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 07, 2025
Q4 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
910New |
$187K - $228K
|
910
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
908+ 0.98% |
$186K - $227K
|
93.9K
$27.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
908New |
$186K - $227K
|
908
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
907+ 0.66% |
$186K - $227K
|
138K
$39.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
906New |
$186K - $227K
|
906
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
906+ 8.71% |
$186K - $227K
|
11.3K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Gator Capital Management, LLC
|
BUY
|
- |
905New |
$186K - $227K
|
905
$261K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
904New |
$185K - $226K
|
904
$261K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
904New |
$185K - $226K
|
904
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
902New |
$185K - $226K
|
902
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
900+ 10.42% |
$185K - $225K
|
9.54K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
900New |
$185K - $225K
|
900
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
899New |
$184K - $225K
|
899
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
899+ 4.24% |
$184K - $225K
|
22.1K
$6.38M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
899New |
$184K - $225K
|
899
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
897+ 0.94% |
$184K - $225K
|
96.8K
$27.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
897+ 5.62% |
$184K - $225K
|
16.9K
$4.87M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
896New |
$184K - $224K
|
896
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
894New |
$183K - $224K
|
894
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
893+ 27.99% |
$183K - $224K
|
4.08K
$1.18M
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
892New |
$183K - $223K
|
892
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
891New |
$183K - $223K
|
891
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
890+ 2.79% |
$183K - $223K
|
32.8K
$9.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
890New |
$183K - $223K
|
890
$257K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
879New |
$180K - $220K
|
879
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
878New |
$180K - $220K
|
878
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
878New |
$180K - $220K
|
878
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
877New |
$180K - $220K
|
877
$253K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
875New |
$180K - $219K
|
875
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
873New |
$179K - $219K
|
873
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
872New |
$179K - $218K
|
872
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
870New |
$179K - $218K
|
870
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
870New |
$179K - $218K
|
870
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
868+ 26.12% |
$178K - $217K
|
4.19K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
864+ 4.04% |
$177K - $216K
|
22.2K
$6.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
863+ 1.98% |
$177K - $216K
|
44.4K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
862New |
$177K - $216K
|
862
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
861+ 1.2% |
$177K - $215K
|
72.5K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
859+ 20.73% |
$176K - $215K
|
5K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
857+ 3.29% |
$176K - $214K
|
26.9K
$7.77M
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
856New |
$176K - $214K
|
856
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
854New |
$175K - $214K
|
854
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
854+ 2.18% |
$175K - $214K
|
40.1K
$11.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
852New |
$175K - $213K
|
852
$246K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
851+ 3.55% |
$175K - $213K
|
24.8K
$7.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
851+ 97.37% |
$175K - $213K
|
1.73K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
850+ 11.56% |
$174K - $213K
|
8.2K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
850New |
$174K - $213K
|
850
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
848New |
$174K - $212K
|
848
$245K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
848New |
$174K - $212K
|
848
$245K
|