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
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-55- 4.57% |
$11.3K - $13.8K
|
1.15K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-55- 2.19% |
$11.3K - $13.8K
|
2.46K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-55- 11.25% |
$11.3K - $13.8K
|
434
$117K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-55- 0.43% |
$11.3K - $13.8K
|
12.6K
$3.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-56- 0.53% |
$11.5K - $14K
|
10.6K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-56- 0.86% |
$11.5K - $14K
|
6.42K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 2.86% |
$11.5K - $14K
|
1.91K
$515K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-56- 0.07% |
$11.5K - $14K
|
80.1K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$11.7K - $14.3K
|
7.58K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 1.04% |
$11.7K - $14.3K
|
5.41K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-58- 0.57% |
$11.9K - $14.5K
|
10.1K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-58- 0.17% |
$11.9K - $14.5K
|
34.1K
$9.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-59- 1.29% |
$12.1K - $14.8K
|
4.5K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-59- 0.1% |
$12.1K - $14.8K
|
60.3K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 1.2% |
$12.3K - $15K
|
4.92K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-60- 0.42% |
$12.3K - $15K
|
14.1K
$3.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-60- 0.04% |
$12.3K - $15K
|
139K
$37.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-61- 0.43% |
$12.5K - $15.3K
|
14.2K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-62- 4.6% |
$12.7K - $15.5K
|
1.29K
$348K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-64- 2.09% |
$13.1K - $16K
|
3K
$812K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 1.66% |
$13.1K - $16K
|
3.78K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 1.19% |
$13.1K - $16K
|
5.3K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$13.5K - $16.5K
|
2.96K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 0.33% |
$13.5K - $16.5K
|
19.7K
$5.31M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-66- 1.59% |
$13.5K - $16.5K
|
4.08K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.11% |
$13.7K - $16.8K
|
2.09K
$565K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 0.66% |
$13.7K - $16.8K
|
10K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$244K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-68- 2.69% |
$14K - $17K
|
2.46K
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-69- 0.3% |
$14.2K - $17.3K
|
23K
$6.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.67% |
$14.4K - $17.5K
|
10.4K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-72- 2.93% |
$14.8K - $18K
|
2.39K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-72- 1.13% |
$14.8K - $18K
|
6.28K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 0.86% |
$15.4K - $18.8K
|
8.63K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-75- 4.16% |
$15.4K - $18.8K
|
1.73K
$467K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-76- 3.07% |
$15.6K - $19K
|
2.4K
$649K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-78- 0.63% |
$16K - $19.5K
|
12.3K
$3.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-79- 0.24% |
$16.2K - $19.8K
|
33.5K
$9.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-80- 2.78% |
$16.4K - $20K
|
2.8K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-80- 0.52% |
$16.4K - $20K
|
15.2K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 0.61% |
$16.4K - $20K
|
12.9K
$3.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 0.28% |
$16.4K - $20K
|
28.8K
$7.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-80- 0.27% |
$16.4K - $20K
|
29.5K
$7.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-83- 1.04% |
$17K - $20.8K
|
7.89K
$2.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-84- 2.05% |
$17.2K - $21K
|
4.02K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-84- 0.64% |
$17.2K - $21K
|
13K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-85- 2.48% |
$17.4K - $21.3K
|
3.35K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$34.3K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-85- 8.5% |
$17.4K - $21.3K
|
915
$247K
|