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 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.91K+ 4.5% |
$802K - $979K
|
90.8K
$24.5M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.87K+ 3.19% |
$794K - $969K
|
125K
$33.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.81K+ 1.61% |
$781K - $952K
|
240K
$64.9M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.77K+ 36.52% |
$773K - $943K
|
14.1K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.66K+ 55.19% |
$752K - $917K
|
10.3K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$716K - $873K
|
3.49K
$943K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.48K+ 1.65% |
$713K - $870K
|
214K
$58M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$711K - $868K
|
3.47K
$937K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.44KNew |
$706K - $861K
|
3.44K
$931K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.4K+ 3.76% |
$697K - $850K
|
93.8K
$25.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.37K+ 61.81% |
$692K - $844K
|
8.83K
$2.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$691K - $842K
|
3.37K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.2K+ 21.72% |
$657K - $801K
|
17.9K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.19K+ 31.48% |
$655K - $798K
|
13.3K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.1K+ 15.66% |
$637K - $777K
|
22.9K
$6.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.08KNew |
$631K - $770K
|
3.08K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.06K+ 8.24% |
$628K - $766K
|
40.2K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.03K+ 36.32% |
$622K - $759K
|
11.4K
$3.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3KNew |
$615K - $750K
|
3K
$811K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.98K+ 53.5% |
$612K - $746K
|
8.55K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.95KNew |
$605K - $738K
|
2.95K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.94K+ 3.82% |
$603K - $735K
|
79.8K
$21.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.93K+ 14.19% |
$600K - $732K
|
23.5K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.89K+ 12.11% |
$594K - $724K
|
26.8K
$7.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.87K+ 94.14% |
$590K - $719K
|
5.93K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.86KNew |
$586K - $715K
|
2.86K
$773K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 13.85% |
$582K - $710K
|
23.3K
$6.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.82K+ 2.16% |
$579K - $706K
|
134K
$36.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.79K+ 20.71% |
$572K - $698K
|
16.2K
$4.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.78K+ 2.45% |
$571K - $696K
|
116K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.76K+ 29.68% |
$567K - $692K
|
12.1K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.76K+ 15.32% |
$567K - $691K
|
20.8K
$5.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.74KNew |
$562K - $686K
|
2.74K
$741K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.71K+ 6.76% |
$557K - $679K
|
42.8K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.65KNew |
$543K - $663K
|
2.65K
$716K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.65KNew |
$543K - $662K
|
2.65K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.62K+ 0.72% |
$537K - $655K
|
366K
$98.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.61KNew |
$536K - $654K
|
2.61K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.6K+ 8.11% |
$534K - $652K
|
34.7K
$9.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.6KNew |
$534K - $651K
|
2.6K
$703K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.59K+ 6.3% |
$531K - $648K
|
43.7K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.58KNew |
$530K - $646K
|
2.58K
$698K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.57K+ 2.81% |
$527K - $643K
|
94K
$25.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.55KNew |
$524K - $639K
|
2.55K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.55KNew |
$523K - $638K
|
2.55K
$690K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52K+ 11.38% |
$516K - $629K
|
24.6K
$6.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 3.18% |
$505K - $615K
|
79.9K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.43KNew |
$498K - $607K
|
2.43K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.41K+ 10.33% |
$494K - $603K
|
25.7K
$6.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.4K+ 3.04% |
$493K - $602K
|
81.4K
$22M
|