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
Mar 10, 2025 Q4 2024
Old North State Trust, LLC

Greensboro, NC
BUY
 -
202
+ 5.03%
$41.4K - $50.6K
4.22K $1.22M
Jan 23, 2025 Q4 2024
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
200
+ 10.35%
$41K - $50.1K
2.13K $616K
Feb 04, 2025 Q4 2024
Summit Asset Management, LLC

Memphis, TN
BUY
 -
200
+ 2.23%
$41K - $50.1K
9.16K $2.64M
Feb 12, 2025 Q4 2024
Clear Street Markets LLC

BUY
 -
200
+ 8.7%
$41K - $50.1K
2.5K $722K
Jan 31, 2025 Q4 2024
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
198
+ 1.95%
$40.6K - $49.6K
10.4K $2.99M
Feb 05, 2025 Q4 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
196
+ 1.0%
$40.2K - $49.1K
19.8K $5.71M
Feb 12, 2025 Q4 2024
Selway Asset Management

Boise, ID
BUY
 -
195
+ 0.48%
$40K - $48.8K
40.5K $11.7M
Feb 13, 2025 Q4 2024
Granite Investment Partners, LLC

BUY
 -
195
+ 0.44%
$40K - $48.8K
44.2K $12.8M
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

BUY
 -
194
+ 0.73%
$39.8K - $48.6K
26.7K $7.7M
Jan 28, 2025 Q4 2024
Silicon Valley Capital Partners

BUY
 -
194
+ 1.91%
$39.8K - $48.6K
10.4K $2.99M
Feb 04, 2025 Q4 2024
Cavalier Investments, LLC

BUY
 -
192
+ 4.26%
$39.4K - $48.1K
4.7K $1.36M
Jan 28, 2025 Q4 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
191
+ 1.23%
$39.2K - $47.8K
15.7K $4.54M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
191
+ 6.64%
$39.2K - $47.8K
3.07K $885K
Jan 15, 2025 Q4 2024
Joule Financial, LLC

BUY
 -
190
+ 5.57%
$39K - $47.6K
3.6K $1.04M
Jan 24, 2025 Q4 2024
Oak Family Advisors, LLC

BUY
 -
190
+ 1.03%
$39K - $47.6K
18.6K $5.38M
Jan 29, 2025 Q4 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
190
+ 9.6%
$39K - $47.6K
2.17K $626K
Feb 12, 2025 Q4 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
190
+ 15.07%
$39K - $47.6K
1.45K $419K
Feb 14, 2025 Q4 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
189
+ 0.49%
$38.8K - $47.3K
39K $11.3M
Jan 29, 2025 Q4 2024
Collier Financial

Denver, CO
BUY
 -
188
New
$38.6K - $47.1K
188 $54.3K
Feb 10, 2025 Q4 2024
Phillips Financial Management, LLC

BUY
 -
188
+ 1.18%
$38.6K - $47.1K
16.1K $4.65M
Jan 15, 2025 Q4 2024
Cranbrook Wealth Management, LLC

BUY
 -
186
+ 1.66%
$38.2K - $46.6K
11.4K $3.29M
Jan 15, 2025 Q4 2024
Premier Path Wealth Partners, LLC

Madison, NJ
BUY
 -
186
+ 0.76%
$38.2K - $46.6K
24.6K $7.09M
Feb 10, 2025 Q4 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
186
+ 2.04%
$38.2K - $46.6K
9.32K $2.69M
May 29, 2025 Q4 2024
Plum Street Advisors, LLC

New Orleans, LA
BUY
 -
186
+ 8.28%
$38.2K - $46.6K
2.43K $702K
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
184
New
$37.8K - $46.1K
184 $53.1K
Jan 14, 2025 Q4 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
183
+ 1.28%
$37.5K - $45.8K
14.4K $4.17M
Jan 15, 2025 Q4 2024
Riversedge Advisors, LLC

BUY
 -
183
+ 7.62%
$37.5K - $45.8K
2.59K $746K
Jan 17, 2025 Q4 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
183
+ 2.4%
$37.5K - $45.8K
7.82K $2.26M
Jan 17, 2025 Q4 2024
D.B. Root & Company, LLC

BUY
 -
182
+ 5.99%
$37.3K - $45.6K
3.22K $930K
Jan 22, 2025 Q4 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
180
+ 2.52%
$36.9K - $45.1K
7.33K $2.12M
Jan 27, 2025 Q4 2024
Beacon Financial Advisory LLC

BUY
 -
180
+ 1.9%
$36.9K - $45.1K
9.66K $2.79M
Jan 31, 2025 Q4 2024
Lyell Wealth Management, LP

BUY
 -
180
+ 0.2%
$36.9K - $45.1K
90.1K $26M
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
180
New
$36.9K - $45.1K
180 $52K
Feb 04, 2025 Q4 2024
Kirtland Hills Capital Management, LLC

Bratenahl, OH
BUY
 -
180
+ 4.28%
$36.9K - $45.1K
4.39K $1.27M
Feb 05, 2025 Q4 2024
Terril Brothers, Inc.

BUY
 -
179
+ 1.98%
$36.7K - $44.8K
9.23K $2.67M
Feb 14, 2025 Q4 2024
Shell Asset Management CO

The Hague, P7
BUY
 -
179
+ 0.27%
$36.7K - $44.8K
66.2K $19.1M
Mar 04, 2025 Q4 2024
Smith Shellnut Wilson LLC

BUY
 -
179
+ 9.77%
$36.7K - $44.8K
2.01K $581K
Feb 05, 2025 Q4 2024
Waterway Wealth Management, LLC

The Woodlands, TX
BUY
 -
178
+ 3.9%
$36.5K - $44.6K
4.74K $1.37M
Feb 12, 2025 Q4 2024
Prudent Man Investment Management, Inc.

Louisville, CO
BUY
 -
178
New
$36.5K - $44.6K
178 $51.4K
Jan 14, 2025 Q4 2024
First Community Trust Na

BUY
 -
176
+ 5.59%
$36.1K - $44.1K
3.33K $961K
Jan 23, 2025 Q4 2024
Baron Wealth Management LLC

Troy, MI
BUY
 -
176
+ 3.44%
$36.1K - $44.1K
5.29K $1.53M
Feb 13, 2025 Q4 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
176
+ 1.15%
$36.1K - $44.1K
15.5K $4.48M
Jan 21, 2025 Q4 2024
Embree Financial Group

Chicago, IL
BUY
 -
175
+ 0.38%
$35.9K - $43.8K
46.1K $13.3M
Feb 06, 2025 Q4 2024
Tacita Capital Inc

Toronto, A6
BUY
 -
175
+ 7.5%
$35.9K - $43.8K
2.51K $724K
Jan 16, 2025 Q4 2024
Segment Wealth Management, LLC

BUY
 -
173
+ 1.13%
$35.5K - $43.3K
15.5K $4.48M
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
173
+ 6.59%
$35.5K - $43.3K
2.8K $808K
Jan 22, 2025 Q4 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
173
+ 2.0%
$35.5K - $43.3K
8.84K $2.55M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
173
+ 0.52%
$35.5K - $43.3K
33.7K $9.72M
Jan 23, 2025 Q4 2024
Strategic Advocates LLC

Logan, UT
BUY
 -
173
+ 7.04%
$35.5K - $43.3K
2.63K $759K

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