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 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-200- 4.17% |
$41K - $50.1K
|
4.6K
$1.33M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-200- 0.02% |
$41K - $50.1K
|
985K
$284M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-202- 1.87% |
$41.4K - $50.6K
|
10.6K
$3.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-204- 1.06% |
$41.9K - $51.1K
|
19.1K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-205- 1.31% |
$42.1K - $51.3K
|
15.4K
$4.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-205- 3.87% |
$42.1K - $51.3K
|
5.09K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 2.3% |
$42.1K - $51.3K
|
8.72K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-205- 0.36% |
$42.1K - $51.3K
|
57.2K
$16.5M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-206- 1.24% |
$42.3K - $51.6K
|
16.4K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-207- 0.44% |
$42.5K - $51.8K
|
47.3K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-207- 0.41% |
$42.5K - $51.8K
|
50.8K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-208- 0.22% |
$42.7K - $52.1K
|
94.4K
$27.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-209- 2.2% |
$42.9K - $52.3K
|
9.31K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-209- 4.75% |
$42.9K - $52.3K
|
4.19K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-210- 0.34% |
$43.1K - $52.6K
|
61.4K
$17.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-210- 5.02% |
$43.1K - $52.6K
|
3.97K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-210- 0.5% |
$43.1K - $52.6K
|
41.5K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-210- 0.71% |
$43.1K - $52.6K
|
29.3K
$8.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-211- 4.17% |
$43.3K - $52.8K
|
4.85K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-211- 1.96% |
$43.3K - $52.8K
|
10.6K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-212- 0.83% |
$43.5K - $53.1K
|
25.2K
$7.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-213- 3.55% |
$43.7K - $53.3K
|
5.79K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
SELL
|
- |
-216- 1.49% |
$44.3K - $54.1K
|
14.3K
$4.13M
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-216- 2.86% |
$44.3K - $54.1K
|
7.34K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-217- 13.04% |
$44.5K - $54.3K
|
1.45K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-219- 1.67% |
$44.9K - $54.8K
|
12.9K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-221- 5.42% |
$45.3K - $55.3K
|
3.86K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-221- 2.28% |
$45.3K - $55.3K
|
9.46K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-222- 0.77% |
$45.5K - $55.6K
|
28.5K
$8.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-222- 1.21% |
$45.5K - $55.6K
|
18.1K
$5.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-222- 0.6% |
$45.5K - $55.6K
|
36.9K
$10.7M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-222- 1.89% |
$45.5K - $55.6K
|
11.5K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-223- 8.82% |
$45.8K - $55.8K
|
2.31K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-224- 2.06% |
$46K - $56.1K
|
10.6K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-227- 2.01% |
$46.6K - $56.8K
|
11.1K
$3.19M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-227- 2.33% |
$46.6K - $56.8K
|
9.53K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-228- 1.12% |
$46.8K - $57.1K
|
20.2K
$5.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-231- 2.15% |
$47.4K - $57.8K
|
10.5K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-231- 0.74% |
$47.4K - $57.8K
|
30.8K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-231- 1.62% |
$47.4K - $57.8K
|
14K
$4.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-232- 6.0% |
$47.6K - $58.1K
|
3.64K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-232- 4.77% |
$47.6K - $58.1K
|
4.63K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-233- 2.72% |
$47.8K - $58.3K
|
8.34K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-236- 0.72% |
$48.4K - $59.1K
|
32.4K
$9.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-236- 6.07% |
$48.4K - $59.1K
|
3.65K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-236- 2.01% |
$48.4K - $59.1K
|
11.5K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-237- 5.32% |
$48.6K - $59.3K
|
4.22K
$1.22M
|