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 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
49+ 1.81% |
$10.1K - $12.3K
|
2.76K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
49+ 4.96% |
$10.1K - $12.3K
|
1.04K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
49+ 4.25% |
$10.1K - $12.3K
|
1.2K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
49+ 0.68% |
$10.1K - $12.3K
|
7.28K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
48+ 1.54% |
$9.85K - $12K
|
3.16K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 0.96% |
$9.85K - $12K
|
5.05K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 3.75% |
$9.85K - $12K
|
1.33K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
48+ 2.86% |
$9.85K - $12K
|
1.73K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
48New |
$9.85K - $12K
|
48
$13.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.16% |
$9.64K - $11.8K
|
29.9K
$8.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
47+ 0.21% |
$9.64K - $11.8K
|
22.5K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
46+ 2.65% |
$9.44K - $11.5K
|
1.78K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
46+ 4.44% |
$9.44K - $11.5K
|
1.08K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
46+ 0.53% |
$9.44K - $11.5K
|
8.65K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
46+ 0.36% |
$9.44K - $11.5K
|
12.7K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
46+ 3.21% |
$9.44K - $11.5K
|
1.48K
$427K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 2.02% |
$9.44K - $11.5K
|
2.33K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
46+ 2.7% |
$9.44K - $11.5K
|
1.75K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
46+ 0.21% |
$9.44K - $11.5K
|
21.6K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
46+ 0.34% |
$9.44K - $11.5K
|
13.6K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 2.19% |
$9.23K - $11.3K
|
2.1K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45+ 3.25% |
$9.23K - $11.3K
|
1.43K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
45+ 0.45% |
$9.23K - $11.3K
|
10.1K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
45+ 1.33% |
$9.23K - $11.3K
|
3.43K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45+ 0.72% |
$9.23K - $11.3K
|
6.29K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.03K - $11K
|
2.88K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
44+ 3.19% |
$9.03K - $11K
|
1.42K
$411K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
44+ 1.44% |
$9.03K - $11K
|
3.1K
$894K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
43+ 0.42% |
$8.82K - $10.8K
|
10.2K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
43+ 0.14% |
$8.82K - $10.8K
|
30.1K
$8.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43+ 16.86% |
$8.82K - $10.8K
|
298
$86K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
43+ 2.86% |
$8.82K - $10.8K
|
1.55K
$446K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.69% |
$8.62K - $10.5K
|
6.13K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
42+ 3.56% |
$8.62K - $10.5K
|
1.22K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41+ 2.28% |
$8.41K - $10.3K
|
1.84K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41+ 2.02% |
$8.41K - $10.3K
|
2.07K
$597K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.28% |
$8.21K - $10K
|
14.5K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
40+ 0.23% |
$8.21K - $10K
|
17.3K
$4.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 0.09% |
$8.21K - $10K
|
46.2K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
40+ 0.73% |
$8.21K - $10K
|
5.54K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
40+ 0.98% |
$8.21K - $10K
|
4.11K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40+ 0.29% |
$8.21K - $10K
|
13.9K
$4.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
39+ 3.79% |
$8K - $9.76K
|
1.07K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
39+ 2.79% |
$8K - $9.76K
|
1.44K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39+ 0.76% |
$8K - $9.76K
|
5.14K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
38+ 1.52% |
$7.8K - $9.51K
|
2.53K
$731K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
38+ 2.76% |
$7.8K - $9.51K
|
1.42K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
38+ 1.49% |
$7.8K - $9.51K
|
2.59K
$749K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
36+ 2.08% |
$7.39K - $9.01K
|
1.77K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
36+ 0.38% |
$7.39K - $9.01K
|
9.43K
$2.72M
|