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
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.54K- 2.14% |
$521K - $636K
|
116K
$31.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.55K- 4.59% |
$524K - $639K
|
53K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.57K- 8.81% |
$528K - $643K
|
26.6K
$7.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.61K- 14.42% |
$536K - $654K
|
15.5K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.63K- 2.61% |
$539K - $658K
|
98K
$26.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.64K- 11.2% |
$542K - $661K
|
20.9K
$5.67M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.68K- 5.93% |
$550K - $671K
|
42.5K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.69K- 13.24% |
$551K - $673K
|
17.6K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.69K- 1.36% |
$553K - $674K
|
196K
$53M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.71K- 0.35% |
$557K - $679K
|
765K
$207M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 53.16% |
$560K - $683K
|
2.41K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.74K- 14.39% |
$561K - $685K
|
16.3K
$4.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.12% |
$563K - $687K
|
127K
$34.4M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.78K- 1.02% |
$571K - $697K
|
269K
$72.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.79K- 1.61% |
$572K - $698K
|
171K
$46.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.82K- 5.01% |
$578K - $705K
|
53.4K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-2.83K- 8.25% |
$581K - $709K
|
31.5K
$8.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.85K- 0.36% |
$585K - $713K
|
792K
$215M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.85K- 4.89% |
$585K - $713K
|
55.4K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.86K- 24.98% |
$587K - $717K
|
8.6K
$2.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.87K- 4.25% |
$588K - $718K
|
64.6K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.87K- 8.92% |
$588K - $718K
|
29.3K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-2.88K- 17.81% |
$590K - $720K
|
13.3K
$3.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.89K- 1.8% |
$592K - $722K
|
157K
$42.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.89K- 16.18% |
$593K - $723K
|
15K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.9K- 3.99% |
$594K - $725K
|
69.7K
$18.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 6.6% |
$594K - $725K
|
41K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 4.02% |
$598K - $729K
|
69.5K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.92K- 1.33% |
$599K - $731K
|
216K
$58.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.92K- 21.83% |
$599K - $731K
|
10.5K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-2.93K- 1.81% |
$600K - $732K
|
159K
$43.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$5.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 11.45% |
$608K - $741K
|
22.9K
$6.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 12.71% |
$612K - $746K
|
20.5K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-3.05K- 3.21% |
$625K - $763K
|
92K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.93% |
$640K - $780K
|
103K
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-3.13K- 5.56% |
$642K - $783K
|
53.2K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.14K- 2.46% |
$645K - $786K
|
125K
$33.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.15K- 7.66% |
$646K - $788K
|
37.9K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-3.18K- 6.41% |
$652K - $796K
|
46.5K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.22K- 2.42% |
$660K - $805K
|
130K
$35.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.24K- 23.43% |
$665K - $811K
|
10.6K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.26K- 15.71% |
$670K - $817K
|
17.5K
$4.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.27K- 3.33% |
$670K - $817K
|
94.7K
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.29K- 3.11% |
$675K - $823K
|
102K
$27.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-3.3K- 76.74% |
$677K - $826K
|
1K
$271K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.35K- 2.17% |
$687K - $838K
|
151K
$40.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.37K- 1.53% |
$691K - $843K
|
216K
$58.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.38K- 3.77% |
$694K - $847K
|
86.3K
$23.4M
|