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 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.82K+ 2.16% |
$579K - $706K
|
134K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.82K+ 3.52% |
$579K - $706K
|
83K
$21.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.79K+ 20.71% |
$572K - $698K
|
16.2K
$4.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
2.79KNew |
$571K - $697K
|
2.79K
$717K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.78K+ 2.45% |
$571K - $696K
|
116K
$29.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.76K+ 29.68% |
$567K - $692K
|
12.1K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.76K+ 15.32% |
$567K - $691K
|
20.8K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
2.74KNew |
$562K - $686K
|
2.74K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
2.73K+ 3.52% |
$560K - $683K
|
80.2K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
2.72K+ 3.89% |
$558K - $680K
|
72.5K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
2.71K+ 6.76% |
$557K - $679K
|
42.8K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
2.7K+ 17.81% |
$554K - $676K
|
17.9K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.7K+ 92.98% |
$554K - $676K
|
5.6K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.67KNew |
$548K - $669K
|
2.67K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
2.67KNew |
$547K - $667K
|
2.67K
$686K
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
2.65KNew |
$543K - $663K
|
2.65K
$681K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.65KNew |
$543K - $662K
|
2.65K
$681K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.62K+ 0.72% |
$537K - $655K
|
366K
$94.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.61KNew |
$536K - $654K
|
2.61K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.61K+ 3.78% |
$536K - $654K
|
71.7K
$18.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.6K+ 8.11% |
$534K - $652K
|
34.7K
$8.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.6KNew |
$534K - $651K
|
2.6K
$669K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.59K+ 11.57% |
$532K - $649K
|
25K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.59K+ 6.3% |
$531K - $648K
|
43.7K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.58K+ 30.98% |
$530K - $646K
|
10.9K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.58KNew |
$530K - $646K
|
2.58K
$664K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.57K+ 2.81% |
$527K - $643K
|
94K
$24.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.55KNew |
$524K - $639K
|
2.55K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.55K+ 10.55% |
$524K - $639K
|
26.7K
$6.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.55KNew |
$523K - $638K
|
2.55K
$656K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.55KNew |
$522K - $637K
|
2.55K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.54K+ 0.75% |
$522K - $636K
|
342K
$88M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.54KNew |
$521K - $635K
|
2.54K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.52K+ 3.53% |
$517K - $631K
|
74K
$19M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.52KNew |
$517K - $631K
|
2.52K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52K+ 11.38% |
$516K - $629K
|
24.6K
$6.34M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.51KNew |
$516K - $629K
|
2.51K
$647K
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
BUY
|
- |
2.5KNew |
$513K - $626K
|
2.5K
$644K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
2.5KNew |
$512K - $625K
|
2.5K
$642K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 3.18% |
$505K - $615K
|
79.9K
$20.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.43KNew |
$498K - $607K
|
2.43K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.42KNew |
$497K - $607K
|
2.42K
$624K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.41K+ 10.33% |
$494K - $603K
|
25.7K
$6.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.4K+ 3.04% |
$493K - $602K
|
81.4K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$493K - $601K
|
2.4K
$618K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.4K+ 74.7% |
$492K - $601K
|
5.61K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.4K+ 42.33% |
$491K - $599K
|
8.05K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.33KNew |
$478K - $584K
|
2.33K
$600K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$478K - $583K
|
2.33K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.33K+ 80.12% |
$477K - $582K
|
5.23K
$1.35M
|