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 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.53K+ 3.35% |
$315K - $384K
|
47.3K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.53K+ 27.95% |
$315K - $384K
|
7.02K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.53K+ 30.41% |
$314K - $383K
|
6.57K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.53K+ 19.86% |
$314K - $383K
|
9.25K
$2.62M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.52K+ 4.5% |
$311K - $380K
|
35.3K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.51K+ 12.67% |
$309K - $377K
|
13.4K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$309K - $377K
|
1.51K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 2.9% |
$308K - $376K
|
53.3K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.5K+ 34.69% |
$308K - $375K
|
5.82K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$308K - $375K
|
1.5K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 60.0% |
$308K - $375K
|
4K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.5K+ 8.52% |
$307K - $375K
|
19.1K
$5.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$305K - $372K
|
1.49K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.49K+ 0.75% |
$305K - $372K
|
199K
$56.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.48K+ 99.4% |
$304K - $371K
|
2.98K
$843K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.48K+ 5.08% |
$304K - $371K
|
30.7K
$8.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.48K+ 1.32% |
$304K - $370K
|
114K
$32.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.47K+ 6.83% |
$302K - $368K
|
23K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.47K+ 1.69% |
$301K - $367K
|
88.1K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.47KNew |
$301K - $367K
|
1.47K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.46KNew |
$299K - $365K
|
1.46K
$413K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.46KNew |
$299K - $365K
|
1.46K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 1.34% |
$299K - $365K
|
110K
$31.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.46KNew |
$299K - $364K
|
1.46K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.45KNew |
$298K - $364K
|
1.45K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.45K+ 44.57% |
$298K - $364K
|
4.71K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.45K+ 3.57% |
$298K - $364K
|
42.1K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.45K+ 2.38% |
$298K - $363K
|
62.4K
$17.7M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.45KNew |
$297K - $363K
|
1.45K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.45K+ 121.48% |
$297K - $362K
|
2.64K
$748K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.44KNew |
$295K - $360K
|
1.44K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.43K+ 12.22% |
$294K - $359K
|
13.2K
$3.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.43K+ 2.43% |
$293K - $358K
|
60.3K
$17.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.43K+ 23.31% |
$293K - $357K
|
7.55K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.42K+ 18.03% |
$292K - $356K
|
9.32K
$2.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.42KNew |
$292K - $356K
|
1.42K
$403K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42K+ 3.01% |
$291K - $355K
|
48.6K
$13.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.42K+ 0.76% |
$291K - $355K
|
188K
$53.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.41K+ 120.48% |
$290K - $353K
|
2.58K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.41K+ 0.71% |
$289K - $353K
|
200K
$56.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.41K+ 13.98% |
$288K - $352K
|
11.5K
$3.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.4K+ 38.67% |
$288K - $351K
|
5.03K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.4K+ 134.62% |
$287K - $350K
|
2.44K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.4K+ 0.72% |
$287K - $350K
|
195K
$55.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$396K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 0.87% |
$286K - $349K
|
161K
$45.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.39KNew |
$286K - $349K
|
1.39K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.38K+ 506.96% |
$284K - $346K
|
1.66K
$469K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.38K+ 4.36% |
$284K - $346K
|
33.1K
$9.36M
|