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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
9.45KNew |
$1.94M - $2.36M
|
9.45K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.41K+ 5.67% |
$1.93M - $2.35M
|
175K
$49.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
9.39K+ 87.8% |
$1.93M - $2.35M
|
20.1K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.29K+ 3.28% |
$1.91M - $2.33M
|
293K
$82.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
9.26KNew |
$1.9M - $2.32M
|
9.26K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
9.23K+ 7.21% |
$1.89M - $2.31M
|
137K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
9.23K+ 90.23% |
$1.89M - $2.31M
|
19.5K
$5.51M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.16KNew |
$1.88M - $2.29M
|
9.16K
$2.59M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
9.1KNew |
$1.87M - $2.28M
|
9.1K
$2.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.01K+ 11.02% |
$1.85M - $2.25M
|
90.7K
$25.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
9KNew |
$1.85M - $2.25M
|
9K
$2.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
9K+ 69.23% |
$1.85M - $2.25M
|
22K
$6.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.9K+ 103.45% |
$1.83M - $2.23M
|
17.5K
$4.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 211.84% |
$1.81M - $2.21M
|
13K
$3.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 33.3% |
$1.81M - $2.21M
|
35.4K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
8.82KNew |
$1.81M - $2.21M
|
8.82K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.82K+ 96.75% |
$1.81M - $2.21M
|
17.9K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
8.82K+ 44.28% |
$1.81M - $2.21M
|
28.7K
$8.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.81K+ 6.64% |
$1.81M - $2.21M
|
142K
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.65KNew |
$1.77M - $2.16M
|
8.65K
$2.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.46KNew |
$1.74M - $2.12M
|
8.46K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
8.42KNew |
$1.73M - $2.11M
|
8.42K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
8.4K+ 0.23% |
$1.72M - $2.1M
|
3.74M
$1.06B
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.39KNew |
$1.72M - $2.1M
|
8.39K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.36K+ 2.61% |
$1.72M - $2.09M
|
329K
$93.2M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
8.35K+ 3.24% |
$1.71M - $2.09M
|
266K
$75.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.33K+ 27.38% |
$1.71M - $2.08M
|
38.7K
$11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.32K+ 5.11% |
$1.71M - $2.08M
|
171K
$48.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
8.32KNew |
$1.71M - $2.08M
|
8.32K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
8.23K+ 17.85% |
$1.69M - $2.06M
|
54.3K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.22K+ 98.62% |
$1.69M - $2.06M
|
16.5K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
8.2K+ 38.27% |
$1.68M - $2.05M
|
29.6K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
8.14KNew |
$1.67M - $2.04M
|
8.14K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
8.11KNew |
$1.66M - $2.03M
|
8.11K
$2.3M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.11K+ 19.34% |
$1.66M - $2.03M
|
50K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.04K+ 49.72% |
$1.65M - $2.01M
|
24.2K
$6.85M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
8.03KNew |
$1.65M - $2.01M
|
8.03K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.96K+ 2.51% |
$1.63M - $1.99M
|
325K
$92.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
7.9K+ 33.76% |
$1.62M - $1.98M
|
31.3K
$8.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.89K+ 0.45% |
$1.62M - $1.97M
|
1.77M
$500M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
7.83KNew |
$1.61M - $1.96M
|
7.83K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
7.79KNew |
$1.6M - $1.95M
|
7.79K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
7.75K+ 9.34% |
$1.59M - $1.94M
|
90.7K
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
7.69K+ 25.27% |
$1.58M - $1.92M
|
38.1K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
7.65KNew |
$1.57M - $1.91M
|
7.65K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 8.44% |
$1.56M - $1.91M
|
97.9K
$27.7M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.58KNew |
$1.55M - $1.9M
|
7.58K
$2.14M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.57KNew |
$1.55M - $1.89M
|
7.57K
$2.14M
|