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 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.35KNew |
$276K - $337K
|
1.35K
$348K
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.34KNew |
$274K - $334K
|
1.34K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.33K+ 34.28% |
$272K - $332K
|
5.19K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 2.26% |
$272K - $332K
|
59.9K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.33K+ 1051.59% |
$272K - $332K
|
1.45K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.32K+ 9.79% |
$270K - $330K
|
14.8K
$3.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.31KNew |
$269K - $328K
|
1.31K
$340K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.31K+ 1.78% |
$268K - $327K
|
74.6K
$19.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.31KNew |
$268K - $327K
|
1.31K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.3K+ 7.05% |
$266K - $325K
|
19.7K
$5.1M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
1.3KNew |
$266K - $324K
|
1.3K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.29K+ 0.38% |
$265K - $323K
|
342K
$88.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.29K+ 9.06% |
$265K - $323K
|
15.5K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.29K+ 1.01% |
$265K - $323K
|
129K
$33.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.29KNew |
$264K - $322K
|
1.29K
$333K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.28K+ 4.81% |
$263K - $321K
|
28K
$7.24M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 0.67% |
$263K - $321K
|
192K
$49.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.28KNew |
$262K - $320K
|
1.28K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
1.27K+ 10.75% |
$261K - $319K
|
13.1K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.27K+ 5.33% |
$261K - $318K
|
25.1K
$6.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
1.26KNew |
$258K - $315K
|
1.26K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
1.25K+ 1.74% |
$257K - $314K
|
73.1K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.25K+ 6.2% |
$257K - $313K
|
21.4K
$5.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.24KNew |
$255K - $311K
|
1.24K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
BUY
|
- |
1.24K+ 2.78% |
$254K - $310K
|
45.8K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.24K+ 4.38% |
$254K - $310K
|
29.6K
$7.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.24KNew |
$254K - $310K
|
1.24K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.24K+ 2.03% |
$254K - $310K
|
62.4K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.24K+ 26.11% |
$254K - $309K
|
5.97K
$1.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.24K+ 6.34% |
$254K - $309K
|
20.7K
$5.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.23K+ 8.59% |
$252K - $308K
|
15.5K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.23K+ 11.45% |
$252K - $308K
|
12K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.23K+ 0.64% |
$252K - $308K
|
192K
$49.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.23K+ 38.76% |
$252K - $307K
|
4.39K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 35.43% |
$252K - $307K
|
4.69K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.22KNew |
$250K - $305K
|
1.22K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.22K+ 2.9% |
$249K - $304K
|
43.1K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.22K+ 3.8% |
$249K - $304K
|
33.2K
$8.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.21K+ 1.13% |
$249K - $304K
|
109K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.21KNew |
$247K - $302K
|
1.21K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 31.49% |
$246K - $300K
|
5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.2KNew |
$245K - $299K
|
1.2K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.19KNew |
$245K - $299K
|
1.19K
$309K
|
|
|
Jan 17, 2025
Q4 2024
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 20.2% |
$244K - $298K
|
7.07K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.19KNew |
$243K - $297K
|
1.19K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.99% |
$242K - $296K
|
24.9K
$6.43M
|