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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
384+ 1.39% |
$78.8K - $96.1K
|
28K
$8.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
384+ 5.46% |
$78.8K - $96.1K
|
7.42K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
383+ 24.63% |
$78.6K - $95.9K
|
1.94K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
383+ 0.09% |
$78.6K - $95.9K
|
442K
$128M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
381+ 1.27% |
$78.2K - $95.4K
|
30.4K
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
380+ 3.15% |
$78K - $95.1K
|
12.4K
$3.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
380New |
$78K - $95.1K
|
380
$110K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
378+ 31.68% |
$77.6K - $94.6K
|
1.57K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
374+ 5.38% |
$76.7K - $93.6K
|
7.33K
$2.12M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
374+ 7.27% |
$76.7K - $93.6K
|
5.52K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
371+ 27.62% |
$76.1K - $92.9K
|
1.71K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
368+ 4.65% |
$75.5K - $92.1K
|
8.29K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
368+ 2.72% |
$75.5K - $92.1K
|
13.9K
$4.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
367+ 22.31% |
$75.3K - $91.9K
|
2.01K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366+ 3.17% |
$75.1K - $91.6K
|
11.9K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
366+ 3.69% |
$75.1K - $91.6K
|
10.3K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
366+ 4.22% |
$75.1K - $91.6K
|
9.03K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
365+ 3.91% |
$74.9K - $91.4K
|
9.69K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 3.85% |
$74.7K - $91.1K
|
9.81K
$2.83M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
360+ 3.43% |
$73.9K - $90.1K
|
10.9K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
359+ 1.99% |
$73.7K - $89.9K
|
18.4K
$5.31M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
358New |
$73.5K - $89.6K
|
358
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
356+ 3.49% |
$73K - $89.1K
|
10.6K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
356+ 27.62% |
$73K - $89.1K
|
1.65K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
356+ 5.57% |
$73K - $89.1K
|
6.74K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
355+ 0.97% |
$72.8K - $88.9K
|
37K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
355+ 3.26% |
$72.8K - $88.9K
|
11.2K
$3.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
354+ 3.02% |
$72.6K - $88.6K
|
12.1K
$3.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
350+ 3.27% |
$71.8K - $87.6K
|
11K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.98% |
$71.4K - $87.1K
|
12K
$3.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
348+ 17.5% |
$71.4K - $87.1K
|
2.34K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
348+ 3.19% |
$71.4K - $87.1K
|
11.3K
$3.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
344+ 5.03% |
$70.6K - $86.1K
|
7.19K
$2.08M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
343+ 0.22% |
$70.4K - $85.8K
|
155K
$44.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
341+ 2.68% |
$70K - $85.3K
|
13.1K
$3.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
340+ 1.44% |
$69.8K - $85.1K
|
23.9K
$6.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.83% |
$69.6K - $84.8K
|
41.1K
$11.9M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
338New |
$69.4K - $84.6K
|
338
$97.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
334+ 3.42% |
$68.5K - $83.6K
|
10.1K
$2.91M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$68.5K - $83.6K
|
334
$96.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
333+ 2.81% |
$68.3K - $83.3K
|
12.2K
$3.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
332+ 3.7% |
$68.1K - $83.1K
|
9.3K
$2.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
332+ 6.73% |
$68.1K - $83.1K
|
5.27K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
331+ 5.12% |
$67.9K - $82.8K
|
6.79K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
330+ 19.76% |
$67.7K - $82.6K
|
2K
$577K
|
|
|
Jan 29, 2025
Q4 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
330+ 1.67% |
$67.7K - $82.6K
|
20.1K
$5.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
329+ 3.55% |
$67.5K - $82.3K
|
9.59K
$2.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
328+ 1.26% |
$67.3K - $82.1K
|
26.3K
$7.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
327+ 10.98% |
$67.1K - $81.8K
|
3.31K
$954K
|