Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 14, 2025 Q4 2024
Quarry LP

New York, NY
BUY
 -
325
New
$66.7K - $81.3K
325 $93.8K
Jan 15, 2025 Q4 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
324
+ 19.78%
$66.5K - $81.1K
1.96K $566K
Feb 13, 2025 Q4 2024
Tradition Wealth Management, LLC

BUY
 -
324
+ 2.55%
$66.5K - $81.1K
13K $3.76M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
323
+ 4.93%
$66.3K - $80.8K
6.87K $1.98M
Jan 21, 2025 Q4 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
322
+ 8.75%
$66.1K - $80.6K
4K $1.15M
Feb 12, 2025 Q4 2024
Intrust Bank Na

Wichita, KS
BUY
 -
322
+ 0.75%
$66.1K - $80.6K
43.1K $12.5M
Jan 15, 2025 Q4 2024
Cherrydale Wealth Management, LLC

BUY
 -
317
+ 11.91%
$65K - $79.3K
2.98K $860K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
317
+ 3.38%
$65K - $79.3K
9.69K $2.8M
Jan 16, 2025 Q4 2024
Howard Capital Management Group, LLC

BUY
 -
315
+ 0.15%
$64.6K - $78.8K
212K $61.1M
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
315
+ 4.37%
$64.6K - $78.8K
7.53K $2.17M
Feb 14, 2025 Q4 2024
Pinnacle Financial Group, LLC

BUY
 -
314
+ 29.02%
$64.4K - $78.6K
1.4K $403K
Jan 13, 2025 Q4 2024
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
313
+ 0.31%
$64.2K - $78.3K
101K $29.3M
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
313
New
$64.2K - $78.3K
313 $90.4K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
313
+ 0.78%
$64.2K - $78.3K
40.3K $11.6M
Feb 10, 2025 Q4 2024
Avalon Trust CO

Santa Fe, NM
BUY
 -
313
+ 7.5%
$64.2K - $78.3K
4.49K $1.3M
Feb 12, 2025 Q4 2024
Wescott Financial Advisory Group, LLC

BUY
 -
313
+ 11.97%
$64.2K - $78.3K
2.93K $845K
Jan 16, 2025 Q4 2024
New Hampshire Trust

Concord, NH
BUY
 -
312
+ 0.87%
$64K - $78.1K
36K $10.4M
Jan 30, 2025 Q4 2024
Campbell Wealth Management

BUY
 -
312
+ 16.52%
$64K - $78.1K
2.2K $635K
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
311
+ 1.29%
$63.8K - $77.8K
24.5K $7.06M
Jan 16, 2025 Q4 2024
Lee Johnson Capital Management, LLC

BUY
 -
310
+ 1.64%
$63.6K - $77.6K
19.2K $5.55M
Feb 11, 2025 Q4 2024
Prestige Wealth Management Group LLC

BUY
 -
310
+ 2.15%
$63.6K - $77.6K
14.7K $4.25M
Jan 03, 2025 Q4 2024
Jvl Associates LLC

BUY
 -
308
+ 15.2%
$63.2K - $77.1K
2.33K $674K
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
308
+ 5.17%
$63.2K - $77.1K
6.27K $1.81M
Feb 18, 2025 Q4 2024
Navalign, LLC

BUY
 -
308
+ 3.23%
$63.2K - $77.1K
9.83K $2.84M
Feb 04, 2025 Q4 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
307
+ 2.1%
$63K - $76.8K
15K $4.32M
Feb 14, 2025 Q4 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
306
+ 0.08%
$62.8K - $76.6K
391K $113M
Jan 29, 2025 Q4 2024
Montz Harcus Wealth Management LLC

BUY
 -
305
+ 3.61%
$62.6K - $76.3K
8.76K $2.53M
Jan 16, 2025 Q4 2024
Rezny Wealth Management, Inc.

BUY
 -
303
+ 3.55%
$62.2K - $75.8K
8.83K $2.55M
Feb 06, 2025 Q4 2024
Global Strategic Investment Solutions, LLC

BUY
 -
302
+ 11.71%
$62K - $75.6K
2.88K $832K
Jan 21, 2025 Q4 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
301
+ 3.26%
$61.8K - $75.3K
9.54K $2.76M
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
301
New
$61.8K - $75.3K
301 $86.9K
Jan 22, 2025 Q4 2024
Curbstone Financial Management Corp

BUY
 -
300
+ 1.35%
$61.6K - $75.1K
22.6K $6.52M
Jan 23, 2025 Q4 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
300
+ 3.07%
$61.6K - $75.1K
10.1K $2.91M
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
300
+ 30.0%
$61.6K - $75.1K
1.3K $375K
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
300
+ 20.0%
$61.6K - $75.1K
1.8K $520K
Feb 13, 2025 Q4 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
300
New
$61.6K - $75.1K
300 $86.6K
Mar 21, 2025 Q4 2024
Prostatis Group LLC

Hanover, MD
BUY
 -
300
+ 8.87%
$61.6K - $75.1K
3.68K $1.06M
Jan 15, 2025 Q4 2024
Sandy Cove Advisors, LLC

Hingham, MA
BUY
 -
299
+ 3.21%
$61.3K - $74.8K
9.61K $2.77M
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
299
+ 4.07%
$61.3K - $74.8K
7.65K $2.21M
Jan 15, 2025 Q4 2024
Stillwater Capital Advisors, LLC

BUY
 -
297
+ 0.26%
$60.9K - $74.3K
112K $32.5M
Jan 21, 2025 Q4 2024
E Fund Management (Hong Kong) Co., Ltd.

BUY
 -
297
New
$60.9K - $74.3K
297 $85.7K
Feb 13, 2025 Q4 2024
Bos Asset Management, LLC

Springfield, IL
BUY
 -
295
+ 2.58%
$60.5K - $73.8K
11.7K $3.39M
Jan 15, 2025 Q4 2024
Krilogy Financial LLC

BUY
 -
293
+ 2.01%
$60.1K - $73.3K
14.9K $4.29M
Jan 13, 2025 Q4 2024
Rosenberg Matthew Hamilton

BUY
 -
292
+ 5.36%
$59.9K - $73.1K
5.74K $1.66M
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
289
+ 4.23%
$59.3K - $72.3K
7.12K $2.06M
Feb 12, 2025 Q4 2024
Meeder Advisory Services, Inc.

Dublin, OH
BUY
 -
289
+ 0.43%
$59.3K - $72.3K
67.1K $19.4M
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
288
+ 1.04%
$59.1K - $72.1K
28K $8.1M
Jan 21, 2025 Q4 2024
Blue Square Asset Management, LLC

New York, NY
BUY
 -
287
+ 2.48%
$58.9K - $71.8K
11.9K $3.43M
Jan 21, 2025 Q4 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
287
+ 10.24%
$58.9K - $71.8K
3.09K $892K

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