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 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
113+ 10.39% |
$23.2K - $28.3K
|
1.2K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
112+ 0.87% |
$23K - $28K
|
13K
$3.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
112+ 5.73% |
$23K - $28K
|
2.07K
$559K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
110+ 1.04% |
$22.6K - $27.5K
|
10.7K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
110+ 0.54% |
$22.6K - $27.5K
|
20.5K
$5.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
109+ 5.64% |
$22.4K - $27.3K
|
2.04K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
108+ 4.73% |
$22.2K - $27K
|
2.39K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
108+ 2.29% |
$22.2K - $27K
|
4.82K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
108+ 0.77% |
$22.2K - $27K
|
14.2K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
106+ 2.95% |
$21.7K - $26.5K
|
3.7K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.25% |
$21.5K - $26.3K
|
8.49K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
104+ 3.52% |
$21.3K - $26K
|
3.06K
$828K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
104+ 0.54% |
$21.3K - $26K
|
19.4K
$5.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
104+ 0.6% |
$21.3K - $26K
|
17.3K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
104+ 8.72% |
$21.3K - $26K
|
1.3K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
104+ 0.15% |
$21.3K - $26K
|
68.5K
$18.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
103+ 0.97% |
$21.1K - $25.8K
|
10.7K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
103+ 1.75% |
$21.1K - $25.8K
|
6K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
102+ 7.4% |
$20.9K - $25.5K
|
1.48K
$401K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
100+ 0.36% |
$20.5K - $25K
|
28.2K
$7.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 0.46% |
$20.5K - $25K
|
21.9K
$5.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 6.69% |
$20.5K - $25K
|
1.59K
$431K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
97+ 5.15% |
$19.9K - $24.3K
|
1.98K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
97+ 6.71% |
$19.9K - $24.3K
|
1.54K
$417K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
96+ 3.45% |
$19.7K - $24K
|
2.88K
$779K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
96+ 0.89% |
$19.7K - $24K
|
10.8K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
95+ 1.28% |
$19.5K - $23.8K
|
7.54K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
95+ 0.67% |
$19.5K - $23.8K
|
14.2K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 1.11% |
$19.3K - $23.5K
|
8.56K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
93+ 1.79% |
$19.1K - $23.3K
|
5.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.54% |
$18.9K - $23K
|
3.72K
$1M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
91+ 1.62% |
$18.7K - $22.8K
|
5.71K
$1.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
91+ 0.7% |
$18.7K - $22.8K
|
13K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
91+ 2.56% |
$18.7K - $22.8K
|
3.65K
$987K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
90+ 8.19% |
$18.5K - $22.5K
|
1.19K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
90+ 6.25% |
$18.5K - $22.5K
|
1.53K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
90+ 4.59% |
$18.5K - $22.5K
|
2.05K
$554K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
88+ 0.07% |
$18.1K - $22K
|
123K
$33.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.88% |
$18.1K - $22K
|
1.89K
$511K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
88+ 8.22% |
$18.1K - $22K
|
1.16K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
86+ 0.34% |
$17.6K - $21.5K
|
25.5K
$6.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 1.01% |
$17.6K - $21.5K
|
8.63K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
86+ 3.92% |
$17.6K - $21.5K
|
2.28K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.67% |
$17.4K - $21.3K
|
5.19K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
84+ 0.85% |
$17.2K - $21K
|
9.97K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
84+ 0.55% |
$17.2K - $21K
|
15.5K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
84+ 0.36% |
$17.2K - $21K
|
23.5K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
83+ 0.9% |
$17K - $20.8K
|
9.3K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
83+ 8.07% |
$17K - $20.8K
|
1.11K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
81+ 1.14% |
$16.6K - $20.3K
|
7.2K
$1.95M
|