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
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
411+ 2.1% |
$84.3K - $103K
|
20K
$5.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
410+ 1.08% |
$84.1K - $103K
|
38.3K
$9.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
409+ 3.91% |
$83.9K - $102K
|
10.9K
$2.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
409+ 3.26% |
$83.9K - $102K
|
13K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407+ 0.19% |
$83.5K - $102K
|
218K
$56.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
407+ 6.27% |
$83.5K - $102K
|
6.9K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
405+ 4.17% |
$83.1K - $101K
|
10.1K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
BUY
|
- |
401+ 14.31% |
$82.3K - $100K
|
3.2K
$829K
|
|
|
Feb 13, 2025
Q4 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
400+ 0.27% |
$82.1K - $100K
|
146K
$37.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
399+ 2.68% |
$81.9K - $99.9K
|
15.3K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
399+ 15.36% |
$81.9K - $99.9K
|
3K
$776K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
395+ 2.68% |
$81K - $98.9K
|
15.1K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
394New |
$80.8K - $98.6K
|
394
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
393+ 4.87% |
$80.6K - $98.4K
|
8.47K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
389+ 1.14% |
$79.8K - $97.4K
|
34.4K
$8.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
389+ 5.73% |
$79.8K - $97.4K
|
7.18K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
385+ 0.56% |
$79K - $96.4K
|
69.1K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
384+ 1.39% |
$78.8K - $96.1K
|
28K
$7.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
384+ 5.46% |
$78.8K - $96.1K
|
7.42K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
383+ 24.63% |
$78.6K - $95.9K
|
1.94K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
383+ 0.09% |
$78.6K - $95.9K
|
442K
$114M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
381+ 1.27% |
$78.2K - $95.4K
|
30.4K
$7.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
380+ 3.15% |
$78K - $95.1K
|
12.4K
$3.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
380New |
$78K - $95.1K
|
380
$98.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
378+ 31.68% |
$77.6K - $94.6K
|
1.57K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
374+ 5.38% |
$76.7K - $93.6K
|
7.33K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
371+ 27.62% |
$76.1K - $92.9K
|
1.71K
$444K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
368+ 4.65% |
$75.5K - $92.1K
|
8.29K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
368+ 2.72% |
$75.5K - $92.1K
|
13.9K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
367+ 22.31% |
$75.3K - $91.9K
|
2.01K
$521K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366+ 3.17% |
$75.1K - $91.6K
|
11.9K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
366+ 3.69% |
$75.1K - $91.6K
|
10.3K
$2.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
366+ 4.22% |
$75.1K - $91.6K
|
9.03K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
365+ 3.91% |
$74.9K - $91.4K
|
9.69K
$2.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
364+ 3.85% |
$74.7K - $91.1K
|
9.81K
$2.54M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
360+ 3.43% |
$73.9K - $90.1K
|
10.9K
$2.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
359+ 1.99% |
$73.7K - $89.9K
|
18.4K
$4.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
356+ 3.49% |
$73K - $89.1K
|
10.6K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
356+ 27.62% |
$73K - $89.1K
|
1.65K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
356+ 5.57% |
$73K - $89.1K
|
6.74K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
355+ 0.97% |
$72.8K - $88.9K
|
37K
$9.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
355+ 3.26% |
$72.8K - $88.9K
|
11.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
354+ 3.02% |
$72.6K - $88.6K
|
12.1K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
350+ 3.27% |
$71.8K - $87.6K
|
11K
$2.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
348+ 2.98% |
$71.4K - $87.1K
|
12K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
348+ 17.5% |
$71.4K - $87.1K
|
2.34K
$605K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
348+ 3.19% |
$71.4K - $87.1K
|
11.3K
$2.92M
|