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
|
Montecito Bank & Trust
|
SELL
|
- |
-103- 0.36% |
$21.1K - $25.8K
|
28.7K
$8.27M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-104- 0.46% |
$21.3K - $26K
|
22.7K
$6.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-104- 0.64% |
$21.3K - $26K
|
16.2K
$4.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-104- 5.78% |
$21.3K - $26K
|
1.7K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-104- 0.1% |
$21.3K - $26K
|
108K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-104- 1.51% |
$21.3K - $26K
|
6.78K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-106- 0.03% |
$21.7K - $26.5K
|
401K
$116M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$772K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 0.79% |
$22K - $26.8K
|
13.5K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-107- 1.41% |
$22K - $26.8K
|
7.46K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-109- 0.99% |
$22.4K - $27.3K
|
10.9K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-109- 3.53% |
$22.4K - $27.3K
|
2.98K
$861K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 5.34% |
$22.6K - $27.5K
|
1.95K
$562K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-110- 1.75% |
$22.6K - $27.5K
|
6.17K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 3.7% |
$22.6K - $27.5K
|
2.87K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-110- 0.17% |
$22.6K - $27.5K
|
65.3K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.24% |
$22.8K - $27.8K
|
4.85K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-112- 0.22% |
$23K - $28K
|
51.9K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-112- 6.98% |
$23K - $28K
|
1.49K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-112- 0.79% |
$23K - $28K
|
14K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-112- 2.81% |
$23K - $28K
|
3.88K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-112- 0.19% |
$23K - $28K
|
57.3K
$16.6M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-113- 2.96% |
$23.2K - $28.3K
|
3.7K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-113- 0.69% |
$23.2K - $28.3K
|
16.3K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-113- 1.29% |
$23.2K - $28.3K
|
8.65K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 1.32% |
$23.2K - $28.3K
|
8.44K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-114- 0.62% |
$23.4K - $28.5K
|
18.2K
$5.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-114- 0.55% |
$23.4K - $28.5K
|
20.7K
$5.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-115- 5.78% |
$23.6K - $28.8K
|
1.88K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-115- 4.68% |
$23.6K - $28.8K
|
2.34K
$676K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-117- 2.03% |
$24K - $29.3K
|
5.64K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-117- 1.05% |
$24K - $29.3K
|
11K
$3.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-118- 9.06% |
$24.2K - $29.5K
|
1.18K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-118- 4.33% |
$24.2K - $29.5K
|
2.61K
$753K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 10.65% |
$24.2K - $29.5K
|
990
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-118- 1.12% |
$24.2K - $29.5K
|
10.4K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-118- 2.31% |
$24.2K - $29.5K
|
4.98K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-119- 0.63% |
$24.4K - $29.8K
|
18.8K
$5.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-120- 13.75% |
$24.6K - $30K
|
753
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-120- 0.63% |
$24.6K - $30K
|
18.9K
$5.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-120- 2.35% |
$24.6K - $30K
|
5K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-120- 20.73% |
$24.6K - $30K
|
459
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-120- 5.42% |
$24.6K - $30K
|
2.09K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-120- 0.24% |
$24.6K - $30K
|
49.3K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-121- 0.43% |
$24.8K - $30.3K
|
28.2K
$8.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 1.23% |
$24.8K - $30.3K
|
9.73K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-121- 4.35% |
$24.8K - $30.3K
|
2.66K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-122- 1.4% |
$25K - $30.5K
|
8.62K
$2.49M
|