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 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-767- 1.73% |
$157K - $192K
|
43.6K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-769- 1.29% |
$158K - $192K
|
58.7K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-771- 2.14% |
$158K - $193K
|
35.2K
$9.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-771- 8.92% |
$158K - $193K
|
7.87K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-773- 2.61% |
$159K - $193K
|
28.8K
$8.08M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-773- 2.78% |
$159K - $193K
|
27.1K
$7.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-775- 11.95% |
$159K - $194K
|
5.71K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-779- 2.35% |
$160K - $195K
|
32.4K
$9.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-783- 0.87% |
$161K - $196K
|
89.4K
$25M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-784- 1.1% |
$161K - $196K
|
70.2K
$19.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-789- 0.95% |
$162K - $197K
|
82.5K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-790- 2.86% |
$162K - $198K
|
26.8K
$7.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-796- 8.91% |
$163K - $199K
|
8.14K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-797- 1.84% |
$164K - $199K
|
42.4K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-799- 3.71% |
$164K - $200K
|
20.7K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-800- 0.41% |
$164K - $200K
|
193K
$54.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-803- 2.46% |
$165K - $201K
|
31.9K
$8.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-805- 1.73% |
$165K - $201K
|
45.6K
$12.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-805- 1.06% |
$165K - $201K
|
75.1K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-807- 2.9% |
$166K - $202K
|
27K
$7.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-808- 10.27% |
$166K - $202K
|
7.06K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-812- 2.51% |
$167K - $203K
|
31.5K
$8.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-813- 4.39% |
$167K - $203K
|
17.7K
$4.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-813- 9.75% |
$167K - $203K
|
7.52K
$2.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-825- 0.55% |
$169K - $206K
|
150K
$42.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-825- 0.99% |
$169K - $206K
|
82.7K
$23.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-826- 6.34% |
$169K - $207K
|
12.2K
$3.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-829- 1.01% |
$170K - $207K
|
81.2K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-834- 5.41% |
$171K - $209K
|
14.6K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-836- 3.32% |
$172K - $209K
|
24.3K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-839- 0.99% |
$172K - $210K
|
83.7K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-840- 10.06% |
$172K - $210K
|
7.51K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-849- 2.66% |
$174K - $212K
|
31K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-866- 3.51% |
$178K - $217K
|
23.8K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-867- 4.48% |
$178K - $217K
|
18.5K
$5.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-873- 0.82% |
$179K - $219K
|
106K
$29.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-877- 2.2% |
$180K - $220K
|
39K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-880- 4.35% |
$181K - $220K
|
19.4K
$5.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-881- 7.69% |
$181K - $221K
|
10.6K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-884- 22.96% |
$181K - $221K
|
2.97K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-886- 0.47% |
$182K - $222K
|
188K
$52.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-895- 10.88% |
$184K - $224K
|
7.33K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-896- 5.89% |
$184K - $224K
|
14.3K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-897- 20.74% |
$184K - $225K
|
3.43K
$960K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-898- 2.11% |
$184K - $225K
|
41.6K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 0.53% |
$185K - $225K
|
168K
$47M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-901- 9.64% |
$185K - $226K
|
8.45K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-904- 8.84% |
$185K - $226K
|
9.32K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-925- 1.81% |
$190K - $232K
|
50.1K
$14M
|