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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-926- 2.31% |
$190K - $232K
|
39.2K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-931- 4.69% |
$191K - $233K
|
18.9K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-932- 6.28% |
$191K - $233K
|
13.9K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-934- 2.69% |
$192K - $234K
|
33.8K
$9.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-936- 3.85% |
$192K - $234K
|
23.4K
$6.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-937- 0.44% |
$192K - $235K
|
211K
$59.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-939- 1.94% |
$193K - $235K
|
47.6K
$13.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-941- 1.64% |
$193K - $236K
|
56.6K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-945- 5.25% |
$194K - $237K
|
17.1K
$4.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-946- 3.15% |
$194K - $237K
|
29.1K
$8.15M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-946- 2.01% |
$194K - $237K
|
46K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-949- 22.97% |
$195K - $238K
|
3.18K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-954- 1.88% |
$196K - $239K
|
49.8K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$9.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-958- 3.41% |
$197K - $240K
|
27.2K
$7.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959- 2.13% |
$197K - $240K
|
44K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$10.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-960- 13.69% |
$197K - $240K
|
6.05K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-967- 0.98% |
$198K - $242K
|
97.2K
$27.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-968- 4.04% |
$199K - $242K
|
23K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-975- 26.43% |
$200K - $244K
|
2.71K
$760K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-976- 5.26% |
$200K - $244K
|
17.6K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-979- 0.94% |
$201K - $245K
|
103K
$28.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-981- 1.78% |
$201K - $246K
|
54K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-985- 2.17% |
$202K - $247K
|
44.5K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-986- 3.09% |
$202K - $247K
|
30.9K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-1K- 37.31% |
$205K - $250K
|
1.68K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.23% |
$205K - $250K
|
30K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 0.89% |
$205K - $250K
|
111K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-1K- 7.32% |
$205K - $250K
|
12.7K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-1K- 25.0% |
$205K - $250K
|
3K
$840K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-1K- 0.87% |
$205K - $250K
|
114K
$31.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1K- 7.97% |
$205K - $251K
|
11.6K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-1K- 0.98% |
$206K - $251K
|
101K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1K- 0.8% |
$206K - $251K
|
124K
$34.8M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 5.17% |
$206K - $252K
|
18.4K
$5.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.9% |
$207K - $253K
|
52.2K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.01K- 18.0% |
$208K - $253K
|
4.61K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.02K- 1.43% |
$209K - $255K
|
70.3K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.02K- 0.22% |
$209K - $255K
|
455K
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.02K- 4.06% |
$209K - $255K
|
24.1K
$6.74M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.03K- 1.11% |
$210K - $257K
|
90.9K
$25.5M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 4.76% |
$211K - $257K
|
20.5K
$5.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.04K- 5.12% |
$213K - $259K
|
19.2K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 10.92% |
$213K - $260K
|
8.48K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.04K- 14.22% |
$214K - $261K
|
6.29K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 12.4% |
$216K - $263K
|
7.43K
$2.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 25.73% |
$216K - $264K
|
3.05K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.06K- 19.59% |
$217K - $265K
|
4.34K
$1.22M
|