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 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
512+ 34.5% |
$105K - $128K
|
2K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
511+ 0.8% |
$105K - $128K
|
64.2K
$18.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
509+ 31.04% |
$104K - $127K
|
2.15K
$620K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
507+ 4.67% |
$104K - $127K
|
11.4K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
505+ 0.76% |
$104K - $126K
|
67K
$19.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
505+ 253.77% |
$104K - $126K
|
704
$203K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
505+ 1.19% |
$104K - $126K
|
42.8K
$12.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
504+ 4.71% |
$103K - $126K
|
11.2K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
502+ 3.62% |
$103K - $126K
|
14.4K
$4.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
502+ 0.13% |
$103K - $126K
|
389K
$112M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
501+ 1.59% |
$103K - $125K
|
31.9K
$9.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500+ 28.0% |
$103K - $125K
|
2.29K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
500+ 32.47% |
$103K - $125K
|
2.04K
$589K
|
|
|
Feb 12, 2025
Q4 2024
|
Barbara Oil Co.
Chicago, IL |
BUY
|
- |
500+ 0.75% |
$103K - $125K
|
67.5K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
500+ 1111.11% |
$103K - $125K
|
545
$157K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
496+ 10.68% |
$102K - $124K
|
5.14K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
494+ 22.08% |
$101K - $124K
|
2.73K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
493+ 2.18% |
$101K - $123K
|
23.1K
$6.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
491+ 16.13% |
$101K - $123K
|
3.54K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
491+ 4.04% |
$101K - $123K
|
12.7K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
490+ 11.16% |
$101K - $123K
|
4.88K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
489+ 11.38% |
$100K - $122K
|
4.79K
$1.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
485+ 74.5% |
$99.5K - $121K
|
1.14K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
485+ 29.04% |
$99.5K - $121K
|
2.16K
$622K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
485+ 2.52% |
$99.5K - $121K
|
19.7K
$5.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
481+ 9.16% |
$98.7K - $120K
|
5.73K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
481+ 10.47% |
$98.7K - $120K
|
5.07K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
481+ 16.58% |
$98.7K - $120K
|
3.38K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
480+ 1.34% |
$98.5K - $120K
|
36.4K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
479+ 2.85% |
$98.3K - $120K
|
17.3K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
477+ 3.89% |
$97.9K - $119K
|
12.7K
$3.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
475New |
$97.5K - $119K
|
475
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
474+ 10.85% |
$97.3K - $119K
|
4.84K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
473+ 10.62% |
$97.1K - $118K
|
4.93K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
472+ 1.6% |
$96.8K - $118K
|
29.9K
$8.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
472+ 2.51% |
$96.8K - $118K
|
19.3K
$5.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
464+ 6.96% |
$95.2K - $116K
|
7.13K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
463+ 0.7% |
$95K - $116K
|
67K
$19.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
460+ 0.97% |
$94.4K - $115K
|
48K
$13.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
459+ 4.24% |
$94.2K - $115K
|
11.3K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
458+ 1.87% |
$94K - $115K
|
24.9K
$7.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
457+ 17.05% |
$93.8K - $114K
|
3.14K
$906K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
457+ 4.51% |
$93.8K - $114K
|
10.6K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
454+ 2.09% |
$93.2K - $114K
|
22.2K
$6.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
453+ 1.92% |
$92.9K - $113K
|
24K
$6.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
451+ 12.89% |
$92.5K - $113K
|
3.95K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
451+ 3.56% |
$92.5K - $113K
|
13.1K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
451+ 0.9% |
$92.5K - $113K
|
50.5K
$14.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
449+ 27.99% |
$92.1K - $112K
|
2.05K
$593K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
448+ 1.45% |
$91.9K - $112K
|
31.4K
$9.05M
|