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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-91- 3.25% |
$18.7K - $22.8K
|
2.71K
$648K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-93- 0.49% |
$19.1K - $23.3K
|
18.8K
$4.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-93- 3.68% |
$19.1K - $23.3K
|
2.43K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-94- 3.3% |
$19.3K - $23.5K
|
2.75K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-94- 0.15% |
$19.3K - $23.5K
|
63.2K
$15.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 11.28% |
$19.5K - $23.8K
|
747
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-95- 0.89% |
$19.5K - $23.8K
|
10.6K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-95- 0.74% |
$19.5K - $23.8K
|
12.8K
$3.06M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-96- 0.25% |
$19.7K - $24K
|
38.8K
$9.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-97- 2.27% |
$19.9K - $24.3K
|
4.18K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-97- 0.38% |
$19.9K - $24.3K
|
25.3K
$6.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-98- 0.26% |
$20.1K - $24.5K
|
38K
$9.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-98- 3.93% |
$20.1K - $24.5K
|
2.4K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98- 1.77% |
$20.1K - $24.5K
|
5.43K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 0.22% |
$20.1K - $24.5K
|
44.5K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-98- 1.81% |
$20.1K - $24.5K
|
5.33K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$235K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-99- 2.43% |
$20.3K - $24.8K
|
3.98K
$952K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-99- 0.98% |
$20.3K - $24.8K
|
9.99K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$3.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 1.53% |
$20.5K - $25K
|
6.43K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-100- 0.68% |
$20.5K - $25K
|
14.5K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 0.53% |
$20.5K - $25K
|
18.8K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 0.62% |
$20.5K - $25K
|
16.1K
$3.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-100- 8.7% |
$20.5K - $25K
|
1.05K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 8.65% |
$20.5K - $25K
|
1.06K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 4.43% |
$20.5K - $25K
|
2.16K
$516K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-101- 1.85% |
$20.7K - $25.3K
|
5.35K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-102- 0.36% |
$20.9K - $25.5K
|
27.9K
$6.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$6.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-103- 0.36% |
$21.1K - $25.8K
|
28.7K
$6.85M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.46% |
$21.3K - $26K
|
22.7K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.64% |
$21.3K - $26K
|
16.2K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-104- 5.78% |
$21.3K - $26K
|
1.7K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-104- 0.1% |
$21.3K - $26K
|
108K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-104- 1.51% |
$21.3K - $26K
|
6.78K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 0.03% |
$21.7K - $26.5K
|
401K
$95.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 0.79% |
$22K - $26.8K
|
13.5K
$3.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-107- 1.41% |
$22K - $26.8K
|
7.46K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-109- 0.99% |
$22.4K - $27.3K
|
10.9K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-109- 3.53% |
$22.4K - $27.3K
|
2.98K
$713K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 5.34% |
$22.6K - $27.5K
|
1.95K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-110- 1.75% |
$22.6K - $27.5K
|
6.17K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 3.7% |
$22.6K - $27.5K
|
2.87K
$685K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-110- 0.17% |
$22.6K - $27.5K
|
65.3K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.24% |
$22.8K - $27.8K
|
4.85K
$1.16M
|