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 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.23K+ 38.76% |
$252K - $307K
|
4.39K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 35.43% |
$252K - $307K
|
4.69K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.22KNew |
$250K - $305K
|
1.22K
$345K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.22K+ 2.9% |
$249K - $304K
|
43.1K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.22K+ 3.8% |
$249K - $304K
|
33.2K
$9.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.21K+ 1.13% |
$249K - $304K
|
109K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.21KNew |
$247K - $302K
|
1.21K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 31.49% |
$246K - $300K
|
5K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.2KNew |
$245K - $299K
|
1.2K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.19KNew |
$245K - $299K
|
1.19K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 20.2% |
$244K - $298K
|
7.07K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.19KNew |
$243K - $297K
|
1.19K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.99% |
$242K - $296K
|
24.9K
$7.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.18K+ 1.2% |
$242K - $296K
|
99.8K
$28.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.18K+ 11.99% |
$241K - $294K
|
11K
$3.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.18KNew |
$241K - $294K
|
1.18K
$333K
|
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.17KNew |
$241K - $294K
|
1.17K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.17K+ 0.91% |
$240K - $293K
|
130K
$36.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.17K+ 0.46% |
$240K - $293K
|
254K
$71.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.17K+ 45.88% |
$240K - $292K
|
3.71K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.5% |
$239K - $292K
|
47.8K
$13.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 31.37% |
$239K - $291K
|
4.88K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$239K - $291K
|
1.16K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.16K+ 35.52% |
$238K - $290K
|
4.42K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.16K+ 1.61% |
$237K - $289K
|
73K
$20.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.15KNew |
$237K - $289K
|
1.15K
$327K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.15K+ 6.88% |
$237K - $289K
|
17.9K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.15KNew |
$236K - $288K
|
1.15K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.15K+ 53.54% |
$236K - $288K
|
3.3K
$933K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$235K - $287K
|
1.15K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.14K+ 22.64% |
$234K - $286K
|
6.18K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1.14KNew |
$234K - $285K
|
1.14K
$323K
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.14KNew |
$233K - $285K
|
1.14K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.13KNew |
$232K - $283K
|
1.13K
$320K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.13KNew |
$232K - $283K
|
1.13K
$320K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
1.13KNew |
$231K - $282K
|
1.13K
$319K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.13K+ 0.77% |
$231K - $282K
|
148K
$42M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.12K+ 6.56% |
$231K - $281K
|
18.3K
$5.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.12K+ 28.29% |
$230K - $281K
|
5.09K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.12KNew |
$230K - $281K
|
1.12K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.12KNew |
$230K - $280K
|
1.12K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.12K+ 231.68% |
$230K - $280K
|
1.6K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.12K+ 2.3% |
$229K - $280K
|
49.6K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.11K+ 0.86% |
$228K - $278K
|
130K
$36.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 1.37% |
$228K - $278K
|
82.2K
$23.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.11K+ 17.57% |
$227K - $277K
|
7.4K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.11KNew |
$227K - $277K
|
1.11K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.1KNew |
$226K - $276K
|
1.1K
$312K
|