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 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-112- 0.22% |
$23K - $28K
|
51.9K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-112- 6.98% |
$23K - $28K
|
1.49K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-112- 0.79% |
$23K - $28K
|
14K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-112- 2.81% |
$23K - $28K
|
3.88K
$927K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-112- 0.19% |
$23K - $28K
|
57.3K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-113- 2.96% |
$23.2K - $28.3K
|
3.7K
$885K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-113- 0.69% |
$23.2K - $28.3K
|
16.3K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-113- 1.29% |
$23.2K - $28.3K
|
8.65K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 1.32% |
$23.2K - $28.3K
|
8.44K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-114- 0.62% |
$23.4K - $28.5K
|
18.2K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-114- 0.55% |
$23.4K - $28.5K
|
20.7K
$4.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-115- 5.78% |
$23.6K - $28.8K
|
1.88K
$449K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-115- 4.68% |
$23.6K - $28.8K
|
2.34K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-117- 2.03% |
$24K - $29.3K
|
5.64K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-117- 1.05% |
$24K - $29.3K
|
11K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-118- 9.06% |
$24.2K - $29.5K
|
1.18K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-118- 4.33% |
$24.2K - $29.5K
|
2.61K
$624K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 10.65% |
$24.2K - $29.5K
|
990
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-118- 1.12% |
$24.2K - $29.5K
|
10.4K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-118- 2.31% |
$24.2K - $29.5K
|
4.98K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-119- 0.63% |
$24.4K - $29.8K
|
18.8K
$4.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-120- 13.75% |
$24.6K - $30K
|
753
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-120- 0.63% |
$24.6K - $30K
|
18.9K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-120- 2.35% |
$24.6K - $30K
|
5K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 20.73% |
$24.6K - $30K
|
459
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-120- 5.42% |
$24.6K - $30K
|
2.09K
$501K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-120- 0.24% |
$24.6K - $30K
|
49.3K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-121- 0.43% |
$24.8K - $30.3K
|
28.2K
$6.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 1.23% |
$24.8K - $30.3K
|
9.73K
$2.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-121- 4.35% |
$24.8K - $30.3K
|
2.66K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-122- 1.4% |
$25K - $30.5K
|
8.62K
$2.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-123- 1.6% |
$25.2K - $30.8K
|
7.57K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-123- 0.27% |
$25.2K - $30.8K
|
45.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-123- 1.55% |
$25.2K - $30.8K
|
7.79K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-124- 0.18% |
$25.4K - $31K
|
70K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-124- 1.39% |
$25.4K - $31K
|
8.77K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-125- 1.32% |
$25.6K - $31.3K
|
9.34K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 1.21% |
$25.6K - $31.3K
|
10.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.39% |
$25.6K - $31.3K
|
32.2K
$7.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-127- 2.32% |
$26.1K - $31.8K
|
5.34K
$1.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-127- 0.72% |
$26.1K - $31.8K
|
17.4K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.56% |
$26.1K - $31.8K
|
22.5K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-127- 0.26% |
$26.1K - $31.8K
|
48.2K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-128- 2.41% |
$26.3K - $32K
|
5.18K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 0.47% |
$26.7K - $32.5K
|
27.2K
$6.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-133- 5.5% |
$27.3K - $33.3K
|
2.29K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-133- 5.99% |
$27.3K - $33.3K
|
2.09K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-133- 0.26% |
$27.3K - $33.3K
|
51.1K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-133- 0.5% |
$27.3K - $33.3K
|
26.5K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-134- 3.59% |
$27.5K - $33.5K
|
3.6K
$861K
|