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 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
223+ 2.98% |
$45.8K - $55.8K
|
7.7K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
219+ 2.46% |
$44.9K - $54.8K
|
9.11K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
218+ 4.38% |
$44.7K - $54.6K
|
5.2K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
217+ 6.24% |
$44.5K - $54.3K
|
3.69K
$999K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
216+ 1.46% |
$44.3K - $54.1K
|
15K
$4.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
216+ 10.0% |
$44.3K - $54.1K
|
2.38K
$642K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
215+ 0.82% |
$44.1K - $53.8K
|
26.4K
$7.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
214+ 1.63% |
$43.9K - $53.6K
|
13.4K
$3.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$880K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
212+ 3.62% |
$43.5K - $53.1K
|
6.08K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
210New |
$43.1K - $52.6K
|
210
$56.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
210+ 5.92% |
$43.1K - $52.6K
|
3.76K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
210+ 2.96% |
$43.1K - $52.6K
|
7.3K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.77% |
$42.9K - $52.3K
|
12K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
208+ 1.67% |
$42.7K - $52.1K
|
12.7K
$3.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
205+ 1.12% |
$42.1K - $51.3K
|
18.6K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
205+ 4.54% |
$42.1K - $51.3K
|
4.72K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
205+ 6.4% |
$42.1K - $51.3K
|
3.41K
$921K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
204+ 0.51% |
$41.9K - $51.1K
|
40.3K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
203+ 5.46% |
$41.7K - $50.8K
|
3.92K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
200+ 10.35% |
$41K - $50.1K
|
2.13K
$577K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
200+ 2.23% |
$41K - $50.1K
|
9.16K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
198+ 1.95% |
$40.6K - $49.6K
|
10.4K
$2.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
196+ 1.0% |
$40.2K - $49.1K
|
19.8K
$5.35M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
194+ 0.73% |
$39.8K - $48.6K
|
26.7K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
194+ 1.91% |
$39.8K - $48.6K
|
10.4K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
193+ 15.99% |
$39.6K - $48.3K
|
1.4K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
192+ 4.26% |
$39.4K - $48.1K
|
4.7K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
191+ 1.23% |
$39.2K - $47.8K
|
15.7K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
190+ 5.57% |
$39K - $47.6K
|
3.6K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
190+ 1.03% |
$39K - $47.6K
|
18.6K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 9.6% |
$39K - $47.6K
|
2.17K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
188New |
$38.6K - $47.1K
|
188
$50.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
186+ 1.66% |
$38.2K - $46.6K
|
11.4K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
186+ 0.76% |
$38.2K - $46.6K
|
24.6K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 1.28% |
$37.5K - $45.8K
|
14.4K
$3.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
183+ 7.62% |
$37.5K - $45.8K
|
2.59K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
183+ 2.4% |
$37.5K - $45.8K
|
7.82K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
182+ 5.99% |
$37.3K - $45.6K
|
3.22K
$871K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
180+ 2.52% |
$36.9K - $45.1K
|
7.33K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
180+ 1.9% |
$36.9K - $45.1K
|
9.66K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
180+ 0.2% |
$36.9K - $45.1K
|
90.1K
$24.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180New |
$36.9K - $45.1K
|
180
$48.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
180+ 4.28% |
$36.9K - $45.1K
|
4.39K
$1.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
179+ 1.98% |
$36.7K - $44.8K
|
9.23K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
178+ 3.9% |
$36.5K - $44.6K
|
4.74K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
176+ 5.59% |
$36.1K - $44.1K
|
3.33K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
176+ 3.44% |
$36.1K - $44.1K
|
5.29K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
175+ 0.38% |
$35.9K - $43.8K
|
46.1K
$12.5M
|