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 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.27K+ 19.05% |
$466K - $568K
|
14.2K
$4.02M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.27K+ 65.82% |
$465K - $567K
|
5.71K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.26K+ 13.2% |
$464K - $566K
|
19.4K
$5.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.26KNew |
$464K - $566K
|
2.26K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 3.48% |
$462K - $564K
|
67.1K
$19M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25K+ 8.62% |
$462K - $563K
|
28.4K
$8.03M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 3.21% |
$461K - $563K
|
72.2K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.25K+ 1.28% |
$461K - $562K
|
178K
$50.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.24K+ 71.72% |
$460K - $561K
|
5.37K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.23KNew |
$457K - $558K
|
2.23K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.22K+ 27.51% |
$455K - $555K
|
10.3K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.22K+ 1.8% |
$455K - $555K
|
125K
$35.4M
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.22KNew |
$455K - $555K
|
2.22K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.21KNew |
$454K - $554K
|
2.21K
$627K
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
2.2KNew |
$452K - $551K
|
2.2K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.2K+ 2.13% |
$450K - $549K
|
105K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 6.45% |
$449K - $548K
|
36.1K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 44.58% |
$449K - $547K
|
7.09K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.92% |
$447K - $546K
|
57.7K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.18K+ 6.76% |
$446K - $545K
|
34.4K
$9.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.17K+ 12.37% |
$445K - $543K
|
19.7K
$5.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.17K+ 14.53% |
$445K - $543K
|
17.1K
$4.84M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.17KNew |
$445K - $542K
|
2.17K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 12.72% |
$444K - $542K
|
19.2K
$5.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.15KNew |
$441K - $538K
|
2.15K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2.15KNew |
$441K - $537K
|
2.15K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$440K - $537K
|
2.15K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2.14KNew |
$439K - $536K
|
2.14K
$606K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.14K+ 0.55% |
$438K - $535K
|
393K
$111M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.13K+ 46.67% |
$438K - $534K
|
6.7K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
2.13KNew |
$437K - $533K
|
2.13K
$603K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 3.76% |
$436K - $531K
|
58.6K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.11K+ 12.21% |
$433K - $528K
|
19.4K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
2.1K+ 2.57% |
$431K - $526K
|
83.9K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 2.82% |
$427K - $521K
|
75.9K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.08K+ 1.47% |
$427K - $520K
|
144K
$40.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.08KNew |
$426K - $520K
|
2.08K
$588K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 1.03% |
$424K - $518K
|
203K
$57.4M
|
|
|
Apr 11, 2025
Q4 2024
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
2.07KNew |
$424K - $517K
|
2.07K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.06KNew |
$422K - $515K
|
2.06K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.05KNew |
$421K - $513K
|
2.05K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.05K+ 8.09% |
$421K - $513K
|
27.4K
$7.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.05KNew |
$420K - $512K
|
2.05K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.04K+ 8.09% |
$418K - $510K
|
27.3K
$7.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$418K - $510K
|
2.04K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.04K+ 35.06% |
$418K - $509K
|
7.84K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.03K+ 7.99% |
$417K - $508K
|
27.5K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.03KNew |
$416K - $508K
|
2.03K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.03KNew |
$415K - $507K
|
2.03K
$573K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.02KNew |
$415K - $507K
|
2.02K
$573K
|