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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.78K+ 26.41% |
$366K - $446K
|
8.53K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.78K+ 5.99% |
$364K - $445K
|
31.4K
$8.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.76KNew |
$361K - $441K
|
1.76K
$476K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.76K+ 2.54% |
$361K - $440K
|
70.9K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.75K+ 2.89% |
$359K - $438K
|
62.2K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.54% |
$357K - $436K
|
10.2K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.74K+ 33.02% |
$357K - $436K
|
7.01K
$1.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.74K+ 4.68% |
$356K - $434K
|
38.8K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.72K+ 3.74% |
$354K - $431K
|
47.8K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 2.74% |
$349K - $425K
|
63.7K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.69K+ 5.89% |
$347K - $424K
|
30.4K
$8.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.69K+ 0.98% |
$346K - $422K
|
173K
$46.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.68K+ 0.16% |
$344K - $419K
|
1.06M
$285M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.68KNew |
$344K - $419K
|
1.68K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65K+ 5.27% |
$339K - $414K
|
33K
$8.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$333K - $406K
|
51.6K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.62K+ 15.09% |
$333K - $406K
|
12.4K
$3.34M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 15.55% |
$331K - $404K
|
12K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.61K+ 20.22% |
$329K - $402K
|
9.54K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.6K+ 5.3% |
$329K - $401K
|
31.9K
$8.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 2.4% |
$327K - $399K
|
68.2K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.6K+ 15.98% |
$327K - $399K
|
11.6K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.59K+ 2.06% |
$326K - $397K
|
78.5K
$21.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.56K+ 42.5% |
$321K - $391K
|
5.24K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.55KNew |
$318K - $388K
|
1.55K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.53K+ 0.81% |
$315K - $384K
|
191K
$51.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.53K+ 3.35% |
$315K - $384K
|
47.3K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.53K+ 30.41% |
$314K - $383K
|
6.57K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.51K+ 12.67% |
$309K - $377K
|
13.4K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$309K - $377K
|
1.51K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.5K+ 34.69% |
$308K - $375K
|
5.82K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.5K+ 8.52% |
$307K - $375K
|
19.1K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.49K+ 0.75% |
$305K - $372K
|
199K
$53.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.48K+ 99.4% |
$304K - $371K
|
2.98K
$805K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.48K+ 1.32% |
$304K - $370K
|
114K
$30.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.47K+ 6.83% |
$302K - $368K
|
23K
$6.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.47KNew |
$301K - $367K
|
1.47K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 1.34% |
$299K - $365K
|
110K
$29.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.45KNew |
$298K - $364K
|
1.45K
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.44KNew |
$295K - $360K
|
1.44K
$389K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.43K+ 2.43% |
$293K - $358K
|
60.3K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.43K+ 23.31% |
$293K - $357K
|
7.55K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.42K+ 0.76% |
$291K - $355K
|
188K
$50.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.41K+ 120.48% |
$290K - $353K
|
2.58K
$699K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.41K+ 0.71% |
$289K - $353K
|
200K
$54.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.4K+ 0.72% |
$287K - $350K
|
195K
$52.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 0.87% |
$286K - $349K
|
161K
$43.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.39KNew |
$286K - $349K
|
1.39K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.38K+ 506.96% |
$284K - $346K
|
1.66K
$448K
|