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 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
27.3K+ 39.88% |
$5.59M - $6.82M
|
95.6K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
26.9KNew |
$5.51M - $6.73M
|
26.9K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.9K+ 3.36% |
$5.12M - $6.24M
|
767K
$207M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
24.1KNew |
$4.94M - $6.03M
|
24.1K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
22.9KNew |
$4.7M - $5.73M
|
22.9K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.3K+ 19.01% |
$4.58M - $5.59M
|
140K
$37.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21.9K+ 6.0% |
$4.49M - $5.47M
|
386K
$104M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21.7K+ 4.35% |
$4.45M - $5.42M
|
520K
$141M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
21.7K+ 7.73% |
$4.44M - $5.42M
|
302K
$81.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 141.61% |
$4.4M - $5.37M
|
36.6K
$9.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
21.2KNew |
$4.35M - $5.3M
|
21.2K
$5.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
21KNew |
$4.32M - $5.26M
|
21K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$4.29M - $5.24M
|
20.9K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20.2K+ 1755.83% |
$4.14M - $5.05M
|
21.3K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20KNew |
$4.1M - $5M
|
20K
$5.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
19.6KNew |
$4.02M - $4.91M
|
19.6K
$5.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
18.9K+ 36.11% |
$3.88M - $4.73M
|
71.3K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.6K+ 12.24% |
$3.62M - $4.41M
|
162K
$43.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
17.4K+ 15.65% |
$3.57M - $4.35M
|
128K
$34.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.3K+ 14.01% |
$3.55M - $4.33M
|
141K
$38.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 22.97% |
$3.38M - $4.13M
|
88.3K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.4KNew |
$3.37M - $4.11M
|
16.4K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 3.37% |
$3.36M - $4.1M
|
503K
$136M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
16.2K+ 239.83% |
$3.33M - $4.06M
|
23K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.2KNew |
$3.32M - $4.05M
|
16.2K
$4.38M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
16K+ 152.38% |
$3.28M - $4M
|
26.5K
$7.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
16K+ 9.65% |
$3.28M - $4M
|
182K
$49.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
15.8K+ 154.18% |
$3.25M - $3.96M
|
26.1K
$7.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
15.8K+ 15.91% |
$3.23M - $3.95M
|
115K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
15.6KNew |
$3.19M - $3.9M
|
15.6K
$4.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15.2K+ 29.3% |
$3.12M - $3.8M
|
67K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15K+ 13.2% |
$3.07M - $3.75M
|
128K
$34.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.9KNew |
$3.06M - $3.73M
|
14.9K
$4.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 13.39% |
$3.05M - $3.72M
|
126K
$34.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
14.6KNew |
$3M - $3.66M
|
14.6K
$3.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
14.4KNew |
$2.95M - $3.6M
|
14.4K
$3.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
14.3KNew |
$2.94M - $3.59M
|
14.3K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 0.46% |
$2.69M - $3.28M
|
2.87M
$776M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
12.8KNew |
$2.62M - $3.2M
|
12.8K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
12.5K+ 74.94% |
$2.56M - $3.13M
|
29.2K
$7.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.4KNew |
$2.55M - $3.11M
|
12.4K
$3.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12.3K+ 12.76% |
$2.53M - $3.09M
|
109K
$29.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.3K+ 6.72% |
$2.52M - $3.07M
|
195K
$52.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
11.9K+ 10.5% |
$2.45M - $2.99M
|
126K
$34M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11.8K+ 53.64% |
$2.43M - $2.96M
|
33.9K
$9.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.7K+ 24.95% |
$2.41M - $2.94M
|
58.7K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7K+ 12.57% |
$2.4M - $2.92M
|
105K
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.4K+ 4.09% |
$2.34M - $2.85M
|
290K
$78.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 11.9% |
$2.34M - $2.85M
|
107K
$29M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
11.4KNew |
$2.34M - $2.85M
|
11.4K
$3.08M
|