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 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 5.66% |
$382K - $466K
|
31K
$8.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.87K- 2.88% |
$384K - $469K
|
63.2K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.88K- 1.57% |
$385K - $469K
|
118K
$31.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 3.47% |
$385K - $470K
|
52.2K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.89K- 9.89% |
$388K - $474K
|
17.2K
$4.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.94% |
$390K - $476K
|
199K
$54.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 5.71% |
$392K - $478K
|
31.5K
$8.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.91K- 4.48% |
$392K - $478K
|
40.8K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.92K- 2.03% |
$394K - $480K
|
92.7K
$25.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.94K- 5.49% |
$397K - $485K
|
33.4K
$9.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.95K- 15.71% |
$399K - $487K
|
10.4K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.95K- 6.86% |
$401K - $489K
|
26.5K
$7.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.98K- 4.51% |
$406K - $496K
|
42K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.03K- 5.4% |
$416K - $507K
|
35.5K
$9.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.07K- 8.0% |
$425K - $518K
|
23.8K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.08K- 36.74% |
$426K - $519K
|
3.57K
$968K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.08K- 0.83% |
$426K - $520K
|
249K
$67.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$84.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.11K- 19.67% |
$433K - $528K
|
8.62K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.11K- 0.87% |
$434K - $529K
|
241K
$65.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.13K- 1.67% |
$437K - $533K
|
126K
$34M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.13K- 16.78% |
$438K - $534K
|
10.6K
$2.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$932K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.16K- 4.86% |
$444K - $542K
|
42.4K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 4.58% |
$451K - $551K
|
45.8K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.2K- 4.35% |
$451K - $551K
|
48.4K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-2.21K- 10.24% |
$453K - $553K
|
19.4K
$5.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.09% |
$457K - $558K
|
34.3K
$9.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-2.26K- 10.23% |
$463K - $564K
|
19.8K
$5.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.3K- 0.98% |
$473K - $576K
|
233K
$63.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.31K- 2.78% |
$473K - $577K
|
80.6K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.34K- 3.13% |
$479K - $584K
|
72.3K
$19.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.35K- 7.92% |
$482K - $588K
|
27.3K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.37K- 13.33% |
$487K - $594K
|
15.4K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.38K- 1.66% |
$488K - $595K
|
141K
$38.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-2.39K- 1.35% |
$491K - $598K
|
174K
$47.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.4K- 0.77% |
$491K - $599K
|
309K
$83.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 3.74% |
$492K - $600K
|
61.7K
$16.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.41K- 5.99% |
$494K - $602K
|
37.8K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 11.67% |
$500K - $610K
|
18.4K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.44K- 2.93% |
$501K - $611K
|
80.9K
$21.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.46K- 1.09% |
$504K - $615K
|
224K
$60.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.46K- 1.03% |
$504K - $615K
|
237K
$64.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 5.91% |
$508K - $620K
|
39.4K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.48K- 1.42% |
$509K - $621K
|
173K
$46.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.5K- 15.99% |
$513K - $626K
|
13.1K
$3.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.51K- 2.53% |
$514K - $627K
|
96.4K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-2.53K- 3.21% |
$520K - $634K
|
76.3K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.53K- 12.41% |
$520K - $634K
|
17.9K
$4.85M
|