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 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
637+ 8.2% |
$131K - $159K
|
8.41K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
636+ 1.14% |
$130K - $159K
|
56.3K
$14.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
635+ 5.64% |
$130K - $159K
|
11.9K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
634+ 58.6% |
$130K - $159K
|
1.72K
$444K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
631+ 0.69% |
$129K - $158K
|
92.4K
$23.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
631+ 4.77% |
$129K - $158K
|
13.9K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
630+ 7.64% |
$129K - $158K
|
8.88K
$2.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
630+ 17.14% |
$129K - $158K
|
4.31K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
629+ 3.08% |
$129K - $157K
|
21K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
629+ 0.65% |
$129K - $157K
|
97.9K
$25.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
628+ 1.82% |
$129K - $157K
|
35.2K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
626+ 1.39% |
$128K - $157K
|
45.7K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
624+ 5.1% |
$128K - $156K
|
12.9K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624+ 90.96% |
$128K - $156K
|
1.31K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
624+ 3.44% |
$128K - $156K
|
18.8K
$4.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
623+ 3.01% |
$128K - $156K
|
21.3K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
620+ 9.01% |
$127K - $155K
|
7.5K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
619+ 13.2% |
$127K - $155K
|
5.31K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
617+ 0.97% |
$127K - $154K
|
64.4K
$16.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
615+ 3.27% |
$126K - $154K
|
19.4K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
610+ 2.03% |
$125K - $153K
|
30.7K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
609+ 0.36% |
$125K - $152K
|
172K
$44.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
607+ 2.83% |
$125K - $152K
|
22K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
606+ 39.53% |
$124K - $152K
|
2.14K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
598+ 12.01% |
$123K - $150K
|
5.58K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
597+ 10.19% |
$122K - $149K
|
6.46K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
597+ 4.89% |
$122K - $149K
|
12.8K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
595+ 1.39% |
$122K - $149K
|
43.4K
$11.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
594+ 1.74% |
$122K - $149K
|
34.7K
$8.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
592+ 5.62% |
$121K - $148K
|
11.1K
$2.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
590+ 58.59% |
$121K - $148K
|
1.6K
$413K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
588+ 2.27% |
$121K - $147K
|
26.5K
$6.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
588+ 2.48% |
$121K - $147K
|
24.3K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
586+ 1.57% |
$120K - $147K
|
38K
$9.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
585+ 21.71% |
$120K - $146K
|
3.28K
$849K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
582+ 6.38% |
$119K - $146K
|
9.71K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
581+ 1.41% |
$119K - $145K
|
41.8K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
579+ 46.25% |
$119K - $145K
|
1.83K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
579+ 1.66% |
$119K - $145K
|
35.4K
$9.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
578+ 1.77% |
$119K - $145K
|
33.2K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
577+ 3.85% |
$118K - $144K
|
15.6K
$4.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
577+ 29.14% |
$118K - $144K
|
2.56K
$662K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
576New |
$118K - $144K
|
576
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
572+ 11.52% |
$117K - $143K
|
5.54K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
568+ 11.38% |
$117K - $142K
|
5.56K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
567New |
$116K - $142K
|
567
$147K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
566+ 1.4% |
$116K - $142K
|
41K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
565+ 5.02% |
$116K - $141K
|
11.8K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
565+ 1.21% |
$116K - $141K
|
47.4K
$12.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
559+ 2.01% |
$115K - $140K
|
28.4K
$7.35M
|