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 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11.1K+ 3.03% |
$2.28M - $2.79M
|
379K
$102M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 13.8% |
$2.23M - $2.72M
|
89.7K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
10.8KNew |
$2.22M - $2.71M
|
10.8K
$2.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.8K+ 7.76% |
$2.22M - $2.71M
|
151K
$40.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10.6K+ 2.27% |
$2.18M - $2.66M
|
478K
$129M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.2KNew |
$2.09M - $2.55M
|
10.2K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
10.1KNew |
$2.08M - $2.54M
|
10.1K
$2.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1K+ 29.38% |
$2.07M - $2.53M
|
44.5K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.9KNew |
$2.03M - $2.48M
|
9.9K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9.87KNew |
$2.03M - $2.47M
|
9.87K
$2.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9.79KNew |
$2.01M - $2.45M
|
9.79K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
9.63K+ 7.12% |
$1.98M - $2.41M
|
145K
$39.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.56K+ 99.58% |
$1.96M - $2.39M
|
19.2K
$5.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.45KNew |
$1.94M - $2.36M
|
9.45K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.41K+ 5.67% |
$1.93M - $2.35M
|
175K
$47.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.01K+ 11.02% |
$1.85M - $2.25M
|
90.7K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
9K+ 69.23% |
$1.85M - $2.25M
|
22K
$5.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.82KNew |
$1.81M - $2.21M
|
8.82K
$2.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.82K+ 96.75% |
$1.81M - $2.21M
|
17.9K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
8.4K+ 0.23% |
$1.72M - $2.1M
|
3.74M
$1.01B
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.33K+ 27.38% |
$1.71M - $2.08M
|
38.7K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.32K+ 5.11% |
$1.71M - $2.08M
|
171K
$46.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8.11KNew |
$1.66M - $2.03M
|
8.11K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.04K+ 49.72% |
$1.65M - $2.01M
|
24.2K
$6.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.9K+ 33.76% |
$1.62M - $1.98M
|
31.3K
$8.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
7.75K+ 9.34% |
$1.59M - $1.94M
|
90.7K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.69K+ 25.27% |
$1.58M - $1.92M
|
38.1K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.65KNew |
$1.57M - $1.91M
|
7.65K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 8.44% |
$1.56M - $1.91M
|
97.9K
$26.5M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.58KNew |
$1.55M - $1.9M
|
7.58K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.39KNew |
$1.52M - $1.85M
|
7.39K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 6.05% |
$1.49M - $1.81M
|
127K
$34.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.1K+ 1.13% |
$1.46M - $1.78M
|
633K
$171M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.98K+ 12.72% |
$1.43M - $1.75M
|
61.8K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.97K+ 36.21% |
$1.43M - $1.74M
|
26.2K
$7.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
6.78K+ 8.56% |
$1.39M - $1.7M
|
86K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.74K+ 2.26% |
$1.38M - $1.69M
|
304K
$82.3M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.68K+ 90.8% |
$1.37M - $1.67M
|
14K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.64K+ 99.7% |
$1.36M - $1.66M
|
13.3K
$3.6M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.6KNew |
$1.35M - $1.65M
|
6.6K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.57KNew |
$1.35M - $1.65M
|
6.57K
$1.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.34K+ 2.58% |
$1.3M - $1.59M
|
252K
$68.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.15K+ 36.7% |
$1.26M - $1.54M
|
22.9K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03K+ 31.35% |
$1.24M - $1.51M
|
25.3K
$6.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
5.77KNew |
$1.18M - $1.44M
|
5.77K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.7KNew |
$1.17M - $1.43M
|
5.7K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.59KNew |
$1.15M - $1.4M
|
5.59K
$1.51M
|