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 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-341- 3.88% |
$70K - $85.3K
|
8.44K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-343- 3.88% |
$70.4K - $85.8K
|
8.49K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-343- 9.43% |
$70.4K - $85.8K
|
3.3K
$893K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-344- 3.53% |
$70.6K - $86.1K
|
9.41K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-345- 9.55% |
$70.8K - $86.4K
|
3.27K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-345- 3.53% |
$70.8K - $86.4K
|
9.42K
$2.55M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-346- 0.32% |
$71K - $86.6K
|
109K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-348- 1.51% |
$71.4K - $87.1K
|
22.7K
$6.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-349- 3.6% |
$71.6K - $87.4K
|
9.34K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-350- 0.57% |
$71.8K - $87.6K
|
61.6K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-351- 3.12% |
$72K - $87.9K
|
10.9K
$2.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-353- 8.75% |
$72.4K - $88.4K
|
3.68K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-353- 7.13% |
$72.4K - $88.4K
|
4.6K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-354- 3.72% |
$72.6K - $88.6K
|
9.15K
$2.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-355- 6.14% |
$72.8K - $88.9K
|
5.43K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-356- 2.18% |
$73K - $89.1K
|
16K
$4.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-356- 1.73% |
$73K - $89.1K
|
20.2K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-357- 2.51% |
$73.2K - $89.4K
|
13.9K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-358- 2.29% |
$73.5K - $89.6K
|
15.3K
$4.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-359- 2.88% |
$73.7K - $89.9K
|
12.1K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-359- 0.63% |
$73.7K - $89.9K
|
57K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-361- 0.92% |
$74.1K - $90.4K
|
38.9K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-362- 0.89% |
$74.3K - $90.6K
|
40.2K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-362- 7.73% |
$74.3K - $90.6K
|
4.32K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-363- 1.35% |
$74.5K - $90.9K
|
26.4K
$7.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-364- 6.99% |
$74.7K - $91.1K
|
4.85K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-365- 2.04% |
$74.9K - $91.4K
|
17.5K
$4.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-365- 2.27% |
$74.9K - $91.4K
|
15.7K
$4.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-366- 8.27% |
$75.1K - $91.6K
|
4.06K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-367- 12.86% |
$75.3K - $91.9K
|
2.49K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-368- 6.91% |
$75.5K - $92.1K
|
4.96K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-372- 1.09% |
$76.3K - $93.1K
|
33.6K
$9.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-374- 5.07% |
$76.7K - $93.6K
|
7K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-375- 5.28% |
$76.9K - $93.9K
|
6.73K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 2.3% |
$76.9K - $93.9K
|
15.9K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-376- 10.34% |
$77.1K - $94.1K
|
3.26K
$884K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-377- 4.92% |
$77.4K - $94.4K
|
7.28K
$1.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-383- 1.67% |
$78.6K - $95.9K
|
22.6K
$6.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.4% |
$79.8K - $97.4K
|
96K
$26M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 1.29% |
$80.2K - $97.9K
|
30K
$8.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-394- 1.64% |
$80.8K - $98.6K
|
23.6K
$6.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-396- 2.88% |
$81.3K - $99.1K
|
13.4K
$3.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-398- 5.76% |
$81.7K - $99.6K
|
6.51K
$1.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$82.1K - $100K
|
47.7K
$12.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.11% |
$82.1K - $100K
|
18.6K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-401- 0.74% |
$82.3K - $100K
|
53.8K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-401- 4.55% |
$82.3K - $100K
|
8.41K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-402- 0.78% |
$82.5K - $101K
|
51.4K
$13.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-405- 0.37% |
$83.1K - $101K
|
110K
$29.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-407- 6.03% |
$83.5K - $102K
|
6.34K
$1.72M
|