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 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-84- 3.44% |
$17.2K - $21K
|
2.36K
$681K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-84- 0.58% |
$17.2K - $21K
|
14.4K
$4.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-85- 2.48% |
$17.4K - $21.3K
|
3.35K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$36.7K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-85- 8.5% |
$17.4K - $21.3K
|
915
$264K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-85- 1.12% |
$17.4K - $21.3K
|
7.5K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-86- 5.57% |
$17.6K - $21.5K
|
1.46K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-87- 1.92% |
$17.9K - $21.8K
|
4.44K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-87- 1.71% |
$17.9K - $21.8K
|
5K
$1.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-87- 0.51% |
$17.9K - $21.8K
|
17K
$4.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-88- 2.58% |
$18.1K - $22K
|
3.32K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-88- 8.9% |
$18.1K - $22K
|
901
$260K
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-88- 0.05% |
$18.1K - $22K
|
180K
$51.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-89- 1.37% |
$18.3K - $22.3K
|
6.4K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-90- 1.25% |
$18.5K - $22.5K
|
7.14K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-90- 0.66% |
$18.5K - $22.5K
|
13.6K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-90- 1.77% |
$18.5K - $22.5K
|
4.98K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-91- 6.01% |
$18.7K - $22.8K
|
1.42K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91- 6.54% |
$18.7K - $22.8K
|
1.3K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-91- 3.25% |
$18.7K - $22.8K
|
2.71K
$782K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-93- 0.49% |
$19.1K - $23.3K
|
18.8K
$5.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-93- 3.68% |
$19.1K - $23.3K
|
2.43K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-94- 3.3% |
$19.3K - $23.5K
|
2.75K
$795K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-94- 0.15% |
$19.3K - $23.5K
|
63.2K
$18.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 11.28% |
$19.5K - $23.8K
|
747
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-95- 0.89% |
$19.5K - $23.8K
|
10.6K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
SELL
|
- |
-95- 0.74% |
$19.5K - $23.8K
|
12.8K
$3.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-96- 0.25% |
$19.7K - $24K
|
38.8K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-97- 2.27% |
$19.9K - $24.3K
|
4.18K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-97- 0.38% |
$19.9K - $24.3K
|
25.3K
$7.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-98- 0.26% |
$20.1K - $24.5K
|
38K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-98- 3.93% |
$20.1K - $24.5K
|
2.4K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98- 1.77% |
$20.1K - $24.5K
|
5.43K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-98- 0.22% |
$20.1K - $24.5K
|
44.5K
$12.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-98- 1.81% |
$20.1K - $24.5K
|
5.33K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-99- 9.14% |
$20.3K - $24.8K
|
984
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-99- 2.43% |
$20.3K - $24.8K
|
3.98K
$1.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-99- 0.98% |
$20.3K - $24.8K
|
9.99K
$2.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$4.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.6% |
$20.5K - $25K
|
16.6K
$4.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-100- 1.53% |
$20.5K - $25K
|
6.43K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-100- 0.68% |
$20.5K - $25K
|
14.5K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 0.53% |
$20.5K - $25K
|
18.8K
$5.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-100- 0.62% |
$20.5K - $25K
|
16.1K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-100- 8.7% |
$20.5K - $25K
|
1.05K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-100- 8.65% |
$20.5K - $25K
|
1.06K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 4.43% |
$20.5K - $25K
|
2.16K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-101- 1.85% |
$20.7K - $25.3K
|
5.35K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-102- 0.36% |
$20.9K - $25.5K
|
27.9K
$8.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$7.41M
|