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
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-277- 3.21% |
$56.8K - $69.3K
|
8.35K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-277- 2.59% |
$56.8K - $69.3K
|
10.4K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 2.48% |
$56.8K - $69.3K
|
10.9K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-278- 2.37% |
$57K - $69.6K
|
11.4K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 0.54% |
$57.7K - $70.3K
|
52.2K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-283- 8.19% |
$58.1K - $70.8K
|
3.17K
$860K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-284- 9.55% |
$58.3K - $71.1K
|
2.69K
$729K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-285- 2.01% |
$58.5K - $71.3K
|
13.9K
$3.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-286- 20.11% |
$58.7K - $71.6K
|
1.14K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-287- 1.74% |
$58.9K - $71.8K
|
16.2K
$4.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-289- 7.18% |
$59.3K - $72.3K
|
3.73K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-292- 4.26% |
$59.9K - $73.1K
|
6.57K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-293- 16.72% |
$60.1K - $73.3K
|
1.46K
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-294- 5.33% |
$60.3K - $73.6K
|
5.22K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-295- 1.43% |
$60.5K - $73.8K
|
20.3K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-296- 16.81% |
$60.7K - $74.1K
|
1.47K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-296- 10.43% |
$60.7K - $74.1K
|
2.54K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-298- 0.72% |
$61.1K - $74.6K
|
40.9K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-298- 3.63% |
$61.1K - $74.6K
|
7.92K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-299- 1.16% |
$61.3K - $74.8K
|
25.4K
$6.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-299- 2.68% |
$61.3K - $74.8K
|
10.9K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-300- 5.45% |
$61.6K - $75.1K
|
5.21K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-302- 2.91% |
$62K - $75.6K
|
10.1K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-305- 1.59% |
$62.6K - $76.3K
|
18.9K
$5.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-306- 6.04% |
$62.8K - $76.6K
|
4.76K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-308- 1.07% |
$63.2K - $77.1K
|
28.6K
$7.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-308- 2.06% |
$63.2K - $77.1K
|
14.6K
$3.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-310- 17.45% |
$63.6K - $77.6K
|
1.47K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-314- 9.66% |
$64.4K - $78.6K
|
2.94K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-315- 2.89% |
$64.6K - $78.8K
|
10.6K
$2.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-316- 1.39% |
$64.8K - $79.1K
|
22.4K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Lindenwold Advisors
|
SELL
|
- |
-316- 2.6% |
$64.8K - $79.1K
|
11.8K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-319- 1.8% |
$65.5K - $79.8K
|
17.4K
$4.71M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-321- 9.3% |
$65.9K - $80.3K
|
3.13K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-322- 0.05% |
$66.1K - $80.6K
|
702K
$190M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-322- 5.66% |
$66.1K - $80.6K
|
5.36K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-322- 6.94% |
$66.1K - $80.6K
|
4.32K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-322- 7.92% |
$66.1K - $80.6K
|
3.75K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-324- 0.93% |
$66.5K - $81.1K
|
34.7K
$9.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-325- 4.52% |
$66.7K - $81.3K
|
6.86K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-330- 0.85% |
$67.7K - $82.6K
|
38.7K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-330- 6.18% |
$67.7K - $82.6K
|
5.01K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-330- 13.73% |
$67.7K - $82.6K
|
2.07K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-333- 2.82% |
$68.3K - $83.3K
|
11.5K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-334- 6.59% |
$68.5K - $83.6K
|
4.73K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-336- 1.74% |
$68.9K - $84.1K
|
19K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-337- 1.05% |
$69.1K - $84.3K
|
31.8K
$8.62M
|