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 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.37K- 1.53% |
$691K - $843K
|
216K
$61.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.38K- 3.77% |
$694K - $847K
|
86.3K
$24.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.4K- 1.61% |
$698K - $851K
|
207K
$58.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.41K- 1.41% |
$699K - $852K
|
238K
$67.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.42K- 13.99% |
$701K - $855K
|
21K
$5.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-3.44K- 69.95% |
$705K - $860K
|
1.48K
$418K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.45K- 1.07% |
$708K - $864K
|
319K
$90.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-3.51K- 1.43% |
$721K - $879K
|
243K
$68.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.54K- 7.89% |
$725K - $885K
|
41.3K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.54K- 17.51% |
$726K - $885K
|
16.7K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-3.55K- 5.91% |
$728K - $889K
|
56.5K
$16M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3.59K- 56.15% |
$736K - $898K
|
2.8K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.59K- 1.16% |
$737K - $899K
|
306K
$86.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.65K- 1.85% |
$750K - $915K
|
194K
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.66K- 10.2% |
$751K - $916K
|
32.2K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.76K- 5.6% |
$771K - $941K
|
63.4K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.77K- 32.65% |
$773K - $943K
|
7.77K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-3.81K- 6.39% |
$781K - $953K
|
55.7K
$15.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.81K- 7.12% |
$783K - $955K
|
49.8K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.83K- 1.43% |
$786K - $958K
|
263K
$74.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.84K- 12.96% |
$787K - $960K
|
25.8K
$7.3M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-3.84K- 59.58% |
$787K - $960K
|
2.6K
$737K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.84K- 3.98% |
$787K - $961K
|
92.7K
$26.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.85K- 7.21% |
$791K - $965K
|
49.6K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.88K- 1.66% |
$796K - $971K
|
230K
$65.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-3.89K- 6.08% |
$797K - $972K
|
60K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.91K- 1.77% |
$803K - $980K
|
217K
$61.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.94K- 11.04% |
$807K - $985K
|
31.7K
$8.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$809K - $987K
|
85.4K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.96K- 0.96% |
$811K - $990K
|
406K
$115M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.96K- 0.27% |
$813K - $992K
|
1.47M
$417M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.98K- 2.27% |
$817K - $996K
|
171K
$48.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4K- 3.67% |
$820K - $1M
|
105K
$29.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
SELL
|
- |
-4.02K- 0.98% |
$826K - $1.01M
|
405K
$115M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.03K- 0.57% |
$826K - $1.01M
|
698K
$198M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.03K- 3.72% |
$827K - $1.01M
|
104K
$29.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-4.08K- 27.51% |
$837K - $1.02M
|
10.8K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-4.08K- 21.62% |
$838K - $1.02M
|
14.8K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.12K- 3.59% |
$845K - $1.03M
|
110K
$31.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.27K- 28.04% |
$876K - $1.07M
|
11K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.29K- 7.1% |
$880K - $1.07M
|
56.1K
$15.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.33K- 6.5% |
$889K - $1.08M
|
62.3K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.4K- 3.34% |
$902K - $1.1M
|
127K
$36.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 1.15% |
$904K - $1.1M
|
378K
$107M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.41K- 0.73% |
$905K - $1.1M
|
597K
$169M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.43K- 4.44% |
$910K - $1.11M
|
95.5K
$27M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-4.45K- 8.56% |
$913K - $1.11M
|
47.6K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Enhancing Capital LLC
|
SELL
|
- |
-4.48K- 16.29% |
$919K - $1.12M
|
23K
$6.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-4.51K- 7.65% |
$925K - $1.13M
|
54.4K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.51K- 2.25% |
$925K - $1.13M
|
196K
$55.4M
|