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 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.51K- 0.33% |
$311K - $379K
|
452K
$125M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 37.93% |
$313K - $381K
|
2.49K
$690K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-1.53K- 7.17% |
$314K - $383K
|
19.8K
$5.48M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-1.53KClosed |
$314K - $383K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.53K- 6.35% |
$314K - $383K
|
22.6K
$6.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.54K- 5.92% |
$315K - $384K
|
24.4K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.55K- 3.53% |
$318K - $388K
|
42.3K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.56K- 31.79% |
$319K - $390K
|
3.34K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.56K- 1.04% |
$320K - $391K
|
149K
$41.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.57K- 1.57% |
$322K - $393K
|
98.5K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.58K- 2.04% |
$324K - $395K
|
75.8K
$21M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.58K- 1.82% |
$325K - $396K
|
85.3K
$23.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.59K- 5.58% |
$325K - $397K
|
26.8K
$7.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.59K- 8.54% |
$325K - $397K
|
17K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
SELL
|
- |
-1.59K- 4.1% |
$325K - $397K
|
37.1K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.59K- 2.37% |
$326K - $398K
|
65.5K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.6K- 10.87% |
$328K - $400K
|
13.1K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.6K- 1.05% |
$328K - $400K
|
151K
$41.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.6K- 30.64% |
$328K - $400K
|
3.62K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.61K- 5.89% |
$331K - $403K
|
25.8K
$7.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.62K- 5.26% |
$333K - $406K
|
29.2K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.65K- 2.06% |
$338K - $412K
|
78.3K
$21.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.65K- 0.61% |
$339K - $413K
|
268K
$74.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.66K- 1.1% |
$340K - $414K
|
149K
$41.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.66K- 3.92% |
$340K - $415K
|
40.6K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.66K- 1.85% |
$340K - $415K
|
88.1K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-1.67K- 1.65% |
$343K - $418K
|
99.4K
$27.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.69K- 2.03% |
$347K - $423K
|
81.4K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.7K- 3.13% |
$348K - $425K
|
52.5K
$14.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.7K- 18.77% |
$349K - $425K
|
7.36K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.7K- 4.95% |
$349K - $426K
|
32.7K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-1.7K- 1.19% |
$350K - $426K
|
141K
$39M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 2.13% |
$350K - $427K
|
78.7K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.71K- 3.62% |
$351K - $428K
|
45.5K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 1.98% |
$351K - $428K
|
84.8K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.71K- 23.28% |
$351K - $428K
|
5.64K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.72K- 3.03% |
$352K - $430K
|
54.9K
$15.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.72K- 5.95% |
$353K - $431K
|
27.2K
$7.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.73K- 1.32% |
$355K - $434K
|
130K
$35.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.73K- 39.27% |
$356K - $434K
|
2.68K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.75K- 2.9% |
$359K - $438K
|
58.5K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.75K- 3.73% |
$359K - $439K
|
45.3K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.75K- 3.56% |
$360K - $439K
|
47.5K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.76K- 1.3% |
$361K - $440K
|
133K
$36.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.77K- 4.88% |
$363K - $443K
|
34.5K
$9.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 4.24% |
$364K - $444K
|
40.1K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 6.64% |
$365K - $445K
|
25K
$6.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.79K- 14.25% |
$367K - $447K
|
10.8K
$2.97M
|