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 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-87- 1.71% |
$17.9K - $21.8K
|
5K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-87- 0.51% |
$17.9K - $21.8K
|
17K
$4.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-88- 2.58% |
$18.1K - $22K
|
3.32K
$899K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-88- 8.9% |
$18.1K - $22K
|
901
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-88- 0.05% |
$18.1K - $22K
|
180K
$48.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-90- 1.25% |
$18.5K - $22.5K
|
7.14K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 0.66% |
$18.5K - $22.5K
|
13.6K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-91- 6.01% |
$18.7K - $22.8K
|
1.42K
$385K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91- 6.54% |
$18.7K - $22.8K
|
1.3K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-91- 3.25% |
$18.7K - $22.8K
|
2.71K
$732K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-93- 0.49% |
$19.1K - $23.3K
|
18.8K
$5.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-93- 3.68% |
$19.1K - $23.3K
|
2.43K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 11.28% |
$19.5K - $23.8K
|
747
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-95- 0.89% |
$19.5K - $23.8K
|
10.6K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-97- 2.27% |
$19.9K - $24.3K
|
4.18K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-97- 0.38% |
$19.9K - $24.3K
|
25.3K
$6.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-98- 0.26% |
$20.1K - $24.5K
|
38K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-98- 3.93% |
$20.1K - $24.5K
|
2.4K
$648K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98- 1.77% |
$20.1K - $24.5K
|
5.43K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 0.22% |
$20.1K - $24.5K
|
44.5K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-98- 1.81% |
$20.1K - $24.5K
|
5.33K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-99- 2.43% |
$20.3K - $24.8K
|
3.98K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 1.53% |
$20.5K - $25K
|
6.43K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-102- 0.36% |
$20.9K - $25.5K
|
27.9K
$7.54M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$6.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-103- 0.36% |
$21.1K - $25.8K
|
28.7K
$7.75M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.46% |
$21.3K - $26K
|
22.7K
$6.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.64% |
$21.3K - $26K
|
16.2K
$4.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-104- 5.78% |
$21.3K - $26K
|
1.7K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-104- 0.1% |
$21.3K - $26K
|
108K
$29.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 0.03% |
$21.7K - $26.5K
|
401K
$108M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$723K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 0.79% |
$22K - $26.8K
|
13.5K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-107- 1.41% |
$22K - $26.8K
|
7.46K
$2.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-109- 0.99% |
$22.4K - $27.3K
|
10.9K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 5.34% |
$22.6K - $27.5K
|
1.95K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.24% |
$22.8K - $27.8K
|
4.85K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-112- 0.22% |
$23K - $28K
|
51.9K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-112- 6.98% |
$23K - $28K
|
1.49K
$404K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-112- 0.79% |
$23K - $28K
|
14K
$3.78M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-113- 2.96% |
$23.2K - $28.3K
|
3.7K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-113- 0.69% |
$23.2K - $28.3K
|
16.3K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-114- 0.62% |
$23.4K - $28.5K
|
18.2K
$4.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-115- 5.78% |
$23.6K - $28.8K
|
1.88K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-115- 4.68% |
$23.6K - $28.8K
|
2.34K
$634K
|