Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 07, 2025 Q4 2024
Trail Ridge Investment Advisors, LLC

BUY
 -
103
+ 1.07%
$21.1K - $25.8K
9.76K $2.82M
Jan 14, 2025 Q4 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
102
+ 7.4%
$20.9K - $25.5K
1.48K $428K
Feb 10, 2025 Q4 2024
Jupiter Asset Management LTD

BUY
 -
102
+ 0.05%
$20.9K - $25.5K
202K $58.2M
Jan 16, 2025 Q4 2024
Delta Capital Management LLC

BUY
 -
100
+ 0.36%
$20.5K - $25K
28.2K $8.15M
Jan 27, 2025 Q4 2024
Spirit Of America Management Corp

BUY
 -
100
+ 0.46%
$20.5K - $25K
21.9K $6.32M
Jan 28, 2025 Q4 2024
Seelaus Asset Management LLC

BUY
 -
100
+ 6.69%
$20.5K - $25K
1.59K $460K
Feb 13, 2025 Q4 2024
Crestline Management, LP

Fort Worth, TX
BUY
 -
100
+ 5.88%
$20.5K - $25K
1.8K $520K
Feb 14, 2025 Q4 2024
10 Elms LLP

Tulsa, OK
BUY
 -
100
New
$20.5K - $25K
100 $28.9K
Feb 10, 2025 Q4 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
98
+ 0.44%
$20.1K - $24.5K
22.3K $6.43M
Jan 14, 2025 Q4 2024
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
97
+ 5.15%
$19.9K - $24.3K
1.98K $572K
Jan 29, 2025 Q4 2024
Index Fund Advisors, Inc.

BUY
 -
96
+ 3.45%
$19.7K - $24K
2.88K $831K
Feb 03, 2025 Q4 2024
Passumpsic Savings Bank

St. Johnsbury, VT
BUY
 -
96
+ 0.89%
$19.7K - $24K
10.8K $3.13M
Jan 31, 2025 Q4 2024
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
95
+ 1.28%
$19.5K - $23.8K
7.54K $2.18M
Feb 03, 2025 Q4 2024
Integral Investment Advisors, Inc.

BUY
 -
95
+ 0.67%
$19.5K - $23.8K
14.2K $4.11M
Feb 11, 2025 Q4 2024
Truepoint, Inc.

BUY
 -
95
+ 4.11%
$19.5K - $23.8K
2.41K $695K
Feb 13, 2025 Q4 2024
Fiducient Advisors LLC

BUY
 -
95
+ 2.71%
$19.5K - $23.8K
3.61K $1.04M
Feb 19, 2025 Q4 2024
Invst, LLC

Indianapolis, IN
BUY
 -
95
+ 0.63%
$19.5K - $23.8K
15.1K $4.37M
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
94
+ 1.11%
$19.3K - $23.5K
8.56K $2.47M
Jan 07, 2025 Q4 2024
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
93
+ 1.79%
$19.1K - $23.3K
5.3K $1.53M
Jan 13, 2025 Q4 2024
Consilio Wealth Advisors, LLC

BUY
 -
92
+ 2.54%
$18.9K - $23K
3.72K $1.07M
Feb 13, 2025 Q4 2024
Alaethes Wealth LLC

Glenbrook, NV
BUY
 -
92
+ 0.67%
$18.9K - $23K
13.9K $4.01M
Jan 08, 2025 Q4 2024
Private Client Services, LLC

Louisville, KY
BUY
 -
91
+ 1.62%
$18.7K - $22.8K
5.71K $1.65M
Feb 03, 2025 Q4 2024
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
91
+ 0.7%
$18.7K - $22.8K
13K $3.77M
Feb 03, 2025 Q4 2024
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
91
+ 2.56%
$18.7K - $22.8K
3.65K $1.05M
Jan 27, 2025 Q4 2024
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
90
+ 8.19%
$18.5K - $22.5K
1.19K $343K
Feb 03, 2025 Q4 2024
New England Professional Planning Group Inc.

BUY
 -
90
+ 6.25%
$18.5K - $22.5K
1.53K $442K
Feb 05, 2025 Q4 2024
Sharkey, Howes & Javer

BUY
 -
90
+ 4.59%
$18.5K - $22.5K
2.05K $592K
Feb 07, 2025 Q4 2024
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
90
+ 0.64%
$18.5K - $22.5K
14.3K $4.12M
Feb 13, 2025 Q4 2024
Youngs Advisory Group, Inc.

BUY
 -
89
+ 3.02%
$18.3K - $22.3K
3.04K $877K
Jan 14, 2025 Q4 2024
Kmg Fiduciary Partners, LLC

BUY
 -
88
+ 0.07%
$18.1K - $22K
123K $35.6M
Jan 17, 2025 Q4 2024
Peterson Wealth Advisors, LLC

BUY
 -
88
+ 4.88%
$18.1K - $22K
1.89K $546K
Jan 23, 2025 Q4 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
88
+ 8.22%
$18.1K - $22K
1.16K $334K
Feb 10, 2025 Q4 2024
Compass Ion Advisors, LLC

BUY
 -
88
+ 2.85%
$18.1K - $22K
3.18K $918K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
88
+ 8.5%
$18.1K - $22K
1.12K $324K
Feb 11, 2025 Q4 2024
Banco De Sabadell, S.A

Miami, FL
BUY
 -
87
+ 0.49%
$17.9K - $21.8K
18K $5.19M
Jan 29, 2025 Q4 2024
Signet Investment Advisory Group, Inc.

BUY
 -
86
+ 0.34%
$17.6K - $21.5K
25.5K $7.36M
Jan 30, 2025 Q4 2024
Jnba Financial Advisors

BUY
 -
86
+ 1.01%
$17.6K - $21.5K
8.63K $2.49M
Feb 03, 2025 Q4 2024
Lansing Street Advisors

BUY
 -
86
+ 3.92%
$17.6K - $21.5K
2.28K $659K
Feb 10, 2025 Q4 2024
Madison Wealth Partners, Inc

BUY
 -
86
+ 1.15%
$17.6K - $21.5K
7.56K $2.18M
Feb 14, 2025 Q4 2024
Aldebaran Financial Inc.

BUY
 -
86
+ 0.78%
$17.6K - $21.5K
11.1K $3.21M
Jan 22, 2025 Q4 2024
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
85
+ 1.67%
$17.4K - $21.3K
5.19K $1.5M
Feb 14, 2025 Q4 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
85
+ 0.28%
$17.4K - $21.3K
29.9K $8.64M
Jan 14, 2025 Q4 2024
Meridian Financial Partners LLC

BUY
 -
84
+ 0.85%
$17.2K - $21K
9.97K $2.88M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
84
+ 0.55%
$17.2K - $21K
15.5K $4.47M
Jan 27, 2025 Q4 2024
Legacy Cg, LLC

Plano, TX
BUY
 -
84
+ 0.36%
$17.2K - $21K
23.5K $6.79M
Jan 23, 2025 Q4 2024
Masso Torrence Wealth Management Inc.

BUY
 -
83
+ 0.9%
$17K - $20.8K
9.3K $2.69M
Jan 23, 2025 Q4 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
83
+ 8.07%
$17K - $20.8K
1.11K $321K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
82
+ 1.37%
$16.8K - $20.5K
6.08K $1.75M
Jan 16, 2025 Q4 2024
Atwood & Palmer Inc

BUY
 -
81
+ 1.14%
$16.6K - $20.3K
7.2K $2.08M

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