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 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-723- 5.97% |
$148K - $181K
|
11.4K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-726- 6.99% |
$149K - $182K
|
9.67K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-732- 3.45% |
$150K - $183K
|
20.5K
$5.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-733- 5.98% |
$150K - $183K
|
11.5K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-734- 4.34% |
$151K - $184K
|
16.2K
$4.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-734- 2.19% |
$151K - $184K
|
32.8K
$9.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-736- 1.25% |
$151K - $184K
|
58K
$16.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
SELL
|
- |
-737- 1.64% |
$151K - $184K
|
44.1K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-740- 1.09% |
$152K - $185K
|
67.2K
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-741- 1.42% |
$152K - $185K
|
51.3K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-745- 0.19% |
$153K - $186K
|
401K
$114M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-747- 2.6% |
$153K - $187K
|
28K
$7.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-749- 0.42% |
$154K - $187K
|
177K
$50.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-750- 12.04% |
$154K - $188K
|
5.48K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-755- 3.95% |
$155K - $189K
|
18.3K
$5.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-756- 10.54% |
$155K - $189K
|
6.42K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-758- 35.01% |
$156K - $190K
|
1.41K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-759- 2.75% |
$156K - $190K
|
26.8K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-760- 1.31% |
$156K - $190K
|
57.4K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-763- 5.38% |
$157K - $191K
|
13.4K
$3.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-767- 1.73% |
$157K - $192K
|
43.6K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-769- 1.29% |
$158K - $192K
|
58.7K
$16.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-771- 2.14% |
$158K - $193K
|
35.2K
$9.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-771- 8.92% |
$158K - $193K
|
7.87K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-773- 2.61% |
$159K - $193K
|
28.8K
$8.17M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-773- 2.78% |
$159K - $193K
|
27.1K
$7.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.44M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.44M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-775- 11.95% |
$159K - $194K
|
5.71K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-779- 2.35% |
$160K - $195K
|
32.4K
$9.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-783- 0.87% |
$161K - $196K
|
89.4K
$25.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-784- 1.1% |
$161K - $196K
|
70.2K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-789- 0.95% |
$162K - $197K
|
82.5K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-790- 2.86% |
$162K - $198K
|
26.8K
$7.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-796- 8.91% |
$163K - $199K
|
8.14K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-797- 1.84% |
$164K - $199K
|
42.4K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-799- 3.71% |
$164K - $200K
|
20.7K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-800- 0.41% |
$164K - $200K
|
193K
$54.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-803- 2.46% |
$165K - $201K
|
31.9K
$9.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-805- 1.73% |
$165K - $201K
|
45.6K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-805- 1.06% |
$165K - $201K
|
75.1K
$21.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-807- 2.9% |
$166K - $202K
|
27K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-808- 10.27% |
$166K - $202K
|
7.06K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-812- 2.51% |
$167K - $203K
|
31.5K
$8.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-813- 4.39% |
$167K - $203K
|
17.7K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-813- 9.75% |
$167K - $203K
|
7.52K
$2.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-825- 0.55% |
$169K - $206K
|
150K
$42.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-825- 0.99% |
$169K - $206K
|
82.7K
$23.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-826- 6.34% |
$169K - $207K
|
12.2K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-829- 1.01% |
$170K - $207K
|
81.2K
$23M
|