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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-174- 1.09% |
$35.7K - $43.6K
|
15.8K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-174- 2.27% |
$35.7K - $43.6K
|
7.49K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-174- 5.64% |
$35.7K - $43.6K
|
2.91K
$840K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-174- 1.73% |
$35.7K - $43.6K
|
9.91K
$2.86M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-175- 15.87% |
$35.9K - $43.8K
|
928
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-175- 2.82% |
$35.9K - $43.8K
|
6.04K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-175- 3.64% |
$35.9K - $43.8K
|
4.63K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-175- 7.88% |
$35.9K - $43.8K
|
2.05K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-178- 2.58% |
$36.5K - $44.6K
|
6.72K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-178- 1.99% |
$36.5K - $44.6K
|
8.76K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-179- 3.55% |
$36.7K - $44.8K
|
4.86K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-179- 0.85% |
$36.7K - $44.8K
|
20.9K
$6.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-180- 0.58% |
$36.9K - $45.1K
|
31K
$8.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-180- 1.97% |
$36.9K - $45.1K
|
8.97K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-180- 11.5% |
$36.9K - $45.1K
|
1.39K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-181- 0.93% |
$37.1K - $45.3K
|
19.2K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-182- 0.4% |
$37.3K - $45.6K
|
45.7K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-182- 8.87% |
$37.3K - $45.6K
|
1.87K
$540K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-182- 5.79% |
$37.3K - $45.6K
|
2.96K
$855K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-182- 0.92% |
$37.3K - $45.6K
|
19.6K
$5.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-183- 0.94% |
$37.5K - $45.8K
|
19.2K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-183- 3.73% |
$37.5K - $45.8K
|
4.73K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-184- 1.91% |
$37.8K - $46.1K
|
9.46K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-184- 1.85% |
$37.8K - $46.1K
|
9.75K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-184- 11.0% |
$37.8K - $46.1K
|
1.49K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-185- 0.79% |
$38K - $46.3K
|
23.2K
$6.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-185- 1.76% |
$38K - $46.3K
|
10.3K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-185- 15.77% |
$38K - $46.3K
|
988
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-186- 5.0% |
$38.2K - $46.6K
|
3.54K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-187- 1.49% |
$38.4K - $46.8K
|
12.4K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-190- 0.81% |
$39K - $47.6K
|
23.2K
$6.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-190- 0.81% |
$39K - $47.6K
|
23.1K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-191- 0.76% |
$39.2K - $47.8K
|
25K
$7.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-193- 1.63% |
$39.6K - $48.3K
|
11.6K
$3.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-193- 9.82% |
$39.6K - $48.3K
|
1.77K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-193- 5.2% |
$39.6K - $48.3K
|
3.52K
$1.02M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-194- 1.77% |
$39.8K - $48.6K
|
10.8K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-194- 3.1% |
$39.8K - $48.6K
|
6.07K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-194- 1.7% |
$39.8K - $48.6K
|
11.2K
$3.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-195- 0.55% |
$40K - $48.8K
|
35.1K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-197- 8.03% |
$40.4K - $49.3K
|
2.26K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-198- 1.24% |
$40.6K - $49.6K
|
15.8K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-198- 0.63% |
$40.6K - $49.6K
|
31K
$8.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-198- 0.42% |
$40.6K - $49.6K
|
47.4K
$13.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-199- 4.25% |
$40.8K - $49.8K
|
4.49K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-199- 0.65% |
$40.8K - $49.8K
|
30.6K
$8.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-199- 5.91% |
$40.8K - $49.8K
|
3.17K
$915K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.8% |
$41K - $50.1K
|
10.9K
$3.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-200- 3.28% |
$41K - $50.1K
|
5.9K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.92% |
$41K - $50.1K
|
21.5K
$6.21M
|