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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-153- 2.0% |
$31.4K - $38.3K
|
7.5K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-153- 0.51% |
$31.4K - $38.3K
|
29.8K
$7.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-154- 9.14% |
$31.6K - $38.5K
|
1.53K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-154- 0.73% |
$31.6K - $38.5K
|
20.9K
$5.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-154- 0.37% |
$31.6K - $38.5K
|
40.9K
$10.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-155- 0.62% |
$31.8K - $38.8K
|
24.9K
$6.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-155- 0.69% |
$31.8K - $38.8K
|
22.5K
$5.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-156- 3.35% |
$32K - $39K
|
4.5K
$1.17M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-157- 3.82% |
$32.2K - $39.3K
|
3.96K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-157- 0.94% |
$32.2K - $39.3K
|
16.6K
$4.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-157- 8.31% |
$32.2K - $39.3K
|
1.73K
$448K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-157- 9.38% |
$32.2K - $39.3K
|
1.52K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-157- 4.09% |
$32.2K - $39.3K
|
3.68K
$953K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-158- 2.2% |
$32.4K - $39.5K
|
7.03K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-158- 8.72% |
$32.4K - $39.5K
|
1.65K
$428K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-158- 3.49% |
$32.4K - $39.5K
|
4.37K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-158- 23.83% |
$32.4K - $39.5K
|
505
$131K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-159- 0.83% |
$32.6K - $39.8K
|
18.9K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-159- 0.32% |
$32.6K - $39.8K
|
49.1K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-160- 0.58% |
$32.8K - $40K
|
27.4K
$7.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-163- 0.65% |
$33.4K - $40.8K
|
24.8K
$6.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-163- 1.29% |
$33.4K - $40.8K
|
12.5K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-166- 1.8% |
$34.1K - $41.5K
|
9.04K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-166- 9.89% |
$34.1K - $41.5K
|
1.51K
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-167- 0.64% |
$34.3K - $41.8K
|
26K
$6.73M
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-167- 0.49% |
$34.3K - $41.8K
|
33.7K
$8.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-168- 2.88% |
$34.5K - $42K
|
5.66K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-169- 0.44% |
$34.7K - $42.3K
|
38.3K
$9.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-169- 0.65% |
$34.7K - $42.3K
|
25.9K
$6.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-169- 1.19% |
$34.7K - $42.3K
|
14K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-170- 6.21% |
$34.9K - $42.5K
|
2.57K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-170- 13.62% |
$34.9K - $42.5K
|
1.08K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-170- 0.5% |
$34.9K - $42.5K
|
33.7K
$8.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-170- 14.9% |
$34.9K - $42.5K
|
971
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-171- 0.6% |
$35.1K - $42.8K
|
28.5K
$7.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-171- 9.14% |
$35.1K - $42.8K
|
1.7K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-171- 0.38% |
$35.1K - $42.8K
|
44.8K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-171- 14.95% |
$35.1K - $42.8K
|
973
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-172- 6.04% |
$35.3K - $43K
|
2.68K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-172- 1.21% |
$35.3K - $43K
|
14.1K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-173- 0.45% |
$35.5K - $43.3K
|
38.7K
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-174- 5.15% |
$35.7K - $43.6K
|
3.21K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-174- 1.09% |
$35.7K - $43.6K
|
15.8K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-174- 2.27% |
$35.7K - $43.6K
|
7.49K
$1.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-174- 5.64% |
$35.7K - $43.6K
|
2.91K
$753K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-175- 15.87% |
$35.9K - $43.8K
|
928
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-175- 2.82% |
$35.9K - $43.8K
|
6.04K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-175- 3.64% |
$35.9K - $43.8K
|
4.63K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-175- 7.88% |
$35.9K - $43.8K
|
2.05K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-178- 2.58% |
$36.5K - $44.6K
|
6.72K
$1.74M
|