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 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-510- 4.17% |
$105K - $128K
|
11.7K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-512- 0.85% |
$105K - $128K
|
59.6K
$16.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-516- 2.27% |
$106K - $129K
|
22.2K
$6M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-516- 9.65% |
$106K - $129K
|
4.83K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-517- 3.03% |
$106K - $129K
|
16.6K
$4.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-523- 5.16% |
$107K - $131K
|
9.62K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-528- 1.01% |
$108K - $132K
|
52K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-528- 1.79% |
$108K - $132K
|
28.9K
$7.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-530- 1.05% |
$109K - $133K
|
49.8K
$13.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-536- 2.11% |
$110K - $134K
|
24.9K
$6.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-536- 3.08% |
$110K - $134K
|
16.9K
$4.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-537- 2.96% |
$110K - $134K
|
17.6K
$4.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-538- 2.81% |
$110K - $135K
|
18.6K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-540- 10.49% |
$111K - $135K
|
4.61K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-542- 6.79% |
$111K - $136K
|
7.44K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-544- 0.15% |
$112K - $136K
|
352K
$95.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-544- 15.99% |
$112K - $136K
|
2.86K
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-556- 1.25% |
$114K - $139K
|
43.9K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-558- 0.69% |
$114K - $140K
|
80.9K
$21.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-560- 0.94% |
$115K - $140K
|
58.7K
$15.9M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-564- 53.26% |
$116K - $141K
|
495
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-566- 4.79% |
$116K - $142K
|
11.2K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-567- 0.33% |
$116K - $142K
|
171K
$46.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-567- 2.43% |
$116K - $142K
|
22.8K
$6.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-568- 2.51% |
$117K - $142K
|
22K
$5.96M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-568- 4.87% |
$117K - $142K
|
11.1K
$3M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-571- 1.72% |
$117K - $143K
|
32.6K
$8.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-572- 1.77% |
$117K - $143K
|
31.7K
$8.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-574- 1.88% |
$118K - $144K
|
29.9K
$8.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-575- 15.6% |
$118K - $144K
|
3.11K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-575- 2.62% |
$118K - $144K
|
21.3K
$5.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-578- 0.72% |
$119K - $145K
|
79.8K
$21.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-578- 22.83% |
$119K - $145K
|
1.95K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-579- 3.07% |
$119K - $145K
|
18.3K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-581- 3.59% |
$119K - $145K
|
15.6K
$4.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-582- 2.6% |
$119K - $146K
|
21.8K
$5.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-584- 15.91% |
$120K - $146K
|
3.09K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-584- 2.49% |
$120K - $146K
|
22.9K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-586- 0.17% |
$120K - $147K
|
351K
$94.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-590- 3.16% |
$121K - $148K
|
18.1K
$4.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 21.62% |
$122K - $149K
|
2.16K
$585K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-598- 5.23% |
$123K - $150K
|
10.8K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-598- 3.15% |
$123K - $150K
|
18.4K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-600- 6.82% |
$123K - $150K
|
8.2K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-601- 1.94% |
$123K - $150K
|
30.4K
$8.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-606- 4.81% |
$124K - $152K
|
12K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-614- 2.84% |
$126K - $154K
|
21K
$5.69M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-617- 4.76% |
$127K - $154K
|
12.3K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-627- 6.46% |
$129K - $157K
|
9.08K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-628- 4.32% |
$129K - $157K
|
13.9K
$3.76M
|