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
Jan 24, 2025 Q4 2024
Optas, LLC

BUY
 -
287
+ 1.8%
$58.9K - $71.8K
16.3K $4.69M
Jan 30, 2025 Q4 2024
Highland Financial Advisors, LLC

BUY
 -
287
+ 4.11%
$58.9K - $71.8K
7.27K $2.1M
Jan 29, 2025 Q4 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
283
+ 2.01%
$58.1K - $70.8K
14.3K $4.14M
Feb 07, 2025 Q4 2024
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
281
+ 1.52%
$57.7K - $70.3K
18.8K $5.42M
Jan 16, 2025 Q4 2024
My Legacy Advisors, LLC

BUY
 -
279
+ 2.89%
$57.2K - $69.8K
9.95K $2.87M
Jan 23, 2025 Q4 2024
Colton Groome Financial Advisors, LLC

BUY
 -
278
+ 4.84%
$57K - $69.6K
6.03K $1.74M
Jan 13, 2025 Q4 2024
Enterprise Bank & Trust CO

BUY
 -
277
+ 0.95%
$56.8K - $69.3K
29.5K $8.53M
Jan 24, 2025 Q4 2024
Five Oceans Advisors

BUY
 -
277
+ 3.81%
$56.8K - $69.3K
7.55K $2.18M
Jan 14, 2025 Q4 2024
Capital Planning LLC

BUY
 -
276
+ 13.26%
$56.6K - $69.1K
2.36K $680K
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
276
New
$56.6K - $69.1K
276 $79.7K
Feb 03, 2025 Q4 2024
Dividend Assets Capital, LLC

BUY
 -
273
+ 0.47%
$56K - $68.3K
57.8K $16.7M
Feb 13, 2025 Q4 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
272
+ 0.22%
$55.8K - $68.1K
125K $36M
Feb 14, 2025 Q4 2024
Evergreen Wealth Solutions, LLC

Williamsport, PA
BUY
 -
269
+ 4.51%
$55.2K - $67.3K
6.23K $1.8M
Feb 18, 2025 Q4 2024
Blue Fin Capital, Inc.

BUY
 -
269
+ 0.76%
$55.2K - $67.3K
35.8K $10.3M
Jan 13, 2025 Q4 2024
Cadent Capital Advisors, LLC

BUY
 -
268
+ 16.16%
$55K - $67.1K
1.93K $556K
Feb 03, 2025 Q4 2024
Greystone Financial Group, LLC

BUY
 -
268
+ 0.45%
$55K - $67.1K
59.3K $17.1M
Feb 06, 2025 Q4 2024
Lvz, Inc.

BUY
 -
268
+ 3.55%
$55K - $67.1K
7.81K $2.25M
Feb 10, 2025 Q4 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
267
+ 0.18%
$54.8K - $66.8K
148K $42.6M
Feb 18, 2025 Q4 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
267
+ 0.79%
$54.8K - $66.8K
34K $9.82M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
267
New
$54.8K - $66.8K
267 $77.1K
Jan 21, 2025 Q4 2024
Motive Wealth Advisors

BUY
 -
266
+ 8.67%
$54.6K - $66.6K
3.34K $963K
Jan 23, 2025 Q4 2024
Foster & Motley Inc

Cincinnati, OH
BUY
 -
266
+ 0.43%
$54.6K - $66.6K
61.5K $17.8M
Feb 05, 2025 Q4 2024
Corda Investment Management, Llc.

Houston, TX
BUY
 -
265
+ 3.66%
$54.4K - $66.3K
7.51K $2.17M
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
264
+ 1.51%
$54.2K - $66.1K
17.8K $5.14M
Feb 13, 2025 Q4 2024
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
263
+ 5.9%
$54K - $65.8K
4.72K $1.36M
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
263
+ 0.66%
$54K - $65.8K
40.3K $11.6M
Jan 15, 2025 Q4 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
262
+ 0.81%
$53.8K - $65.6K
32.4K $9.36M
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
262
+ 8733.33%
$53.8K - $65.6K
265 $76.5K
Feb 14, 2025 Q4 2024
Wallace Capital Management Inc.

Dallas, TX
BUY
 -
262
+ 11.73%
$53.8K - $65.6K
2.5K $720K
Jan 22, 2025 Q4 2024
Parkside Investments, LLC

BUY
 -
261
+ 10.28%
$53.6K - $65.3K
2.8K $808K
Jan 14, 2025 Q4 2024
Mirador Capital Partners LP

BUY
 -
258
+ 0.47%
$52.9K - $64.6K
54.8K $15.8M
Jan 17, 2025 Q4 2024
Melfa Wealth Management, LLC

Westborough, MA
BUY
 -
258
+ 10.39%
$52.9K - $64.6K
2.74K $791K
Feb 14, 2025 Q4 2024
Lumbard & Kellner, LLC

Hollis, NH
BUY
 -
258
+ 6.44%
$52.9K - $64.6K
4.26K $1.23M
Feb 14, 2025 Q4 2024
Keel Point, LLC

Huntsville, AL
BUY
 -
258
+ 1.67%
$52.9K - $64.6K
15.7K $4.54M
Jan 28, 2025 Q4 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
257
+ 0.55%
$52.7K - $64.3K
47.1K $13.6M
Jan 22, 2025 Q4 2024
Genesee Capital Advisors, LLC

BUY
 -
256
+ 18.47%
$52.5K - $64.1K
1.64K $474K
Jan 24, 2025 Q4 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
256
+ 1.43%
$52.5K - $64.1K
18.2K $5.26M
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
256
+ 1.27%
$52.5K - $64.1K
20.4K $5.89M
Jan 29, 2025 Q4 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
256
+ 1.35%
$52.5K - $64.1K
19.3K $5.56M
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
255
+ 1.21%
$52.3K - $63.8K
21.3K $6.16M
Jan 21, 2025 Q4 2024
St. Johns Investment Management Company, LLC

BUY
 -
252
+ 2.29%
$51.7K - $63.1K
11.2K $3.24M
Feb 10, 2025 Q4 2024
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
251
+ 5.77%
$51.5K - $62.8K
4.6K $1.33M
Feb 13, 2025 Q4 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
251
+ 9.5%
$51.5K - $62.8K
2.89K $835K
Jan 14, 2025 Q4 2024
Northside Capital Management, LLC

BUY
 -
250
+ 3.7%
$51.3K - $62.6K
7K $2.02M
Feb 03, 2025 Q4 2024
Life Steps Financial, Inc.

BUY
 -
250
+ 2.55%
$51.3K - $62.6K
10.1K $2.9M
Feb 14, 2025 Q4 2024
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
250
New
$51.3K - $62.6K
250 $72.2K
Feb 04, 2025 Q4 2024
Oakwell Private Wealth Management, LLC

BUY
 -
249
+ 4.0%
$51.1K - $62.3K
6.47K $1.87M
Mar 18, 2025 Q4 2024
Triton Wealth Management, Pllc

BUY
 -
249
+ 12.06%
$51.1K - $62.3K
2.31K $668K
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
247
New
$50.7K - $61.8K
247 $71.3K

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