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 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
12.3KNew |
$2.53M - $3.09M
|
12.3K
$3.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
12.3K+ 12.76% |
$2.53M - $3.09M
|
109K
$30.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
12.3KNew |
$2.52M - $3.07M
|
12.3K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.3K+ 6.72% |
$2.52M - $3.07M
|
195K
$55.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.2K+ 8.03% |
$2.5M - $3.04M
|
164K
$46.3M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
12.1KNew |
$2.49M - $3.04M
|
12.1K
$3.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 66.2% |
$2.48M - $3.02M
|
30.3K
$8.58M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
12K+ 55.05% |
$2.46M - $3M
|
33.7K
$9.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
11.9K+ 10.5% |
$2.45M - $2.99M
|
126K
$35.6M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
11.9KNew |
$2.44M - $2.98M
|
11.9K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.44M - $2.98M
|
11.9K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.8KNew |
$2.43M - $2.96M
|
11.8K
$3.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11.8K+ 53.64% |
$2.43M - $2.96M
|
33.9K
$9.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
11.7K+ 24.95% |
$2.41M - $2.94M
|
58.7K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7K+ 12.57% |
$2.4M - $2.92M
|
105K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
11.6KNew |
$2.38M - $2.9M
|
11.6K
$3.28M
|
|
|
Apr 30, 2025
Q4 2024
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
11.5KNew |
$2.36M - $2.88M
|
11.5K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.5K+ 3.9% |
$2.36M - $2.88M
|
307K
$86.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.4K+ 4.09% |
$2.34M - $2.85M
|
290K
$82.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 11.9% |
$2.34M - $2.85M
|
107K
$30.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
11.4KNew |
$2.34M - $2.85M
|
11.4K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11.1K+ 3.03% |
$2.28M - $2.79M
|
379K
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.1K+ 6.53% |
$2.28M - $2.78M
|
181K
$51.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
11.1KNew |
$2.28M - $2.78M
|
11.1K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.9K+ 13.8% |
$2.23M - $2.72M
|
89.7K
$25.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
10.8KNew |
$2.23M - $2.71M
|
10.8K
$3.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
10.8KNew |
$2.22M - $2.71M
|
10.8K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.8K+ 7.76% |
$2.22M - $2.71M
|
151K
$42.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10.6K+ 2.27% |
$2.18M - $2.66M
|
478K
$135M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
10.6KNew |
$2.18M - $2.66M
|
10.6K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10.5K+ 40.64% |
$2.16M - $2.63M
|
36.4K
$10.3M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
10.4KNew |
$2.14M - $2.6M
|
10.4K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
10.4KNew |
$2.13M - $2.59M
|
10.4K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
10.3KNew |
$2.12M - $2.59M
|
10.3K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
10.2KNew |
$2.09M - $2.55M
|
10.2K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
10.1KNew |
$2.08M - $2.54M
|
10.1K
$2.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1K+ 29.38% |
$2.07M - $2.53M
|
44.5K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
9.97KNew |
$2.05M - $2.49M
|
9.97K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.9KNew |
$2.03M - $2.48M
|
9.9K
$2.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9.87KNew |
$2.03M - $2.47M
|
9.87K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
9.83K+ 20.08% |
$2.02M - $2.46M
|
58.8K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9.79KNew |
$2.01M - $2.45M
|
9.79K
$2.77M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.69K+ 0.85% |
$1.99M - $2.43M
|
1.15M
$325M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.69K+ 5.08% |
$1.99M - $2.42M
|
200K
$56.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
9.63K+ 7.12% |
$1.98M - $2.41M
|
145K
$41M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
9.6K+ 6.67% |
$1.97M - $2.4M
|
154K
$43.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.56K+ 99.58% |
$1.96M - $2.39M
|
19.2K
$5.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
9.51KNew |
$1.95M - $2.38M
|
9.51K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
9.47KNew |
$1.94M - $2.37M
|
9.47K
$2.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
9.45KNew |
$1.94M - $2.36M
|
9.45K
$2.67M
|