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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.76K+ 2.54% |
$361K - $440K
|
70.9K
$18.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.76KNew |
$361K - $440K
|
1.76K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1.76KNew |
$361K - $440K
|
1.76K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.75KNew |
$359K - $438K
|
1.75K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.75K+ 2.89% |
$359K - $438K
|
62.2K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.54% |
$357K - $436K
|
10.2K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.74K+ 33.02% |
$357K - $436K
|
7.01K
$1.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
1.74K+ 4.68% |
$356K - $434K
|
38.8K
$9.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1.73K+ 95.27% |
$355K - $433K
|
3.55K
$913K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.72K+ 3.74% |
$354K - $431K
|
47.8K
$12.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.72KNew |
$353K - $431K
|
1.72K
$443K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 14.79% |
$349K - $426K
|
13.2K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.7K+ 2.74% |
$349K - $425K
|
63.7K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.7K+ 23.19% |
$348K - $424K
|
9.01K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.69K+ 5.89% |
$347K - $424K
|
30.4K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 11.81% |
$347K - $423K
|
16K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.69K+ 0.98% |
$346K - $422K
|
173K
$44.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.68K+ 0.16% |
$344K - $419K
|
1.06M
$272M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.68KNew |
$344K - $419K
|
1.68K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65K+ 5.27% |
$339K - $414K
|
33K
$8.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.65K+ 3.17% |
$338K - $412K
|
53.5K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.64K+ 145.91% |
$336K - $410K
|
2.76K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.64KNew |
$336K - $409K
|
1.64K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
1.63KNew |
$334K - $407K
|
1.63K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.62K+ 3.25% |
$333K - $406K
|
51.6K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.62K+ 15.09% |
$333K - $406K
|
12.4K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.62K+ 1.49% |
$332K - $405K
|
110K
$28.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 15.55% |
$331K - $404K
|
12K
$3.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.61K+ 20.22% |
$329K - $402K
|
9.54K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1.61KNew |
$329K - $402K
|
1.61K
$413K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.6K+ 5.3% |
$329K - $401K
|
31.9K
$8.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 2.4% |
$327K - $399K
|
68.2K
$17.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.6K+ 15.98% |
$327K - $399K
|
11.6K
$2.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 5.74% |
$327K - $399K
|
29.3K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.59K+ 0.48% |
$326K - $398K
|
331K
$85.3M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
1.59K+ 1.04% |
$326K - $398K
|
154K
$39.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.59K+ 2.06% |
$326K - $397K
|
78.5K
$20.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.56K+ 42.5% |
$321K - $391K
|
5.24K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.55KNew |
$318K - $388K
|
1.55K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.54K+ 6.14% |
$316K - $385K
|
26.6K
$6.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.53K+ 0.81% |
$315K - $384K
|
191K
$49.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.53K+ 3.35% |
$315K - $384K
|
47.3K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.53K+ 27.95% |
$315K - $384K
|
7.02K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.53K+ 30.41% |
$314K - $383K
|
6.57K
$1.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.53K+ 19.86% |
$314K - $383K
|
9.25K
$2.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.51K+ 12.67% |
$309K - $377K
|
13.4K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$309K - $377K
|
1.51K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 2.9% |
$308K - $376K
|
53.3K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.5K+ 34.69% |
$308K - $375K
|
5.82K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$308K - $375K
|
1.5K
$386K
|