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 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 4.02% |
$598K - $729K
|
69.5K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.92K- 1.33% |
$599K - $731K
|
216K
$58.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.92K- 21.83% |
$599K - $731K
|
10.5K
$2.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$5.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 11.45% |
$608K - $741K
|
22.9K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 12.71% |
$612K - $746K
|
20.5K
$5.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.05K- 3.21% |
$625K - $763K
|
92K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.93% |
$640K - $780K
|
103K
$27.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.13K- 5.56% |
$642K - $783K
|
53.2K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.14K- 2.46% |
$645K - $786K
|
125K
$33.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.15K- 7.66% |
$646K - $788K
|
37.9K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.18K- 6.41% |
$652K - $796K
|
46.5K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.22K- 2.42% |
$660K - $805K
|
130K
$35.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.24K- 23.43% |
$665K - $811K
|
10.6K
$2.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.26K- 15.71% |
$670K - $817K
|
17.5K
$4.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.27K- 3.33% |
$670K - $817K
|
94.7K
$25.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.29K- 3.11% |
$675K - $823K
|
102K
$27.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.3K- 76.74% |
$677K - $826K
|
1K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 2.17% |
$687K - $838K
|
151K
$40.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.37K- 1.53% |
$691K - $843K
|
216K
$58.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.4K- 1.61% |
$698K - $851K
|
207K
$56M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.42K- 13.99% |
$701K - $855K
|
21K
$5.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.51K- 1.43% |
$721K - $879K
|
243K
$65.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.54K- 7.89% |
$725K - $885K
|
41.3K
$11.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.54K- 17.51% |
$726K - $885K
|
16.7K
$4.51M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3.59K- 56.15% |
$736K - $898K
|
2.8K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.59K- 1.16% |
$737K - $899K
|
306K
$82.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.76K- 5.6% |
$771K - $941K
|
63.4K
$17.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.77K- 32.65% |
$773K - $943K
|
7.77K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-3.81K- 6.39% |
$781K - $953K
|
55.7K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.81K- 7.12% |
$783K - $955K
|
49.8K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.84K- 12.96% |
$787K - $960K
|
25.8K
$6.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.84K- 3.98% |
$787K - $961K
|
92.7K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.85K- 7.21% |
$791K - $965K
|
49.6K
$13.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-3.89K- 6.08% |
$797K - $972K
|
60K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.94K- 11.04% |
$807K - $985K
|
31.7K
$8.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$809K - $987K
|
85.4K
$23.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.96K- 0.96% |
$811K - $990K
|
406K
$110M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.98K- 2.27% |
$817K - $996K
|
171K
$46.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4K- 3.67% |
$820K - $1M
|
105K
$28.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.02K- 0.98% |
$826K - $1.01M
|
405K
$109M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.03K- 3.72% |
$827K - $1.01M
|
104K
$28.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.08K- 21.62% |
$838K - $1.02M
|
14.8K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.12K- 3.59% |
$845K - $1.03M
|
110K
$29.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.27K- 28.04% |
$876K - $1.07M
|
11K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.29K- 7.1% |
$880K - $1.07M
|
56.1K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.33K- 6.5% |
$889K - $1.08M
|
62.3K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.41K- 0.73% |
$905K - $1.1M
|
597K
$161M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.43K- 4.44% |
$910K - $1.11M
|
95.5K
$25.8M
|