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 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-638- 1.48% |
$131K - $160K
|
42.4K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-638- 11.75% |
$131K - $160K
|
4.79K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-639- 0.79% |
$131K - $160K
|
80K
$22.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-640- 0.37% |
$131K - $160K
|
170K
$48.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-642- 2.62% |
$132K - $161K
|
23.8K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-642- 4.28% |
$132K - $161K
|
14.4K
$4.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-643- 2.73% |
$132K - $161K
|
22.9K
$6.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-646- 1.0% |
$133K - $162K
|
64K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-646- 7.13% |
$133K - $162K
|
8.41K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-647- 20.21% |
$133K - $162K
|
2.55K
$723K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-647- 1.01% |
$133K - $162K
|
63.2K
$17.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-651- 1.92% |
$134K - $163K
|
33.3K
$9.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-655- 2.46% |
$134K - $164K
|
26K
$7.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-655- 0.35% |
$134K - $164K
|
184K
$52.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-659- 18.67% |
$135K - $165K
|
2.87K
$813K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-660- 2.06% |
$135K - $165K
|
31.4K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-660- 6.16% |
$135K - $165K
|
10.1K
$2.85M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-661- 5.73% |
$136K - $165K
|
10.9K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-664- 0.37% |
$136K - $166K
|
181K
$51.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-666- 0.69% |
$137K - $167K
|
95.6K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-666- 2.67% |
$137K - $167K
|
24.3K
$6.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-667- 10.62% |
$137K - $167K
|
5.61K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-670- 1.6% |
$137K - $168K
|
41.1K
$11.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-671- 2.97% |
$138K - $168K
|
21.9K
$6.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 2.52% |
$138K - $169K
|
26.2K
$7.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-676- 78.79% |
$139K - $169K
|
182
$51.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-677- 19.08% |
$139K - $169K
|
2.87K
$813K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-678- 3.56% |
$139K - $170K
|
18.3K
$5.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-680- 1.68% |
$140K - $170K
|
39.8K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-683- 3.07% |
$140K - $171K
|
21.6K
$6.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-684- 2.31% |
$140K - $171K
|
28.9K
$8.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-685- 2.13% |
$141K - $171K
|
31.4K
$8.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-687- 1.43% |
$141K - $172K
|
47.2K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-688- 0.23% |
$141K - $172K
|
299K
$84.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-688- 1.13% |
$141K - $172K
|
60K
$17M
|
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-689- 8.86% |
$141K - $172K
|
7.09K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-690- 13.41% |
$142K - $173K
|
4.46K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-693- 2.17% |
$142K - $173K
|
31.3K
$8.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-696- 1.2% |
$143K - $174K
|
57.3K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-697- 2.46% |
$143K - $174K
|
27.6K
$7.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-698- 4.49% |
$143K - $175K
|
14.9K
$4.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-699- 0.4% |
$143K - $175K
|
173K
$49.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-701- 3.83% |
$144K - $175K
|
17.6K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-702- 6.22% |
$144K - $176K
|
10.6K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-704- 1.43% |
$144K - $176K
|
48.7K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-704- 2.32% |
$144K - $176K
|
29.7K
$8.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-706- 9.12% |
$145K - $177K
|
7.04K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-710- 1.12% |
$146K - $178K
|
62.6K
$17.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-712- 2.4% |
$146K - $178K
|
28.9K
$8.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-717- 20.39% |
$147K - $179K
|
2.8K
$793K
|