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 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 1.49% |
$7.8K - $9.51K
|
2.59K
$703K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
36+ 2.08% |
$7.39K - $9.01K
|
1.77K
$479K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
36+ 0.38% |
$7.39K - $9.01K
|
9.43K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
35+ 1.9% |
$7.18K - $8.76K
|
1.88K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
34+ 0.34% |
$6.98K - $8.51K
|
10.1K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
34+ 0.39% |
$6.98K - $8.51K
|
8.77K
$2.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
33+ 0.91% |
$6.77K - $8.26K
|
3.67K
$994K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 1.01% |
$6.77K - $8.26K
|
3.31K
$897K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
33+ 0.21% |
$6.77K - $8.26K
|
15.6K
$4.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.02% |
$6.77K - $8.26K
|
134K
$36.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31+ 1.13% |
$6.36K - $7.76K
|
2.77K
$750K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
31+ 1.52% |
$6.36K - $7.76K
|
2.07K
$560K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30+ 0.39% |
$6.16K - $7.51K
|
7.72K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
30+ 0.17% |
$6.16K - $7.51K
|
17.9K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30+ 0.77% |
$6.16K - $7.51K
|
3.93K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 0.29% |
$6.16K - $7.51K
|
10.4K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
29+ 2.08% |
$5.95K - $7.26K
|
1.42K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.72% |
$5.95K - $7.26K
|
4.05K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
29+ 0.33% |
$5.95K - $7.26K
|
8.89K
$2.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$5.75K - $7.01K
|
6.94K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
28+ 2.14% |
$5.75K - $7.01K
|
1.34K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.14% |
$5.75K - $7.01K
|
19.8K
$5.37M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
27+ 1.5% |
$5.54K - $6.76K
|
1.82K
$494K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
27+ 2.78% |
$5.54K - $6.76K
|
998
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
27+ 1.44% |
$5.54K - $6.76K
|
1.91K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.06% |
$5.54K - $6.76K
|
43.5K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 1.16% |
$5.33K - $6.51K
|
2.28K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 0.2% |
$5.33K - $6.51K
|
12.9K
$3.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
26+ 0.48% |
$5.33K - $6.51K
|
5.41K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.19% |
$5.13K - $6.26K
|
13.1K
$3.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.3K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
25+ 0.56% |
$5.13K - $6.26K
|
4.49K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 23.81% |
$5.13K - $6.26K
|
130
$35.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 1.93% |
$5.13K - $6.26K
|
1.32K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
25+ 0.15% |
$5.13K - $6.26K
|
16.6K
$4.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
24+ 0.19% |
$4.92K - $6.01K
|
12.6K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.27% |
$4.92K - $6.01K
|
8.82K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.51% |
$4.92K - $6.01K
|
4.72K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.84% |
$4.92K - $6.01K
|
2.89K
$784K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.46% |
$4.72K - $5.76K
|
5.04K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22+ 1.97% |
$4.51K - $5.51K
|
1.14K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
22+ 0.34% |
$4.51K - $5.51K
|
6.57K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
22+ 1.0% |
$4.51K - $5.51K
|
2.22K
$602K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
21+ 1.18% |
$4.31K - $5.26K
|
1.81K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.31K - $5.26K
|
5.75K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
21+ 0.19% |
$4.31K - $5.26K
|
11.2K
$3.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
21+ 1.85% |
$4.31K - $5.26K
|
1.16K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.63K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.36% |
$4.1K - $5.01K
|
5.53K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
20+ 0.45% |
$4.1K - $5.01K
|
4.46K
$1.21M
|