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 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-1.15K- 6.37% |
$235K - $287K
|
16.8K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
SELL
|
- |
-1.15K- 3.13% |
$235K - $287K
|
35.5K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-1.15K- 8.48% |
$235K - $287K
|
12.4K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-1.15K- 4.53% |
$236K - $288K
|
24.2K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-1.15K- 2.76% |
$236K - $288K
|
40.5K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.15K- 1.92% |
$237K - $289K
|
58.8K
$16.7M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.16K- 65.96% |
$237K - $289K
|
596
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.16K- 3.33% |
$237K - $289K
|
33.5K
$9.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 48.11% |
$238K - $290K
|
1.25K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.17K- 1.75% |
$239K - $292K
|
65.4K
$18.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.17K- 2.31% |
$240K - $293K
|
49.5K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.17K- 5.78% |
$240K - $293K
|
19.1K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.17K- 36.95% |
$240K - $293K
|
2K
$566K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.17K- 2.2% |
$241K - $294K
|
52K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.18K- 4.81% |
$243K - $296K
|
23.4K
$6.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.19K- 0.69% |
$244K - $298K
|
171K
$48.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19K- 3.79% |
$244K - $298K
|
30.2K
$8.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.2K- 2.69% |
$245K - $299K
|
43.2K
$12.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.2K- 13.59% |
$246K - $300K
|
7.61K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.2K- 6.04% |
$246K - $300K
|
18.7K
$5.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 3.24% |
$246K - $300K
|
35.8K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.63% |
$248K - $302K
|
44.7K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 10.64% |
$249K - $303K
|
10.2K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Coerente Capital Management
|
SELL
|
- |
-1.22K- 2.69% |
$249K - $304K
|
44K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 9.95% |
$249K - $304K
|
11K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.22K- 3.49% |
$249K - $304K
|
33.6K
$9.52M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.22K- 18.02% |
$250K - $305K
|
5.54K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.22K- 56.96% |
$251K - $306K
|
924
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.24K- 3.28% |
$254K - $310K
|
36.5K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.24K- 1.37% |
$254K - $310K
|
89.4K
$25.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.24K- 7.2% |
$255K - $311K
|
16K
$4.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.25K- 4.36% |
$255K - $312K
|
27.3K
$7.73M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-1.25K- 0.64% |
$257K - $313K
|
193K
$54.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 23.01% |
$257K - $314K
|
4.2K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.26K- 3.61% |
$258K - $315K
|
33.6K
$9.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-1.26K- 3.45% |
$259K - $316K
|
35.3K
$10M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.27K- 2.36% |
$260K - $317K
|
52.3K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.27K- 12.83% |
$260K - $318K
|
8.63K
$2.44M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.27K- 1.66% |
$260K - $318K
|
75.2K
$21.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.27K- 4.69% |
$261K - $318K
|
25.8K
$7.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.28K- 4.88% |
$262K - $320K
|
25K
$7.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.28K- 0.6% |
$263K - $321K
|
212K
$59.9M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 2.5% |
$266K - $325K
|
50.7K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.3K- 40.31% |
$267K - $325K
|
1.93K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.3K- 1.91% |
$267K - $326K
|
66.8K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.3K- 1.64% |
$267K - $326K
|
78K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.3K- 2.3% |
$268K - $326K
|
55.4K
$15.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.31K- 2.35% |
$269K - $329K
|
54.6K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$19.3M
|