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 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-678- 3.56% |
$139K - $170K
|
18.3K
$5.07M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-680- 1.68% |
$140K - $170K
|
39.8K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-683- 3.07% |
$140K - $171K
|
21.6K
$5.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-684- 2.31% |
$140K - $171K
|
28.9K
$7.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-685- 2.13% |
$141K - $171K
|
31.4K
$8.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-687- 1.43% |
$141K - $172K
|
47.2K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-688- 0.23% |
$141K - $172K
|
299K
$82.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-689- 8.86% |
$141K - $172K
|
7.09K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-690- 13.41% |
$142K - $173K
|
4.46K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-693- 2.17% |
$142K - $173K
|
31.3K
$8.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-696- 1.2% |
$143K - $174K
|
57.3K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-697- 2.46% |
$143K - $174K
|
27.6K
$7.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-698- 4.49% |
$143K - $175K
|
14.9K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-699- 0.4% |
$143K - $175K
|
173K
$47.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-701- 3.83% |
$144K - $175K
|
17.6K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-702- 6.22% |
$144K - $176K
|
10.6K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-704- 1.43% |
$144K - $176K
|
48.7K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-704- 2.32% |
$144K - $176K
|
29.7K
$8.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-706- 9.12% |
$145K - $177K
|
7.04K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-710- 1.12% |
$146K - $178K
|
62.6K
$17.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-712- 2.4% |
$146K - $178K
|
28.9K
$8M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-717- 20.39% |
$147K - $179K
|
2.8K
$774K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-723- 5.97% |
$148K - $181K
|
11.4K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-726- 6.99% |
$149K - $182K
|
9.67K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-732- 3.45% |
$150K - $183K
|
20.5K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-733- 5.98% |
$150K - $183K
|
11.5K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-734- 4.34% |
$151K - $184K
|
16.2K
$4.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-736- 1.25% |
$151K - $184K
|
58K
$16M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-737- 1.64% |
$151K - $184K
|
44.1K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-740- 1.09% |
$152K - $185K
|
67.2K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-741- 1.42% |
$152K - $185K
|
51.3K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-745- 0.19% |
$153K - $186K
|
401K
$111M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-749- 0.42% |
$154K - $187K
|
177K
$49M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-750- 12.04% |
$154K - $188K
|
5.48K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-755- 3.95% |
$155K - $189K
|
18.3K
$5.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-756- 10.54% |
$155K - $189K
|
6.42K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-758- 35.01% |
$156K - $190K
|
1.41K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-759- 2.75% |
$156K - $190K
|
26.8K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-760- 1.31% |
$156K - $190K
|
57.4K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-763- 5.38% |
$157K - $191K
|
13.4K
$3.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-767- 1.73% |
$157K - $192K
|
43.6K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-769- 1.29% |
$158K - $192K
|
58.7K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-771- 2.14% |
$158K - $193K
|
35.2K
$9.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-771- 8.92% |
$158K - $193K
|
7.87K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-773- 2.61% |
$159K - $193K
|
28.8K
$7.98M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-773- 2.78% |
$159K - $193K
|
27.1K
$7.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.36M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-775- 11.95% |
$159K - $194K
|
5.71K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-779- 2.35% |
$160K - $195K
|
32.4K
$8.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-783- 0.87% |
$161K - $196K
|
89.4K
$24.7M
|