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 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.98% |
$16.6K - $20.3K
|
8.33K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.68% |
$16.4K - $20K
|
11.9K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
80+ 4.84% |
$16.4K - $20K
|
1.73K
$469K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$16.4K - $20K
|
12.9K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.45% |
$16.4K - $20K
|
17.8K
$4.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
80+ 6.27% |
$16.4K - $20K
|
1.36K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
79+ 1.6% |
$16.2K - $19.8K
|
5.01K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
79+ 0.24% |
$16.2K - $19.8K
|
32.6K
$8.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
78+ 0.79% |
$16K - $19.5K
|
9.99K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
78+ 3.84% |
$16K - $19.5K
|
2.11K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$15.4K - $18.8K
|
75
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 0.25% |
$15.4K - $18.8K
|
30.1K
$8.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
74+ 1.18% |
$15.2K - $18.5K
|
6.37K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 3.75% |
$15.2K - $18.5K
|
2.05K
$553K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
74New |
$15.2K - $18.5K
|
74
$20K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
74+ 2.53% |
$15.2K - $18.5K
|
3K
$811K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 3.95% |
$15.2K - $18.5K
|
1.95K
$527K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 2.29% |
$15K - $18.3K
|
3.26K
$881K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
72+ 4.01% |
$14.8K - $18K
|
1.87K
$505K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
71+ 3.58% |
$14.6K - $17.8K
|
2.06K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
71+ 0.8% |
$14.6K - $17.8K
|
8.92K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
69+ 0.76% |
$14.2K - $17.3K
|
9.21K
$2.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
69+ 0.27% |
$14.2K - $17.3K
|
25.8K
$6.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
69+ 1.21% |
$14.2K - $17.3K
|
5.77K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
67+ 5.42% |
$13.7K - $16.8K
|
1.3K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.77% |
$13.7K - $16.8K
|
3.85K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
67+ 3.72% |
$13.7K - $16.8K
|
1.87K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 1.11% |
$13.5K - $16.5K
|
6.02K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.06% |
$13.1K - $16K
|
102K
$27.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
64+ 0.66% |
$13.1K - $16K
|
9.81K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
64New |
$13.1K - $16K
|
64
$17.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
63+ 0.25% |
$12.9K - $15.8K
|
25.3K
$6.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63+ 2.22% |
$12.9K - $15.8K
|
2.9K
$783K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62+ 2.0% |
$12.7K - $15.5K
|
3.17K
$857K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.26% |
$12.5K - $15.3K
|
23.1K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
61+ 4.6% |
$12.5K - $15.3K
|
1.39K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 0.74% |
$12.5K - $15.3K
|
8.26K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
60+ 0.67% |
$12.3K - $15K
|
8.95K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.21% |
$12.3K - $15K
|
1.48K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.98% |
$12.1K - $14.8K
|
6.08K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
59+ 0.66% |
$12.1K - $14.8K
|
8.97K
$2.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 0.26% |
$12.1K - $14.8K
|
22.5K
$6.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
57+ 2.64% |
$11.7K - $14.3K
|
2.22K
$600K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
57+ 0.32% |
$11.7K - $14.3K
|
17.8K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
57+ 0.68% |
$11.7K - $14.3K
|
8.42K
$2.28M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
56+ 0.23% |
$11.5K - $14K
|
24.9K
$6.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
56+ 0.41% |
$11.5K - $14K
|
13.8K
$3.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
55+ 1.66% |
$11.3K - $13.8K
|
3.37K
$911K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
55+ 4.75% |
$11.3K - $13.8K
|
1.21K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
54+ 0.01% |
$11.1K - $13.5K
|
590K
$159M
|