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
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.51K- 7.65% |
$925K - $1.13M
|
54.4K
$15M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.51K- 2.25% |
$925K - $1.13M
|
196K
$54.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-4.57K- 5.1% |
$937K - $1.14M
|
85.1K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.59K- 63.21% |
$941K - $1.15M
|
2.67K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-4.61K- 9.3% |
$946K - $1.15M
|
45K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.64K- 14.74% |
$952K - $1.16M
|
26.8K
$7.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.66K- 11.67% |
$955K - $1.17M
|
35.3K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.68K- 3.42% |
$961K - $1.17M
|
132K
$36.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.68K- 2.01% |
$961K - $1.17M
|
229K
$63.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-4.7K- 49.21% |
$964K - $1.18M
|
4.85K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-4.74K- 9.13% |
$973K - $1.19M
|
47.2K
$13.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-4.76K- 1.96% |
$977K - $1.19M
|
238K
$65.8M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-4.8K- 3.42% |
$985K - $1.2M
|
136K
$37.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-4.81K- 47.86% |
$986K - $1.2M
|
5.24K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.86K- 15.59% |
$996K - $1.22M
|
26.3K
$7.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-4.87K- 1.59% |
$998K - $1.22M
|
301K
$83.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.92K- 1.35% |
$1.01M - $1.23M
|
359K
$99.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99K- 2.99% |
$1.02M - $1.25M
|
162K
$44.8M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.07K- 7.38% |
$1.04M - $1.27M
|
63.7K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5.08K- 70.26% |
$1.04M - $1.27M
|
2.15K
$594K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.08K- 57.94% |
$1.04M - $1.27M
|
3.69K
$1.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.08K- 12.4% |
$1.04M - $1.27M
|
35.9K
$9.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-5.11K- 2.85% |
$1.05M - $1.28M
|
174K
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.14K- 57.24% |
$1.05M - $1.29M
|
3.84K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.15K- 8.06% |
$1.06M - $1.29M
|
58.8K
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.15K- 2.64% |
$1.06M - $1.29M
|
190K
$52.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.21K- 2.78% |
$1.07M - $1.3M
|
182K
$50.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-5.23K- 5.85% |
$1.07M - $1.31M
|
84.2K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-5.24K- 12.33% |
$1.07M - $1.31M
|
37.2K
$10.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.24K- 6.74% |
$1.08M - $1.31M
|
72.5K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.25K- 34.65% |
$1.08M - $1.31M
|
9.9K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5.26K- 1.44% |
$1.08M - $1.32M
|
361K
$99.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.27K- 6.71% |
$1.08M - $1.32M
|
73.3K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.28K- 0.8% |
$1.08M - $1.32M
|
651K
$180M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-5.33K- 12.54% |
$1.09M - $1.33M
|
37.2K
$10.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5.34K- 4.35% |
$1.1M - $1.34M
|
117K
$32.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.39K- 17.65% |
$1.11M - $1.35M
|
25.1K
$6.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.41K- 9.89% |
$1.11M - $1.35M
|
49.3K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.41K- 0.9% |
$1.11M - $1.36M
|
597K
$165M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 3.44% |
$1.12M - $1.36M
|
153K
$42.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.45K- 10.98% |
$1.12M - $1.36M
|
44.1K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.45K- 73.71% |
$1.12M - $1.36M
|
1.94K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 3.15% |
$1.13M - $1.38M
|
169K
$46.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-5.58K- 41.98% |
$1.15M - $1.4M
|
7.72K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.6K- 11.55% |
$1.15M - $1.4M
|
42.9K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Account Management LLC
|
SELL
|
- |
-5.6K- 28.49% |
$1.15M - $1.4M
|
14.1K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-5.63K- 5.12% |
$1.16M - $1.41M
|
104K
$28.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.72K- 0.91% |
$1.17M - $1.43M
|
621K
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.73K- 3.7% |
$1.18M - $1.43M
|
149K
$41.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-5.78K- 2.84% |
$1.19M - $1.45M
|
198K
$54.7M
|