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 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$1.23K - $1.5K
|
29.2K
$7.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.51% |
$1.23K - $1.5K
|
1.19K
$309K
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
6+ 0.1% |
$1.23K - $1.5K
|
5.83K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 0.09% |
$1.03K - $1.25K
|
5.33K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
5+ 0.51% |
$1.03K - $1.25K
|
988
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.27% |
$1.03K - $1.25K
|
1.85K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.4% |
$1.03K - $1.25K
|
1.25K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.14% |
$1.03K - $1.25K
|
3.57K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
5+ 0.46% |
$1.03K - $1.25K
|
1.1K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$1.03K - $1.25K
|
5.32K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
5New |
$1.03K - $1.25K
|
5
$1.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
5+ 0.11% |
$1.03K - $1.25K
|
4.43K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5+ 0.26% |
$1.03K - $1.25K
|
1.95K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.52% |
$1.03K - $1.25K
|
974
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.03% |
$821 - $1K
|
11.6K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4+ 0.03% |
$821 - $1K
|
11.9K
$3.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.06% |
$821 - $1K
|
7.14K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4+ 0.32% |
$821 - $1K
|
1.24K
$321K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4+ 0.09% |
$821 - $1K
|
4.43K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
4+ 0.05% |
$821 - $1K
|
7.62K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4+ 0.31% |
$821 - $1K
|
1.29K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$821 - $1K
|
52.1K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
4+ 0.67% |
$821 - $1K
|
605
$157K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4+ 0.28% |
$821 - $1K
|
1.44K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4+ 0.07% |
$821 - $1K
|
5.54K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.46% |
$821 - $1K
|
872
$226K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.1% |
$821 - $1K
|
4.16K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.24% |
$616 - $751
|
1.24K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
3+ 0.18% |
$616 - $751
|
1.68K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.14% |
$616 - $751
|
2.09K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.28% |
$616 - $751
|
1.09K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
3+ 0.08% |
$616 - $751
|
3.66K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.02% |
$616 - $751
|
12.7K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3+ 0.05% |
$616 - $751
|
6.35K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3+ 0.01% |
$616 - $751
|
27.5K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.03% |
$616 - $751
|
11.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.18% |
$616 - $751
|
1.69K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$616 - $751
|
2.67K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$410 - $501
|
4.56K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.19% |
$410 - $501
|
1.07K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$410 - $501
|
3.33K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$410 - $501
|
22.2K
$5.75M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2+ 0.18% |
$410 - $501
|
1.09K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$410 - $501
|
3.58K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$410 - $501
|
2.35K
$609K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.17% |
$410 - $501
|
1.2K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.04% |
$410 - $501
|
5.58K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.03% |
$410 - $501
|
7.92K
$2.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.18% |
$410 - $501
|
1.11K
$288K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$410 - $501
|
1.91K
$495K
|