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 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12- 0.72% |
$2.46K - $3K
|
1.66K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-12- 0.66% |
$2.46K - $3K
|
1.8K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-12- 0.69% |
$2.46K - $3K
|
1.72K
$495K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-13- 0.13% |
$2.67K - $3.25K
|
10.2K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-13- 0.75% |
$2.67K - $3.25K
|
1.72K
$497K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.23% |
$2.87K - $3.5K
|
6.06K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-14- 0.76% |
$2.87K - $3.5K
|
1.83K
$529K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-14- 0.88% |
$2.87K - $3.5K
|
1.57K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-14- 1.97% |
$2.87K - $3.5K
|
697
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-15- 1.62% |
$3.08K - $3.75K
|
913
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$316K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-15- 0.08% |
$3.08K - $3.75K
|
18K
$5.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-15- 0.3% |
$3.08K - $3.75K
|
4.91K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 0.38% |
$3.08K - $3.75K
|
3.9K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-15- 0.6% |
$3.08K - $3.75K
|
2.47K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-16- 0.57% |
$3.28K - $4K
|
2.79K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-17- 0.21% |
$3.49K - $4.25K
|
8.11K
$2.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.31% |
$3.49K - $4.25K
|
5.5K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-17- 1.49% |
$3.49K - $4.25K
|
1.12K
$324K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 0.63% |
$3.69K - $4.51K
|
2.86K
$826K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-18- 0.05% |
$3.69K - $4.51K
|
37.9K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.41% |
$3.69K - $4.51K
|
4.4K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-18- 0.9% |
$3.69K - $4.51K
|
1.98K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-18- 0.15% |
$3.69K - $4.51K
|
11.7K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-18- 0.81% |
$3.69K - $4.51K
|
2.21K
$639K
|
|
|
Jan 15, 2025
Q4 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
SELL
|
- |
-19- 0.53% |
$3.9K - $4.76K
|
3.57K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19- 0.1% |
$3.9K - $4.76K
|
19.9K
$5.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-19- 0.13% |
$3.9K - $4.76K
|
14.3K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.31% |
$3.9K - $4.76K
|
6.07K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-19- 1.15% |
$3.9K - $4.76K
|
1.63K
$470K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20- 0.18% |
$4.1K - $5.01K
|
11.1K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-20- 0.58% |
$4.1K - $5.01K
|
3.46K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 0.85% |
$4.1K - $5.01K
|
2.32K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-20- 0.03% |
$4.1K - $5.01K
|
57.2K
$16.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-20- 1.51% |
$4.1K - $5.01K
|
1.31K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-20- 0.52% |
$4.1K - $5.01K
|
3.8K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-20- 0.93% |
$4.1K - $5.01K
|
2.12K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-21- 1.28% |
$4.31K - $5.26K
|
1.62K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 2.15% |
$4.31K - $5.26K
|
954
$275K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
SELL
|
- |
-21- 0.23% |
$4.31K - $5.26K
|
9.24K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-22- 2.22% |
$4.51K - $5.51K
|
967
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-22- 1.36% |
$4.51K - $5.51K
|
1.59K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-22- 0.2% |
$4.51K - $5.51K
|
10.9K
$3.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-22- 0.24% |
$4.51K - $5.51K
|
9.24K
$2.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-23- 0.27% |
$4.72K - $5.76K
|
8.47K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-23- 0.28% |
$4.72K - $5.76K
|
8.2K
$2.37M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.52% |
$4.72K - $5.76K
|
4.44K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-24- 0.14% |
$4.92K - $6.01K
|
16.7K
$4.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.09% |
$4.92K - $6.01K
|
27.5K
$7.93M
|