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 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
172+ 1.62% |
$35.3K - $43K
|
10.8K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
172+ 0.83% |
$35.3K - $43K
|
21K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
172+ 6.12% |
$35.3K - $43K
|
2.98K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
172+ 6.38% |
$35.3K - $43K
|
2.87K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
171+ 2.58% |
$35.1K - $42.8K
|
6.81K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
170+ 5.71% |
$34.9K - $42.5K
|
3.15K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 11.68% |
$34.9K - $42.5K
|
1.63K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
170+ 0.48% |
$34.9K - $42.5K
|
35.9K
$10.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
170+ 0.11% |
$34.9K - $42.5K
|
158K
$45.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
170+ 0.66% |
$34.9K - $42.5K
|
26K
$7.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
169+ 1.3% |
$34.7K - $42.3K
|
13.2K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
168+ 0.46% |
$34.5K - $42K
|
36.6K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
167+ 3.03% |
$34.3K - $41.8K
|
5.68K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
167+ 14.79% |
$34.3K - $41.8K
|
1.3K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
167+ 3.58% |
$34.3K - $41.8K
|
4.83K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
166+ 0.7% |
$34.1K - $41.5K
|
24K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
166+ 1.88% |
$34.1K - $41.5K
|
9.02K
$2.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
164+ 0.68% |
$33.6K - $41K
|
24.2K
$6.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
164+ 11.79% |
$33.6K - $41K
|
1.56K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
163+ 7.9% |
$33.4K - $40.8K
|
2.23K
$642K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
162+ 4.16% |
$33.2K - $40.5K
|
4.06K
$1.17M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162+ 0.88% |
$33.2K - $40.5K
|
18.6K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
161+ 3.45% |
$33K - $40.3K
|
4.82K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 3.55% |
$33K - $40.3K
|
4.69K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
161+ 12.57% |
$33K - $40.3K
|
1.44K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
161+ 6.62% |
$33K - $40.3K
|
2.59K
$748K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
159+ 3.53% |
$32.6K - $39.8K
|
4.66K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
158+ 2.12% |
$32.4K - $39.5K
|
7.62K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
158+ 1.73% |
$32.4K - $39.5K
|
9.27K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
158+ 5.34% |
$32.4K - $39.5K
|
3.12K
$899K
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
157+ 14.02% |
$32.2K - $39.3K
|
1.28K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
157+ 0.4% |
$32.2K - $39.3K
|
39.6K
$11.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
157+ 11.52% |
$32.2K - $39.3K
|
1.52K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
157+ 7.4% |
$32.2K - $39.3K
|
2.28K
$658K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
157+ 31.27% |
$32.2K - $39.3K
|
659
$190K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
156+ 8.56% |
$32K - $39K
|
1.98K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
156+ 1.77% |
$32K - $39K
|
8.99K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
156+ 2.1% |
$32K - $39K
|
7.58K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
156New |
$32K - $39K
|
156
$45K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
155+ 8.92% |
$31.8K - $38.8K
|
1.89K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
155+ 5.25% |
$31.8K - $38.8K
|
3.11K
$898K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
155+ 3.43% |
$31.8K - $38.8K
|
4.68K
$1.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
154+ 0.66% |
$31.6K - $38.5K
|
23.5K
$6.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
154+ 0.19% |
$31.6K - $38.5K
|
80.2K
$23.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
153+ 4.51% |
$31.4K - $38.3K
|
3.55K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
152+ 3.1% |
$31.2K - $38K
|
5.05K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
151+ 0.68% |
$31K - $37.8K
|
22.3K
$6.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
151+ 1.78% |
$31K - $37.8K
|
8.63K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
151+ 1.05% |
$31K - $37.8K
|
14.5K
$4.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
150+ 8.99% |
$30.8K - $37.5K
|
1.82K
$525K
|