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
Feb 14, 2025 Q4 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
85
+ 0.28%
$17.4K - $21.3K
29.9K $7.75M
Jan 14, 2025 Q4 2024
Meridian Financial Partners LLC

BUY
 -
84
+ 0.85%
$17.2K - $21K
9.97K $2.58M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
84
+ 0.55%
$17.2K - $21K
15.5K $4.01M
Jan 27, 2025 Q4 2024
Legacy Cg, LLC

Plano, TX
BUY
 -
84
+ 0.36%
$17.2K - $21K
23.5K $6.08M
Jan 23, 2025 Q4 2024
Masso Torrence Wealth Management Inc.

BUY
 -
83
+ 0.9%
$17K - $20.8K
9.3K $2.41M
Jan 23, 2025 Q4 2024
Vander Pol Investments L.L.C.

Caledonia, MI
BUY
 -
83
+ 8.07%
$17K - $20.8K
1.11K $288K
Jan 16, 2025 Q4 2024
Atwood & Palmer Inc

BUY
 -
81
+ 1.14%
$16.6K - $20.3K
7.2K $1.86M
Jan 22, 2025 Q4 2024
Foster Victor Wealth Advisors, LLC

BUY
 -
81
+ 0.98%
$16.6K - $20.3K
8.33K $2.16M
Feb 12, 2025 Q4 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
81
+ 0.88%
$16.6K - $20.3K
9.29K $2.4M
Jan 14, 2025 Q4 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
80
+ 0.68%
$16.4K - $20K
11.9K $3.07M
Jan 22, 2025 Q4 2024
Signature Wealth Management Partners, LLC

BUY
 -
80
+ 0.63%
$16.4K - $20K
12.9K $3.33M
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
80
+ 0.45%
$16.4K - $20K
17.8K $4.62M
Jan 30, 2025 Q4 2024
Kuhn & CO Investment Counsel

Chicago, IL
BUY
 -
80
+ 6.27%
$16.4K - $20K
1.36K $351K
Jan 15, 2025 Q4 2024
Shelton Wealth Management, LLC

BUY
 -
79
+ 1.6%
$16.2K - $19.8K
5.01K $1.3M
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
79
+ 0.24%
$16.2K - $19.8K
32.6K $8.43M
Feb 13, 2025 Q4 2024
First Long Island Investors, LLC

BUY
 -
79
+ 0.06%
$16.2K - $19.8K
123K $31.7M
Jan 13, 2025 Q4 2024
Ignite Planners, LLC

BUY
 -
78
+ 0.79%
$16K - $19.5K
9.99K $2.59M
Jan 22, 2025 Q4 2024
Bensler, LLC

Bellevue, WA
BUY
 -
78
+ 3.84%
$16K - $19.5K
2.11K $545K
Feb 03, 2025 Q4 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
75
New
$15.4K - $18.8K
75 $19.4K
Feb 04, 2025 Q4 2024
Lake Street Advisors Group, LLC

BUY
 -
75
+ 0.25%
$15.4K - $18.8K
30.1K $7.79M
Feb 11, 2025 Q4 2024
One Charles Private Wealth Services, LLC

BUY
 -
75
+ 0.62%
$15.4K - $18.8K
12.3K $3.17M
Feb 13, 2025 Q4 2024
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
75
+ 1.22%
$15.4K - $18.8K
6.21K $1.61M
Feb 13, 2025 Q4 2024
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
75
+ 3.9%
$15.4K - $18.8K
2K $518K
Feb 27, 2025 Q4 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
75
+ 15.72%
$15.4K - $18.8K
552 $143K
Jan 22, 2025 Q4 2024
Foster Group, Inc.

BUY
 -
74
+ 1.18%
$15.2K - $18.5K
6.37K $1.65M
Jan 23, 2025 Q4 2024
Litman Gregory Wealth Management LLC

BUY
 -
74
+ 3.75%
$15.2K - $18.5K
2.05K $529K
Jan 28, 2025 Q4 2024
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
74
New
$15.2K - $18.5K
74 $19.2K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
74
+ 2.53%
$15.2K - $18.5K
3K $776K
Jan 31, 2025 Q4 2024
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
74
+ 3.95%
$15.2K - $18.5K
1.95K $504K
Feb 13, 2025 Q4 2024
Acorns Advisers, LLC

Irvine, CA
BUY
 -
74
+ 5.39%
$15.2K - $18.5K
1.45K $374K
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
73
+ 2.29%
$15K - $18.3K
3.26K $843K
Feb 10, 2025 Q4 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
73
+ 4.66%
$15K - $18.3K
1.64K $424K
Jan 16, 2025 Q4 2024
Ade, LLC

BUY
 -
72
+ 4.01%
$14.8K - $18K
1.87K $484K
Jan 13, 2025 Q4 2024
Catalyst Private Wealth, LLC

BUY
 -
71
+ 3.58%
$14.6K - $17.8K
2.06K $532K
Jan 16, 2025 Q4 2024
Wealthquest Corp

Cincinnati, OH
BUY
 -
71
+ 0.8%
$14.6K - $17.8K
8.92K $2.31M
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
70
+ 4.54%
$14.4K - $17.5K
1.61K $417K
Feb 13, 2025 Q4 2024
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
70
+ 0.06%
$14.4K - $17.5K
110K $28.4M
Feb 13, 2025 Q4 2024
Altman Advisors, Inc.

Chicago, IL
BUY
 -
70
+ 0.78%
$14.4K - $17.5K
9.04K $2.34M
Feb 14, 2025 Q4 2024
Chilton Investment CO Inc.

Stamford, CT
BUY
 -
70
+ 0.45%
$14.4K - $17.5K
15.5K $4.02M
Jan 24, 2025 Q4 2024
Lazari Capital Management, Inc.

Woodland Hills, CA
BUY
 -
69
+ 0.76%
$14.2K - $17.3K
9.21K $2.38M
Jan 28, 2025 Q4 2024
Liberty Capital Management, Inc.

BUY
 -
69
+ 0.27%
$14.2K - $17.3K
25.8K $6.67M
Jan 29, 2025 Q4 2024
Sunburst Financial Group, LLC

BUY
 -
69
+ 1.21%
$14.2K - $17.3K
5.77K $1.49M
Feb 11, 2025 Q4 2024
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
69
+ 0.28%
$14.2K - $17.3K
24.9K $6.45M
Feb 13, 2025 Q4 2024
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
69
+ 0.4%
$14.2K - $17.3K
17.4K $4.51M
Jan 23, 2025 Q4 2024
Enzi Wealth

Austin, TX
BUY
 -
67
+ 5.42%
$13.7K - $16.8K
1.3K $337K
Jan 27, 2025 Q4 2024
Benchmark Financial Wealth Advisors, LLC

BUY
 -
67
+ 1.77%
$13.7K - $16.8K
3.85K $995K
Jan 31, 2025 Q4 2024
Traction Financial Partners, LLC

Littleton, CO
BUY
 -
67
+ 3.72%
$13.7K - $16.8K
1.87K $483K
Feb 03, 2025 Q4 2024
Crumly & Associates Inc.

BUY
 -
66
+ 1.11%
$13.5K - $16.5K
6.02K $1.56M
Feb 07, 2025 Q4 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
66
+ 1.08%
$13.5K - $16.5K
6.19K $1.6M

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