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
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.08% |
$205 - $250
|
1.24K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.01% |
$205 - $250
|
8.84K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.25% |
$205 - $250
|
403
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$205 - $250
|
1.18K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$205 - $250
|
7.26K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
1+ 0.02% |
$205 - $250
|
4.78K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$205 - $250
|
2.42K
$653K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1+ 0.05% |
$205 - $250
|
1.98K
$536K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.01% |
$205 - $250
|
18.2K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
5.49K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.03% |
$205 - $250
|
3.14K
$849K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.59% |
$205 - $250
|
171
$46.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$205 - $250
|
3.77K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.56% |
$205 - $250
|
181
$48.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
4.55K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.07% |
$205 - $250
|
1.52K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.03% |
$205 - $250
|
3.64K
$985K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$205 - $250
|
276
$74.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.06% |
$205 - $250
|
1.77K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1- -0.0% |
$205 - $250
|
44.1K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.15% |
$205 - $250
|
675
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.12% |
$410 - $501
|
1.69K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.2K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 3.03% |
$410 - $501
|
64
$17.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.04% |
$410 - $501
|
4.84K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.18% |
$616 - $751
|
1.63K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-4- 0.27% |
$821 - $1K
|
1.48K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$821 - $1K
|
2.01K
$544K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4- 0.02% |
$821 - $1K
|
18.9K
$5.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.37M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- -0.0% |
$1.03K - $1.25K
|
231K
$62.5M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.1% |
$1.03K - $1.25K
|
5.09K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5- 0.11% |
$1.03K - $1.25K
|
4.73K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.12% |
$1.03K - $1.25K
|
4.16K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.06% |
$1.03K - $1.25K
|
7.76K
$2.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.23K - $1.5K
|
2.68K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-6- 0.46% |
$1.23K - $1.5K
|
1.29K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$1.23K - $1.5K
|
4.36K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.23% |
$1.44K - $1.75K
|
3.05K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7- 0.05% |
$1.44K - $1.75K
|
15.5K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.19% |
$1.44K - $1.75K
|
3.69K
$997K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.61% |
$1.64K - $2K
|
1.3K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.05% |
$1.64K - $2K
|
15.3K
$4.14M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9- 0.07% |
$1.85K - $2.25K
|
13.4K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9- 0.13% |
$1.85K - $2.25K
|
6.83K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-9- 0.27% |
$1.85K - $2.25K
|
3.28K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.02% |
$1.85K - $2.25K
|
56.2K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9- 0.55% |
$1.85K - $2.25K
|
1.62K
$437K
|