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 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
716+ 5.9% |
$147K - $179K
|
12.9K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
716+ 17.06% |
$147K - $179K
|
4.91K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
716+ 25.09% |
$147K - $179K
|
3.57K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
712+ 7.58% |
$146K - $178K
|
10.1K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
712+ 37.83% |
$146K - $178K
|
2.59K
$749K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
710+ 3.5% |
$146K - $178K
|
21K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
710New |
$146K - $178K
|
710
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
709+ 3.27% |
$145K - $177K
|
22.4K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
709+ 1.03% |
$145K - $177K
|
69.9K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
706+ 2.41% |
$145K - $177K
|
30K
$8.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
700New |
$144K - $175K
|
700
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
695+ 43.22% |
$143K - $174K
|
2.3K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
693+ 59.38% |
$142K - $173K
|
1.86K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
693+ 2.15% |
$142K - $173K
|
33K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
688+ 137.6% |
$141K - $172K
|
1.19K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
679+ 15.85% |
$139K - $170K
|
4.96K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
678New |
$139K - $170K
|
678
$196K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
676+ 1.33% |
$139K - $169K
|
51.4K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
675+ 139.18% |
$138K - $169K
|
1.16K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
671+ 10.49% |
$138K - $168K
|
7.07K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
667+ 11.94% |
$137K - $167K
|
6.26K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
667+ 1.64% |
$137K - $167K
|
41.3K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
658+ 54.79% |
$135K - $165K
|
1.86K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
656+ 1.96% |
$135K - $164K
|
34.2K
$9.86M
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
655New |
$134K - $164K
|
655
$189K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
650+ 12.5% |
$133K - $163K
|
5.85K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
647+ 10.13% |
$133K - $162K
|
7.03K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
644+ 1.9% |
$132K - $161K
|
34.6K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
640+ 3.95% |
$131K - $160K
|
16.9K
$4.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
637+ 8.2% |
$131K - $159K
|
8.41K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
636+ 1.14% |
$130K - $159K
|
56.3K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
635+ 5.64% |
$130K - $159K
|
11.9K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
634+ 58.6% |
$130K - $159K
|
1.72K
$495K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
631+ 0.69% |
$129K - $158K
|
92.4K
$26.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
631+ 4.77% |
$129K - $158K
|
13.9K
$4M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
630+ 7.64% |
$129K - $158K
|
8.88K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
630+ 17.14% |
$129K - $158K
|
4.31K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
629+ 3.08% |
$129K - $157K
|
21K
$6.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
629+ 0.65% |
$129K - $157K
|
97.9K
$28.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
628+ 1.82% |
$129K - $157K
|
35.2K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
626+ 1.39% |
$128K - $157K
|
45.7K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
624+ 5.1% |
$128K - $156K
|
12.9K
$3.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624+ 90.96% |
$128K - $156K
|
1.31K
$378K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
624+ 3.44% |
$128K - $156K
|
18.8K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
623+ 3.01% |
$128K - $156K
|
21.3K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
620+ 9.01% |
$127K - $155K
|
7.5K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
619+ 13.2% |
$127K - $155K
|
5.31K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
617+ 0.97% |
$127K - $154K
|
64.4K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
615+ 3.27% |
$126K - $154K
|
19.4K
$5.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
610+ 2.03% |
$125K - $153K
|
30.7K
$8.86M
|