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 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 1.66% |
$13.1K - $16K
|
3.78K
$978K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 1.19% |
$13.1K - $16K
|
5.3K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$13.5K - $16.5K
|
2.96K
$766K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-66- 0.33% |
$13.5K - $16.5K
|
19.7K
$5.09M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-66- 1.59% |
$13.5K - $16.5K
|
4.08K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-66- 0.18% |
$13.5K - $16.5K
|
35.7K
$9.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.11% |
$13.7K - $16.8K
|
2.09K
$540K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-67- 0.66% |
$13.7K - $16.8K
|
10K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-67- 0.17% |
$13.7K - $16.8K
|
39.7K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-68- 2.69% |
$14K - $17K
|
2.46K
$637K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-69- 0.3% |
$14.2K - $17.3K
|
23K
$5.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-69- 5.75% |
$14.2K - $17.3K
|
1.13K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.67% |
$14.4K - $17.5K
|
10.4K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
SELL
|
- |
-70- 0.14% |
$14.4K - $17.5K
|
50.1K
$13M
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-70- 4.89% |
$14.4K - $17.5K
|
1.36K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-70- 1.38% |
$14.4K - $17.5K
|
5.02K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 1.06% |
$14.4K - $17.5K
|
6.54K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-72- 2.93% |
$14.8K - $18K
|
2.39K
$618K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-72- 1.13% |
$14.8K - $18K
|
6.28K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-72- 1.14% |
$14.8K - $18K
|
6.25K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-72- 0.43% |
$14.8K - $18K
|
16.7K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-72- 0.58% |
$14.8K - $18K
|
12.4K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-72- 6.83% |
$14.8K - $18K
|
982
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-72- 2.76% |
$14.8K - $18K
|
2.54K
$656K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-73- 5.51% |
$15K - $18.3K
|
1.25K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-73- 6.96% |
$15K - $18.3K
|
976
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 0.86% |
$15.4K - $18.8K
|
8.63K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-75- 4.16% |
$15.4K - $18.8K
|
1.73K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-76- 3.07% |
$15.6K - $19K
|
2.4K
$621K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-78- 0.63% |
$16K - $19.5K
|
12.3K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-78- 1.31% |
$16K - $19.5K
|
5.86K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-79- 0.24% |
$16.2K - $19.8K
|
33.5K
$8.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-80- 2.78% |
$16.4K - $20K
|
2.8K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-80- 0.52% |
$16.4K - $20K
|
15.2K
$3.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 0.61% |
$16.4K - $20K
|
12.9K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-80- 0.28% |
$16.4K - $20K
|
28.8K
$7.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-80- 0.27% |
$16.4K - $20K
|
29.5K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-80- 4.19% |
$16.4K - $20K
|
1.83K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-81- 0.26% |
$16.6K - $20.3K
|
30.6K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-82- 0.03% |
$16.8K - $20.5K
|
262K
$67.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-82- 0.36% |
$16.8K - $20.5K
|
22.6K
$5.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-83- 1.04% |
$17K - $20.8K
|
7.89K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-83- 2.67% |
$17K - $20.8K
|
3.02K
$782K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-84- 2.05% |
$17.2K - $21K
|
4.02K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-84- 0.64% |
$17.2K - $21K
|
13K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-84- 3.44% |
$17.2K - $21K
|
2.36K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-85- 2.48% |
$17.4K - $21.3K
|
3.35K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$17.4K - $21.3K
|
127
$32.9K
|