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 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-35- 0.81% |
$7.18K - $8.76K
|
4.27K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-35- 3.61% |
$7.18K - $8.76K
|
934
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-36- 1.23% |
$7.39K - $9.01K
|
2.89K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-36- 1.89% |
$7.39K - $9.01K
|
1.87K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-36- 0.35% |
$7.39K - $9.01K
|
10.2K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-36- 2.17% |
$7.39K - $9.01K
|
1.63K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36- 0.05% |
$7.39K - $9.01K
|
71K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-36- 0.57% |
$7.39K - $9.01K
|
6.32K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-36- 4.79% |
$7.39K - $9.01K
|
715
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-36- 0.63% |
$7.39K - $9.01K
|
5.67K
$1.47M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-37- 0.43% |
$7.59K - $9.26K
|
8.62K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-37- 0.01% |
$7.59K - $9.26K
|
279K
$72.2M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-37- 0.16% |
$7.59K - $9.26K
|
23.1K
$5.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-38- 0.49% |
$7.8K - $9.51K
|
7.66K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 0.99% |
$7.8K - $9.51K
|
3.82K
$987K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-38- 0.25% |
$7.8K - $9.51K
|
15K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-39- 0.53% |
$8K - $9.76K
|
7.3K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$407K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-39- 0.21% |
$8K - $9.76K
|
18.8K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-39- 0.27% |
$8K - $9.76K
|
14.3K
$3.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-40- 0.2% |
$8.21K - $10K
|
20.2K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-40- 21.16% |
$8.21K - $10K
|
149
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-40- 0.12% |
$8.21K - $10K
|
32.1K
$8.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-40- 0.38% |
$8.21K - $10K
|
10.4K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-40- 0.29% |
$8.21K - $10K
|
13.6K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-40- 0.73% |
$8.21K - $10K
|
5.46K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-40- 0.42% |
$8.21K - $10K
|
9.46K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-40- 0.78% |
$8.21K - $10K
|
5.11K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-40- 0.45% |
$8.21K - $10K
|
8.86K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-40- 0.76% |
$8.21K - $10K
|
5.26K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-41- 0.61% |
$8.41K - $10.3K
|
6.69K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-41- 0.23% |
$8.41K - $10.3K
|
17.6K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-42- 1.63% |
$8.62K - $10.5K
|
2.54K
$657K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-43- 1.01% |
$8.82K - $10.8K
|
4.2K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-43- 1.29% |
$8.82K - $10.8K
|
3.29K
$850K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 6.69% |
$8.82K - $10.8K
|
600
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-43- 0.75% |
$8.82K - $10.8K
|
5.72K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-44- 0.07% |
$9.03K - $11K
|
61.5K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-44- 2.02% |
$9.03K - $11K
|
2.14K
$553K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-45- 0.11% |
$9.23K - $11.3K
|
42.5K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-45- 2.35% |
$9.23K - $11.3K
|
1.87K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.47% |
$9.23K - $11.3K
|
9.53K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-45- 2.78% |
$9.23K - $11.3K
|
1.58K
$408K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-46- 1.59% |
$9.44K - $11.5K
|
2.85K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-46- 0.05% |
$9.44K - $11.5K
|
89.5K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-46- 0.87% |
$9.44K - $11.5K
|
5.21K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-46- 0.45% |
$9.44K - $11.5K
|
10.1K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-47- 3.35% |
$9.64K - $11.8K
|
1.35K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-48- 3.63% |
$9.85K - $12K
|
1.28K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-48- 3.17% |
$9.85K - $12K
|
1.47K
$379K
|