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 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
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
65+ 41.4% |
$13.3K - $16.3K
|
222
$57.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.06% |
$13.1K - $16K
|
102K
$26.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
64+ 0.66% |
$13.1K - $16K
|
9.81K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
64New |
$13.1K - $16K
|
64
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
64+ 0.03% |
$13.1K - $16K
|
198K
$51.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
64+ 1.95% |
$13.1K - $16K
|
3.35K
$866K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
63+ 0.25% |
$12.9K - $15.8K
|
25.3K
$6.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63+ 2.22% |
$12.9K - $15.8K
|
2.9K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
63+ 1.99% |
$12.9K - $15.8K
|
3.22K
$834K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
63+ 4.94% |
$12.9K - $15.8K
|
1.34K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62+ 2.0% |
$12.7K - $15.5K
|
3.17K
$820K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
62+ 310.0% |
$12.7K - $15.5K
|
82
$21.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.26% |
$12.5K - $15.3K
|
23.1K
$5.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
61+ 4.6% |
$12.5K - $15.3K
|
1.39K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 0.74% |
$12.5K - $15.3K
|
8.26K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
61+ 3.01% |
$12.5K - $15.3K
|
2.09K
$540K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
61+ 0.58% |
$12.5K - $15.3K
|
10.6K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
61+ 2.68% |
$12.5K - $15.3K
|
2.34K
$605K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
60+ 0.67% |
$12.3K - $15K
|
8.95K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.21% |
$12.3K - $15K
|
1.48K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.98% |
$12.1K - $14.8K
|
6.08K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
59+ 0.66% |
$12.1K - $14.8K
|
8.97K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 0.26% |
$12.1K - $14.8K
|
22.5K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
59+ 0.57% |
$12.1K - $14.8K
|
10.5K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 0.67% |
$12.1K - $14.8K
|
8.8K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
59+ 2.98% |
$12.1K - $14.8K
|
2.04K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
58+ 2.04% |
$11.9K - $14.5K
|
2.9K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
58+ 0.93% |
$11.9K - $14.5K
|
6.32K
$1.64M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
57+ 2.64% |
$11.7K - $14.3K
|
2.22K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
57+ 0.32% |
$11.7K - $14.3K
|
17.8K
$4.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
57+ 0.68% |
$11.7K - $14.3K
|
8.42K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
57+ 2.81% |
$11.7K - $14.3K
|
2.08K
$539K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
56+ 0.23% |
$11.5K - $14K
|
24.9K
$6.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
56+ 0.41% |
$11.5K - $14K
|
13.8K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
56+ 1.85% |
$11.5K - $14K
|
3.08K
$796K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
55+ 1.66% |
$11.3K - $13.8K
|
3.37K
$871K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
55+ 4.75% |
$11.3K - $13.8K
|
1.21K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
55+ 0.14% |
$11.3K - $13.8K
|
38.2K
$9.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
54+ 0.01% |
$11.1K - $13.5K
|
590K
$153M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
53+ 0.89% |
$10.9K - $13.3K
|
6.01K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
53+ 0.23% |
$10.9K - $13.3K
|
23.2K
$5.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
53+ 2.21% |
$10.9K - $13.3K
|
2.45K
$635K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 3.15% |
$10.7K - $13K
|
1.7K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 2.13% |
$10.7K - $13K
|
2.49K
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$52K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
51+ 0.81% |
$10.5K - $12.8K
|
6.36K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51+ 7.57% |
$10.5K - $12.8K
|
725
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
51+ 0.97% |
$10.5K - $12.8K
|
5.29K
$1.37M
|