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
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.09% |
$4.92K - $6.01K
|
27.5K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-24- 0.4% |
$4.92K - $6.01K
|
5.92K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.36% |
$5.13K - $6.26K
|
6.88K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-25- 0.21% |
$5.13K - $6.26K
|
11.7K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.11% |
$5.13K - $6.26K
|
22K
$5.69M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25Closed |
$5.13K - $6.26K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-25- 0.34% |
$5.13K - $6.26K
|
7.35K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-25- 0.33% |
$5.13K - $6.26K
|
7.54K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 1.24% |
$5.13K - $6.26K
|
2K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-25- 1.13% |
$5.13K - $6.26K
|
2.18K
$564K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-25- 0.18% |
$5.13K - $6.26K
|
14.1K
$3.64M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-25- 0.07% |
$5.13K - $6.26K
|
36.6K
$9.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26- 1.18% |
$5.33K - $6.51K
|
2.17K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-26- 1.0% |
$5.33K - $6.51K
|
2.58K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-26- 1.68% |
$5.33K - $6.51K
|
1.52K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-27- 0.43% |
$5.54K - $6.76K
|
6.29K
$1.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-27- 1.18% |
$5.54K - $6.76K
|
2.25K
$583K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-27- 0.13% |
$5.54K - $6.76K
|
21K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-27- 0.49% |
$5.54K - $6.76K
|
5.46K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.35% |
$5.75K - $7.01K
|
7.89K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-28- 0.56% |
$5.75K - $7.01K
|
5K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-29- 1.9% |
$5.95K - $7.26K
|
1.5K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-29- 0.22% |
$5.95K - $7.26K
|
12.9K
$3.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-29- 0.37% |
$5.95K - $7.26K
|
7.82K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.25% |
$5.95K - $7.26K
|
11.5K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-30- 2.58% |
$6.16K - $7.51K
|
1.13K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-30- 0.38% |
$6.16K - $7.51K
|
7.82K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-30- 1.68% |
$6.16K - $7.51K
|
1.76K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-30- 0.17% |
$6.16K - $7.51K
|
18.1K
$4.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-30- 0.19% |
$6.16K - $7.51K
|
15.4K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-31- 2.22% |
$6.36K - $7.76K
|
1.37K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.99% |
$6.36K - $7.76K
|
3.1K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-31- 11.79% |
$6.36K - $7.76K
|
232
$60K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$6.57K - $8.01K
|
3.86K
$998K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32- 0.68% |
$6.57K - $8.01K
|
4.66K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-32- 0.08% |
$6.57K - $8.01K
|
39K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-32- 1.1% |
$6.57K - $8.01K
|
2.89K
$747K
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-32- 0.71% |
$6.57K - $8.01K
|
4.51K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-33- 0.45% |
$6.77K - $8.26K
|
7.22K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-34- 13.55% |
$6.98K - $8.51K
|
217
$56.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-34- 0.25% |
$6.98K - $8.51K
|
13.7K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-34- 2.83% |
$6.98K - $8.51K
|
1.17K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-34- 1.51% |
$6.98K - $8.51K
|
2.22K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-34- 0.59% |
$6.98K - $8.51K
|
5.74K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-34- 0.28% |
$6.98K - $8.51K
|
12.2K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34- 2.97% |
$6.98K - $8.51K
|
1.11K
$287K
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
SELL
|
- |
-35- 2.35% |
$7.18K - $8.76K
|
1.46K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-35- 0.85% |
$7.18K - $8.76K
|
4.1K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-35- 0.44% |
$7.18K - $8.76K
|
7.92K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-35- 2.19% |
$7.18K - $8.76K
|
1.56K
$404K
|