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
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 10.34% |
$407K - $496K
|
21.2K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.98K+ 29.13% |
$407K - $496K
|
8.79K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.98K+ 2.38% |
$406K - $496K
|
85.1K
$21.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.98K+ 7.17% |
$405K - $494K
|
29.5K
$7.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$506K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.96KNew |
$403K - $492K
|
1.96K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.96KNew |
$403K - $491K
|
1.96K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.96K+ 0.11% |
$402K - $491K
|
1.8M
$462M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.96K+ 26.35% |
$402K - $490K
|
9.38K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.95KNew |
$400K - $488K
|
1.95K
$502K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.95K+ 51.51% |
$399K - $487K
|
5.73K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.95K+ 4.09% |
$399K - $487K
|
49.5K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.94KNew |
$399K - $487K
|
1.94K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.93K+ 16.28% |
$396K - $483K
|
13.8K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
1.93K+ 41.26% |
$396K - $483K
|
6.6K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.93K+ 25.1% |
$395K - $482K
|
9.6K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.92KNew |
$395K - $482K
|
1.92K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
1.92K+ 4.05% |
$395K - $481K
|
49.4K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.92K+ 7.94% |
$395K - $481K
|
26.1K
$6.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.92KNew |
$394K - $481K
|
1.92K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.92K+ 0.15% |
$393K - $479K
|
1.26M
$325M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1.92KNew |
$393K - $479K
|
1.92K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.89K+ 16.14% |
$388K - $474K
|
13.6K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.89K+ 3.5% |
$388K - $473K
|
56K
$14.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.89KNew |
$387K - $473K
|
1.89K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.88K+ 16.89% |
$387K - $472K
|
13K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 8.22% |
$386K - $471K
|
24.8K
$6.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.87KNew |
$384K - $469K
|
1.87K
$482K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
1.87KNew |
$384K - $469K
|
1.87K
$482K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.87K+ 18.55% |
$384K - $469K
|
12K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.87KNew |
$384K - $468K
|
1.87K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.86K+ 45.88% |
$382K - $467K
|
5.93K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.86KNew |
$382K - $466K
|
1.86K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$381K - $465K
|
1.86K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.86K+ 10.24% |
$381K - $465K
|
20K
$5.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 38.24% |
$380K - $463K
|
6.69K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.85K+ 44.31% |
$380K - $463K
|
6.03K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.83K+ 0.54% |
$375K - $458K
|
339K
$87.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
1.82K+ 0.3% |
$374K - $456K
|
609K
$157M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
1.81KNew |
$371K - $452K
|
1.81K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.79K+ 20.38% |
$367K - $448K
|
10.6K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.79KNew |
$367K - $448K
|
1.79K
$460K
|
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
1.79KNew |
$367K - $448K
|
1.79K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.79K+ 2.79% |
$367K - $447K
|
65.8K
$16.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.78K+ 3.04% |
$366K - $447K
|
60.4K
$15.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1.78K+ 26.41% |
$366K - $446K
|
8.53K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.78K+ 5.99% |
$364K - $445K
|
31.4K
$8.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.76KNew |
$361K - $441K
|
1.76K
$453K
|