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 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
51+ 1.09% |
$10.5K - $12.8K
|
4.72K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50+ 4.17% |
$10.3K - $12.5K
|
1.25K
$323K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
50+ 0.92% |
$10.3K - $12.5K
|
5.5K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
50+ 0.45% |
$10.3K - $12.5K
|
11.1K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.04% |
$10.3K - $12.5K
|
137K
$35.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
50+ 0.8% |
$10.3K - $12.5K
|
6.32K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 2.32% |
$10.3K - $12.5K
|
2.2K
$570K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
49+ 1.81% |
$10.1K - $12.3K
|
2.76K
$715K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
49+ 4.96% |
$10.1K - $12.3K
|
1.04K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
49+ 4.25% |
$10.1K - $12.3K
|
1.2K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
49+ 0.68% |
$10.1K - $12.3K
|
7.28K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
48+ 1.54% |
$9.85K - $12K
|
3.16K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 0.96% |
$9.85K - $12K
|
5.05K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
48+ 3.75% |
$9.85K - $12K
|
1.33K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
48+ 2.86% |
$9.85K - $12K
|
1.73K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
48New |
$9.85K - $12K
|
48
$12.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.16% |
$9.64K - $11.8K
|
29.9K
$7.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
47+ 0.21% |
$9.64K - $11.8K
|
22.5K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
46+ 2.65% |
$9.44K - $11.5K
|
1.78K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
46+ 4.44% |
$9.44K - $11.5K
|
1.08K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
46+ 0.53% |
$9.44K - $11.5K
|
8.65K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
46+ 0.36% |
$9.44K - $11.5K
|
12.7K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
46+ 3.21% |
$9.44K - $11.5K
|
1.48K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
46+ 2.02% |
$9.44K - $11.5K
|
2.33K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
46+ 2.7% |
$9.44K - $11.5K
|
1.75K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
46+ 0.21% |
$9.44K - $11.5K
|
21.6K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
46+ 0.34% |
$9.44K - $11.5K
|
13.6K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 2.19% |
$9.23K - $11.3K
|
2.1K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45+ 3.25% |
$9.23K - $11.3K
|
1.43K
$370K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
45+ 0.45% |
$9.23K - $11.3K
|
10.1K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
45+ 1.33% |
$9.23K - $11.3K
|
3.43K
$886K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
45+ 0.72% |
$9.23K - $11.3K
|
6.29K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.03K - $11K
|
2.88K
$746K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
44+ 3.19% |
$9.03K - $11K
|
1.42K
$368K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
44+ 1.44% |
$9.03K - $11K
|
3.1K
$801K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
43+ 0.42% |
$8.82K - $10.8K
|
10.2K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
43+ 0.14% |
$8.82K - $10.8K
|
30.1K
$7.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43+ 16.86% |
$8.82K - $10.8K
|
298
$77.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
43+ 2.86% |
$8.82K - $10.8K
|
1.55K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.69% |
$8.62K - $10.5K
|
6.13K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
42+ 3.56% |
$8.62K - $10.5K
|
1.22K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
41+ 2.28% |
$8.41K - $10.3K
|
1.84K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
41+ 2.02% |
$8.41K - $10.3K
|
2.07K
$535K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.28% |
$8.21K - $10K
|
14.5K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
40+ 0.23% |
$8.21K - $10K
|
17.3K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
40+ 0.09% |
$8.21K - $10K
|
46.2K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
40+ 0.73% |
$8.21K - $10K
|
5.54K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
40+ 0.98% |
$8.21K - $10K
|
4.11K
$1.06M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
40+ 0.29% |
$8.21K - $10K
|
13.9K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
39+ 3.79% |
$8K - $9.76K
|
1.07K
$276K
|