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 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-163- 0.65% |
$33.4K - $40.8K
|
24.8K
$6.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-166- 1.8% |
$34.1K - $41.5K
|
9.04K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-167- 0.64% |
$34.3K - $41.8K
|
26K
$7.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-168- 2.88% |
$34.5K - $42K
|
5.66K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-169- 0.44% |
$34.7K - $42.3K
|
38.3K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-169- 0.65% |
$34.7K - $42.3K
|
25.9K
$7M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-169- 1.19% |
$34.7K - $42.3K
|
14K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-170- 6.21% |
$34.9K - $42.5K
|
2.57K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-170- 13.62% |
$34.9K - $42.5K
|
1.08K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-170- 0.5% |
$34.9K - $42.5K
|
33.7K
$9.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-171- 0.6% |
$35.1K - $42.8K
|
28.5K
$7.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-171- 9.14% |
$35.1K - $42.8K
|
1.7K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 0.38% |
$35.1K - $42.8K
|
44.8K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-171- 14.95% |
$35.1K - $42.8K
|
973
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-172- 6.04% |
$35.3K - $43K
|
2.68K
$724K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-173- 0.45% |
$35.5K - $43.3K
|
38.7K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-174- 5.15% |
$35.7K - $43.6K
|
3.21K
$867K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-174- 1.09% |
$35.7K - $43.6K
|
15.8K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-175- 15.87% |
$35.9K - $43.8K
|
928
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-178- 2.58% |
$36.5K - $44.6K
|
6.72K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-178- 1.99% |
$36.5K - $44.6K
|
8.76K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-179- 3.55% |
$36.7K - $44.8K
|
4.86K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-180- 0.58% |
$36.9K - $45.1K
|
31K
$8.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-180- 1.97% |
$36.9K - $45.1K
|
8.97K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-181- 0.93% |
$37.1K - $45.3K
|
19.2K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-182- 0.4% |
$37.3K - $45.6K
|
45.7K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-182- 8.87% |
$37.3K - $45.6K
|
1.87K
$506K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-183- 0.94% |
$37.5K - $45.8K
|
19.2K
$5.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-183- 3.73% |
$37.5K - $45.8K
|
4.73K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 1.91% |
$37.8K - $46.1K
|
9.46K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-184- 1.85% |
$37.8K - $46.1K
|
9.75K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-185- 0.79% |
$38K - $46.3K
|
23.2K
$6.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-185- 1.76% |
$38K - $46.3K
|
10.3K
$2.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-187- 1.49% |
$38.4K - $46.8K
|
12.4K
$3.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-190- 0.81% |
$39K - $47.6K
|
23.2K
$6.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-191- 0.76% |
$39.2K - $47.8K
|
25K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-193- 1.63% |
$39.6K - $48.3K
|
11.6K
$3.14M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-194- 1.77% |
$39.8K - $48.6K
|
10.8K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-195- 0.55% |
$40K - $48.8K
|
35.1K
$9.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-198- 1.24% |
$40.6K - $49.6K
|
15.8K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-199- 4.25% |
$40.8K - $49.8K
|
4.49K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-199- 0.65% |
$40.8K - $49.8K
|
30.6K
$8.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.8% |
$41K - $50.1K
|
10.9K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-200- 3.28% |
$41K - $50.1K
|
5.9K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.92% |
$41K - $50.1K
|
21.5K
$5.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-202- 1.87% |
$41.4K - $50.6K
|
10.6K
$2.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-204- 1.06% |
$41.9K - $51.1K
|
19.1K
$5.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-205- 1.31% |
$42.1K - $51.3K
|
15.4K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-205- 3.87% |
$42.1K - $51.3K
|
5.09K
$1.38M
|