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 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-566- 4.79% |
$116K - $142K
|
11.2K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-567- 0.33% |
$116K - $142K
|
171K
$48.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-567- 2.43% |
$116K - $142K
|
22.8K
$6.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-568- 2.51% |
$117K - $142K
|
22K
$6.24M
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-568- 4.87% |
$117K - $142K
|
11.1K
$3.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-571- 1.72% |
$117K - $143K
|
32.6K
$9.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-572- 1.77% |
$117K - $143K
|
31.7K
$8.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-574- 1.88% |
$118K - $144K
|
29.9K
$8.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-575- 15.6% |
$118K - $144K
|
3.11K
$881K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-575- 2.62% |
$118K - $144K
|
21.3K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-575- 3.76% |
$118K - $144K
|
14.7K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-578- 0.72% |
$119K - $145K
|
79.8K
$22.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-578- 22.83% |
$119K - $145K
|
1.95K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-579- 3.07% |
$119K - $145K
|
18.3K
$5.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-581- 3.59% |
$119K - $145K
|
15.6K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-581- 1.28% |
$119K - $145K
|
44.8K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-582- 2.6% |
$119K - $146K
|
21.8K
$6.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-584- 15.91% |
$120K - $146K
|
3.09K
$874K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-584- 2.49% |
$120K - $146K
|
22.9K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-586- 0.17% |
$120K - $147K
|
351K
$99.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-586- 0.37% |
$120K - $147K
|
158K
$44.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-590- 3.16% |
$121K - $148K
|
18.1K
$5.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-590- 0.78% |
$121K - $148K
|
74.6K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-591- 1.91% |
$121K - $148K
|
30.4K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-591- 2.51% |
$121K - $148K
|
22.9K
$6.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-593- 4.0% |
$122K - $148K
|
14.2K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 21.62% |
$122K - $149K
|
2.16K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-598- 5.23% |
$123K - $150K
|
10.8K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-598- 3.15% |
$123K - $150K
|
18.4K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-599- 5.05% |
$123K - $150K
|
11.3K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-600- 6.82% |
$123K - $150K
|
8.2K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-601- 1.94% |
$123K - $150K
|
30.4K
$8.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-606- 4.81% |
$124K - $152K
|
12K
$3.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-608- 14.21% |
$125K - $152K
|
3.67K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 11.58% |
$125K - $153K
|
4.66K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-610- 3.39% |
$125K - $153K
|
17.4K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-612- 1.08% |
$126K - $153K
|
55.9K
$15.8M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-614- 2.84% |
$126K - $154K
|
21K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-617- 4.76% |
$127K - $154K
|
12.3K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-617- 3.0% |
$127K - $154K
|
19.9K
$5.64M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-617- 5.19% |
$127K - $154K
|
11.3K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-620- 0.49% |
$127K - $155K
|
126K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-625- 22.87% |
$128K - $156K
|
2.11K
$597K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-626- 2.11% |
$128K - $157K
|
29.1K
$8.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-627- 6.46% |
$129K - $157K
|
9.08K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-628- 4.32% |
$129K - $157K
|
13.9K
$3.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-629- 0.43% |
$129K - $157K
|
146K
$41.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-629- 2.94% |
$129K - $157K
|
20.8K
$5.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-632- 6.23% |
$130K - $158K
|
9.51K
$2.69M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-634- 5.97% |
$130K - $159K
|
9.99K
$2.83M
|