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 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
155+ 3.43% |
$31.8K - $38.8K
|
4.68K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
154+ 0.66% |
$31.6K - $38.5K
|
23.5K
$6.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
154+ 0.19% |
$31.6K - $38.5K
|
80.2K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
153+ 4.51% |
$31.4K - $38.3K
|
3.55K
$917K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
152+ 3.1% |
$31.2K - $38K
|
5.05K
$1.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
151+ 0.68% |
$31K - $37.8K
|
22.3K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
151+ 1.78% |
$31K - $37.8K
|
8.63K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
151+ 1.05% |
$31K - $37.8K
|
14.5K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
150+ 8.99% |
$30.8K - $37.5K
|
1.82K
$470K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
150+ 2.48% |
$30.8K - $37.5K
|
6.19K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
150+ 1.78% |
$30.8K - $37.5K
|
8.57K
$2.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
150+ 1.09% |
$30.8K - $37.5K
|
13.9K
$3.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
148+ 2.32% |
$30.4K - $37K
|
6.52K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
148+ 15.53% |
$30.4K - $37K
|
1.1K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
148+ 0.45% |
$30.4K - $37K
|
32.7K
$8.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
147+ 7.5% |
$30.2K - $36.8K
|
2.11K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
147+ 1.94% |
$30.2K - $36.8K
|
7.71K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
147+ 22.11% |
$30.2K - $36.8K
|
812
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
146+ 5.43% |
$30K - $36.5K
|
2.83K
$733K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
145+ 2.71% |
$29.8K - $36.3K
|
5.49K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
145+ 0.48% |
$29.8K - $36.3K
|
30.3K
$7.84M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
144+ 4.94% |
$29.5K - $36K
|
3.06K
$791K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
142+ 4.42% |
$29.1K - $35.5K
|
3.36K
$868K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
142+ 1.24% |
$29.1K - $35.5K
|
11.6K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
142+ 0.5% |
$29.1K - $35.5K
|
28.5K
$7.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
141+ 2.4% |
$28.9K - $35.3K
|
6.03K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
141+ 0.43% |
$28.9K - $35.3K
|
32.9K
$8.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
140+ 6.2% |
$28.7K - $35K
|
2.4K
$620K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
140+ 7.16% |
$28.7K - $35K
|
2.1K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
140+ 10.49% |
$28.7K - $35K
|
1.47K
$381K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
140New |
$28.7K - $35K
|
140
$36.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
140+ 1.54% |
$28.7K - $35K
|
9.25K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
140+ 0.29% |
$28.7K - $35K
|
49K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
139+ 1.25% |
$28.5K - $34.8K
|
11.2K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
139+ 0.32% |
$28.5K - $34.8K
|
44K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
138+ 1.75% |
$28.3K - $34.5K
|
8.03K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
138+ 23.12% |
$28.3K - $34.5K
|
735
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
137+ 2.77% |
$28.1K - $34.3K
|
5.08K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
137+ 0.99% |
$28.1K - $34.3K
|
13.9K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$657K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
136+ 1.19% |
$27.9K - $34K
|
11.5K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
136+ 7.51% |
$27.9K - $34K
|
1.95K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
134+ 4.12% |
$27.5K - $33.5K
|
3.39K
$876K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
134+ 3.13% |
$27.5K - $33.5K
|
4.41K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
134+ 5.3% |
$27.5K - $33.5K
|
2.66K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
134+ 0.87% |
$27.5K - $33.5K
|
15.6K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
133+ 5.37% |
$27.3K - $33.3K
|
2.61K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
133+ 1.24% |
$27.3K - $33.3K
|
10.9K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
133+ 1.28% |
$27.3K - $33.3K
|
10.5K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
133+ 4.87% |
$27.3K - $33.3K
|
2.87K
$741K
|