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 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
479+ 2.85% |
$98.3K - $120K
|
17.3K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
477+ 3.89% |
$97.9K - $119K
|
12.7K
$3.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
475New |
$97.5K - $119K
|
475
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
474+ 10.85% |
$97.3K - $119K
|
4.84K
$1.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
473+ 10.62% |
$97.1K - $118K
|
4.93K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
472+ 1.6% |
$96.8K - $118K
|
29.9K
$7.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
472+ 2.51% |
$96.8K - $118K
|
19.3K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
464+ 6.96% |
$95.2K - $116K
|
7.13K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
463+ 0.7% |
$95K - $116K
|
67K
$17.3M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
460+ 0.97% |
$94.4K - $115K
|
48K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
459+ 4.24% |
$94.2K - $115K
|
11.3K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
458+ 1.87% |
$94K - $115K
|
24.9K
$6.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
457+ 17.05% |
$93.8K - $114K
|
3.14K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
457+ 4.51% |
$93.8K - $114K
|
10.6K
$2.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
454+ 2.09% |
$93.2K - $114K
|
22.2K
$5.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
453+ 1.92% |
$92.9K - $113K
|
24K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
451+ 12.89% |
$92.5K - $113K
|
3.95K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
451+ 3.56% |
$92.5K - $113K
|
13.1K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
451+ 0.9% |
$92.5K - $113K
|
50.5K
$13.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
449+ 27.99% |
$92.1K - $112K
|
2.05K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
448+ 1.45% |
$91.9K - $112K
|
31.4K
$8.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
445+ 0.38% |
$91.3K - $111K
|
117K
$30.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
444+ 7.07% |
$91.1K - $111K
|
6.73K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
444+ 0.22% |
$91.1K - $111K
|
200K
$51.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
444+ 3.83% |
$91.1K - $111K
|
12K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
444+ 0.49% |
$91.1K - $111K
|
90.9K
$23.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
442+ 3.44% |
$90.7K - $111K
|
13.3K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
440+ 0.13% |
$90.3K - $110K
|
352K
$91.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
439+ 4.44% |
$90.1K - $110K
|
10.3K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
436+ 6.3% |
$89.5K - $109K
|
7.35K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
435+ 2.74% |
$89.3K - $109K
|
16.3K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
435+ 7.93% |
$89.3K - $109K
|
5.92K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
435New |
$89.3K - $109K
|
435
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
434+ 5.22% |
$89K - $109K
|
8.74K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 1.43% |
$88.4K - $108K
|
30.5K
$7.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
430+ 2.1% |
$88.2K - $108K
|
20.9K
$5.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
430+ 6.91% |
$88.2K - $108K
|
6.66K
$1.72M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
428+ 244.57% |
$87.8K - $107K
|
603
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
428+ 27.96% |
$87.8K - $107K
|
1.96K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
425+ 10.26% |
$87.2K - $106K
|
4.57K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
424New |
$87K - $106K
|
424
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
421+ 3.02% |
$86.4K - $105K
|
14.4K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
418New |
$85.8K - $105K
|
418
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
416+ 4.45% |
$85.4K - $104K
|
9.76K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
415+ 3.76% |
$85.1K - $104K
|
11.4K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
415+ 22.03% |
$85.1K - $104K
|
2.3K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
411+ 219.79% |
$84.3K - $103K
|
598
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
411+ 2.57% |
$84.3K - $103K
|
16.4K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
411+ 1.49% |
$84.3K - $103K
|
27.9K
$7.22M
|