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 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
256+ 1.43% |
$52.5K - $64.1K
|
18.2K
$4.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
256+ 1.27% |
$52.5K - $64.1K
|
20.4K
$5.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
256+ 1.35% |
$52.5K - $64.1K
|
19.3K
$4.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
255+ 1.21% |
$52.3K - $63.8K
|
21.3K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
252+ 2.29% |
$51.7K - $63.1K
|
11.2K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
251+ 5.77% |
$51.5K - $62.8K
|
4.6K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
251+ 9.5% |
$51.5K - $62.8K
|
2.89K
$748K
|
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
250+ 3.7% |
$51.3K - $62.6K
|
7K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
250+ 2.55% |
$51.3K - $62.6K
|
10.1K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
250New |
$51.3K - $62.6K
|
250
$64.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
249+ 4.0% |
$51.1K - $62.3K
|
6.47K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
247New |
$50.7K - $61.8K
|
247
$63.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
243+ 18.81% |
$49.9K - $60.8K
|
1.54K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
241+ 3.49% |
$49.4K - $60.3K
|
7.15K
$1.85M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
241+ 21.23% |
$49.4K - $60.3K
|
1.38K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
239+ 2.25% |
$49K - $59.8K
|
10.8K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
239+ 4.78% |
$49K - $59.8K
|
5.24K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
239+ 0.26% |
$49K - $59.8K
|
93.5K
$24.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
238+ 2.61% |
$48.8K - $59.6K
|
9.34K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
236+ 13.74% |
$48.4K - $59.1K
|
1.95K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
236+ 11.11% |
$48.4K - $59.1K
|
2.36K
$611K
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
233+ 2.1% |
$47.8K - $58.3K
|
11.3K
$2.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
233+ 0.35% |
$47.8K - $58.3K
|
67.1K
$17.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231+ 8.05% |
$47.4K - $57.8K
|
3.1K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
230+ 8.6% |
$47.2K - $57.6K
|
2.91K
$752K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
230+ 5.99% |
$47.2K - $57.6K
|
4.07K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
228+ 1.16% |
$46.8K - $57.1K
|
19.9K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
228+ 0.69% |
$46.8K - $57.1K
|
33.5K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
228+ 1.1% |
$46.8K - $57.1K
|
21K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
227+ 1.52% |
$46.6K - $56.8K
|
15.2K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
227+ 6.28% |
$46.6K - $56.8K
|
3.84K
$995K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
225+ 2.01% |
$46.2K - $56.3K
|
11.4K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
225New |
$46.2K - $56.3K
|
225
$58.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
224+ 13.71% |
$46K - $56.1K
|
1.86K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
223+ 13.26% |
$45.8K - $55.8K
|
1.91K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
223+ 2.98% |
$45.8K - $55.8K
|
7.7K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
220+ 1.38% |
$45.1K - $55.1K
|
16.1K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
219+ 2.46% |
$44.9K - $54.8K
|
9.11K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
218+ 4.38% |
$44.7K - $54.6K
|
5.2K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
217+ 6.24% |
$44.5K - $54.3K
|
3.69K
$956K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
217+ 2.16% |
$44.5K - $54.3K
|
10.3K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
216+ 1.46% |
$44.3K - $54.1K
|
15K
$3.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
216+ 10.0% |
$44.3K - $54.1K
|
2.38K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
215+ 0.82% |
$44.1K - $53.8K
|
26.4K
$6.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
214+ 1.63% |
$43.9K - $53.6K
|
13.4K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$842K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
212+ 3.62% |
$43.5K - $53.1K
|
6.08K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
210New |
$43.1K - $52.6K
|
210
$54.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
210+ 5.92% |
$43.1K - $52.6K
|
3.76K
$972K
|