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
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.3K- 0.98% |
$473K - $576K
|
233K
$66.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.31K- 2.78% |
$473K - $577K
|
80.6K
$22.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.31K- 34.93% |
$475K - $579K
|
4.31K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.33K- 23.34% |
$477K - $582K
|
7.64K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.34K- 3.13% |
$479K - $584K
|
72.3K
$20.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.35K- 7.92% |
$482K - $588K
|
27.3K
$7.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-2.36K- 5.14% |
$484K - $590K
|
43.5K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.37K- 2.69% |
$486K - $593K
|
85.7K
$24.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.37K- 13.33% |
$487K - $594K
|
15.4K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.38K- 1.66% |
$488K - $595K
|
141K
$39.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.39K- 2.13% |
$490K - $597K
|
110K
$31.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ns Partners LTD
|
SELL
|
- |
-2.39K- 1.35% |
$491K - $598K
|
174K
$49.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.4K- 0.77% |
$491K - $599K
|
309K
$87.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 3.74% |
$492K - $600K
|
61.7K
$17.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-2.41K- 5.99% |
$494K - $602K
|
37.8K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-2.43K- 1.16% |
$498K - $607K
|
206K
$58.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.44K- 1.96% |
$500K - $609K
|
122K
$34.5M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 11.67% |
$500K - $610K
|
18.4K
$5.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.44K- 2.93% |
$501K - $611K
|
80.9K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.44K- 4.58% |
$501K - $611K
|
50.9K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.46K- 1.09% |
$504K - $615K
|
224K
$63.3M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.46K- 1.03% |
$504K - $615K
|
237K
$67.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 5.91% |
$508K - $620K
|
39.4K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-2.48K- 9.16% |
$509K - $621K
|
24.6K
$6.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-2.48K- 1.42% |
$509K - $621K
|
173K
$49M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.5K- 15.99% |
$513K - $626K
|
13.1K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.51K- 2.53% |
$514K - $627K
|
96.4K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.51K- 1.87% |
$515K - $628K
|
132K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.52K- 2.58% |
$518K - $631K
|
95.3K
$27M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-2.53K- 3.21% |
$520K - $634K
|
76.3K
$21.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-2.53K- 12.41% |
$520K - $634K
|
17.9K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.54K- 2.14% |
$521K - $636K
|
116K
$32.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.55K- 4.59% |
$524K - $639K
|
53K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.57K- 1.36% |
$527K - $643K
|
187K
$52.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.57K- 8.81% |
$528K - $643K
|
26.6K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.61K- 14.42% |
$536K - $654K
|
15.5K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-2.62K- 6.16% |
$537K - $655K
|
39.8K
$11.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.63K- 2.61% |
$539K - $658K
|
98K
$27.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.64K- 11.2% |
$542K - $661K
|
20.9K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.68K- 5.93% |
$550K - $671K
|
42.5K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.69K- 13.24% |
$551K - $673K
|
17.6K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.69K- 1.36% |
$553K - $674K
|
196K
$55.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.71K- 0.35% |
$557K - $679K
|
765K
$217M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 53.16% |
$560K - $683K
|
2.41K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.73K- 15.57% |
$560K - $684K
|
14.8K
$4.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.74K- 14.39% |
$561K - $685K
|
16.3K
$4.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.12% |
$563K - $687K
|
127K
$35.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.75K- 1.36% |
$565K - $689K
|
200K
$56.7M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.78K- 1.02% |
$571K - $697K
|
269K
$76.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.79K- 1.61% |
$572K - $698K
|
171K
$48.3M
|