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 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
4.24KNew |
$870K - $1.06M
|
4.24K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.24K+ 0.51% |
$869K - $1.06M
|
828K
$213M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.23K+ 85.54% |
$868K - $1.06M
|
9.18K
$2.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.18K+ 3.05% |
$858K - $1.05M
|
141K
$36.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.17K+ 1.98% |
$855K - $1.04M
|
215K
$55.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
4.16KNew |
$854K - $1.04M
|
4.16K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.15K+ 5.68% |
$851K - $1.04M
|
77.2K
$19.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.13KNew |
$847K - $1.03M
|
4.13K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.13K+ 1.36% |
$846K - $1.03M
|
308K
$79.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.12KNew |
$846K - $1.03M
|
4.12K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.12K+ 18.11% |
$845K - $1.03M
|
26.8K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.11K+ 11.22% |
$843K - $1.03M
|
40.7K
$10.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.11KNew |
$842K - $1.03M
|
4.11K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.1K+ 18.53% |
$840K - $1.03M
|
26.2K
$6.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
4.09KNew |
$839K - $1.02M
|
4.09K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.09KNew |
$839K - $1.02M
|
4.09K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.05KNew |
$831K - $1.01M
|
4.05K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.03K+ 462.08% |
$828K - $1.01M
|
4.91K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4K+ 5.47% |
$821K - $1M
|
77.1K
$19.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3.94KNew |
$807K - $985K
|
3.94K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
3.93K+ 13.73% |
$807K - $985K
|
32.6K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.93K+ 5.7% |
$807K - $984K
|
72.9K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.93K+ 7.67% |
$806K - $983K
|
55.1K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
3.92KNew |
$804K - $981K
|
3.92K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.91K+ 4.5% |
$802K - $979K
|
90.8K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.9KNew |
$801K - $977K
|
3.9K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.87K+ 3.19% |
$794K - $969K
|
125K
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
3.83K+ 13.39% |
$786K - $958K
|
32.4K
$8.35M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.82KNew |
$784K - $957K
|
3.82K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.81K+ 1.61% |
$781K - $952K
|
240K
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.78KNew |
$776K - $946K
|
3.78K
$973K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.77K+ 36.52% |
$773K - $943K
|
14.1K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.76K+ 1.26% |
$772K - $941K
|
303K
$77.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.76K+ 6.36% |
$772K - $941K
|
62.9K
$16.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.72KNew |
$763K - $931K
|
3.72K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$762K - $929K
|
3.71K
$955K
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 81.85% |
$761K - $929K
|
8.25K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71K+ 1.48% |
$761K - $928K
|
254K
$65.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.67K+ 91.94% |
$753K - $919K
|
7.67K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.66K+ 55.19% |
$752K - $917K
|
10.3K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.61KNew |
$741K - $904K
|
3.61K
$930K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
3.61K+ 0.87% |
$740K - $903K
|
417K
$107M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.59KNew |
$737K - $899K
|
3.59K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
3.55K+ 1.36% |
$729K - $889K
|
264K
$68M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.51K+ 2.13% |
$719K - $877K
|
168K
$43.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.5K+ 0.81% |
$718K - $876K
|
437K
$113M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$716K - $873K
|
3.49K
$898K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3.48KNew |
$714K - $871K
|
3.48K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.48K+ 1.65% |
$713K - $870K
|
214K
$55.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$711K - $868K
|
3.47K
$892K
|