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 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-366- 8.27% |
$75.1K - $91.6K
|
4.06K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-367- 12.86% |
$75.3K - $91.9K
|
2.49K
$718K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-367- 0.74% |
$75.3K - $91.9K
|
48.9K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-368- 6.91% |
$75.5K - $92.1K
|
4.96K
$1.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-372- 1.09% |
$76.3K - $93.1K
|
33.6K
$9.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-374- 5.07% |
$76.7K - $93.6K
|
7K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-375- 5.28% |
$76.9K - $93.9K
|
6.73K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 2.3% |
$76.9K - $93.9K
|
15.9K
$4.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-376- 10.34% |
$77.1K - $94.1K
|
3.26K
$941K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-377- 4.92% |
$77.4K - $94.4K
|
7.28K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-377- 1.31% |
$77.4K - $94.4K
|
28.4K
$8.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-382- 11.8% |
$78.4K - $95.6K
|
2.85K
$824K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-383- 1.67% |
$78.6K - $95.9K
|
22.6K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-385- 3.42% |
$79K - $96.4K
|
10.9K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-385- 1.59% |
$79K - $96.4K
|
23.8K
$6.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.4% |
$79.8K - $97.4K
|
96K
$27.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 1.29% |
$80.2K - $97.9K
|
30K
$8.66M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-391- 0.28% |
$80.2K - $97.9K
|
138K
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-392- 0.68% |
$80.4K - $98.1K
|
57.3K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-394- 1.64% |
$80.8K - $98.6K
|
23.6K
$6.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-396- 2.88% |
$81.3K - $99.1K
|
13.4K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-397- 0.81% |
$81.5K - $99.4K
|
48.8K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-398- 5.76% |
$81.7K - $99.6K
|
6.51K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-398- 7.04% |
$81.7K - $99.6K
|
5.26K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$82.1K - $100K
|
47.7K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-400- 2.11% |
$82.1K - $100K
|
18.6K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-401- 0.74% |
$82.3K - $100K
|
53.8K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-401- 4.55% |
$82.3K - $100K
|
8.41K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-402- 0.78% |
$82.5K - $101K
|
51.4K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-403- 5.11% |
$82.7K - $101K
|
7.48K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-404- 9.63% |
$82.9K - $101K
|
3.79K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-404- 1.32% |
$82.9K - $101K
|
30.3K
$8.74M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-405- 0.37% |
$83.1K - $101K
|
110K
$31.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-407- 6.03% |
$83.5K - $102K
|
6.34K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 6.07% |
$83.7K - $102K
|
6.32K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-408- 0.59% |
$83.7K - $102K
|
68.6K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-409- 1.87% |
$83.9K - $102K
|
21.5K
$6.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$7.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-413- 8.83% |
$84.7K - $103K
|
4.26K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-414- 15.4% |
$84.9K - $104K
|
2.27K
$657K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-417- 0.18% |
$85.6K - $104K
|
233K
$67.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-417- 1.79% |
$85.6K - $104K
|
22.9K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-418- 8.84% |
$85.8K - $105K
|
4.31K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
SELL
|
- |
-419- 32.97% |
$86K - $105K
|
852
$246K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-421- 22.96% |
$86.4K - $105K
|
1.41K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-422- 1.03% |
$86.6K - $106K
|
40.7K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-425- 1.57% |
$87.2K - $106K
|
26.7K
$7.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-425- 0.95% |
$87.2K - $106K
|
44.5K
$12.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-428- 1.08% |
$87.8K - $107K
|
39.3K
$11.3M
|