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 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-834- 5.41% |
$171K - $209K
|
14.6K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-836- 3.32% |
$172K - $209K
|
24.3K
$6.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-839- 0.99% |
$172K - $210K
|
83.7K
$23.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-840- 10.06% |
$172K - $210K
|
7.51K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-849- 2.66% |
$174K - $212K
|
31K
$8.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-866- 3.51% |
$178K - $217K
|
23.8K
$6.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-867- 4.48% |
$178K - $217K
|
18.5K
$5.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-873- 0.82% |
$179K - $219K
|
106K
$29.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-877- 2.2% |
$180K - $220K
|
39K
$11.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-880- 4.35% |
$181K - $220K
|
19.4K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-881- 7.69% |
$181K - $221K
|
10.6K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-884- 22.96% |
$181K - $221K
|
2.97K
$840K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-886- 0.47% |
$182K - $222K
|
188K
$53.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-895- 10.88% |
$184K - $224K
|
7.33K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-896- 5.89% |
$184K - $224K
|
14.3K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-897- 20.74% |
$184K - $225K
|
3.43K
$971K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-898- 2.11% |
$184K - $225K
|
41.6K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-900- 0.53% |
$185K - $225K
|
168K
$47.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-901- 9.64% |
$185K - $226K
|
8.45K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-904- 8.84% |
$185K - $226K
|
9.32K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-925- 1.81% |
$190K - $232K
|
50.1K
$14.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-926- 2.31% |
$190K - $232K
|
39.2K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-931- 4.69% |
$191K - $233K
|
18.9K
$5.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-932- 6.28% |
$191K - $233K
|
13.9K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-934- 2.69% |
$192K - $234K
|
33.8K
$9.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-936- 3.85% |
$192K - $234K
|
23.4K
$6.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-937- 0.44% |
$192K - $235K
|
211K
$59.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-939- 1.94% |
$193K - $235K
|
47.6K
$13.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-940- 4.63% |
$193K - $235K
|
19.4K
$5.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-941- 1.64% |
$193K - $236K
|
56.6K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-945- 5.25% |
$194K - $237K
|
17.1K
$4.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-946- 3.15% |
$194K - $237K
|
29.1K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-946- 2.01% |
$194K - $237K
|
46K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-949- 22.97% |
$195K - $238K
|
3.18K
$901K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-954- 1.88% |
$196K - $239K
|
49.8K
$14.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$9.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-958- 3.41% |
$197K - $240K
|
27.2K
$7.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-959- 2.13% |
$197K - $240K
|
44K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$10.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-960- 13.69% |
$197K - $240K
|
6.05K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-967- 0.98% |
$198K - $242K
|
97.2K
$27.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-968- 4.04% |
$199K - $242K
|
23K
$6.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-975- 26.43% |
$200K - $244K
|
2.71K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-976- 5.26% |
$200K - $244K
|
17.6K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-979- 0.94% |
$201K - $245K
|
103K
$29.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-981- 1.78% |
$201K - $246K
|
54K
$15.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-985- 2.17% |
$202K - $247K
|
44.5K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-986- 3.09% |
$202K - $247K
|
30.9K
$8.75M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-998- 2.74% |
$205K - $250K
|
35.5K
$10M
|