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 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
5.06KNew |
$1.04M - $1.27M
|
5.06K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
5.06K+ 134.49% |
$1.04M - $1.27M
|
8.82K
$2.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.04K+ 26.08% |
$1.03M - $1.26M
|
24.4K
$6.27M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
5.03KNew |
$1.03M - $1.26M
|
5.03K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.99K+ 295.44% |
$1.02M - $1.25M
|
6.68K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
BUY
|
- |
4.95K+ 9.43% |
$1.02M - $1.24M
|
57.5K
$14.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.93K+ 6.11% |
$1.01M - $1.23M
|
85.6K
$22M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.91KNew |
$1.01M - $1.23M
|
4.91K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.9K+ 25.69% |
$1.01M - $1.23M
|
24K
$6.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.88K+ 0.66% |
$1M - $1.22M
|
745K
$192M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.86K+ 41.05% |
$997K - $1.22M
|
16.7K
$4.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.84K+ 11.03% |
$993K - $1.21M
|
48.7K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
4.84KNew |
$992K - $1.21M
|
4.84K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.78K+ 7.36% |
$980K - $1.2M
|
69.7K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
4.77K+ 23.26% |
$978K - $1.19M
|
25.3K
$6.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.76KNew |
$977K - $1.19M
|
4.76K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.72K+ 9.57% |
$969K - $1.18M
|
54.1K
$13.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.72KNew |
$968K - $1.18M
|
4.72K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
4.71KNew |
$966K - $1.18M
|
4.71K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 10.84% |
$960K - $1.17M
|
47.9K
$12.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.67KNew |
$959K - $1.17M
|
4.67K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
4.67K+ 23.94% |
$958K - $1.17M
|
24.2K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
4.67KNew |
$957K - $1.17M
|
4.67K
$1.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.63K+ 117.52% |
$950K - $1.16M
|
8.57K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
4.61K+ 18.5% |
$945K - $1.15M
|
29.5K
$7.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.6KNew |
$943K - $1.15M
|
4.6K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
4.57KNew |
$938K - $1.14M
|
4.57K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.57KNew |
$937K - $1.14M
|
4.57K
$1.18M
|
|
|
Feb 20, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
4.53K+ 0.93% |
$930K - $1.13M
|
490K
$126M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$922K - $1.13M
|
4.5K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.48KNew |
$920K - $1.12M
|
4.48K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
4.48K+ 24.63% |
$919K - $1.12M
|
22.7K
$5.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
4.47K+ 9.89% |
$917K - $1.12M
|
49.6K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.46K+ 15.58% |
$916K - $1.12M
|
33.1K
$8.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.44K+ 1.83% |
$911K - $1.11M
|
247K
$63.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.42KNew |
$907K - $1.11M
|
4.42K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.42K+ 0.64% |
$906K - $1.11M
|
697K
$179M
|
|
|
Feb 05, 2025
Q4 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.38K+ 11.12% |
$898K - $1.1M
|
43.7K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.28KNew |
$879K - $1.07M
|
4.28K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.28K+ 3.63% |
$879K - $1.07M
|
122K
$31.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
4.28KNew |
$877K - $1.07M
|
4.28K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.27K+ 6.91% |
$877K - $1.07M
|
66.1K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.27KNew |
$876K - $1.07M
|
4.27K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.26KNew |
$875K - $1.07M
|
4.26K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.25KNew |
$872K - $1.06M
|
4.25K
$1.09M
|