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 07, 2025
Q4 2024
|
Ruffer LLP
|
SELL
|
- |
-1.33K- 13.5% |
$273K - $333K
|
8.52K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 0.92% |
$273K - $333K
|
144K
$40.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.33K- 0.62% |
$273K - $333K
|
213K
$60.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-1.33K- 6.13% |
$273K - $333K
|
20.4K
$5.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.34K- 5.53% |
$275K - $336K
|
22.9K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-1.34K- 4.28% |
$275K - $336K
|
30K
$8.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.35K- 9.41% |
$277K - $337K
|
13K
$3.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.29% |
$277K - $338K
|
104K
$29.3M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$7.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$26.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.35K- 3.74% |
$278K - $339K
|
34.8K
$9.85M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.36K- 3.06% |
$278K - $339K
|
43K
$12.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.36K- 18.32% |
$279K - $340K
|
6.05K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.36K- 1.92% |
$279K - $340K
|
69.4K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.36K- 8.58% |
$279K - $340K
|
14.5K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
White Pine Investment CO
|
SELL
|
- |
-1.37K- 3.63% |
$280K - $342K
|
36.3K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.37K- 3.67% |
$281K - $343K
|
36K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.37K- 21.24% |
$282K - $344K
|
5.09K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.38K- 2.15% |
$283K - $345K
|
62.8K
$17.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 20.59% |
$283K - $345K
|
5.32K
$1.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.39K- 1.61% |
$285K - $347K
|
84.7K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$689K
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.39K- 3.01% |
$285K - $348K
|
44.8K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.4K- 4.22% |
$287K - $350K
|
31.7K
$8.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.4K- 1.64% |
$288K - $351K
|
84.1K
$23.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.41K- 35.19% |
$290K - $353K
|
2.6K
$736K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.41K- 4.44% |
$290K - $354K
|
30.4K
$8.61M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.42K- 0.37% |
$290K - $354K
|
378K
$107M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.43K- 8.82% |
$294K - $358K
|
14.8K
$4.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.43K- 1.41% |
$294K - $358K
|
99.8K
$28.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.44K- 15.3% |
$295K - $360K
|
7.96K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.44K- 1.65% |
$296K - $361K
|
85.9K
$24.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$12.5M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.7% |
$300K - $365K
|
84.6K
$23.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.46K- 4.41% |
$300K - $366K
|
31.7K
$8.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.48K- 2.94% |
$303K - $369K
|
48.7K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.48K- 6.27% |
$304K - $371K
|
22.1K
$6.26M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.48K- 1.06% |
$304K - $371K
|
138K
$39.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-1.5K- 11.87% |
$308K - $375K
|
11.1K
$3.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.5K- 2.74% |
$308K - $376K
|
53.3K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.99% |
$311K - $379K
|
36.5K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-1.51K- 0.33% |
$311K - $379K
|
452K
$128M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 37.93% |
$313K - $381K
|
2.49K
$706K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-1.53K- 7.17% |
$314K - $383K
|
19.8K
$5.61M
|
|
|
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
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.54K- 5.92% |
$315K - $384K
|
24.4K
$6.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.55K- 3.53% |
$318K - $388K
|
42.3K
$12M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.46M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.56K- 49.63% |
$319K - $389K
|
1.58K
$447K
|