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
Jan 23, 2025 Q4 2024
Baron Wealth Management LLC

Troy, MI
BUY
 -
176
+ 3.44%
$36.1K - $44.1K
5.29K $1.37M
Feb 13, 2025 Q4 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
176
+ 1.15%
$36.1K - $44.1K
15.5K $4.02M
Jan 21, 2025 Q4 2024
Embree Financial Group

Chicago, IL
BUY
 -
175
+ 0.38%
$35.9K - $43.8K
46.1K $11.9M
Feb 06, 2025 Q4 2024
Tacita Capital Inc

Toronto, A6
BUY
 -
175
+ 7.5%
$35.9K - $43.8K
2.51K $649K
Jan 16, 2025 Q4 2024
Segment Wealth Management, LLC

BUY
 -
173
+ 1.13%
$35.5K - $43.3K
15.5K $4.02M
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
173
+ 6.59%
$35.5K - $43.3K
2.8K $724K
Jan 22, 2025 Q4 2024
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
173
+ 2.0%
$35.5K - $43.3K
8.84K $2.29M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
173
+ 0.52%
$35.5K - $43.3K
33.7K $8.71M
Jan 23, 2025 Q4 2024
Strategic Advocates LLC

Logan, UT
BUY
 -
173
+ 7.04%
$35.5K - $43.3K
2.63K $681K
Jan 23, 2025 Q4 2024
Gilbert & Cook, Inc.

BUY
 -
172
+ 1.62%
$35.3K - $43K
10.8K $2.79M
Feb 13, 2025 Q4 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
172
+ 6.12%
$35.3K - $43K
2.98K $772K
Feb 14, 2025 Q4 2024
Aletheian Wealth Advisors LLC

BUY
 -
172
+ 6.38%
$35.3K - $43K
2.87K $742K
Jan 17, 2025 Q4 2024
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
171
+ 2.58%
$35.1K - $42.8K
6.81K $1.76M
Jan 21, 2025 Q4 2024
Encompass More Asset Management

Danville, CA
BUY
 -
170
+ 5.71%
$34.9K - $42.5K
3.15K $815K
Jan 21, 2025 Q4 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
170
+ 11.68%
$34.9K - $42.5K
1.63K $421K
Jan 28, 2025 Q4 2024
Tfg Advisers LLC

BUY
 -
170
+ 0.48%
$34.9K - $42.5K
35.9K $9.3M
Feb 05, 2025 Q4 2024
Fukoku Mutual Life Insurance CO

BUY
 -
170
+ 0.11%
$34.9K - $42.5K
158K $40.9M
Feb 10, 2025 Q4 2024
Midwest Professional Planners, Ltd.

Wausau, WI
BUY
 -
170
+ 0.66%
$34.9K - $42.5K
26K $6.72M
Jan 17, 2025 Q4 2024
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
169
+ 1.3%
$34.7K - $42.3K
13.2K $3.42M
Jan 29, 2025 Q4 2024
Mc Broom & Associates, LLC

BUY
 -
168
+ 0.46%
$34.5K - $42K
36.6K $9.47M
Jan 15, 2025 Q4 2024
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
167
+ 3.03%
$34.3K - $41.8K
5.68K $1.47M
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
167
+ 14.79%
$34.3K - $41.8K
1.3K $335K
Jan 29, 2025 Q4 2024
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
167
+ 3.58%
$34.3K - $41.8K
4.83K $1.25M
Jan 23, 2025 Q4 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
166
+ 0.7%
$34.1K - $41.5K
24K $6.22M
Jan 23, 2025 Q4 2024
Austin Private Wealth, LLC

BUY
 -
166
+ 1.88%
$34.1K - $41.5K
9.02K $2.33M
Feb 05, 2025 Q4 2024
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
164
+ 0.68%
$33.6K - $41K
24.2K $6.27M
Feb 11, 2025 Q4 2024
Sykon Capital LLC

Harrison, NY
BUY
 -
164
+ 11.79%
$33.6K - $41K
1.56K $402K
Feb 12, 2025 Q4 2024
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
163
+ 7.9%
$33.4K - $40.8K
2.23K $576K
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
162
+ 4.16%
$33.2K - $40.5K
4.06K $1.05M
Feb 24, 2025 Q4 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
162
+ 0.88%
$33.2K - $40.5K
18.6K $4.8M
Feb 07, 2025 Q4 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
161
+ 3.45%
$33K - $40.3K
4.82K $1.25M
Feb 12, 2025 Q4 2024
Meridian Management CO

BUY
 -
161
+ 3.55%
$33K - $40.3K
4.69K $1.21M
Feb 13, 2025 Q4 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
161
+ 12.57%
$33K - $40.3K
1.44K $373K
Feb 14, 2025 Q4 2024
Presidio Capital Management, LLC

BUY
 -
161
+ 6.62%
$33K - $40.3K
2.59K $671K
Jan 17, 2025 Q4 2024
Aspire Private Capital, LLC

BUY
 -
159
+ 3.53%
$32.6K - $39.8K
4.66K $1.21M
Feb 04, 2025 Q4 2024
Asset Advisors Investment Management, LLC

BUY
 -
158
+ 2.12%
$32.4K - $39.5K
7.62K $1.97M
Feb 05, 2025 Q4 2024
First Command Advisory Services, Inc.

BUY
 -
158
+ 1.73%
$32.4K - $39.5K
9.27K $2.4M
Feb 13, 2025 Q4 2024
Cohen & Steers, Inc.

New York, NY
BUY
 -
158
+ 5.34%
$32.4K - $39.5K
3.12K $806K
Jan 14, 2025 Q4 2024
Wiser Wealth Management, Inc

BUY
 -
157
+ 14.02%
$32.2K - $39.3K
1.28K $330K
Jan 22, 2025 Q4 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
157
+ 0.4%
$32.2K - $39.3K
39.6K $10.2M
Feb 04, 2025 Q4 2024
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
157
+ 11.52%
$32.2K - $39.3K
1.52K $393K
Feb 10, 2025 Q4 2024
Mascoma Wealth Management LLC

BUY
 -
157
+ 7.4%
$32.2K - $39.3K
2.28K $590K
Feb 13, 2025 Q4 2024
Stuart Chaussee & Associates, Inc.

BUY
 -
157
+ 31.27%
$32.2K - $39.3K
659 $171K
Jan 17, 2025 Q4 2024
Echo45 Advisors LLC

BUY
 -
156
+ 8.56%
$32K - $39K
1.98K $512K
Jan 21, 2025 Q4 2024
Asio Capital, LLC

BUY
 -
156
+ 1.77%
$32K - $39K
8.99K $2.33M
Feb 10, 2025 Q4 2024
Northwest Wealth Management, LLC

BUY
 -
156
+ 2.1%
$32K - $39K
7.58K $1.96M
Feb 13, 2025 Q4 2024
Investment Counsel CO Of Nevada

Las Vegas, NV
BUY
 -
156
New
$32K - $39K
156 $40.4K
Jan 24, 2025 Q4 2024
Cook Wealth Management Group LLC

Raleigh, NC
BUY
 -
155
+ 8.92%
$31.8K - $38.8K
1.89K $490K
Jan 27, 2025 Q4 2024
Clayton Financial Group LLC

St. Louis, MO
BUY
 -
155
+ 5.25%
$31.8K - $38.8K
3.11K $805K

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