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 18, 2025 Q4 2024
Retirement Planning Group

BUY
 -
344
+ 5.03%
$70.6K - $86.1K
7.19K $1.86M
Jan 13, 2025 Q4 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
341
+ 2.68%
$70K - $85.3K
13.1K $3.38M
Feb 04, 2025 Q4 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
340
+ 1.44%
$69.8K - $85.1K
23.9K $6.18M
Jan 30, 2025 Q4 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
339
+ 0.83%
$69.6K - $84.8K
41.1K $10.6M
Feb 14, 2025 Q4 2024
Coastal Bridge Advisors, LLC

BUY
 -
334
+ 3.42%
$68.5K - $83.6K
10.1K $2.61M
Jan 06, 2025 Q4 2024
Fortem Financial Group, LLC

BUY
 -
333
+ 2.81%
$68.3K - $83.3K
12.2K $3.15M
Jan 28, 2025 Q4 2024
Stiles Financial Services Inc

BUY
 -
332
+ 3.7%
$68.1K - $83.1K
9.3K $2.41M
Feb 05, 2025 Q4 2024
Williamson Legacy Group, LLC

Carmel, IN
BUY
 -
332
+ 6.73%
$68.1K - $83.1K
5.27K $1.36M
Feb 06, 2025 Q4 2024
Keystone Wealth Services, LLC

BUY
 -
331
+ 5.12%
$67.9K - $82.8K
6.79K $1.76M
Jan 28, 2025 Q4 2024
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
330
+ 19.76%
$67.7K - $82.6K
2K $518K
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
329
+ 3.55%
$67.5K - $82.3K
9.59K $2.48M
Jan 24, 2025 Q4 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
328
+ 1.26%
$67.3K - $82.1K
26.3K $6.82M
Feb 04, 2025 Q4 2024
Edge Rock Capital LLC

BUY
 -
327
+ 10.98%
$67.1K - $81.8K
3.31K $856K
Feb 14, 2025 Q4 2024
Quarry LP

New York, NY
BUY
 -
325
New
$66.7K - $81.3K
325 $84.1K
Jan 15, 2025 Q4 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
324
+ 19.78%
$66.5K - $81.1K
1.96K $508K
Feb 13, 2025 Q4 2024
Tradition Wealth Management, LLC

BUY
 -
324
+ 2.55%
$66.5K - $81.1K
13K $3.37M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
323
+ 4.93%
$66.3K - $80.8K
6.87K $1.78M
Jan 21, 2025 Q4 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
322
+ 8.75%
$66.1K - $80.6K
4K $1.04M
Feb 12, 2025 Q4 2024
Intrust Bank Na

Wichita, KS
BUY
 -
322
+ 0.75%
$66.1K - $80.6K
43.1K $11.2M
Jan 15, 2025 Q4 2024
Cherrydale Wealth Management, LLC

BUY
 -
317
+ 11.91%
$65K - $79.3K
2.98K $771K
Feb 03, 2025 Q4 2024
Waterfront Wealth Inc.

BUY
 -
317
+ 3.38%
$65K - $79.3K
9.69K $2.51M
Jan 16, 2025 Q4 2024
Howard Capital Management Group, LLC

BUY
 -
315
+ 0.15%
$64.6K - $78.8K
212K $54.8M
Jan 22, 2025 Q4 2024
Mc Lean Asset Management Corp

BUY
 -
315
+ 4.37%
$64.6K - $78.8K
7.53K $1.95M
Feb 13, 2025 Q4 2024
Prepared Retirement Institute LLC

Lansdale, PA
BUY
 -
315
+ 19.82%
$64.6K - $78.8K
1.9K $493K
Feb 14, 2025 Q4 2024
Pinnacle Financial Group, LLC

BUY
 -
314
+ 29.02%
$64.4K - $78.6K
1.4K $361K
Jan 13, 2025 Q4 2024
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
313
+ 0.31%
$64.2K - $78.3K
101K $26.3M
Jan 15, 2025 Q4 2024
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
313
New
$64.2K - $78.3K
313 $81K
Feb 06, 2025 Q4 2024
Lindbrook Capital, LLC

BUY
 -
313
+ 0.78%
$64.2K - $78.3K
40.3K $10.4M
Feb 10, 2025 Q4 2024
Avalon Trust CO

Santa Fe, NM
BUY
 -
313
+ 7.5%
$64.2K - $78.3K
4.49K $1.16M
Feb 12, 2025 Q4 2024
Wescott Financial Advisory Group, LLC

BUY
 -
313
+ 11.97%
$64.2K - $78.3K
2.93K $757K
Jan 16, 2025 Q4 2024
New Hampshire Trust

Concord, NH
BUY
 -
312
+ 0.87%
$64K - $78.1K
36K $9.32M
Jan 30, 2025 Q4 2024
Campbell Wealth Management

BUY
 -
312
+ 16.52%
$64K - $78.1K
2.2K $570K
Feb 04, 2025 Q4 2024
Nwam LLC

Mercer Island, WA
BUY
 -
311
+ 1.29%
$63.8K - $77.8K
24.5K $6.33M
Jan 16, 2025 Q4 2024
Lee Johnson Capital Management, LLC

BUY
 -
310
+ 1.64%
$63.6K - $77.6K
19.2K $4.98M
Feb 11, 2025 Q4 2024
Prestige Wealth Management Group LLC

BUY
 -
310
+ 2.15%
$63.6K - $77.6K
14.7K $3.81M
Jan 03, 2025 Q4 2024
Jvl Associates LLC

BUY
 -
308
+ 15.2%
$63.2K - $77.1K
2.33K $604K
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
308
+ 5.17%
$63.2K - $77.1K
6.27K $1.62M
Feb 18, 2025 Q4 2024
Navalign, LLC

BUY
 -
308
+ 3.23%
$63.2K - $77.1K
9.83K $2.54M
Feb 04, 2025 Q4 2024
Convergence Financial, LLC

Columbia, MO
BUY
 -
307
+ 2.1%
$63K - $76.8K
15K $3.87M
Feb 14, 2025 Q4 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
306
+ 0.08%
$62.8K - $76.6K
391K $101M
Jan 29, 2025 Q4 2024
Montz Harcus Wealth Management LLC

BUY
 -
305
+ 3.61%
$62.6K - $76.3K
8.76K $2.27M
Jan 16, 2025 Q4 2024
Rezny Wealth Management, Inc.

BUY
 -
303
+ 3.55%
$62.2K - $75.8K
8.83K $2.29M
Feb 06, 2025 Q4 2024
Global Strategic Investment Solutions, LLC

BUY
 -
302
+ 11.71%
$62K - $75.6K
2.88K $746K
Jan 21, 2025 Q4 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
301
+ 3.26%
$61.8K - $75.3K
9.54K $2.47M
Feb 14, 2025 Q4 2024
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
301
New
$61.8K - $75.3K
301 $77.9K
Jan 22, 2025 Q4 2024
Curbstone Financial Management Corp

BUY
 -
300
+ 1.35%
$61.6K - $75.1K
22.6K $5.85M
Jan 23, 2025 Q4 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
300
+ 3.07%
$61.6K - $75.1K
10.1K $2.6M
Jan 29, 2025 Q4 2024
Prairie View Partners, LLC

BUY
 -
300
+ 30.0%
$61.6K - $75.1K
1.3K $336K
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
300
+ 20.0%
$61.6K - $75.1K
1.8K $466K

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