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 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.58K+ 308.74% |
$1.15M - $1.4M
|
7.39K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
5.57KNew |
$1.14M - $1.39M
|
5.57K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.53KNew |
$1.14M - $1.38M
|
5.53K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.52K+ 344.94% |
$1.13M - $1.38M
|
7.12K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.49K+ 1.53% |
$1.13M - $1.37M
|
365K
$98.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.44K+ 3.27% |
$1.12M - $1.36M
|
172K
$46.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5.31KNew |
$1.09M - $1.33M
|
5.31K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.26KNew |
$1.08M - $1.32M
|
5.26K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.25KNew |
$1.08M - $1.31M
|
5.25K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.23K+ 0.52% |
$1.07M - $1.31M
|
1.02M
$275M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.04K+ 26.08% |
$1.03M - $1.26M
|
24.4K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.99K+ 295.44% |
$1.02M - $1.25M
|
6.68K
$1.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
4.95K+ 9.43% |
$1.02M - $1.24M
|
57.5K
$15.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.93K+ 6.11% |
$1.01M - $1.23M
|
85.6K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.84K+ 11.03% |
$993K - $1.21M
|
48.7K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.78K+ 7.36% |
$980K - $1.2M
|
69.7K
$18.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.72K+ 9.57% |
$969K - $1.18M
|
54.1K
$14.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.72KNew |
$968K - $1.18M
|
4.72K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 10.84% |
$960K - $1.17M
|
47.9K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.67KNew |
$959K - $1.17M
|
4.67K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63K+ 117.52% |
$950K - $1.16M
|
8.57K
$2.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.61K+ 18.5% |
$945K - $1.15M
|
29.5K
$7.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.6KNew |
$943K - $1.15M
|
4.6K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.57KNew |
$937K - $1.14M
|
4.57K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.53K+ 0.93% |
$930K - $1.13M
|
490K
$132M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$922K - $1.13M
|
4.5K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.48KNew |
$920K - $1.12M
|
4.48K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.48K+ 24.63% |
$919K - $1.12M
|
22.7K
$6.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
4.47K+ 9.89% |
$917K - $1.12M
|
49.6K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.44K+ 1.83% |
$911K - $1.11M
|
247K
$66.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.42K+ 0.64% |
$906K - $1.11M
|
697K
$189M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.38K+ 11.12% |
$898K - $1.1M
|
43.7K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.28KNew |
$879K - $1.07M
|
4.28K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.28K+ 3.63% |
$879K - $1.07M
|
122K
$33.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.27K+ 6.91% |
$877K - $1.07M
|
66.1K
$17.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.27KNew |
$876K - $1.07M
|
4.27K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.26KNew |
$875K - $1.07M
|
4.26K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.23K+ 85.54% |
$868K - $1.06M
|
9.18K
$2.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.18K+ 3.05% |
$858K - $1.05M
|
141K
$38.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 5.68% |
$851K - $1.04M
|
77.2K
$20.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.12KNew |
$846K - $1.03M
|
4.12K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.12K+ 18.11% |
$845K - $1.03M
|
26.8K
$7.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.11K+ 11.22% |
$843K - $1.03M
|
40.7K
$11M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.05KNew |
$831K - $1.01M
|
4.05K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.03K+ 462.08% |
$828K - $1.01M
|
4.91K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 5.47% |
$821K - $1M
|
77.1K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.93K+ 7.67% |
$806K - $983K
|
55.1K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.92KNew |
$804K - $981K
|
3.92K
$1.06M
|