Purchases and Sales Made in Q4 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 06, 2025 Q4 2024
Mc Donough Capital Management, Inc

Orlando, FL
BUY
 -
893
+ 27.99%
$183K - $224K
4.08K $1.06M
Feb 10, 2025 Q4 2024
Integras Partners LLC

Alpharetta, GA
BUY
 -
891
New
$183K - $223K
891 $231K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
890
+ 2.79%
$183K - $223K
32.8K $8.48M
Feb 11, 2025 Q4 2024
Friday Financial

Dubuque, IA
BUY
 -
890
New
$183K - $223K
890 $230K
Feb 03, 2025 Q4 2024
Wealth Management Nebraska

Norfolk, NE
BUY
 -
879
New
$180K - $220K
879 $227K
Jan 13, 2025 Q4 2024
Chb Investment Group, LLC

New Hope, PA
BUY
 -
878
New
$180K - $220K
878 $227K
Jan 28, 2025 Q4 2024
Spectrum Investment Advisors, Inc.

Mequon, WI
BUY
 -
878
New
$180K - $220K
878 $227K
Jan 27, 2025 Q4 2024
Rfg Holdings, Inc.

BUY
 -
877
New
$180K - $220K
877 $227K
Jan 07, 2025 Q4 2024
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
875
New
$180K - $219K
875 $226K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
873
New
$179K - $219K
873 $226K
Jan 28, 2025 Q4 2024
Austin Asset Management CO Inc

BUY
 -
870
New
$179K - $218K
870 $225K
Feb 10, 2025 Q4 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
870
New
$179K - $218K
870 $225K
Feb 07, 2025 Q4 2024
Paragon Private Wealth Management, LLC

BUY
 -
868
+ 26.12%
$178K - $217K
4.19K $1.08M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
864
+ 4.04%
$177K - $216K
22.2K $5.75M
Jan 29, 2025 Q4 2024
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
863
+ 1.98%
$177K - $216K
44.4K $11.5M
Feb 11, 2025 Q4 2024
Runnymede Capital Advisors, Inc.

Dublin, OH
BUY
 -
862
New
$177K - $216K
862 $223K
Feb 14, 2025 Q4 2024
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
861
+ 1.2%
$177K - $215K
72.5K $18.8M
Feb 14, 2025 Q4 2024
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
859
+ 20.73%
$176K - $215K
5K $1.29M
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
857
+ 3.29%
$176K - $214K
26.9K $6.97M
Feb 03, 2025 Q4 2024
Auour Investments LLC

Wenham, MA
BUY
 -
854
New
$175K - $214K
854 $221K
Feb 03, 2025 Q4 2024
Summerhill Capital Management Lnc.

Toronto, A6
BUY
 -
854
+ 2.18%
$175K - $214K
40.1K $10.4M
Jan 02, 2025 Q4 2024
Confluence Investment Management LLC

BUY
 -
852
New
$175K - $213K
852 $220K
Feb 04, 2025 Q4 2024
Sterling Investment Advisors, Ltd.

BUY
 -
851
+ 3.55%
$175K - $213K
24.8K $6.42M
Feb 05, 2025 Q4 2024
Flaharty Asset Management, LLC

BUY
 -
851
+ 97.37%
$175K - $213K
1.73K $446K
Jan 13, 2025 Q4 2024
Cooper Financial Group

BUY
 -
850
+ 11.56%
$174K - $213K
8.2K $2.12M
Feb 12, 2025 Q4 2024
Puzo Michael J

BUY
 -
850
New
$174K - $213K
850 $220K
Jan 21, 2025 Q4 2024
Rodgers & Associates, LTD

BUY
 -
848
New
$174K - $212K
848 $219K
Jan 21, 2025 Q4 2024
Peak Financial Management, Inc.

BUY
 -
846
New
$174K - $212K
846 $219K
Jan 16, 2025 Q4 2024
Jb Global.Com LLC

New York, NY
BUY
 -
844
New
$173K - $211K
844 $218K
Feb 14, 2025 Q4 2024
Peterson Wealth Management

BUY
 -
842
New
$173K - $211K
842 $218K
Feb 14, 2025 Q4 2024
Davidson Kahn Capital Management, LLC

Sherman Oaks, CA
BUY
 -
842
New
$173K - $211K
842 $218K
Feb 19, 2025 Q4 2024
Three Cord True Wealth Management, LLC

Beaver, PA
BUY
 -
840
New
$172K - $210K
840 $217K
Feb 12, 2025 Q4 2024
Rahlfs Capital, LLC

Lake Kiowa, TX
BUY
 -
838
New
$172K - $210K
838 $217K
Jan 29, 2025 Q4 2024
Community Bank & Trust, Waco, Texas

Waco, TX
BUY
 -
837
+ 1.68%
$172K - $209K
50.5K $13.1M
Jan 15, 2025 Q4 2024
Saxon Interests, Inc.

BUY
 -
836
+ 8.69%
$172K - $209K
10.5K $2.71M
Feb 07, 2025 Q4 2024
Slt Holdings LLC

Scottsdale, AZ
BUY
 -
835
New
$171K - $209K
835 $216K
Jan 15, 2025 Q4 2024
Procyon Advisors, LLC

BUY
 -
833
+ 0.93%
$171K - $208K
89.9K $23.3M
Feb 13, 2025 Q4 2024
Beck Mack & Oliver LLC

New York, NY
BUY
 -
829
+ 0.19%
$170K - $207K
430K $111M
Jan 16, 2025 Q4 2024
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
822
+ 49.82%
$169K - $206K
2.47K $640K
Jan 23, 2025 Q4 2024
Strategic Planning Group, LLC

Bountiful, UT
BUY
 -
814
+ 2.77%
$167K - $204K
30.2K $7.83M
Feb 10, 2025 Q4 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
812
+ 6.36%
$167K - $203K
13.6K $3.52M
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
810
New
$166K - $203K
810 $210K
Jan 24, 2025 Q4 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
809
+ 5.31%
$166K - $202K
16.1K $4.15M
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
804
+ 4.35%
$165K - $201K
19.3K $4.99M
Jan 21, 2025 Q4 2024
Cottonwood Capital Advisors, LLC

BUY
 -
804
+ 23.04%
$165K - $201K
4.29K $1.11M
Feb 14, 2025 Q4 2024
Navigoe, LLC

Redondo Beach, CA
BUY
 -
801
New
$164K - $200K
801 $207K
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
800
+ 4.34%
$164K - $200K
19.2K $4.98M
Feb 11, 2025 Q4 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
794
+ 24.66%
$163K - $199K
4.01K $1.04M
Jan 15, 2025 Q4 2024
Arthur M. Cohen & Associates, LLC

BUY
 -
790
+ 20.1%
$162K - $198K
4.72K $1.22M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM