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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
53+ 0.89% |
$10.9K - $13.3K
|
6.01K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
53+ 0.23% |
$10.9K - $13.3K
|
23.2K
$6.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
53+ 2.21% |
$10.9K - $13.3K
|
2.45K
$663K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$54.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
51+ 0.81% |
$10.5K - $12.8K
|
6.36K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50+ 4.17% |
$10.3K - $12.5K
|
1.25K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
50+ 0.92% |
$10.3K - $12.5K
|
5.5K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
50+ 0.45% |
$10.3K - $12.5K
|
11.1K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.04% |
$10.3K - $12.5K
|
137K
$37.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
50+ 0.8% |
$10.3K - $12.5K
|
6.32K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
49+ 1.81% |
$10.1K - $12.3K
|
2.76K
$747K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
49+ 4.96% |
$10.1K - $12.3K
|
1.04K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
48+ 1.54% |
$9.85K - $12K
|
3.16K
$855K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 0.96% |
$9.85K - $12K
|
5.05K
$1.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 3.75% |
$9.85K - $12K
|
1.33K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.16% |
$9.64K - $11.8K
|
29.9K
$8.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
47+ 0.21% |
$9.64K - $11.8K
|
22.5K
$6.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
46+ 2.65% |
$9.44K - $11.5K
|
1.78K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
46+ 4.44% |
$9.44K - $11.5K
|
1.08K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
46+ 0.53% |
$9.44K - $11.5K
|
8.65K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
46+ 0.36% |
$9.44K - $11.5K
|
12.7K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 2.19% |
$9.23K - $11.3K
|
2.1K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45+ 3.25% |
$9.23K - $11.3K
|
1.43K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
45+ 0.45% |
$9.23K - $11.3K
|
10.1K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.03K - $11K
|
2.88K
$779K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
43+ 0.42% |
$8.82K - $10.8K
|
10.2K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
43+ 0.14% |
$8.82K - $10.8K
|
30.1K
$8.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43+ 16.86% |
$8.82K - $10.8K
|
298
$80.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.69% |
$8.62K - $10.5K
|
6.13K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.28% |
$8.21K - $10K
|
14.5K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
40+ 0.23% |
$8.21K - $10K
|
17.3K
$4.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 0.09% |
$8.21K - $10K
|
46.2K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
39+ 3.79% |
$8K - $9.76K
|
1.07K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
39+ 2.79% |
$8K - $9.76K
|
1.44K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39+ 0.76% |
$8K - $9.76K
|
5.14K
$1.39M
|