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 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
609+ 0.36% |
$125K - $152K
|
172K
$49.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
607+ 2.83% |
$125K - $152K
|
22K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
606+ 39.53% |
$124K - $152K
|
2.14K
$618K
|
|
|
Feb 27, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
600+ 10.21% |
$123K - $150K
|
6.48K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
598+ 12.01% |
$123K - $150K
|
5.58K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
597+ 10.19% |
$122K - $149K
|
6.46K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
597+ 4.89% |
$122K - $149K
|
12.8K
$3.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
595+ 1.39% |
$122K - $149K
|
43.4K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
594+ 1.74% |
$122K - $149K
|
34.7K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
592+ 5.62% |
$121K - $148K
|
11.1K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
590+ 58.59% |
$121K - $148K
|
1.6K
$461K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
588+ 2.27% |
$121K - $147K
|
26.5K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
588+ 2.48% |
$121K - $147K
|
24.3K
$7.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
586+ 1.57% |
$120K - $147K
|
38K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
585+ 21.71% |
$120K - $146K
|
3.28K
$947K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
582+ 6.38% |
$119K - $146K
|
9.71K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
581+ 1.41% |
$119K - $145K
|
41.8K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
579+ 46.25% |
$119K - $145K
|
1.83K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
579+ 1.66% |
$119K - $145K
|
35.4K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
578+ 1.77% |
$119K - $145K
|
33.2K
$9.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
577+ 3.85% |
$118K - $144K
|
15.6K
$4.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
577+ 29.14% |
$118K - $144K
|
2.56K
$738K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
576New |
$118K - $144K
|
576
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
572+ 11.52% |
$117K - $143K
|
5.54K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
568+ 11.38% |
$117K - $142K
|
5.56K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
567New |
$116K - $142K
|
567
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
566+ 1.4% |
$116K - $142K
|
41K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
565+ 5.02% |
$116K - $141K
|
11.8K
$3.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
565+ 1.21% |
$116K - $141K
|
47.4K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
559+ 2.01% |
$115K - $140K
|
28.4K
$8.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
555+ 39.61% |
$114K - $139K
|
1.96K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
549+ 13.41% |
$113K - $137K
|
4.64K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
549+ 157.31% |
$113K - $137K
|
898
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
544+ 5.45% |
$112K - $136K
|
10.5K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
543+ 2.12% |
$111K - $136K
|
26.2K
$7.57M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
541+ 40.77% |
$111K - $135K
|
1.87K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
541+ 3.74% |
$111K - $135K
|
15K
$4.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
540+ 12.68% |
$111K - $135K
|
4.8K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
540+ 6.91% |
$111K - $135K
|
8.36K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
538+ 1.24% |
$110K - $135K
|
43.9K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
537+ 4.0% |
$110K - $134K
|
14K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
533+ 0.54% |
$109K - $133K
|
99K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
529+ 12.87% |
$109K - $132K
|
4.64K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
529+ 10.92% |
$109K - $132K
|
5.37K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
529+ 2.66% |
$109K - $132K
|
20.4K
$5.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
528New |
$108K - $132K
|
528
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
523+ 31.68% |
$107K - $131K
|
2.17K
$628K
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
522+ 20.23% |
$107K - $131K
|
3.1K
$896K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$107K - $130K
|
520
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
517+ 2.8% |
$106K - $129K
|
19K
$5.48M
|