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
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.44KNew |
$706K - $861K
|
3.44K
$886K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
3.4K+ 3.76% |
$697K - $850K
|
93.8K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.37K+ 61.81% |
$692K - $844K
|
8.83K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.37KNew |
$691K - $843K
|
3.37K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.37KNew |
$691K - $842K
|
3.37K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
3.36KNew |
$690K - $841K
|
3.36K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.32KNew |
$680K - $830K
|
3.32K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.29KNew |
$675K - $824K
|
3.29K
$847K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.29KNew |
$675K - $824K
|
3.29K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.25K+ 5.01% |
$667K - $814K
|
68.1K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.23K+ 2.67% |
$662K - $808K
|
124K
$32M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.2K+ 21.72% |
$657K - $801K
|
17.9K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.19K+ 31.48% |
$655K - $798K
|
13.3K
$3.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.15KNew |
$647K - $789K
|
3.15K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.15KNew |
$646K - $788K
|
3.15K
$810K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.1K+ 15.66% |
$637K - $777K
|
22.9K
$5.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.1KNew |
$635K - $775K
|
3.1K
$797K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
3.09KNew |
$635K - $774K
|
3.09K
$796K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3.09KNew |
$633K - $773K
|
3.09K
$795K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.08KNew |
$631K - $770K
|
3.08K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.06K+ 8.24% |
$628K - $766K
|
40.2K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.06KNew |
$627K - $765K
|
3.06K
$787K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.03K+ 36.32% |
$622K - $759K
|
11.4K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
3.02KNew |
$620K - $756K
|
3.02K
$777K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3KNew |
$615K - $750K
|
3K
$772K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
2.99K+ 4.38% |
$613K - $748K
|
71.3K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
2.98K+ 53.5% |
$612K - $746K
|
8.55K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.98KNew |
$611K - $745K
|
2.98K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
2.97KNew |
$610K - $744K
|
2.97K
$765K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.97KNew |
$609K - $743K
|
2.97K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
2.96K+ 24.77% |
$607K - $741K
|
14.9K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
2.96K+ 2.65% |
$606K - $740K
|
115K
$29.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.95KNew |
$605K - $738K
|
2.95K
$759K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.94K+ 3.82% |
$603K - $735K
|
79.8K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.93KNew |
$601K - $734K
|
2.93K
$754K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.93K+ 14.19% |
$600K - $732K
|
23.5K
$6.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
2.91KNew |
$597K - $729K
|
2.91K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.89K+ 12.11% |
$594K - $724K
|
26.8K
$6.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
2.89K+ 50.31% |
$592K - $722K
|
8.62K
$2.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
2.88KNew |
$591K - $721K
|
2.88K
$742K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.87K+ 94.14% |
$590K - $719K
|
5.93K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.87K+ 1.99% |
$589K - $719K
|
147K
$37.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
2.87KNew |
$589K - $718K
|
2.87K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.86K+ 121.02% |
$587K - $716K
|
5.23K
$1.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.86K+ 167.9% |
$587K - $716K
|
4.57K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.86KNew |
$586K - $715K
|
2.86K
$736K
|
|
|
Feb 11, 2025
Q4 2024
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
BUY
|
- |
2.84KNew |
$583K - $711K
|
2.84K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.84K+ 2.3% |
$583K - $711K
|
126K
$32.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.84K+ 13.85% |
$582K - $710K
|
23.3K
$6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.83K+ 26.19% |
$580K - $707K
|
13.6K
$3.5M
|