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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-408- 0.59% |
$83.7K - $102K
|
68.6K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$7.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-413- 8.83% |
$84.7K - $103K
|
4.26K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-414- 15.4% |
$84.9K - $104K
|
2.27K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-425- 1.57% |
$87.2K - $106K
|
26.7K
$7.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 0.95% |
$87.2K - $106K
|
44.5K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-428- 1.08% |
$87.8K - $107K
|
39.3K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-429- 4.78% |
$88K - $107K
|
8.55K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 8.84% |
$88.2K - $108K
|
4.44K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-431- 2.56% |
$88.4K - $108K
|
16.4K
$4.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-434- 3.01% |
$89K - $109K
|
14K
$3.78M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-435- 1.6% |
$89.3K - $109K
|
26.8K
$7.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-435- 2.33% |
$89.3K - $109K
|
18.2K
$4.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-440- 0.66% |
$90.3K - $110K
|
66.7K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-442- 13.87% |
$90.7K - $111K
|
2.74K
$742K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-443- 24.87% |
$90.9K - $111K
|
1.34K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-445- 8.96% |
$91.3K - $111K
|
4.52K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-447- 3.7% |
$91.7K - $112K
|
11.6K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-449- 2.58% |
$92.1K - $112K
|
17K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-454- 31.51% |
$93.2K - $114K
|
987
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-456- 4.13% |
$93.6K - $114K
|
10.6K
$2.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-459- 1.08% |
$94.2K - $115K
|
42K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-464- 0.85% |
$95.2K - $116K
|
53.8K
$14.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-472- 0.64% |
$96.8K - $118K
|
72.9K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-473- 4.73% |
$97.1K - $118K
|
9.52K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-473- 2.08% |
$97.1K - $118K
|
22.2K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-475- 1.91% |
$97.5K - $119K
|
24.3K
$6.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-475- 2.6% |
$97.5K - $119K
|
17.8K
$4.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-477- 14.72% |
$97.9K - $119K
|
2.76K
$747K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-477- 1.81% |
$97.9K - $119K
|
25.8K
$6.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-479- 1.7% |
$98.3K - $120K
|
27.7K
$7.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-482- 2.29% |
$98.9K - $121K
|
20.6K
$5.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-482- 6.19% |
$98.9K - $121K
|
7.3K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-484- 3.88% |
$99.3K - $121K
|
12K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 14.49% |
$99.5K - $121K
|
2.86K
$774K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-487- 12.14% |
$99.9K - $122K
|
3.53K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-487- 1.27% |
$99.9K - $122K
|
37.8K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-490- 4.65% |
$101K - $123K
|
10.1K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-495- 3.85% |
$102K - $124K
|
12.4K
$3.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-497- 4.18% |
$102K - $124K
|
11.4K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.91M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-499- 2.12% |
$102K - $125K
|
23K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.54% |
$103K - $125K
|
19.1K
$5.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 11.6% |
$103K - $125K
|
3.81K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-503- 2.07% |
$103K - $126K
|
23.8K
$6.44M
|