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 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
132+ 0.79% |
$27.1K - $33K
|
16.9K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
132+ 9.46% |
$27.1K - $33K
|
1.53K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
131+ 3.04% |
$26.9K - $32.8K
|
4.43K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
131+ 3.34% |
$26.9K - $32.8K
|
4.05K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
130+ 12.58% |
$26.7K - $32.5K
|
1.16K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
130+ 6.71% |
$26.7K - $32.5K
|
2.07K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
130+ 6.24% |
$26.7K - $32.5K
|
2.21K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
130+ 5.17% |
$26.7K - $32.5K
|
2.65K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
129+ 3.29% |
$26.5K - $32.3K
|
4.05K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
129+ 6.18% |
$26.5K - $32.3K
|
2.22K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
128+ 7.95% |
$26.3K - $32K
|
1.74K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
127+ 0.38% |
$26.1K - $31.8K
|
33.7K
$8.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
127+ 3.66% |
$26.1K - $31.8K
|
3.6K
$931K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
126+ 2.95% |
$25.9K - $31.5K
|
4.4K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
124+ 3.45% |
$25.4K - $31K
|
3.72K
$962K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
123+ 4.64% |
$25.2K - $30.8K
|
2.77K
$717K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
122+ 0.3% |
$25K - $30.5K
|
40.3K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
122+ 0.14% |
$25K - $30.5K
|
87.7K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 0.13% |
$25K - $30.5K
|
92.8K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
122+ 2.65% |
$25K - $30.5K
|
4.72K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
121+ 1.44% |
$24.8K - $30.3K
|
8.51K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
120+ 0.49% |
$24.6K - $30K
|
24.4K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
120+ 3.81% |
$24.6K - $30K
|
3.27K
$846K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
120+ 3.52% |
$24.6K - $30K
|
3.53K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
120New |
$24.6K - $30K
|
120
$31.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
119+ 2.84% |
$24.4K - $29.8K
|
4.31K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
119+ 4.14% |
$24.4K - $29.8K
|
2.99K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
118+ 0.46% |
$24.2K - $29.5K
|
25.9K
$6.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
117+ 2.08% |
$24K - $29.3K
|
5.74K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
116+ 5.96% |
$23.8K - $29K
|
2.06K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
116+ 0.32% |
$23.8K - $29K
|
36.2K
$9.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
115+ 11.62% |
$23.6K - $28.8K
|
1.11K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 0.97% |
$23.4K - $28.5K
|
11.9K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
114+ 0.94% |
$23.4K - $28.5K
|
12.3K
$3.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
113+ 10.39% |
$23.2K - $28.3K
|
1.2K
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
113+ 5.13% |
$23.2K - $28.3K
|
2.32K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
113+ 9.11% |
$23.2K - $28.3K
|
1.35K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
112+ 0.87% |
$23K - $28K
|
13K
$3.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
112+ 5.73% |
$23K - $28K
|
2.07K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
110+ 1.04% |
$22.6K - $27.5K
|
10.7K
$2.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
110+ 0.54% |
$22.6K - $27.5K
|
20.5K
$5.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
110+ 1.88% |
$22.6K - $27.5K
|
5.96K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
109+ 5.64% |
$22.4K - $27.3K
|
2.04K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
109+ 0.5% |
$22.4K - $27.3K
|
21.7K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
108+ 4.73% |
$22.2K - $27K
|
2.39K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
108+ 2.29% |
$22.2K - $27K
|
4.82K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
108+ 0.77% |
$22.2K - $27K
|
14.2K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
106+ 2.95% |
$21.7K - $26.5K
|
3.7K
$958K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.25% |
$21.5K - $26.3K
|
8.49K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
105+ 2.34% |
$21.5K - $26.3K
|
4.59K
$1.19M
|