Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 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 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
 -
276
New
$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
Feb 03, 2025 Q4 2024
Greystone Financial Group, LLC

BUY
 -
268
+ 0.45%
$55K - $67.1K
59.3K $16M
Jan 21, 2025 Q4 2024
Motive Wealth Advisors

BUY
 -
266
+ 8.67%
$54.6K - $66.6K
3.34K $902K
Jan 23, 2025 Q4 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
266
+ 0.43%
$54.6K - $66.6K
61.5K $16.6M
Feb 05, 2025 Q4 2024
Corda Investment Management, Llc.

Houston, TX
BUY
 -
265
+ 3.66%
$54.4K - $66.3K
7.51K $2.03M
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
262
+ 0.81%
$53.8K - $65.6K
32.4K $8.77M
Jan 22, 2025 Q4 2024
Parkside Investments, LLC

BUY
 -
261
+ 10.28%
$53.6K - $65.3K
2.8K $757K
Jan 14, 2025 Q4 2024
Mirador Capital Partners LP

BUY
 -
258
+ 0.47%
$52.9K - $64.6K
54.8K $14.8M
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
258
+ 10.39%
$52.9K - $64.6K
2.74K $741K
Jan 28, 2025 Q4 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
257
+ 0.55%
$52.7K - $64.3K
47.1K $12.8M
Jan 22, 2025 Q4 2024
Genesee Capital Advisors, LLC

BUY
 -
256
+ 18.47%
$52.5K - $64.1K
1.64K $444K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
256
+ 1.43%
$52.5K - $64.1K
18.2K $4.93M
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
256
+ 1.27%
$52.5K - $64.1K
20.4K $5.51M
Jan 29, 2025 Q4 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
256
+ 1.35%
$52.5K - $64.1K
19.3K $5.21M
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
255
+ 1.21%
$52.3K - $63.8K
21.3K $5.77M
Jan 21, 2025 Q4 2024
St. Johns Investment Management Company, LLC

BUY
 -
252
+ 2.29%
$51.7K - $63.1K
11.2K $3.04M
Jan 14, 2025 Q4 2024
Northside Capital Management, LLC

BUY
 -
250
+ 3.7%
$51.3K - $62.6K
7K $1.89M
Feb 03, 2025 Q4 2024
Life Steps Financial, Inc.

BUY
 -
250
+ 2.55%
$51.3K - $62.6K
10.1K $2.72M
Feb 04, 2025 Q4 2024
Oakwell Private Wealth Management, LLC

BUY
 -
249
+ 4.0%
$51.1K - $62.3K
6.47K $1.75M
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
247
New
$50.7K - $61.8K
247 $66.8K
Feb 04, 2025 Q4 2024
Continuum Wealth Advisors, LLC

Saratoga Springs, NY
BUY
 -
243
+ 18.81%
$49.9K - $60.8K
1.54K $415K
Feb 04, 2025 Q4 2024
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
241
+ 3.49%
$49.4K - $60.3K
7.15K $1.93M
Jan 23, 2025 Q4 2024
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
239
+ 2.25%
$49K - $59.8K
10.8K $2.93M
Jan 24, 2025 Q4 2024
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
239
+ 4.78%
$49K - $59.8K
5.24K $1.42M
Jan 30, 2025 Q4 2024
Bordeaux Wealth Advisors LLC

BUY
 -
238
+ 2.61%
$48.8K - $59.6K
9.34K $2.53M
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
236
+ 13.74%
$48.4K - $59.1K
1.95K $528K
Feb 04, 2025 Q4 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
236
+ 11.11%
$48.4K - $59.1K
2.36K $638K
Jan 30, 2025 Q4 2024
Lee Financial CO

Dallas, TX
BUY
 -
233
+ 2.1%
$47.8K - $58.3K
11.3K $3.06M
Jan 23, 2025 Q4 2024
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
230
+ 8.6%
$47.2K - $57.6K
2.91K $786K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

BUY
 -
228
+ 1.16%
$46.8K - $57.1K
19.9K $5.39M
Jan 14, 2025 Q4 2024
Ullmann Wealth Partners Group, LLC

BUY
 -
227
+ 1.52%
$46.6K - $56.8K
15.2K $4.11M
Jan 30, 2025 Q4 2024
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
225
+ 2.01%
$46.2K - $56.3K
11.4K $3.09M
Jan 30, 2025 Q4 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
224
+ 13.71%
$46K - $56.1K
1.86K $502K
Jan 22, 2025 Q4 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
223
+ 13.26%
$45.8K - $55.8K
1.91K $515K

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