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
|
In Track Investment Management Inc
|
SELL
|
- |
-490- 4.65% |
$101K - $123K
|
10.1K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-495- 3.85% |
$102K - $124K
|
12.4K
$3.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-495- 1.28% |
$102K - $124K
|
38.1K
$10.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-497- 4.18% |
$102K - $124K
|
11.4K
$3.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.97M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-499- 2.12% |
$102K - $125K
|
23K
$6.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.54% |
$103K - $125K
|
19.1K
$5.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 11.6% |
$103K - $125K
|
3.81K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-500- 4.96% |
$103K - $125K
|
9.58K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-500- 5.3% |
$103K - $125K
|
8.93K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-501- 13.97% |
$103K - $125K
|
3.09K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-503- 2.07% |
$103K - $126K
|
23.8K
$6.58M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-504- 15.04% |
$103K - $126K
|
2.85K
$787K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-505- 0.74% |
$104K - $126K
|
68K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-506- 3.97% |
$104K - $127K
|
12.2K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-508- 9.93% |
$104K - $127K
|
4.61K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-510- 2.49% |
$105K - $128K
|
20K
$5.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-510- 4.17% |
$105K - $128K
|
11.7K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-510- 6.39% |
$105K - $128K
|
7.47K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-512- 0.85% |
$105K - $128K
|
59.6K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-513- 95.53% |
$105K - $128K
|
24
$6.63K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-516- 2.27% |
$106K - $129K
|
22.2K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-516- 9.65% |
$106K - $129K
|
4.83K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-517- 3.03% |
$106K - $129K
|
16.6K
$4.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-520- 4.95% |
$107K - $130K
|
9.98K
$2.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-523- 5.16% |
$107K - $131K
|
9.62K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-525- 29.12% |
$108K - $131K
|
1.28K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-528- 1.01% |
$108K - $132K
|
52K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-528- 1.79% |
$108K - $132K
|
28.9K
$7.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-530- 1.05% |
$109K - $133K
|
49.8K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-533- 1.56% |
$109K - $133K
|
33.7K
$9.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-536- 2.11% |
$110K - $134K
|
24.9K
$6.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-536- 3.08% |
$110K - $134K
|
16.9K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-537- 2.96% |
$110K - $134K
|
17.6K
$4.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-537- 27.68% |
$110K - $134K
|
1.4K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-538- 2.81% |
$110K - $135K
|
18.6K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-540- 10.49% |
$111K - $135K
|
4.61K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-541- 9.8% |
$111K - $135K
|
4.98K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-542- 6.79% |
$111K - $136K
|
7.44K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-544- 0.15% |
$112K - $136K
|
352K
$97.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-544- 15.99% |
$112K - $136K
|
2.86K
$790K
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-556- 1.25% |
$114K - $139K
|
43.9K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-558- 0.69% |
$114K - $140K
|
80.9K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-559- 2.78% |
$115K - $140K
|
19.6K
$5.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-560- 0.94% |
$115K - $140K
|
58.7K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-564- 53.26% |
$116K - $141K
|
495
$137K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-566- 4.79% |
$116K - $142K
|
11.2K
$3.11M
|