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 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.3KNew |
$471K - $575K
|
2.3K
$591K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.3KNew |
$471K - $575K
|
2.3K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
2.28K+ 16.57% |
$468K - $571K
|
16.1K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.27KNew |
$467K - $569K
|
2.27K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.27K+ 19.05% |
$466K - $568K
|
14.2K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.26K+ 13.2% |
$464K - $566K
|
19.4K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.26KNew |
$464K - $566K
|
2.26K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 3.48% |
$462K - $564K
|
67.1K
$17.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 3.21% |
$461K - $563K
|
72.2K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.25K+ 1.28% |
$461K - $562K
|
178K
$45.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.24K+ 71.72% |
$460K - $561K
|
5.37K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.23KNew |
$457K - $558K
|
2.23K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.22K+ 27.51% |
$455K - $555K
|
10.3K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.22K+ 1.8% |
$455K - $555K
|
125K
$32.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.21KNew |
$454K - $554K
|
2.21K
$570K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.2K+ 2.13% |
$450K - $549K
|
105K
$27.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 6.45% |
$449K - $548K
|
36.1K
$9.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 44.58% |
$449K - $547K
|
7.09K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.92% |
$447K - $546K
|
57.7K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.18K+ 6.76% |
$446K - $545K
|
34.4K
$8.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.17K+ 12.37% |
$445K - $543K
|
19.7K
$5.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.17K+ 14.53% |
$445K - $543K
|
17.1K
$4.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 12.72% |
$444K - $542K
|
19.2K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.15KNew |
$441K - $538K
|
2.15K
$553K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2.15KNew |
$441K - $537K
|
2.15K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$440K - $537K
|
2.15K
$552K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2.14KNew |
$439K - $536K
|
2.14K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.14K+ 0.55% |
$438K - $535K
|
393K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.13K+ 46.67% |
$438K - $534K
|
6.7K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
2.13KNew |
$437K - $533K
|
2.13K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 3.76% |
$436K - $531K
|
58.6K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.11K+ 12.21% |
$433K - $528K
|
19.4K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
2.1K+ 2.57% |
$431K - $526K
|
83.9K
$21.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 2.82% |
$427K - $521K
|
75.9K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.08K+ 1.47% |
$427K - $520K
|
144K
$37M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.08KNew |
$426K - $520K
|
2.08K
$534K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 1.03% |
$424K - $518K
|
203K
$52.2M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.06KNew |
$422K - $515K
|
2.06K
$530K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.05KNew |
$421K - $513K
|
2.05K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.05K+ 8.09% |
$421K - $513K
|
27.4K
$7.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.05KNew |
$420K - $512K
|
2.05K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.04K+ 8.09% |
$418K - $510K
|
27.3K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$418K - $510K
|
2.04K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.04K+ 35.06% |
$418K - $509K
|
7.84K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.03K+ 7.99% |
$417K - $508K
|
27.5K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.03KNew |
$416K - $508K
|
2.03K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.03KNew |
$415K - $507K
|
2.03K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.02KNew |
$414K - $505K
|
2.02K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.99K+ 41.26% |
$409K - $499K
|
6.83K
$1.76M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.99KNew |
$409K - $499K
|
1.99K
$513K
|