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 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.79K- 9.72% |
$368K - $449K
|
16.7K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.8K- 35.32% |
$369K - $450K
|
3.29K
$911K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.8K- 0.24% |
$369K - $451K
|
740K
$205M
|
|
|
Feb 03, 2025
Q4 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.8K- 30.41% |
$369K - $451K
|
4.12K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-1.8K- 0.88% |
$370K - $451K
|
202K
$55.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.82K- 2.37% |
$372K - $454K
|
74.6K
$20.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.82K- 2.27% |
$374K - $457K
|
78.4K
$21.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.83K- 4.11% |
$376K - $458K
|
42.7K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.83K- 1.47% |
$376K - $459K
|
123K
$34.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 6.75% |
$378K - $462K
|
25.5K
$7.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.85K- 4.9% |
$380K - $464K
|
36K
$9.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.85K- 4.97% |
$380K - $464K
|
35.5K
$9.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 5.66% |
$382K - $466K
|
31K
$8.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-1.87K- 2.88% |
$384K - $469K
|
63.2K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.88K- 1.57% |
$385K - $469K
|
118K
$32.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 3.47% |
$385K - $470K
|
52.2K
$14.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
SELL
|
- |
-1.89K- 9.89% |
$388K - $474K
|
17.2K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-1.9K- 11.47% |
$390K - $476K
|
14.7K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.94% |
$390K - $476K
|
199K
$55.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 5.71% |
$392K - $478K
|
31.5K
$8.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.91K- 4.48% |
$392K - $478K
|
40.8K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.92K- 2.03% |
$394K - $480K
|
92.7K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.93K- 55.76% |
$395K - $482K
|
1.53K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.94K- 0.54% |
$397K - $484K
|
359K
$99.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.94K- 5.49% |
$397K - $485K
|
33.4K
$9.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.95K- 15.71% |
$399K - $487K
|
10.4K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.95K- 6.86% |
$401K - $489K
|
26.5K
$7.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.98K- 4.51% |
$406K - $496K
|
42K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.02K- 37.94% |
$414K - $506K
|
3.3K
$914K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.03K- 5.4% |
$416K - $507K
|
35.5K
$9.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.07K- 0.69% |
$424K - $517K
|
295K
$81.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.07K- 8.0% |
$425K - $518K
|
23.8K
$6.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.08K- 36.74% |
$426K - $519K
|
3.57K
$988K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-2.08K- 0.83% |
$426K - $520K
|
249K
$69M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-2.09K- 14.32% |
$428K - $522K
|
12.5K
$3.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$86K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.11K- 19.67% |
$433K - $528K
|
8.62K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.11K- 0.87% |
$434K - $529K
|
241K
$66.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.12K- 1.34% |
$434K - $530K
|
155K
$42.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-2.13K- 1.67% |
$437K - $533K
|
126K
$34.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.13K- 16.78% |
$438K - $534K
|
10.6K
$2.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$951K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.14K- 1.01% |
$440K - $536K
|
211K
$58.2M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.16K- 4.86% |
$444K - $542K
|
42.4K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 4.58% |
$451K - $551K
|
45.8K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-2.2K- 4.35% |
$451K - $551K
|
48.4K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.21K- 7.83% |
$453K - $552K
|
26K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-2.21K- 2.59% |
$453K - $553K
|
83K
$23M
|