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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-322- 5.66% |
$66.1K - $80.6K
|
5.36K
$1.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-322- 6.94% |
$66.1K - $80.6K
|
4.32K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-322- 7.92% |
$66.1K - $80.6K
|
3.75K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-322- 7.45% |
$66.1K - $80.6K
|
4K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-324- 0.93% |
$66.5K - $81.1K
|
34.7K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-324- 0.99% |
$66.5K - $81.1K
|
32.2K
$9.31M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-324- 0.21% |
$66.5K - $81.1K
|
155K
$44.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-325- 4.52% |
$66.7K - $81.3K
|
6.86K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-325- 3.32% |
$66.7K - $81.3K
|
9.45K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-329- 5.15% |
$67.5K - $82.3K
|
6.06K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-330- 0.85% |
$67.7K - $82.6K
|
38.7K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-330- 6.18% |
$67.7K - $82.6K
|
5.01K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-330- 13.73% |
$67.7K - $82.6K
|
2.07K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-330- 7.41% |
$67.7K - $82.6K
|
4.12K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-331- 0.34% |
$67.9K - $82.8K
|
95.6K
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-333- 2.82% |
$68.3K - $83.3K
|
11.5K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-334- 6.59% |
$68.5K - $83.6K
|
4.73K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-336- 1.74% |
$68.9K - $84.1K
|
19K
$5.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-337- 1.05% |
$69.1K - $84.3K
|
31.8K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-341- 3.88% |
$70K - $85.3K
|
8.44K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-343- 3.88% |
$70.4K - $85.8K
|
8.49K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-343- 9.43% |
$70.4K - $85.8K
|
3.3K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-343- 14.24% |
$70.4K - $85.8K
|
2.07K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-344- 3.53% |
$70.6K - $86.1K
|
9.41K
$2.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-345- 9.55% |
$70.8K - $86.4K
|
3.27K
$943K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-345- 3.53% |
$70.8K - $86.4K
|
9.42K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-346- 0.32% |
$71K - $86.6K
|
109K
$31.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-348- 1.51% |
$71.4K - $87.1K
|
22.7K
$6.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-349- 3.6% |
$71.6K - $87.4K
|
9.34K
$2.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-350- 0.57% |
$71.8K - $87.6K
|
61.6K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-351- 3.12% |
$72K - $87.9K
|
10.9K
$3.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-353- 8.75% |
$72.4K - $88.4K
|
3.68K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-353- 7.13% |
$72.4K - $88.4K
|
4.6K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-354- 3.72% |
$72.6K - $88.6K
|
9.15K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-355- 6.14% |
$72.8K - $88.9K
|
5.43K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-356- 2.18% |
$73K - $89.1K
|
16K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-356- 1.73% |
$73K - $89.1K
|
20.2K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-357- 2.51% |
$73.2K - $89.4K
|
13.9K
$4.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-358- 2.29% |
$73.5K - $89.6K
|
15.3K
$4.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-359- 2.88% |
$73.7K - $89.9K
|
12.1K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-359- 0.63% |
$73.7K - $89.9K
|
57K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-361- 0.92% |
$74.1K - $90.4K
|
38.9K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-362- 0.89% |
$74.3K - $90.6K
|
40.2K
$11.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-362- 7.73% |
$74.3K - $90.6K
|
4.32K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-362- 6.0% |
$74.3K - $90.6K
|
5.67K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-363- 1.35% |
$74.5K - $90.9K
|
26.4K
$7.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-364- 6.99% |
$74.7K - $91.1K
|
4.85K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-365- 2.04% |
$74.9K - $91.4K
|
17.5K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-365- 2.27% |
$74.9K - $91.4K
|
15.7K
$4.54M
|