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 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.38K+ 4.36% |
$284K - $346K
|
33.1K
$8.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.38K+ 10.71% |
$283K - $345K
|
14.2K
$3.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.38K+ 2.6% |
$282K - $344K
|
54.4K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
1.37KNew |
$282K - $344K
|
1.37K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.35KNew |
$276K - $337K
|
1.35K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 34.28% |
$272K - $332K
|
5.19K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 2.26% |
$272K - $332K
|
59.9K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.33K+ 1051.59% |
$272K - $332K
|
1.45K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.31KNew |
$269K - $328K
|
1.31K
$355K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.31K+ 1.78% |
$268K - $327K
|
74.6K
$20.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.3K+ 7.05% |
$266K - $325K
|
19.7K
$5.33M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.3KNew |
$266K - $324K
|
1.3K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.29KNew |
$264K - $322K
|
1.29K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.28K+ 4.81% |
$263K - $321K
|
28K
$7.57M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 0.67% |
$263K - $321K
|
192K
$52M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.28KNew |
$262K - $320K
|
1.28K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.27K+ 5.33% |
$261K - $318K
|
25.1K
$6.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.26KNew |
$258K - $315K
|
1.26K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.25K+ 1.74% |
$257K - $314K
|
73.1K
$19.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.24KNew |
$255K - $311K
|
1.24K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
1.24K+ 2.78% |
$254K - $310K
|
45.8K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.24KNew |
$254K - $310K
|
1.24K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.23K+ 8.59% |
$252K - $308K
|
15.5K
$4.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.23K+ 11.45% |
$252K - $308K
|
12K
$3.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.23K+ 0.64% |
$252K - $308K
|
192K
$52M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.23K+ 38.76% |
$252K - $307K
|
4.39K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.22K+ 2.9% |
$249K - $304K
|
43.1K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.22K+ 3.8% |
$249K - $304K
|
33.2K
$8.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.21K+ 1.13% |
$249K - $304K
|
109K
$29.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 31.49% |
$246K - $300K
|
5K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 20.2% |
$244K - $298K
|
7.07K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.99% |
$242K - $296K
|
24.9K
$6.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.18K+ 11.99% |
$241K - $294K
|
11K
$2.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.17K+ 0.46% |
$240K - $293K
|
254K
$68.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.16K+ 31.37% |
$239K - $291K
|
4.88K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
1.16KNew |
$239K - $291K
|
1.16K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.16K+ 35.52% |
$238K - $290K
|
4.42K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.15K+ 6.88% |
$237K - $289K
|
17.9K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$235K - $287K
|
1.15K
$310K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.14K+ 22.64% |
$234K - $286K
|
6.18K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.13KNew |
$232K - $283K
|
1.13K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.12K+ 6.56% |
$231K - $281K
|
18.3K
$4.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.12KNew |
$230K - $281K
|
1.12K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.12K+ 2.3% |
$229K - $280K
|
49.6K
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.11K+ 0.86% |
$228K - $278K
|
130K
$35.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.11K+ 1.37% |
$228K - $278K
|
82.2K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
1.11K+ 17.57% |
$227K - $277K
|
7.4K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.08K+ 8.6% |
$222K - $271K
|
13.7K
$3.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.08KNew |
$222K - $271K
|
1.08K
$292K
|