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 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-238- 11.51% |
$48.8K - $59.6K
|
1.83K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-239- 1.41% |
$49K - $59.8K
|
16.7K
$4.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-240- 4.14% |
$49.2K - $60.1K
|
5.55K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-240- 0.74% |
$49.2K - $60.1K
|
32.2K
$9.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-240- 1.55% |
$49.2K - $60.1K
|
15.2K
$4.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-240- 2.76% |
$49.2K - $60.1K
|
8.45K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-241- 2.73% |
$49.4K - $60.3K
|
8.6K
$2.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-242- 3.86% |
$49.7K - $60.6K
|
6.02K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-243- 2.77% |
$49.9K - $60.8K
|
8.52K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-244- 7.42% |
$50.1K - $61.1K
|
3.05K
$879K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-246- 3.43% |
$50.5K - $61.6K
|
6.93K
$2M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-247- 0.93% |
$50.7K - $61.8K
|
26.2K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-250- 5.81% |
$51.3K - $62.6K
|
4.05K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-250- 3.77% |
$51.3K - $62.6K
|
6.39K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-251- 7.3% |
$51.5K - $62.8K
|
3.19K
$921K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-251- 2.51% |
$51.5K - $62.8K
|
9.75K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-251- 1.65% |
$51.5K - $62.8K
|
15K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-252- 1.69% |
$51.7K - $63.1K
|
14.6K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-253- 0.83% |
$51.9K - $63.3K
|
30.2K
$8.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-254- 4.64% |
$52.1K - $63.6K
|
5.22K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-254- 16.54% |
$52.1K - $63.6K
|
1.28K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-254- 2.07% |
$52.1K - $63.6K
|
12K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-254- 0.88% |
$52.1K - $63.6K
|
28.7K
$8.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-255- 5.89% |
$52.3K - $63.8K
|
4.07K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-255- 1.97% |
$52.3K - $63.8K
|
12.7K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-257- 10.88% |
$52.7K - $64.3K
|
2.11K
$608K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-258- 0.87% |
$52.9K - $64.6K
|
29.4K
$8.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-263- 7.49% |
$54K - $65.8K
|
3.25K
$938K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-263- 2.36% |
$54K - $65.8K
|
10.9K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-265- 1.71% |
$54.4K - $66.3K
|
15.2K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-267- 1.01% |
$54.8K - $66.8K
|
26K
$7.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-267- 1.48% |
$54.8K - $66.8K
|
17.8K
$5.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-267- 0.65% |
$54.8K - $66.8K
|
40.6K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-269- 0.53% |
$55.2K - $67.3K
|
50.7K
$14.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-269- 2.51% |
$55.2K - $67.3K
|
10.5K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-270- 1.98% |
$55.4K - $67.6K
|
13.4K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-270- 0.5% |
$55.4K - $67.6K
|
53.7K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-271- 1.38% |
$55.6K - $67.8K
|
19.3K
$5.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-272- 23.96% |
$55.8K - $68.1K
|
863
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-272- 0.48% |
$55.8K - $68.1K
|
56.9K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-272- 56.2% |
$55.8K - $68.1K
|
212
$61.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-274- 10.62% |
$56.2K - $68.6K
|
2.31K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-274- 5.24% |
$56.2K - $68.6K
|
4.95K
$1.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-275- 2.09% |
$56.4K - $68.8K
|
12.9K
$3.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-275- 0.57% |
$56.4K - $68.8K
|
48.1K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-275- 0.95% |
$56.4K - $68.8K
|
28.6K
$8.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-276- 2.72% |
$56.6K - $69.1K
|
9.86K
$2.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-277- 3.21% |
$56.8K - $69.3K
|
8.35K
$2.41M
|