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 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.12% |
$410 - $501
|
1.69K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.2K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$304K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 3.03% |
$410 - $501
|
64
$16.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2- 0.04% |
$410 - $501
|
4.84K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-2- 0.13% |
$410 - $501
|
1.51K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2- 0.07% |
$410 - $501
|
3.05K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-2- 0.11% |
$410 - $501
|
1.83K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-2- 0.04% |
$410 - $501
|
5.32K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.18% |
$616 - $751
|
1.63K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3- 0.06% |
$616 - $751
|
5.36K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-3- 0.05% |
$616 - $751
|
5.69K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-4- 0.27% |
$821 - $1K
|
1.48K
$384K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$821 - $1K
|
2.01K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4- 0.02% |
$821 - $1K
|
18.9K
$4.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.23M
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- -0.0% |
$1.03K - $1.25K
|
231K
$59.9M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-5- 0.1% |
$1.03K - $1.25K
|
5.09K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-5- 0.11% |
$1.03K - $1.25K
|
4.73K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.12% |
$1.03K - $1.25K
|
4.16K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5- 0.06% |
$1.03K - $1.25K
|
7.76K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.14% |
$1.03K - $1.25K
|
3.64K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-5- 0.06% |
$1.03K - $1.25K
|
7.71K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.23K - $1.5K
|
2.68K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-6- 0.46% |
$1.23K - $1.5K
|
1.29K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.14% |
$1.23K - $1.5K
|
4.36K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6- 0.59% |
$1.23K - $1.5K
|
1.02K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.23% |
$1.44K - $1.75K
|
3.05K
$790K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7- 0.05% |
$1.44K - $1.75K
|
15.5K
$4M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-7- 0.19% |
$1.44K - $1.75K
|
3.69K
$955K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.72% |
$1.44K - $1.75K
|
960
$249K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.61% |
$1.64K - $2K
|
1.3K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.05% |
$1.64K - $2K
|
15.3K
$3.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8- 0.1% |
$1.64K - $2K
|
7.69K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-8- 0.08% |
$1.64K - $2K
|
10.1K
$2.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$835K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9- 0.07% |
$1.85K - $2.25K
|
13.4K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-9- 0.13% |
$1.85K - $2.25K
|
6.83K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-9- 0.27% |
$1.85K - $2.25K
|
3.28K
$849K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.02% |
$1.85K - $2.25K
|
56.2K
$14.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9- 0.55% |
$1.85K - $2.25K
|
1.62K
$419K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-9- 0.74% |
$1.85K - $2.25K
|
1.21K
$313K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$876K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.1% |
$2.05K - $2.5K
|
10K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
25.6K
$6.64M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-10- 0.04% |
$2.05K - $2.5K
|
24.7K
$6.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-10- 0.08% |
$2.05K - $2.5K
|
12.8K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-10- 0.32% |
$2.05K - $2.5K
|
3.12K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-11- 0.89% |
$2.26K - $2.75K
|
1.22K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-11- 0.21% |
$2.26K - $2.75K
|
5.17K
$1.34M
|