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 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.27% |
$4.92K - $6.01K
|
8.82K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.51% |
$4.92K - $6.01K
|
4.72K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.84% |
$4.92K - $6.01K
|
2.89K
$749K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.3% |
$4.92K - $6.01K
|
8.06K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.46% |
$4.72K - $5.76K
|
5.04K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22+ 1.97% |
$4.51K - $5.51K
|
1.14K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
22+ 0.34% |
$4.51K - $5.51K
|
6.57K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
22+ 1.0% |
$4.51K - $5.51K
|
2.22K
$575K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
21+ 1.18% |
$4.31K - $5.26K
|
1.81K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.31K - $5.26K
|
5.75K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
21+ 0.19% |
$4.31K - $5.26K
|
11.2K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
21+ 1.85% |
$4.31K - $5.26K
|
1.16K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
21+ 1.22% |
$4.31K - $5.26K
|
1.75K
$453K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.63K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.36% |
$4.1K - $5.01K
|
5.53K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
20+ 0.45% |
$4.1K - $5.01K
|
4.46K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.8K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.4% |
$4.1K - $5.01K
|
4.98K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 0.77% |
$4.1K - $5.01K
|
2.62K
$678K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 0.61% |
$4.1K - $5.01K
|
3.3K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
19+ 0.69% |
$3.9K - $4.76K
|
2.78K
$719K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
19+ 0.46% |
$3.9K - $4.76K
|
4.17K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.2% |
$3.9K - $4.76K
|
9.66K
$2.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
19+ 0.33% |
$3.9K - $4.76K
|
5.72K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
19+ 1.25% |
$3.9K - $4.76K
|
1.54K
$398K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
18+ 0.58% |
$3.69K - $4.51K
|
3.11K
$804K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
18+ 0.11% |
$3.69K - $4.51K
|
17.2K
$4.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 15.52% |
$3.69K - $4.51K
|
134
$34.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
18+ 0.05% |
$3.69K - $4.51K
|
39K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
17+ 0.38% |
$3.49K - $4.25K
|
4.53K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
17New |
$3.49K - $4.25K
|
17
$4.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
17+ 0.18% |
$3.49K - $4.25K
|
9.35K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$3.49K - $4.25K
|
5.42K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$3.28K - $4K
|
3.78K
$979K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.43% |
$3.28K - $4K
|
3.7K
$958K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
16+ 0.39% |
$3.28K - $4K
|
4.13K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
16+ 0.02% |
$3.28K - $4K
|
87.5K
$22.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$3.28K - $4K
|
3.21K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
16+ 0.07% |
$3.28K - $4K
|
22.8K
$5.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
15+ 0.15% |
$3.08K - $3.75K
|
9.73K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
15+ 0.3% |
$3.08K - $3.75K
|
5.09K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$3.08K - $3.75K
|
3.08K
$798K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.18% |
$3.08K - $3.75K
|
8.18K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
15+ 0.5% |
$3.08K - $3.75K
|
3K
$777K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.08K - $3.75K
|
15
$3.88K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
14+ 0.07% |
$2.87K - $3.5K
|
19.7K
$5.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.05% |
$2.87K - $3.5K
|
28K
$7.24M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
14+ 0.33% |
$2.87K - $3.5K
|
4.2K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14+ 0.07% |
$2.87K - $3.5K
|
21.4K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.09% |
$2.87K - $3.5K
|
16.3K
$4.23M
|