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 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.6KNew |
$1.35M - $1.65M
|
6.6K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
6.57KNew |
$1.35M - $1.65M
|
6.57K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.55K+ 6.22% |
$1.34M - $1.64M
|
112K
$28.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.45K+ 8.43% |
$1.32M - $1.62M
|
83K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
6.44KNew |
$1.32M - $1.61M
|
6.44K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.42K+ 18.4% |
$1.32M - $1.61M
|
41.3K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.39KNew |
$1.31M - $1.6M
|
6.39K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
6.36KNew |
$1.3M - $1.59M
|
6.36K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
6.34K+ 2.58% |
$1.3M - $1.59M
|
252K
$65M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
6.32KNew |
$1.3M - $1.58M
|
6.32K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.27KNew |
$1.29M - $1.57M
|
6.27K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6.19K+ 25.05% |
$1.27M - $1.55M
|
30.9K
$7.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.15K+ 36.7% |
$1.26M - $1.54M
|
22.9K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.12K+ 45.52% |
$1.26M - $1.53M
|
19.6K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.06K+ 1.99% |
$1.24M - $1.52M
|
310K
$79.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
6.05K+ 56.5% |
$1.24M - $1.51M
|
16.8K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03K+ 31.35% |
$1.24M - $1.51M
|
25.3K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
5.98KNew |
$1.23M - $1.5M
|
5.98K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
5.95K+ 83.17% |
$1.22M - $1.49M
|
13.1K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
5.83K+ 14.32% |
$1.2M - $1.46M
|
46.6K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
5.8KNew |
$1.19M - $1.45M
|
5.8K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
5.78K+ 367.17% |
$1.19M - $1.45M
|
7.36K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
5.77KNew |
$1.18M - $1.44M
|
5.77K
$1.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
5.71KNew |
$1.17M - $1.43M
|
5.71K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.71K+ 19.37% |
$1.17M - $1.43M
|
35.2K
$9.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
5.7KNew |
$1.17M - $1.43M
|
5.7K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.61K+ 22.37% |
$1.15M - $1.4M
|
30.7K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.59KNew |
$1.15M - $1.4M
|
5.59K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.58K+ 308.74% |
$1.15M - $1.4M
|
7.39K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
5.57KNew |
$1.14M - $1.39M
|
5.57K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.56KNew |
$1.14M - $1.39M
|
5.56K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
5.54KNew |
$1.14M - $1.39M
|
5.54K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
5.53KNew |
$1.14M - $1.38M
|
5.53K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.52K+ 344.94% |
$1.13M - $1.38M
|
7.12K
$1.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
5.5K+ 3.99% |
$1.13M - $1.38M
|
144K
$36.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.49K+ 1.53% |
$1.13M - $1.37M
|
365K
$94M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
5.48KNew |
$1.12M - $1.37M
|
5.48K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.44K+ 3.27% |
$1.12M - $1.36M
|
172K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.44K+ 6.2% |
$1.12M - $1.36M
|
93.3K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
5.31K+ 5.06% |
$1.09M - $1.33M
|
110K
$28.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5.31KNew |
$1.09M - $1.33M
|
5.31K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.26KNew |
$1.08M - $1.32M
|
5.26K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.25KNew |
$1.08M - $1.31M
|
5.25K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.23K+ 0.52% |
$1.07M - $1.31M
|
1.02M
$262M
|
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
5.22K+ 14.68% |
$1.07M - $1.31M
|
40.8K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.12KNew |
$1.05M - $1.28M
|
5.12K
$1.32M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.11KNew |
$1.05M - $1.28M
|
5.11K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
5.09K+ 12.94% |
$1.05M - $1.27M
|
44.5K
$11.4M
|