07% |
$61.6K - $75.1K
|
10.1K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
300+ 30.0% |
$61.6K - $75.1K
|
1.3K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 20.0% |
$61.6K - $75.1K
|
1.8K
$487K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
299+ 3.21% |
$61.3K - $74.8K
|
9.61K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
297+ 0.26% |
$60.9K - $74.3K
|
112K
$30.4M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
297New |
$60.9K - $74.3K
|
297
$80.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
293+ 2.01% |
$60.1K - $73.3K
|
14.9K
$4.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
292+ 5.36% |
$59.9K - $73.1K
|
5.74K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
289+ 4.23% |
$59.3K - $72.3K
|
7.12K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
287+ 2.48% |
$58.9K - $71.8K
|
11.9K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
287+ 10.24% |
$58.9K - $71.8K
|
3.09K
$835K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
287+ 1.8% |
$58.9K - $71.8K
|
16.3K
$4.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
287+ 4.11% |
$58.9K - $71.8K
|
7.27K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
283+ 2.01% |
$58.1K - $70.8K
|
14.3K
$3.88M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
279+ 2.89% |
$57.2K - $69.8K
|
9.95K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
278+ 4.84% |
$57K - $69.6K
|
6.03K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
277+ 0.95% |
$56.8K - $69.3K
|
29.5K
$7.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
277+ 3.81% |
$56.8K - $69.3K
|
7.55K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
276+ 13.26% |
$56.6K - $69.1K
|
2.36K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
276New |
$56.6K - $69.1K
|
276
$74.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
275+ 2.96% |
$56.4K - $68.8K
|
9.56K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
273+ 0.47% |
$56K - $68.3K
|
57.8K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
268+ 16.16% |
$55K - $67.1K
|
1.93K
$521K
|