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
|
Jsf Financial, LLC
|
BUY
|
- |
12+ 0.13% |
$2.46K - $3K
|
9.35K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.17% |
$2.46K - $3K
|
7.26K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12+ 0.34% |
$2.46K - $3K
|
3.55K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.46K - $3K
|
4.64K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.04% |
$2.26K - $2.75K
|
26.6K
$7.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11+ 0.23% |
$2.26K - $2.75K
|
4.78K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.35% |
$2.26K - $2.75K
|
3.12K
$900K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.17% |
$2.26K - $2.75K
|
6.43K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.16% |
$2.26K - $2.75K
|
6.73K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10+ 0.12% |
$2.05K - $2.5K
|
8.02K
$2.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$2.05K - $2.5K
|
1.98K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.05K - $2.5K
|
1.17K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.34% |
$2.05K - $2.5K
|
2.98K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$2.05K - $2.5K
|
16.8K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
10+ 0.65% |
$2.05K - $2.5K
|
1.56K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
10+ 0.31% |
$2.05K - $2.5K
|
3.2K
$923K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
10+ 0.83% |
$2.05K - $2.5K
|
1.22K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9+ 0.37% |
$1.85K - $2.25K
|
2.43K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
9+ 0.21% |
$1.85K - $2.25K
|
4.34K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.52% |
$1.85K - $2.25K
|
1.75K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.25% |
$1.85K - $2.25K
|
3.67K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9+ 0.14% |
$1.85K - $2.25K
|
6.28K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9+ 0.29% |
$1.85K - $2.25K
|
3.13K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
9+ 0.54% |
$1.85K - $2.25K
|
1.68K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
9+ 0.5% |
$1.85K - $2.25K
|
1.79K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.53% |
$1.85K - $2.25K
|
1.72K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9+ 0.14% |
$1.85K - $2.25K
|
6.5K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.62% |
$1.64K - $2K
|
1.29K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.64K - $2K
|
2.41K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.64K - $2K
|
151K
$43.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8+ 0.69% |
$1.64K - $2K
|
1.16K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
8+ 0.16% |
$1.64K - $2K
|
5.1K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$1.44K - $1.75K
|
10.2K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
7+ 0.47% |
$1.44K - $1.75K
|
1.49K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7+ 0.55% |
$1.44K - $1.75K
|
1.28K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
7+ 0.48% |
$1.44K - $1.75K
|
1.46K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
7+ 0.11% |
$1.44K - $1.75K
|
6.49K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.27% |
$1.44K - $1.75K
|
2.56K
$739K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
7+ 0.21% |
$1.44K - $1.75K
|
3.28K
$946K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
7+ 0.26% |
$1.44K - $1.75K
|
2.72K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$1.23K - $1.5K
|
9.61K
$2.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.21% |
$1.23K - $1.5K
|
2.91K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
6+ 0.29% |
$1.23K - $1.5K
|
2.1K
$606K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.57% |
$1.23K - $1.5K
|
1.06K
$307K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.23K - $1.5K
|
1.07K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6+ 0.09% |
$1.23K - $1.5K
|
6.81K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
6+ 0.27% |
$1.23K - $1.5K
|
2.22K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$1.23K - $1.5K
|
29.2K
$8.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.51% |
$1.23K - $1.5K
|
1.19K
$345K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
6+ 0.1% |
$1.23K - $1.5K
|
5.83K
$1.68M
|