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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.28K- 0.6% |
$263K - $321K
|
212K
$58.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.3K- 40.31% |
$267K - $325K
|
1.93K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.3K- 1.91% |
$267K - $326K
|
66.8K
$18.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.3K- 1.64% |
$267K - $326K
|
78K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.3K- 2.3% |
$268K - $326K
|
55.4K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 2.35% |
$269K - $329K
|
54.6K
$15.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-1.33K- 2.36% |
$272K - $332K
|
54.9K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.33K- 8.72% |
$272K - $332K
|
13.9K
$3.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Ruffer LLP
|
SELL
|
- |
-1.33K- 13.5% |
$273K - $333K
|
8.52K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 0.92% |
$273K - $333K
|
144K
$39.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.33K- 0.62% |
$273K - $333K
|
213K
$58.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.33K- 6.13% |
$273K - $333K
|
20.4K
$5.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 5.53% |
$275K - $336K
|
22.9K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.34K- 4.28% |
$275K - $336K
|
30K
$8.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.35K- 9.41% |
$277K - $337K
|
13K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.29% |
$277K - $338K
|
104K
$28.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$25.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 3.74% |
$278K - $339K
|
34.8K
$9.62M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 3.06% |
$278K - $339K
|
43K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.36K- 18.32% |
$279K - $340K
|
6.05K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.36K- 1.92% |
$279K - $340K
|
69.4K
$19.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.36K- 8.58% |
$279K - $340K
|
14.5K
$4.01M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 3.63% |
$280K - $342K
|
36.3K
$10M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.37K- 3.67% |
$281K - $343K
|
36K
$9.95M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 21.24% |
$282K - $344K
|
5.09K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 2.15% |
$283K - $345K
|
62.8K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 20.59% |
$283K - $345K
|
5.32K
$1.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.39K- 1.61% |
$285K - $347K
|
84.7K
$23.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$673K
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.39K- 3.01% |
$285K - $348K
|
44.8K
$12.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.4K- 4.22% |
$287K - $350K
|
31.7K
$8.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.4K- 1.64% |
$288K - $351K
|
84.1K
$23.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.41K- 35.19% |
$290K - $353K
|
2.6K
$719K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.41K- 4.44% |
$290K - $354K
|
30.4K
$8.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.42K- 0.37% |
$290K - $354K
|
378K
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.43K- 8.82% |
$294K - $358K
|
14.8K
$4.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.43K- 1.41% |
$294K - $358K
|
99.8K
$27.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.44K- 15.3% |
$295K - $360K
|
7.96K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.44K- 1.65% |
$296K - $361K
|
85.9K
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$12.3M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.7% |
$300K - $365K
|
84.6K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.46K- 4.41% |
$300K - $366K
|
31.7K
$8.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$303K - $369K
|
48.7K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 6.27% |
$304K - $371K
|
22.1K
$6.12M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.48K- 1.06% |
$304K - $371K
|
138K
$38.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.87% |
$308K - $375K
|
11.1K
$3.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.5K- 2.74% |
$308K - $376K
|
53.3K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.99% |
$311K - $379K
|
36.5K
$10.1M
|