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
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-212- 0.83% |
$43.5K - $53.1K
|
25.2K
$6.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-216- 1.49% |
$44.3K - $54.1K
|
14.3K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-221- 5.42% |
$45.3K - $55.3K
|
3.86K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-224- 2.06% |
$46K - $56.1K
|
10.6K
$2.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-227- 2.01% |
$46.6K - $56.8K
|
11.1K
$2.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-228- 1.12% |
$46.8K - $57.1K
|
20.2K
$5.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-231- 2.15% |
$47.4K - $57.8K
|
10.5K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-231- 0.74% |
$47.4K - $57.8K
|
30.8K
$8.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-232- 6.0% |
$47.6K - $58.1K
|
3.64K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-232- 4.77% |
$47.6K - $58.1K
|
4.63K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-236- 0.72% |
$48.4K - $59.1K
|
32.4K
$8.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-240- 4.14% |
$49.2K - $60.1K
|
5.55K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-240- 0.74% |
$49.2K - $60.1K
|
32.2K
$8.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-240- 1.55% |
$49.2K - $60.1K
|
15.2K
$4.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-242- 3.86% |
$49.7K - $60.6K
|
6.02K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-244- 7.42% |
$50.1K - $61.1K
|
3.05K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-246- 3.43% |
$50.5K - $61.6K
|
6.93K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-251- 7.3% |
$51.5K - $62.8K
|
3.19K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-254- 4.64% |
$52.1K - $63.6K
|
5.22K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-254- 16.54% |
$52.1K - $63.6K
|
1.28K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-255- 5.89% |
$52.3K - $63.8K
|
4.07K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-255- 1.97% |
$52.3K - $63.8K
|
12.7K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-258- 0.87% |
$52.9K - $64.6K
|
29.4K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-263- 7.49% |
$54K - $65.8K
|
3.25K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-267- 1.01% |
$54.8K - $66.8K
|
26K
$7.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-267- 1.48% |
$54.8K - $66.8K
|
17.8K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-269- 0.53% |
$55.2K - $67.3K
|
50.7K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-270- 1.98% |
$55.4K - $67.6K
|
13.4K
$3.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-272- 23.96% |
$55.8K - $68.1K
|
863
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-272- 0.48% |
$55.8K - $68.1K
|
56.9K
$15.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-274- 10.62% |
$56.2K - $68.6K
|
2.31K
$623K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-275- 2.09% |
$56.4K - $68.8K
|
12.9K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-275- 0.57% |
$56.4K - $68.8K
|
48.1K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-277- 3.21% |
$56.8K - $69.3K
|
8.35K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-277- 2.59% |
$56.8K - $69.3K
|
10.4K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 2.48% |
$56.8K - $69.3K
|
10.9K
$2.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-278- 2.37% |
$57K - $69.6K
|
11.4K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 0.54% |
$57.7K - $70.3K
|
52.2K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-284- 9.55% |
$58.3K - $71.1K
|
2.69K
$728K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-285- 2.01% |
$58.5K - $71.3K
|
13.9K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-286- 20.11% |
$58.7K - $71.6K
|
1.14K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-287- 1.74% |
$58.9K - $71.8K
|
16.2K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-289- 7.18% |
$59.3K - $72.3K
|
3.73K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-293- 16.72% |
$60.1K - $73.3K
|
1.46K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-294- 5.33% |
$60.3K - $73.6K
|
5.22K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-295- 1.43% |
$60.5K - $73.8K
|
20.3K
$5.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-296- 16.81% |
$60.7K - $74.1K
|
1.47K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-298- 0.72% |
$61.1K - $74.6K
|
40.9K
$11.1M
|