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 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-803- 2.46% |
$165K - $201K
|
31.9K
$8.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-805- 1.73% |
$165K - $201K
|
45.6K
$12.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-805- 1.06% |
$165K - $201K
|
75.1K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-807- 2.9% |
$166K - $202K
|
27K
$7.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-808- 10.27% |
$166K - $202K
|
7.06K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-812- 2.51% |
$167K - $203K
|
31.5K
$8.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-813- 4.39% |
$167K - $203K
|
17.7K
$4.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-813- 9.75% |
$167K - $203K
|
7.52K
$2.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-825- 0.55% |
$169K - $206K
|
150K
$41.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-825- 0.99% |
$169K - $206K
|
82.7K
$22.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-826- 6.34% |
$169K - $207K
|
12.2K
$3.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-829- 1.01% |
$170K - $207K
|
81.2K
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-834- 5.41% |
$171K - $209K
|
14.6K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-836- 3.32% |
$172K - $209K
|
24.3K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-839- 0.99% |
$172K - $210K
|
83.7K
$23.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-849- 2.66% |
$174K - $212K
|
31K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-866- 3.51% |
$178K - $217K
|
23.8K
$6.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-867- 4.48% |
$178K - $217K
|
18.5K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-873- 0.82% |
$179K - $219K
|
106K
$29.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-877- 2.2% |
$180K - $220K
|
39K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-880- 4.35% |
$181K - $220K
|
19.4K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-881- 7.69% |
$181K - $221K
|
10.6K
$2.93M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-884- 22.96% |
$181K - $221K
|
2.97K
$820K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-886- 0.47% |
$182K - $222K
|
188K
$51.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-895- 10.88% |
$184K - $224K
|
7.33K
$2.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-896- 5.89% |
$184K - $224K
|
14.3K
$3.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-897- 20.74% |
$184K - $225K
|
3.43K
$948K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-898- 2.11% |
$184K - $225K
|
41.6K
$11.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 0.53% |
$185K - $225K
|
168K
$46.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-901- 9.64% |
$185K - $226K
|
8.45K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-904- 8.84% |
$185K - $226K
|
9.32K
$2.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-925- 1.81% |
$190K - $232K
|
50.1K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-926- 2.31% |
$190K - $232K
|
39.2K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-932- 6.28% |
$191K - $233K
|
13.9K
$3.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-934- 2.69% |
$192K - $234K
|
33.8K
$9.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-936- 3.85% |
$192K - $234K
|
23.4K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-937- 0.44% |
$192K - $235K
|
211K
$58.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-939- 1.94% |
$193K - $235K
|
47.6K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-941- 1.64% |
$193K - $236K
|
56.6K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-945- 5.25% |
$194K - $237K
|
17.1K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-946- 3.15% |
$194K - $237K
|
29.1K
$8.06M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-946- 2.01% |
$194K - $237K
|
46K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-949- 22.97% |
$195K - $238K
|
3.18K
$880K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-954- 1.88% |
$196K - $239K
|
49.8K
$13.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$8.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-958- 3.41% |
$197K - $240K
|
27.2K
$7.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959- 2.13% |
$197K - $240K
|
44K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$9.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-967- 0.98% |
$198K - $242K
|
97.2K
$26.9M
|