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 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-127- 0.26% |
$26.1K - $31.8K
|
48.2K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-128- 2.41% |
$26.3K - $32K
|
5.18K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 0.47% |
$26.7K - $32.5K
|
27.2K
$7.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-133- 5.5% |
$27.3K - $33.3K
|
2.29K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-133- 5.99% |
$27.3K - $33.3K
|
2.09K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-133- 0.26% |
$27.3K - $33.3K
|
51.1K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-133- 0.5% |
$27.3K - $33.3K
|
26.5K
$7.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-134- 3.59% |
$27.5K - $33.5K
|
3.6K
$976K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-134- 17.7% |
$27.5K - $33.5K
|
623
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-135- 0.84% |
$27.7K - $33.8K
|
16K
$4.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-136- 4.49% |
$27.9K - $34K
|
2.89K
$784K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-137- 0.66% |
$28.1K - $34.3K
|
20.6K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-138- 0.73% |
$28.3K - $34.5K
|
18.7K
$5.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-138- 8.24% |
$28.3K - $34.5K
|
1.54K
$417K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-138- 1.37% |
$28.3K - $34.5K
|
9.96K
$2.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-139- 2.13% |
$28.5K - $34.8K
|
6.4K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-139- 1.03% |
$28.5K - $34.8K
|
13.4K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-141- 1.61% |
$28.9K - $35.3K
|
8.62K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 3.93% |
$28.9K - $35.3K
|
3.45K
$934K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-141- 0.13% |
$28.9K - $35.3K
|
108K
$29.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-142- 2.98% |
$29.1K - $35.5K
|
4.62K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-143- 13.28% |
$29.3K - $35.8K
|
934
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-143- 0.34% |
$29.3K - $35.8K
|
42.2K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-143- 6.1% |
$29.3K - $35.8K
|
2.2K
$597K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-143- 0.79% |
$29.3K - $35.8K
|
18K
$4.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-144- 3.89% |
$29.5K - $36K
|
3.56K
$965K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-144- 6.7% |
$29.5K - $36K
|
2.01K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-147- 6.21% |
$30.2K - $36.8K
|
2.22K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-148- 10.3% |
$30.4K - $37K
|
1.29K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-148- 0.19% |
$30.4K - $37K
|
76.6K
$20.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-148- 4.91% |
$30.4K - $37K
|
2.87K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 0.21% |
$30.6K - $37.3K
|
71.5K
$19.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-151- 0.83% |
$31K - $37.8K
|
18.1K
$4.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-152- 1.2% |
$31.2K - $38K
|
12.5K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-152- 0.78% |
$31.2K - $38K
|
19.3K
$5.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-152- 0.83% |
$31.2K - $38K
|
18.2K
$4.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-152- 10.61% |
$31.2K - $38K
|
1.28K
$347K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-153- 12.69% |
$31.4K - $38.3K
|
1.05K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-153- 2.0% |
$31.4K - $38.3K
|
7.5K
$2.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-154- 9.14% |
$31.6K - $38.5K
|
1.53K
$415K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-154- 0.73% |
$31.6K - $38.5K
|
20.9K
$5.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-154- 0.37% |
$31.6K - $38.5K
|
40.9K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-155- 0.62% |
$31.8K - $38.8K
|
24.9K
$6.75M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-157- 3.82% |
$32.2K - $39.3K
|
3.96K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-157- 0.94% |
$32.2K - $39.3K
|
16.6K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-157- 8.31% |
$32.2K - $39.3K
|
1.73K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-157- 9.38% |
$32.2K - $39.3K
|
1.52K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-158- 2.2% |
$32.4K - $39.5K
|
7.03K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-158- 8.72% |
$32.4K - $39.5K
|
1.65K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-158- 3.49% |
$32.4K - $39.5K
|
4.37K
$1.18M
|