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 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$493K - $601K
|
2.4K
$650K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.4K+ 74.7% |
$492K - $601K
|
5.61K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.33KNew |
$478K - $584K
|
2.33K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.33K+ 80.12% |
$477K - $582K
|
5.23K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.3KNew |
$471K - $575K
|
2.3K
$621K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
2.28K+ 16.57% |
$468K - $571K
|
16.1K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.27KNew |
$467K - $569K
|
2.27K
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.26K+ 13.2% |
$464K - $566K
|
19.4K
$5.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.26KNew |
$464K - $566K
|
2.26K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 3.48% |
$462K - $564K
|
67.1K
$18.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 3.21% |
$461K - $563K
|
72.2K
$19.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.24K+ 71.72% |
$460K - $561K
|
5.37K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.21KNew |
$454K - $554K
|
2.21K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.2K+ 2.13% |
$450K - $549K
|
105K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 44.58% |
$449K - $547K
|
7.09K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.92% |
$447K - $546K
|
57.7K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.17K+ 12.37% |
$445K - $543K
|
19.7K
$5.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.17K+ 14.53% |
$445K - $543K
|
17.1K
$4.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.15KNew |
$441K - $538K
|
2.15K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2.14KNew |
$439K - $536K
|
2.14K
$579K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.13K+ 46.67% |
$438K - $534K
|
6.7K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.11K+ 12.21% |
$433K - $528K
|
19.4K
$5.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.08KNew |
$426K - $520K
|
2.08K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 1.03% |
$424K - $518K
|
203K
$54.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.04K+ 8.09% |
$418K - $510K
|
27.3K
$7.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.04K+ 35.06% |
$418K - $509K
|
7.84K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.03K+ 7.99% |
$417K - $508K
|
27.5K
$7.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.03KNew |
$415K - $507K
|
2.03K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 10.34% |
$407K - $496K
|
21.2K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.98K+ 7.17% |
$405K - $494K
|
29.5K
$7.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$531K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.96KNew |
$403K - $492K
|
1.96K
$531K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.96K+ 0.11% |
$402K - $491K
|
1.8M
$485M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.96K+ 26.35% |
$402K - $490K
|
9.38K
$2.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.95K+ 51.51% |
$399K - $487K
|
5.73K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.95K+ 4.09% |
$399K - $487K
|
49.5K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.94KNew |
$399K - $487K
|
1.94K
$526K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.93K+ 16.28% |
$396K - $483K
|
13.8K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.93K+ 25.1% |
$395K - $482K
|
9.6K
$2.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.92KNew |
$394K - $481K
|
1.92K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.89K+ 16.14% |
$388K - $474K
|
13.6K
$3.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.87KNew |
$384K - $469K
|
1.87K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.87KNew |
$384K - $469K
|
1.87K
$506K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$382K - $466K
|
1.86K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$381K - $465K
|
1.86K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 38.24% |
$380K - $463K
|
6.69K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.83K+ 0.54% |
$375K - $458K
|
339K
$91.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.79K+ 20.38% |
$367K - $448K
|
10.6K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.79KNew |
$367K - $448K
|
1.79K
$484K
|