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 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-124- 1.39% |
$25.4K - $31K
|
8.77K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-125- 1.32% |
$25.6K - $31.3K
|
9.34K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 1.21% |
$25.6K - $31.3K
|
10.2K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-125- 0.39% |
$25.6K - $31.3K
|
32.2K
$8.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-127- 2.32% |
$26.1K - $31.8K
|
5.34K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-127- 0.72% |
$26.1K - $31.8K
|
17.4K
$4.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.56% |
$26.1K - $31.8K
|
22.5K
$5.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-127- 0.26% |
$26.1K - $31.8K
|
48.2K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-128- 2.41% |
$26.3K - $32K
|
5.18K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-130- 0.47% |
$26.7K - $32.5K
|
27.2K
$7.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-133- 5.5% |
$27.3K - $33.3K
|
2.29K
$592K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-133- 5.99% |
$27.3K - $33.3K
|
2.09K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-133- 0.26% |
$27.3K - $33.3K
|
51.1K
$13.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-133- 0.5% |
$27.3K - $33.3K
|
26.5K
$6.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-134- 3.59% |
$27.5K - $33.5K
|
3.6K
$932K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-134- 17.7% |
$27.5K - $33.5K
|
623
$161K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-134- 2.89% |
$27.5K - $33.5K
|
4.51K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-135- 0.84% |
$27.7K - $33.8K
|
16K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-136- 4.49% |
$27.9K - $34K
|
2.89K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-136- 12.81% |
$27.9K - $34K
|
926
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-136- 1.59% |
$27.9K - $34K
|
8.4K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-137- 0.66% |
$28.1K - $34.3K
|
20.6K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-137- 1.66% |
$28.1K - $34.3K
|
8.14K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-138- 0.73% |
$28.3K - $34.5K
|
18.7K
$4.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-138- 8.24% |
$28.3K - $34.5K
|
1.54K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-138- 1.37% |
$28.3K - $34.5K
|
9.96K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-138- 5.96% |
$28.3K - $34.5K
|
2.18K
$563K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-139- 2.13% |
$28.5K - $34.8K
|
6.4K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-139- 1.03% |
$28.5K - $34.8K
|
13.4K
$3.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-140- 1.75% |
$28.7K - $35K
|
7.88K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-141- 1.61% |
$28.9K - $35.3K
|
8.62K
$2.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 3.93% |
$28.9K - $35.3K
|
3.45K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-141- 0.13% |
$28.9K - $35.3K
|
108K
$28M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-142- 2.98% |
$29.1K - $35.5K
|
4.62K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-143- 13.28% |
$29.3K - $35.8K
|
934
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-143- 0.34% |
$29.3K - $35.8K
|
42.2K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-143- 6.1% |
$29.3K - $35.8K
|
2.2K
$570K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-143- 0.79% |
$29.3K - $35.8K
|
18K
$4.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-144- 3.89% |
$29.5K - $36K
|
3.56K
$922K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-144- 6.7% |
$29.5K - $36K
|
2.01K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-145- 12.85% |
$29.8K - $36.3K
|
983
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-147- 6.21% |
$30.2K - $36.8K
|
2.22K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-148- 10.3% |
$30.4K - $37K
|
1.29K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-148- 0.19% |
$30.4K - $37K
|
76.6K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-148- 4.91% |
$30.4K - $37K
|
2.87K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 0.21% |
$30.6K - $37.3K
|
71.5K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-150- 1.56% |
$30.8K - $37.5K
|
9.47K
$2.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-151- 0.83% |
$31K - $37.8K
|
18.1K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-151- 6.18% |
$31K - $37.8K
|
2.29K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-152- 1.2% |
$31.2K - $38K
|
12.5K
$3.24M
|