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
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
445+ 0.38% |
$91.3K - $111K
|
117K
$33.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
444+ 7.07% |
$91.1K - $111K
|
6.73K
$1.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
444+ 0.22% |
$91.1K - $111K
|
200K
$57.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
444+ 3.83% |
$91.1K - $111K
|
12K
$3.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
444+ 0.49% |
$91.1K - $111K
|
90.9K
$26.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
442+ 3.44% |
$90.7K - $111K
|
13.3K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
440+ 0.13% |
$90.3K - $110K
|
352K
$102M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
439+ 4.44% |
$90.1K - $110K
|
10.3K
$2.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
436+ 6.3% |
$89.5K - $109K
|
7.35K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
435+ 2.74% |
$89.3K - $109K
|
16.3K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
435+ 7.93% |
$89.3K - $109K
|
5.92K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
435New |
$89.3K - $109K
|
435
$126K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
434+ 5.22% |
$89K - $109K
|
8.74K
$2.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 1.43% |
$88.4K - $108K
|
30.5K
$8.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
430+ 2.1% |
$88.2K - $108K
|
20.9K
$6.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
430+ 6.91% |
$88.2K - $108K
|
6.66K
$1.92M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
429+ 143.96% |
$88K - $107K
|
727
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
428+ 244.57% |
$87.8K - $107K
|
603
$174K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
428+ 27.96% |
$87.8K - $107K
|
1.96K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
425+ 10.26% |
$87.2K - $106K
|
4.57K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
424New |
$87K - $106K
|
424
$122K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
421+ 3.02% |
$86.4K - $105K
|
14.4K
$4.15M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
421New |
$86.4K - $105K
|
421
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
418New |
$85.8K - $105K
|
418
$121K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
416+ 4.45% |
$85.4K - $104K
|
9.76K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
415+ 3.76% |
$85.1K - $104K
|
11.4K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
415+ 22.03% |
$85.1K - $104K
|
2.3K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
411+ 219.79% |
$84.3K - $103K
|
598
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
411+ 2.57% |
$84.3K - $103K
|
16.4K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
411+ 1.49% |
$84.3K - $103K
|
27.9K
$8.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
411+ 2.1% |
$84.3K - $103K
|
20K
$5.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
410+ 1.08% |
$84.1K - $103K
|
38.3K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
409+ 3.91% |
$83.9K - $102K
|
10.9K
$3.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
409+ 3.26% |
$83.9K - $102K
|
13K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407+ 0.19% |
$83.5K - $102K
|
218K
$63M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
407+ 6.27% |
$83.5K - $102K
|
6.9K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
405+ 4.17% |
$83.1K - $101K
|
10.1K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
401+ 14.31% |
$82.3K - $100K
|
3.2K
$925K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
400+ 0.27% |
$82.1K - $100K
|
146K
$42.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
399+ 2.68% |
$81.9K - $99.9K
|
15.3K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
399+ 15.36% |
$81.9K - $99.9K
|
3K
$865K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
395+ 2.68% |
$81K - $98.9K
|
15.1K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
394New |
$80.8K - $98.6K
|
394
$114K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
393+ 4.87% |
$80.6K - $98.4K
|
8.47K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
389+ 1.14% |
$79.8K - $97.4K
|
34.4K
$9.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
389+ 5.73% |
$79.8K - $97.4K
|
7.18K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
385+ 0.56% |
$79K - $96.4K
|
69.1K
$20M
|