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
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.17K- 2.2% |
$241K - $294K
|
52K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.18K- 4.81% |
$243K - $296K
|
23.4K
$6.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.19K- 0.69% |
$244K - $298K
|
171K
$46.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.2K- 2.69% |
$245K - $299K
|
43.2K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.2K- 13.59% |
$246K - $300K
|
7.61K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.2K- 6.04% |
$246K - $300K
|
18.7K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 3.24% |
$246K - $300K
|
35.8K
$9.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 10.64% |
$249K - $303K
|
10.2K
$2.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-1.22K- 2.69% |
$249K - $304K
|
44K
$11.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 9.95% |
$249K - $304K
|
11K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.22K- 3.49% |
$249K - $304K
|
33.6K
$9.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.24K- 3.28% |
$254K - $310K
|
36.5K
$9.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.37% |
$254K - $310K
|
89.4K
$24.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.25K- 4.36% |
$255K - $312K
|
27.3K
$7.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 23.01% |
$257K - $314K
|
4.2K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.26K- 3.61% |
$258K - $315K
|
33.6K
$9.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.27K- 2.36% |
$260K - $317K
|
52.3K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.27K- 4.69% |
$261K - $318K
|
25.8K
$6.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.28K- 4.88% |
$262K - $320K
|
25K
$6.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.3K- 40.31% |
$267K - $325K
|
1.93K
$521K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.3K- 1.64% |
$267K - $326K
|
78K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$18.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.33K- 8.72% |
$272K - $332K
|
13.9K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 0.92% |
$273K - $333K
|
144K
$38.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.33K- 0.62% |
$273K - $333K
|
213K
$57.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 5.53% |
$275K - $336K
|
22.9K
$6.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.29% |
$277K - $338K
|
104K
$28M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$24.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 3.74% |
$278K - $339K
|
34.8K
$9.41M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 3.06% |
$278K - $339K
|
43K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.36K- 18.32% |
$279K - $340K
|
6.05K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 3.63% |
$280K - $342K
|
36.3K
$9.82M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 21.24% |
$282K - $344K
|
5.09K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 2.15% |
$283K - $345K
|
62.8K
$17M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.39K- 1.61% |
$285K - $347K
|
84.7K
$22.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$658K
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.39K- 3.01% |
$285K - $348K
|
44.8K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.4K- 4.22% |
$287K - $350K
|
31.7K
$8.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.4K- 1.64% |
$288K - $351K
|
84.1K
$22.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.41K- 35.19% |
$290K - $353K
|
2.6K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.42K- 0.37% |
$290K - $354K
|
378K
$102M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.43K- 8.82% |
$294K - $358K
|
14.8K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.43K- 1.41% |
$294K - $358K
|
99.8K
$27M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.44K- 1.65% |
$296K - $361K
|
85.9K
$23.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$12M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.7% |
$300K - $365K
|
84.6K
$22.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.46K- 4.41% |
$300K - $366K
|
31.7K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$303K - $369K
|
48.7K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.48K- 1.06% |
$304K - $371K
|
138K
$37.5M
|