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 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
371+ 27.62% |
$76.1K - $92.9K
|
1.71K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
368+ 4.65% |
$75.5K - $92.1K
|
8.29K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
368+ 2.72% |
$75.5K - $92.1K
|
13.9K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
367+ 22.31% |
$75.3K - $91.9K
|
2.01K
$545K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366+ 3.17% |
$75.1K - $91.6K
|
11.9K
$3.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
366+ 3.69% |
$75.1K - $91.6K
|
10.3K
$2.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
365+ 3.91% |
$74.9K - $91.4K
|
9.69K
$2.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 3.85% |
$74.7K - $91.1K
|
9.81K
$2.66M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
360+ 3.43% |
$73.9K - $90.1K
|
10.9K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
359+ 1.99% |
$73.7K - $89.9K
|
18.4K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
356+ 3.49% |
$73K - $89.1K
|
10.6K
$2.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
356+ 27.62% |
$73K - $89.1K
|
1.65K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
355+ 0.97% |
$72.8K - $88.9K
|
37K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
355+ 3.26% |
$72.8K - $88.9K
|
11.2K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
354+ 3.02% |
$72.6K - $88.6K
|
12.1K
$3.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
350+ 3.27% |
$71.8K - $87.6K
|
11K
$2.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.98% |
$71.4K - $87.1K
|
12K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
348+ 17.5% |
$71.4K - $87.1K
|
2.34K
$633K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
341+ 2.68% |
$70K - $85.3K
|
13.1K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
340+ 1.44% |
$69.8K - $85.1K
|
23.9K
$6.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.83% |
$69.6K - $84.8K
|
41.1K
$11.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
333+ 2.81% |
$68.3K - $83.3K
|
12.2K
$3.3M
|
|
|
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
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
331+ 5.12% |
$67.9K - $82.8K
|
6.79K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
330+ 19.76% |
$67.7K - $82.6K
|
2K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
330+ 1.67% |
$67.7K - $82.6K
|
20.1K
$5.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
329+ 3.55% |
$67.5K - $82.3K
|
9.59K
$2.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
328+ 1.26% |
$67.3K - $82.1K
|
26.3K
$7.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
327+ 10.98% |
$67.1K - $81.8K
|
3.31K
$896K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
324+ 19.78% |
$66.5K - $81.1K
|
1.96K
$532K
|
|
|
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
$807K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
317+ 3.38% |
$65K - $79.3K
|
9.69K
$2.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
315+ 0.15% |
$64.6K - $78.8K
|
212K
$57.4M
|
|
|
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
$27.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
313New |
$64.2K - $78.3K
|
313
$84.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
313+ 0.78% |
$64.2K - $78.3K
|
40.3K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
313+ 7.5% |
$64.2K - $78.3K
|
4.49K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
312+ 0.87% |
$64K - $78.1K
|
36K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
311+ 1.29% |
$63.8K - $77.8K
|
24.5K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
310+ 1.64% |
$63.6K - $77.6K
|
19.2K
$5.21M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
308+ 15.2% |
$63.2K - $77.1K
|
2.33K
$633K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
307+ 2.1% |
$63K - $76.8K
|
15K
$4.05M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
302+ 11.71% |
$62K - $75.6K
|
2.88K
$781K
|