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
|
J2 Capital Management Inc
|
SELL
|
- |
-251- 7.3% |
$51.5K - $62.8K
|
3.19K
$825K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-251- 2.51% |
$51.5K - $62.8K
|
9.75K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-251- 1.65% |
$51.5K - $62.8K
|
15K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-252- 1.69% |
$51.7K - $63.1K
|
14.6K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-253- 0.83% |
$51.9K - $63.3K
|
30.2K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-254- 4.64% |
$52.1K - $63.6K
|
5.22K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-254- 16.54% |
$52.1K - $63.6K
|
1.28K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-254- 2.07% |
$52.1K - $63.6K
|
12K
$3.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-254- 0.88% |
$52.1K - $63.6K
|
28.7K
$7.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-255- 5.89% |
$52.3K - $63.8K
|
4.07K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-255- 1.97% |
$52.3K - $63.8K
|
12.7K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-257- 10.88% |
$52.7K - $64.3K
|
2.11K
$545K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-258- 0.87% |
$52.9K - $64.6K
|
29.4K
$7.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-263- 7.49% |
$54K - $65.8K
|
3.25K
$841K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-263- 2.36% |
$54K - $65.8K
|
10.9K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-265- 1.71% |
$54.4K - $66.3K
|
15.2K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-267- 1.01% |
$54.8K - $66.8K
|
26K
$6.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-267- 1.48% |
$54.8K - $66.8K
|
17.8K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-267- 0.65% |
$54.8K - $66.8K
|
40.6K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-269- 0.53% |
$55.2K - $67.3K
|
50.7K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-269- 2.51% |
$55.2K - $67.3K
|
10.5K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-270- 1.98% |
$55.4K - $67.6K
|
13.4K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-270- 0.5% |
$55.4K - $67.6K
|
53.7K
$13.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-271- 1.38% |
$55.6K - $67.8K
|
19.3K
$5M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-272- 23.96% |
$55.8K - $68.1K
|
863
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-272- 0.48% |
$55.8K - $68.1K
|
56.9K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-272- 56.2% |
$55.8K - $68.1K
|
212
$54.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-274- 10.62% |
$56.2K - $68.6K
|
2.31K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-274- 5.24% |
$56.2K - $68.6K
|
4.95K
$1.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-275- 2.09% |
$56.4K - $68.8K
|
12.9K
$3.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-275- 0.57% |
$56.4K - $68.8K
|
48.1K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-275- 6.78% |
$56.4K - $68.8K
|
3.78K
$978K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-275- 0.95% |
$56.4K - $68.8K
|
28.6K
$7.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-276- 2.72% |
$56.6K - $69.1K
|
9.86K
$2.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-277- 3.21% |
$56.8K - $69.3K
|
8.35K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-277- 2.59% |
$56.8K - $69.3K
|
10.4K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-277- 2.48% |
$56.8K - $69.3K
|
10.9K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-277- 1.89% |
$56.8K - $69.3K
|
14.4K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-278- 2.37% |
$57K - $69.6K
|
11.4K
$2.96M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$15.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-280- 1.09% |
$57.5K - $70.1K
|
25.5K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-281- 0.54% |
$57.7K - $70.3K
|
52.2K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-283- 8.19% |
$58.1K - $70.8K
|
3.17K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-284- 9.55% |
$58.3K - $71.1K
|
2.69K
$696K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-284- 1.84% |
$58.3K - $71.1K
|
15.2K
$3.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-285- 2.01% |
$58.5K - $71.3K
|
13.9K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-286- 20.11% |
$58.7K - $71.6K
|
1.14K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-287- 1.74% |
$58.9K - $71.8K
|
16.2K
$4.19M
|