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
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 0.74% |
$1.85K - $2.25K
|
1.21K
$327K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$914K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.1% |
$2.05K - $2.5K
|
10K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
25.6K
$6.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-11- 0.89% |
$2.26K - $2.75K
|
1.22K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-12- 1.33% |
$2.46K - $3K
|
888
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12- 0.72% |
$2.46K - $3K
|
1.66K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-12- 0.66% |
$2.46K - $3K
|
1.8K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.69% |
$2.46K - $3K
|
1.72K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.23% |
$2.87K - $3.5K
|
6.06K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.76% |
$2.87K - $3.5K
|
1.83K
$496K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-14- 0.88% |
$2.87K - $3.5K
|
1.57K
$425K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-15- 0.08% |
$3.08K - $3.75K
|
18K
$4.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-15- 0.3% |
$3.08K - $3.75K
|
4.91K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 0.38% |
$3.08K - $3.75K
|
3.9K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-17- 0.21% |
$3.49K - $4.25K
|
8.11K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.31% |
$3.49K - $4.25K
|
5.5K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-17- 1.49% |
$3.49K - $4.25K
|
1.12K
$304K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 0.63% |
$3.69K - $4.51K
|
2.86K
$774K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-18- 0.05% |
$3.69K - $4.51K
|
37.9K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.41% |
$3.69K - $4.51K
|
4.4K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-19- 0.53% |
$3.9K - $4.76K
|
3.57K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19- 0.1% |
$3.9K - $4.76K
|
19.9K
$5.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-19- 0.13% |
$3.9K - $4.76K
|
14.3K
$3.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.31% |
$3.9K - $4.76K
|
6.07K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20- 0.18% |
$4.1K - $5.01K
|
11.1K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-20- 0.58% |
$4.1K - $5.01K
|
3.46K
$935K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 0.85% |
$4.1K - $5.01K
|
2.32K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-20- 0.03% |
$4.1K - $5.01K
|
57.2K
$15.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-20- 1.51% |
$4.1K - $5.01K
|
1.31K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-21- 1.28% |
$4.31K - $5.26K
|
1.62K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 2.15% |
$4.31K - $5.26K
|
954
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-21- 0.23% |
$4.31K - $5.26K
|
9.24K
$2.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-22- 2.22% |
$4.51K - $5.51K
|
967
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-22- 1.36% |
$4.51K - $5.51K
|
1.59K
$430K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.27% |
$4.72K - $5.76K
|
8.47K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-24- 0.14% |
$4.92K - $6.01K
|
16.7K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.09% |
$4.92K - $6.01K
|
27.5K
$7.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.36% |
$5.13K - $6.26K
|
6.88K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-25- 0.21% |
$5.13K - $6.26K
|
11.7K
$3.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.11% |
$5.13K - $6.26K
|
22K
$5.95M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25Closed |
$5.13K - $6.26K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.34% |
$5.13K - $6.26K
|
7.35K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.33% |
$5.13K - $6.26K
|
7.54K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26- 1.18% |
$5.33K - $6.51K
|
2.17K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-27- 0.43% |
$5.54K - $6.76K
|
6.29K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-27- 1.18% |
$5.54K - $6.76K
|
2.25K
$609K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-27- 0.13% |
$5.54K - $6.76K
|
21K
$5.69M
|