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
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
210+ 2.96% |
$43.1K - $52.6K
|
7.3K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.77% |
$42.9K - $52.3K
|
12K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
208+ 1.67% |
$42.7K - $52.1K
|
12.7K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$668K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
206+ 2.28% |
$42.3K - $51.6K
|
9.23K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
206+ 2.32% |
$42.3K - $51.6K
|
9.09K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
206+ 1.58% |
$42.3K - $51.6K
|
13.2K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
205+ 1.12% |
$42.1K - $51.3K
|
18.6K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
205+ 4.54% |
$42.1K - $51.3K
|
4.72K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
205+ 6.4% |
$42.1K - $51.3K
|
3.41K
$881K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
204+ 0.51% |
$41.9K - $51.1K
|
40.3K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
203+ 5.46% |
$41.7K - $50.8K
|
3.92K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
200+ 10.35% |
$41K - $50.1K
|
2.13K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
200+ 2.23% |
$41K - $50.1K
|
9.16K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 8.7% |
$41K - $50.1K
|
2.5K
$647K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
198+ 1.95% |
$40.6K - $49.6K
|
10.4K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
196+ 1.0% |
$40.2K - $49.1K
|
19.8K
$5.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
195+ 0.48% |
$40K - $48.8K
|
40.5K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
195+ 0.44% |
$40K - $48.8K
|
44.2K
$11.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
194+ 0.73% |
$39.8K - $48.6K
|
26.7K
$6.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
194+ 1.91% |
$39.8K - $48.6K
|
10.4K
$2.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
193+ 15.99% |
$39.6K - $48.3K
|
1.4K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
192+ 4.26% |
$39.4K - $48.1K
|
4.7K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
191+ 1.23% |
$39.2K - $47.8K
|
15.7K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
191+ 6.64% |
$39.2K - $47.8K
|
3.07K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
190+ 5.57% |
$39K - $47.6K
|
3.6K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
190+ 1.03% |
$39K - $47.6K
|
18.6K
$4.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
190+ 9.6% |
$39K - $47.6K
|
2.17K
$562K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
190+ 15.07% |
$39K - $47.6K
|
1.45K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
189+ 0.49% |
$38.8K - $47.3K
|
39K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
188New |
$38.6K - $47.1K
|
188
$48.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
188+ 1.18% |
$38.6K - $47.1K
|
16.1K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
186+ 1.66% |
$38.2K - $46.6K
|
11.4K
$2.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
186+ 0.76% |
$38.2K - $46.6K
|
24.6K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
186+ 2.04% |
$38.2K - $46.6K
|
9.32K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
184New |
$37.8K - $46.1K
|
184
$47.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 1.28% |
$37.5K - $45.8K
|
14.4K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
183+ 7.62% |
$37.5K - $45.8K
|
2.59K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
183+ 2.4% |
$37.5K - $45.8K
|
7.82K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
182+ 5.99% |
$37.3K - $45.6K
|
3.22K
$834K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
180+ 2.52% |
$36.9K - $45.1K
|
7.33K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
180+ 1.9% |
$36.9K - $45.1K
|
9.66K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
180+ 0.2% |
$36.9K - $45.1K
|
90.1K
$23.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180New |
$36.9K - $45.1K
|
180
$46.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
180+ 4.28% |
$36.9K - $45.1K
|
4.39K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
179+ 1.98% |
$36.7K - $44.8K
|
9.23K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
179+ 0.27% |
$36.7K - $44.8K
|
66.2K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
178+ 3.9% |
$36.5K - $44.6K
|
4.74K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
178New |
$36.5K - $44.6K
|
178
$46.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
176+ 5.59% |
$36.1K - $44.1K
|
3.33K
$861K
|