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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.38KNew |
$284K - $346K
|
1.38K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.38K+ 10.71% |
$283K - $345K
|
14.2K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.38K+ 2.6% |
$282K - $344K
|
54.4K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$282K - $344K
|
1.38K
$390K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
1.37KNew |
$282K - $344K
|
1.37K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
1.37KNew |
$281K - $343K
|
1.37K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.37KNew |
$280K - $342K
|
1.37K
$387K
|
|
|
May 15, 2025
Q4 2024
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.36KNew |
$280K - $341K
|
1.36K
$386K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.36K+ 16.09% |
$279K - $341K
|
9.83K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 11.43% |
$278K - $340K
|
13.2K
$3.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.35KNew |
$278K - $339K
|
1.35K
$383K
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
1.35KNew |
$277K - $338K
|
1.35K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.35K+ 7.8% |
$277K - $338K
|
18.7K
$5.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.35KNew |
$276K - $337K
|
1.35K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.35KNew |
$276K - $337K
|
1.35K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$274K - $334K
|
1.34K
$378K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 34.28% |
$272K - $332K
|
5.19K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 2.26% |
$272K - $332K
|
59.9K
$17M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.33K+ 1051.59% |
$272K - $332K
|
1.45K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$375K
|
|
|
Jun 11, 2025
Q4 2024
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
1.32KNew |
$271K - $330K
|
1.32K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.32K+ 9.79% |
$270K - $330K
|
14.8K
$4.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.31KNew |
$269K - $328K
|
1.31K
$372K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.31K+ 1.78% |
$268K - $327K
|
74.6K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.31KNew |
$268K - $327K
|
1.31K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.3K+ 7.05% |
$266K - $325K
|
19.7K
$5.58M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.3KNew |
$266K - $324K
|
1.3K
$367K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.29K+ 0.38% |
$265K - $323K
|
342K
$96.9M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.29K+ 9.06% |
$265K - $323K
|
15.5K
$4.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.29K+ 1.01% |
$265K - $323K
|
129K
$36.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.29KNew |
$264K - $322K
|
1.29K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.28K+ 4.81% |
$263K - $321K
|
28K
$7.92M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 0.67% |
$263K - $321K
|
192K
$54.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.28KNew |
$262K - $320K
|
1.28K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.27K+ 10.75% |
$261K - $319K
|
13.1K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.27K+ 5.33% |
$261K - $318K
|
25.1K
$7.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.26KNew |
$258K - $315K
|
1.26K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.25K+ 1.74% |
$257K - $314K
|
73.1K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.25K+ 6.2% |
$257K - $313K
|
21.4K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.24KNew |
$255K - $311K
|
1.24K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
1.24K+ 2.78% |
$254K - $310K
|
45.8K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.24K+ 4.38% |
$254K - $310K
|
29.6K
$8.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.24KNew |
$254K - $310K
|
1.24K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 2.03% |
$254K - $310K
|
62.4K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.24K+ 26.11% |
$254K - $309K
|
5.97K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.24K+ 6.34% |
$254K - $309K
|
20.7K
$5.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.23K+ 8.59% |
$252K - $308K
|
15.5K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.23K+ 11.45% |
$252K - $308K
|
12K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.23K+ 0.64% |
$252K - $308K
|
192K
$54.4M
|