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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
35+ 1.9% |
$7.18K - $8.76K
|
1.88K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
34+ 0.34% |
$6.98K - $8.51K
|
10.1K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
34+ 0.39% |
$6.98K - $8.51K
|
8.77K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34+ 113.33% |
$6.98K - $8.51K
|
64
$18.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
33+ 0.91% |
$6.77K - $8.26K
|
3.67K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 1.01% |
$6.77K - $8.26K
|
3.31K
$955K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
33+ 0.21% |
$6.77K - $8.26K
|
15.6K
$4.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.02% |
$6.77K - $8.26K
|
134K
$38.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
32+ 1.58% |
$6.57K - $8.01K
|
2.05K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31+ 1.13% |
$6.36K - $7.76K
|
2.77K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
31+ 1.52% |
$6.36K - $7.76K
|
2.07K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
31+ 0.14% |
$6.36K - $7.76K
|
21.7K
$6.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30+ 0.39% |
$6.16K - $7.51K
|
7.72K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
30+ 0.17% |
$6.16K - $7.51K
|
17.9K
$5.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30+ 0.77% |
$6.16K - $7.51K
|
3.93K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
30+ 0.29% |
$6.16K - $7.51K
|
10.4K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30+ 14.15% |
$6.16K - $7.51K
|
242
$69.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30+ 14.15% |
$6.16K - $7.51K
|
242
$69.9K
|
|
|
May 07, 2025
Q4 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.09% |
$6.16K - $7.51K
|
34K
$9.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
29+ 2.08% |
$5.95K - $7.26K
|
1.42K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.72% |
$5.95K - $7.26K
|
4.05K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
29+ 0.33% |
$5.95K - $7.26K
|
8.89K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
29New |
$5.95K - $7.26K
|
29
$8.37K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$5.75K - $7.01K
|
6.94K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
28+ 2.14% |
$5.75K - $7.01K
|
1.34K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.14% |
$5.75K - $7.01K
|
19.8K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
28+ 1.92% |
$5.75K - $7.01K
|
1.49K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
27+ 1.5% |
$5.54K - $6.76K
|
1.82K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
27+ 2.78% |
$5.54K - $6.76K
|
998
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
27+ 1.44% |
$5.54K - $6.76K
|
1.91K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
27+ 0.06% |
$5.54K - $6.76K
|
43.5K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
27+ 0.2% |
$5.54K - $6.76K
|
13.2K
$3.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 1.16% |
$5.33K - $6.51K
|
2.28K
$657K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 0.2% |
$5.33K - $6.51K
|
12.9K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
26+ 0.48% |
$5.33K - $6.51K
|
5.41K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
26+ 0.45% |
$5.33K - $6.51K
|
5.86K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 0.06% |
$5.33K - $6.51K
|
42.9K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.19% |
$5.13K - $6.26K
|
13.1K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.3K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
25+ 0.56% |
$5.13K - $6.26K
|
4.49K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
25+ 23.81% |
$5.13K - $6.26K
|
130
$37.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 1.93% |
$5.13K - $6.26K
|
1.32K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
25+ 0.15% |
$5.13K - $6.26K
|
16.6K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
25+ 10.68% |
$5.13K - $6.26K
|
259
$74.8K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.2K
$3.24M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
24+ 0.19% |
$4.92K - $6.01K
|
12.6K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.27% |
$4.92K - $6.01K
|
8.82K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.51% |
$4.92K - $6.01K
|
4.72K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.84% |
$4.92K - $6.01K
|
2.89K
$835K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.3% |
$4.92K - $6.01K
|
8.06K
$2.33M
|